Installation Guide for Tally connector

Tally Connector Installation Guide

Welcome to ClearTax e-Invoicing Tally connector!
This document contains information on how to install ClearTax e-Invoicing Tally connector.
Please follow the mentioned steps to install Tally connector and start generating e-Invoices.

Prerequisites to install Tally Connector

Please check the following points before you start with installation of e-Invoicing Tally connector

a) System Requirements

Following are the system requirements for Tally e-Invoicing connector to work smoothly.
    1.
    System Configuration (Windows 7 and above)
    2.
    Stable internet connection
    3.
    Tally ERP9 should be running & required company should be open

b) Tally pre-install configuration checklist

Following are the Tally related requirements for Tally e-Invoicing connector to work a) Admin Login for the Tally is available b) Take the data backup of the Tally application. You can follow these steps to take a backup - https://help.tallysolutions.com/article/Tally.ERP9/Data_Management/backup-restore-tally.htm
This is important to help recover your tally data, in case required.
c) Please check if all the Mandatory fields are available in Tally. If these are not present/invalid , NIC might give errors while generating IRN
Company info
1) Country name 2) State name 3) Pincode 4) Address (Length should be less than 100 characters) 5) Phone number (Length should be between 6 to 12 digits)
Party Master
1) Country name 2) Party state name 3) Party Pin Code 4) Party GSTIN 5) Party type (In case of SEZ/Deemed export sales) 6) Registration type(Regular/Composition)
Item Master
1) HSN number
2) GST rates (check on tax rate History)
Income ledger without items
1) HSN number
2) GST rates
Expense ledger (GST applicable)
1) HSN number
2) GST rates
Non GST expense ledger
1) Is GST applicable - “Not Applicable” 2) Include in assessable value calculation for - "Not Applicable"
Round Off
1) Type of ledger - Invoice rounding

Follow these steps to install ClearTax e-Invoicing Tally Connector

Step 1: Please Download the setup file from ClearTax e-Invoicing portal https://einv.cleartax.in

Step 2: Double click to run the exe file. You will see the following screen. Please follow the onscreen steps to start the installation.

Step 3: Once you click on “Get Started with Installation”, you will be asked to select your Tally version

    1.
    Please click on “Tally Prime” or “Tally ERP9” as your ERP
    2.
    Click on “Continue” and enter your ClearTax credentials. You can also create an account during this process.

Step 4: You might be asked to verify the ODBC port on your Tally if Tally is not running or it has ODBC port disabled. If Tally is running & ODBC port is activated, you will not see this screen. Once you’ve set the correct ODBC port, click on “Continue”

If you don’t know what ODBC port is, click here to verify: https://community.cleartax.in/t/how-to-find-your-odbc-port-for-cleartax-tally-connector/1229

Step 5: You will be asked to copy the TCP path from the installer.

a) Navigate in Tally according to the onscreen instructions
b) Copy the TCP path from the onscreen instructions, paste it in Tally, and accept the changes.

Step 6: Select the company from the dropdown and click on “Activate Company”. If the desired company is not visible, please ensure the company is open and click on Refresh button.

Step 7: After you click on “Activate Company”, it will check whether NIC API credentials are present or not in your ClearTax account. If it is not present, it will ask you to login to NIC portal

Step 8: Once you have given NIC credentials, the setup can show two scenarios

    1.
    If NIC API credentials are present, you will be asked to re-enter NIC API credentials
    2.
    If NIC API credentials are not present, you will be asked for an OTP so they can be created automatically for you.
What are NIC API credentials - This is separate username/password from your NIC login, which authorises ClearTax to communicate with NIC & send data on your behalf.

Step 9: E-Invoice feature will be activated in Tally in a few seconds. You will see this screen on successful completion of installation

      1.
      Go to Tally home screen and select the ClearTax module to manage and generate e-Invoices. To know how to use the feature, please read the user manual

Optional - Manual steps on NIC e-Invoice portal: Add “Defmacro” as GSP

Please click on the following link or copy/paste the URL on web browser and follow the steps

Optional - Manually creating an account on einv.cleartax.in

Step 1: Enter your login credentials - please signup with your official email id and set your password.

This will give you access to ClearTax web portal to complete the setup and get access to advanced features.

