ClearTax Tally Add-on Installation Guide

This document contains information on the pre-requisites and steps to install the ClearTax Tally Add-on for E-Invoicing and E-Waybill.

Pre-requisites

Before you start with the installation of the Tally Add-on, check if all the below pre-requisites are fulfilled.

a) System Requirements

Following are the system requirements for the add-on to work smoothly.

  1. Operating System (Windows 7 and above).

  2. Stable internet connection.

  3. Tally ERP9 or Tally Prime should be running & the required company should be open.

b) Checklist for Tally Configuration

For the Tally E-Invoicing Add-on to work smoothly, the following Tally-related configurations are required to be in place.

  1. Keep the Admin Login for Tally readily available. This is required during installation.

  2. Take the data backup of the Tally application. This is important to help recover your tally data, in case required.

    1. To take a backup in Tally ERP9, follow these steps - https://help.tallysolutions.com/article/Tally.ERP9/Data_Management/backup-restore-tally.htm

    2. To take a backup in Tally Prime, follow these steps - https://help.tallysolutions.com/tally-prime/data-management/backup-restore-company-data-tally/

  3. Check if all the mandatory fields are available in Tally. If these are not present or are invalid, then NIC might throw an error while generating the IRN.

Source
Fields

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

c) Registration of ClearTax as GSP on NIC

To add “Defmacro Software Private Limited” (Legal Name of ClearTax) as the GSP on NIC, follow the steps provided here.

d) Register an account on ClearTax

Step 1: Go to https://einv.cleartax.in and enter your login credentials or please signup with your official email id and set your password.

This will give you access to the 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 the GSP on NIC.

To save these details, click on “Add Business”.

Steps to install

To install the Tally Add-on and start generating e-Invoices, follow the below steps.

Step 1: Log into the ClearTax E-Invoicing portal https://einv.cleartax.in and download the installer (.exe file).

Step 2: Once the installer is downloaded, double click to run. You will see the following screen. To start the installation, follow the steps shown on the screen.

Step 3: Click on “Get Started with Installation”. You will be prompted to select the version of Tally. Select the appropriate version.

Step 4: Once you click on “Continue”, you will be prompted to login to ClearTax.

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

For Tally Prime follow the steps below:

For Tally ERP9 follow the steps below:

Step 6: Select the company from the dropdown and click on “Activate Company”.

Step 7: E-Invoice feature will be activated in Tally in a few seconds. You will see this screen on the successful completion of the installation.

Step 8: To manage and generate e-Invoices, go to the Tally home screen and select the ClearTax module.

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