Start from the records you already have
Connect Tally through the local connector, upload supported Tally exports, import a supported Excel Trial Balance, or recognise existing financial statements with their notes/workings. Convert Old Format to New offers a separate public conversion entry point; Import Centre brings source data into a saved client.
Recognition with a review step
Existing-financials import can detect candidate sheets and recognise figures/grouping from supported layouts. Check the selected sheets, entity, year and recognised values. For ledger imports, automatic mapping proposes financial-statement heads; unmapped-ledger review and manual correction remain available.
CY/PY together, with control over refreshes
Import comparative figures from the same or separate source files/companies as supported by the chosen route. Match CY/PY provides grouping comparisons and approvals. Read retention/replacement choices before a refresh and inspect the changed balances afterwards.
Notes and workings beside the statements
Review capital/share-capital, PPE/depreciation, inventory and applicable disclosures through their workings. Change note wording, units and display options with the existing controls. Eligible filed ITR-3/ITR-5/ITR-6 figures can be reviewed as a PY starting point where the destination has no PY TB rows. Supporting Data includes templates and additional import/copy workflows; ROC Docs offers review of supported AOC-4/MGT-7 master/share-capital information.
Differences stay visible
BS Match, Check Signs and Source & Reco help identify arithmetic, classification and source differences where supported. They assist review rather than certify correctness. Investigate missing ageing details, conflicting workings and unclear units using source evidence.
Reviewable output and data transfer
Generate Excel/PDF after reviewing presentation and signing settings. Supported draft ITR/Tax Audit exports can reduce re-entry in compatible workflows; verify the exported data in the destination software.
Choose your starting point
On a narrow screen, scroll the table sideways to read all three columns.
| Available source | Start here | Review before saving |
|---|---|---|
| Tally running on your computer | Connect Tally Directly | Company, port, period and supporting-data options |
| Tally exports; connector unavailable | Upload Tally Files | Accounting Masters XML, ledger-wise TB and closing stock |
| Existing Excel financial statements | Convert Old Format to New | Selected sheets, entity, CY/PY, units and recognised figures |
| Excel Trial Balance | Create Financials → Import Centre → Trial Balance | Columns, signs, ledger grouping and supporting workings |
| A saved client/year to update | Import Centre / Excel Refresh | Destination year, backup and retention/replacement choices |
| Eligible immediately preceding-year filed ITR | Income Tax JSON → Use as PY Financials | PAN, AY, recognised figures, missing detail and existing PY data |
Continue with a related guide
- Prepare your first financial statements
- Connect Tally directly
- Import Tally files without a connector
- Convert old Excel financials to the new format
- Import CY/PY and refresh an existing year
- Review ledger grouping and opposite balances
- Edit notes, capital, PPE and closing stock
- Review alerts, signing details and PDF/Excel downloads
- Use previous-year ITR and supporting-data imports