Tally Sales Integration – GSTR 1 Reconciliation

 

Using GSTZen’s Tally Sales Integration, you may now upload your sales invoices into GSTZen directly from Tally and reconcile GSTR 1 with your invoices. This eliminates the need for both manual reconciliation and sales invoice upload through Excel; making GSTR 1 reconciliation all the more easier.

 

Steps to upload your Tally Sales Register

You may upload your sales register into GSTZen in 4 simple steps. Read on for more information on the steps:

  1. Open the Tax payers dashboard and click on “Upload Sales Register” in upload your Invoices, Tally Integration section.
  2. Or, You can also upload from tally from the below screen available in the Sales Register.
  3. Choose the Tally Company
  4. Select Voucher Type
  5. Set the Date Range for upload
  6. Verify and Save invoices into GSTZen

Once the invoice upload is successful, you will be able to view these invoices in your GSTZen Sales Register.

This YouTube video explains how you can upload your sales register into GSTZen

System Requirements for Tally Integration

Please ensure that Tally is installed and running on your computer so that GSTZen can recognize your tally company. Here are the set of other prerequisites that will ensure that the Tally Integration works smoothly:

Set Tally Port

  • Tally ERP 9
    • The tally server needs to run on Port 9000
    • Tally ERP 9 is action as needs to be set to Both
    • To configure tally server to Port 9000, follow the path Tally Main -> Company Info -> Configuration -> Advanced ConfigurationTally sales port
  • Tally Prime
    • The tally server needs to run on Port 9000
    • TallyPrime acts as should be set to Both
    • To configure tally server to Port 9000, follow the path Tally Main -> Help:F1 -> Settings -> ConnectivityTally Prime port setting

GSTZen Chrome Extension

  • Please use Google Chrome browser for the Tally Integration to without glitches. GSTZen Chrome Extension is a tool that we use to communicate between Tally and GSTZen software. To install the extension, please visit – Google Chrome App Store
  • Click on Add to ChromeGSTZen Chrome extension
  • Click on Add extensionAdd chrome extension