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.

1. System Configuration (Windows 7 and above)

2. Stable internet connection

3. 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

https://docs.cleartax.in/cleartax-for-developers/e-invoicing-gsp-api/getting-started-with-einv-gsp-api/how-to-register-einv-gsp-on-irp

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

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

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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