Step 2: Add your business details & NIC credentials - These are the API credentials that you have set while adding “Defmacro” as GSP.

Click on “Add Business” to save these details

      1.
      You can login into ClearTax e-Invoicing portal as well to check the details

Frequently Asked Questions

About the product

Q: Is this a demo/testing/sandbox version or the production version?
A: This is the production version of einvoicing
Q: Will this work if I have Tally Prime?
A: Current version works for Tally ERP9 as well as Tally Prime. Tally Prime has to be installed manually, please contact support for the same.
Q: Do I have to install this in client or server?
A: Install the application and activate the company is both the server and client systems
Q: Will this work if I have other custom TCPs?
A: Although the ClearTax application will work along with other TCPs, some TCPs might conflict and cause the software to not work on your system. You can try disabling other TCPs and test if ClearTax Tally Connector starts working. Please contact us so we can improve support in this scenario.

During installation

Q: I am facing issues of ODBC port not found?
A: Make sure ODBC port is correct and set up correctly. Click this link for more details https://community.cleartax.in/t/how-to-find-your-odbc-port-for-cleartax-tally-connector/1229
Q: I am getting this error “Company not registered”
A: Make sure the GSTIN has been added in ClearTax Einvoicing portal, and the same GSTIN has been updated in Tally as well.
Q: I am getting an Activation Failed error.
A: Please contact us so we can help you install Tally Connector.
Q: I already have the ClearTax TCP set up. Do I still need to install the new application?
A: Yes, the latest application always contains stability & bug fixes, as well as points to the production environment. If you have installed the TCP prior to 31st December, it is possible you might have an older version of TCP which will work on sandbox only. Download the latest version from https://einv.cleartax.in/

IRN & eWaybill generation

Q: I am getting pincode/quantity errors every time I try to generate IRN
A: Make sure all details are updated in company info, party master as well as stock master. This is a one time activity required to make your data einvoicing compliant.
Q: When I try to generate IRN, I get an “unauthorised” error
A: Make sure your TCP module is configured for production environment and auth token is correct. Download the TCP and run the installer once again to fix the issue. You can also verify by going to Gateway of Tally > Features (F11) > Add On Features > Enable einvoicing module (Yes) and check whether API links begin with “https://api-einv.cleartax” and not “https://einvoicing.internal.cleartax
You can also update Auth token and owner ID here by logging in to einv.cleartax.in > Settings (top right dropdown) > Integration Settings
Org unit list has list of owner IDs, Auth token tab can be used to generate a new authorization token. Paste these details in Tally and save them.
Q: My voucher is not showing up for IRN generation
A: Gateway of Tally > Accounts Info > Voucher Types > Alter > (Select voucher) > Use for einvoice > Yes
If this does not work, make sure correct dates are selected in Einvoice register.
Q: What do the color codes mean?
A: Black - IRN not generated
Blue - Only IRN generated
Green - IRN+eWaybill generated
Red - IRN generation failed due to some error in data
Q: How can I generate eWaybill along with IRN
A: Inside the voucher > Generate GST/eWayBill > Yes > Fill in details and Save > Generate IRN
Q: How can I autocalculate distance in eWaybill
A: Set distance to 0 so that ClearTax can calculate distance between pincodes automatically

Printing

Q: QR code is not getting generated
A: Ensure that Tally connector has been installed on the same physical system where the Tally instance is running. It is possible that the connector is installed on admin machine, but QR code is not generated on the client system - which can be resolved using this issue.
If this does not fix the issue, try checking whether a file called QRimg.jpg is being generated. If it is being generated, changing printing QR code position will help fix this. If it not QRimg.jpg is not present, reinstall the Tally connector or contact support.
Q: How can I change printing QR code position
A: Gateway of Tally > Accounts Info > Voucher Types > Alter > (Select voucher) > QR code position > Top/Center
Q: Can I use a custom print format?
A: Tally connector uses the standard print format. If you want more custom print formats, you can use the formats available from einv.cleartax.in
Q: Can I modify the QR code for my B2C invoices?
A: B2C invoices can have UPI ID set up. This can be changed from Gateway of Tally > Features (F11) > Add On Features > Enable einvoicing module (Yes) > UPI ID
Thank You
Please reach out to us at einv-support@cleartax.in in case you have any queries.
Last modified 5mo ago