Installation
Learn how to install Tally Connector to your system
Prerequisites to install Tally Connector
Please check the following points before you start with installation of e-Invoicing Tally connector
System Requirements
Following are the system requirements for Tally e-Invoicing connector to work smoothly.
System Configuration (Windows 7 and above)
Stable internet connection
Tally ERP9 should be running & required company should be open
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
Please check if all the Mandatory fields are available in Tally. If these are not present/invalid , NIC might give errors while generating IRN
Mandatory Fields
Details
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
Guide to install Tally Connector
Step 1: Download setup file
Please Download the setup file from ClearTax e-Invoicing portal https://einv.cleartax.in
Step 2: Get Started with installation
Double click to run the exe file. You will see the following screen. Please follow the onscreen steps to start the installation
Step 3: Select Tally version and Login
Once you click on “Get Started with Installation”, you will be asked to select your Tally version
Please click on “Tally Prime” or “Tally ERP9” as your ERP
Click on “Continue” and enter your ClearTax Credentials. You can also create an account during this process
Step 4: Continue
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: Paste TCP files
You will be asked to copy the TCP path from the installer.
Navigate in Tally according to the onscreen instructions
Copy the TCP path from the onscreen instructions, paste it in Tally, and accept the changes
Step 6: Activate Company
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: Login to NIC Portal
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: Enter API Credentials and Verify
Once you have given NIC credentials, the setup can show two scenarios
If NIC API credentials are present, you will be asked to re-enter NIC API credentials
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.
E-Invoice feature will be activated in Tally in a few seconds. You will see this screen on successful completion of installation
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
Enter your login credentials - please signup with your official email id and set your password
Step 2: Add Business details & NIC Credentials
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
You can login into ClearTax E-Invoicing portal as well to check the details
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