ClearTax Tally Add-on FAQs

About the product

Q: Is this a demo/testing/sandbox version or the production version?

A: This is the production version for e-invoicing

Q: Will this work if I have Tally Prime?

A: Yes. the current version works for Tally ERP9 6.4 onwards, as well as Tally Prime.

Q: Do I have to install this on a 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.

Q: Can we preview data before IRN or E-waybill generation?

A: Yes. in the current version, you can preview all the respective information before sending it to the government portal.

During installation

Q: I am facing issues of "ODBC port not found". What do I do?

A: Make sure the 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”. What do I do?

A: Make sure the GSTIN has been added to the ClearTax E-Invoicing portal, and the same GSTIN has been updated in Tally as well.

Q: I am getting an Activation Failed error. What do I do?

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 & E-Waybill Generation

Q: I am getting pincode/quantity errors every time I try to generate IRN. What do I do?

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 E-Invoicing compliant.

Q: When I try to generate IRN, I get an “unauthorised” error. What do I do?

A: Make sure your TCP module is configured for the production environment and auth token is correct. Download the setup and run the installer once again to fix the issue. You can also verify by going to below path in Tally as Path: Gateway of Tally > ClearTax > Configuration > Set/alter ClearTax API Details (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 > 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.

Please follow the screenshot

Q: My voucher is not showing up for IRN generation

A: Gateway of Tally > Accounts Info > Voucher Types > Alter > (Select voucher) > Use for e-invoice > Yes

Q: What do the color codes mean?

A: Black - No action taken

Blue - Only IRN generated

Green - IRN+eWaybill generated

Red - IRN generation failed due to some error in data

Q: While generating IRN getting below error in the message box. What do I do?

107: EInvoice.ItemList[0].Unit : Unit of measurement - is invalid. Please check the valid UQC codes via https://einvoice1.gst.gov.in/Others/MasterCodes|

A: Make sure you have configured Unit Quantity Code (UQC) at Units of Measure or Reporting UQC at stock master.

Path: Gateway of Tally > Inventory Info > Unit of Measure > Alter (Select respective Unit)

Q: How to correct the invoice value while getting the value Mismatch error as below?

107: EInvoice.ValDtls.TotInvVal : Invalid Total Invoice Value. The Total Invoice Value should be equal to the Sum of Total Value of All Items - Invoice Discount + Invoice Other charges + Round-off amount. Please correct the Invoice Value and try again.

A: Make sure in invoice, all the respective Ledger master or Inventory Master grouping or GST classification or Supply Type are configured correctly.

Q: How to do the setup to get the correct Transaction Type for E-Waybill Print?

A: You can change the e-waybill setting by logging in to einv.cleartax.in > Settings > E- way bill settings > EWB Transaction type correction > Manage usage (Select the respective GSTIN or PAN from the list of GSTIN / PAN and save the screen)

Q: How can I auto calculate the distance in eWaybill?

A: Set distance to 0 or empty so that ClearTax can calculate distance between pin codes automatically.

Note: Auto calculation will work only if there are two different pincodes.

Printing

Q: QR code is not getting generated

A: Ensure that the Tally connector has been installed on the same physical system where the Tally instance is running. In the same folder make sure QRCode.exe is copied. Even if not printing reinstall the Tally connector or contact support.

NOTE: QRCode.exe required Tally.ERP9 before the 6.1 version.

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 > Accounts Info > Ledger > Alter > (Select Bank ledger) > UPI ID.