Lighting of Lamp

Enjoy your GST journey with Tally.ERP 9! After upgrading to Release 6, you can choose to start working with Tally.ERP 9 in one of the following ways: Note: The options below are applicable for all these versions of Tally.ERP 9 - Tally 8.1, Tally 9, Tally.ERP 9 Release 1.0 to Tally.ERP 9 Release 5.5.8. Open your existing company in Release 6 and continue your business as usual [Option 1] This is the simplest option. Open your company in Tally.ERP 9 Release 6 and follow on screen instructions. Once the data is converted, get started with GST. For Tally 7.2 or lower, download the tool  Tally72migration.exe, and upgrade your data using this tool. After the upgrade, you can open your data in Release 6. Open your existing company in Release 6 and split your company [Option 2] Open your company in Tally.ERP 9 Release 6 and follow on screen instructions. Then, split your company. For Tally 7.2 or lower, download the tool Tally72migration.exe, and upgrade your data using this tool. After the upgrade, you can open your data in Release 6, and split the company. Create a new company in Release 6 and start afresh for GST [Option 3] Go to Company Info. > Create Company. Create all required masters afresh. Or Export masters from your company in the older version of Tally.ERP 9 with the closing balances as on 30th June. In the new company in Release 6, import these masters. Once the masters are imported, you can get started with GST. Enjoy your GST journey with Tally.ERP 9!

Option 1: Select the company to upgrade to Release 6.0 Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Data Conversion  Say ‘Yes’ to accept Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Change the backup path  Press ‘N’ else ‘Y’ to accept Copyrights 2017 @ Tally Solutions Pvt. Ltd.

To setup GST details at company level press ‘Enter’ Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Enter your provisional GSTIN Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Understanding Setting GST Rates Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Release 6.0 provides flexibility to define GST Tax Rate % at various levels– Company Stock Group While raising Invoices, Tally will check for the definition at Voucher first, if not found will jump to the next level as shown Define here if you are dealing in single HSN/SAC GST Rate Stock Sub-Group Stock Item Accounting Group Define here if a particular stock item’s HSN/SAC GST Rate is different from the Rate defined at Group / Company level Define here if you are dealing in multiple HSN/SAC GST Rate Accounting Ledger Transaction Level Create Separate Sales / Purchases ledgers, if you are dealing in Goods as well as Services. And define the GST rates here. As an exceptional case, you may override the definition defined at above levels at transaction level, if you wish to. Note: To decide which definition would be appropriate for your data, please check the illustrations given in the further slides Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Scenario 1 – Company dealing in single HSN / GST Rate @ 18%

Scenario 1 – Company dealing in single HSN / GST Rate

Single HSN/SAC and GST Rate Company level Single HSN/SAC and GST Rate

Setting GST Rate at ‘Company’ level Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Set/alter GST Rate Details

Deactivating previous Tax (VAT) Gateway of Tally  F11: Features  F3: Statutory  Set/alter VAT details Similarly, if you are dealing in Services, please deactivate Service tax.

Gateway of Tally  Display  Statutory Reports  GST  GST Rate Setup Rates will be shown ‘Italic’ as it is getting picked up from ‘Company level’

GST Rate Setup  F5: Tax Rate-wise To view all stock items GST Rate-wise, click on F5: Tax Rate-wise

GST Output Ledgers

GST Input Ledgers In Ledger creation screen, press F12: Config and enable the option as given above.

Additional ledgers configuration Configure the additional ledgers as per your business requirement.

Default Accounting allocation for Sales Voucher

Configuring required ledgers during Invoicing for faster data entry

Sales Invoice

Sales Invoice  Tax Analysis (Alt+A)

Scenario 2 – Company dealing in two HSN / GST Rate

Scenario 2 – Company dealing in two HSN / GST Rate @ 18% & 12%

Company level & Stock Group level Multiple HSN/SAC and GST Rate Majority Stock items % (Laptops) - Company level Minority Stock Items % (Mobiles) – Stock Group level

Setting GST Rate at ‘Company’ level Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Set/alter GST Rate Details

Defining GST (minority GST%) at Stock Group level

Sales Invoice – Laptop & Mobile

Sales Invoice  Tax Analysis (Alt+A)

Interstate Sale

Defining Party Ledger  Country, State and GST Details

Interstate Sale

Tally Supports All Kinds of GST Transactions Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Tally Supports All Kinds of GST Transactions Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Intrastate Invoice Change date (if required) Select Party Choose voucher type Select Party Change date (if required) Select Sales ledger Enter item, quantity, and rate Select Tax ledgers Intrastate Invoice Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Interstate Invoice Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Multi-GST Rates Invoice Copyrights 2017 @ Tally Solutions Pvt. Ltd.

GST + Cess Invoice Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Excise + GST Invoice Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Advance Receipt Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Journal (Reverse Charge) Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Sale via E-Commerce Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Slab based Transaction Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Goods + Services Invoice Copyrights 2017 @ Tally Solutions Pvt. Ltd.

Product Unveiling

For more details, please login to https://help.tallysolutions.com Filler Slide For more details, please login to https://help.tallysolutions.com