# Reports: GSTR-2A

## Export GSTR-2A

### Step-1 GSTR-2A Dashboard

First, navigate to the GSTR-2A Dashboard in Octa GST. To do this

1. **Log in and Select Company**: Log in to Octa GST, select the company you want to work with, and open it.
2. **Navigate to GSTR-2A Tab**: Go to the GSTR-2A tab. This will open the GSTR-2A dashboard for all periods.
3. **Check Data Status**: Hover your mouse over any period to see whether data is available or not.

> **Tip:** If data is not available than follow the 2'nd and 3'rd step and if data available directly follow 4th step.

### Step-2 Download JSON Files

1. **Click the JSON Button**: In the GSTR-2A dashboard, click the JSON button.
2. **Log In to the GST Portal**: A login tab will open. Click the **Login button** and enter your GST Government Portal
   credentials (User ID and Password).
3. **Generate JSON**: Once logged in, the screen for **JSON generation** will appear.
4. **Full-Year Download Option**: Octa GST allows you to download the **JSON** file for the **entire financial year**.
   In this tab, Octa GST sends the generation request to the government portal.
5. **Refresh and Download**: After a short time, once the JSON is generated, refresh the page. The Download option will
   appear. Click Download to save the JSON file.

### Step-3 Adding JSON Files

1. **Go to the GSTR 2A Dashboard**: In Octa GST, open the company and navigate to the GSTR 2A tab to access the dashboard.

2. **Click the Import Button**: On the dashboard, click the Import button.

3. **Select JSON Files**: Click Select, then browse your computer and choose the JSON file(s) you want to import.

> **Tip:** You can select multiple files at once.

4. **Open the Files**: After selecting, click Open to confirm your selection.

5. **Continue to Import**: Click the Continue button to start importing the data into Octa GST. To add data into Octa
   GST, go to the GSTR-2A dashboard and click the Import button. Then click Select and choose the JSON file(s) from your
   folder — multiple files can be selected at once. After selecting the file(s), click Open, and then click the Continue
   button to proceed with the import.

### Pull data (using OTP)

Octa GST also provides a data **pull option** to fetch data directly from the government portal without using JSON. To
use this feature, Octa GST must first be **connected** to the GST portal. To pull data, click the **Pull button**,
select the **desired period**, and then click Continue. The system will **retrieve** data from the government portal for
that period.

### Step-4 Export GSTR-2A

After **uploading** JSON into Octa GST or Pull Data, we can **export** it in Excel format. To do this, simply click the
**Export button**, select the **desired period**, and click Continue. The file will be generated in the **Robot tab**,
from where we can download the Excel file containing the data.

When we click on the Export button, the **export window** opens, showing the **download formats**. Octa GST provides
GSTR-2A Data in two type of format:

1. **Octa Full Format** – In the Octa Full Format, each invoice can contain **multiple line items**, and all these line
   items are displayed separately in the export. This ensures a detailed view of every transaction, making it ideal for
   thorough analysis and record-keeping.

2. **Octa Smart Format** – Consolidates invoice-level entries into a single Excel file.

## Export specific GSTIN and PAN Data

In Octa GST, if we want to export data for a **Specific Supplier**, you can do so using the **GSTIN or PAN** of the
Supplier. When we click the Export button, the export window opens, and there is an **option to enter the supplier’s
GSTIN or PAN**. By providing this information, you can generate and export data specifically for that Supplier.