Choose the entity before the format
Non-corporate financials use a separate presentation workflow from company Schedule III financials. Select the correct entity type and confirm the applicable ICAI guidance/framework for that entity and period. The app also provides traditional output where offered.
Review the workings that matter
Start from supported Tally, TB or existing Excel data. Review proprietor/partner capital, profit transfers, contributions/drawings, PPE/depreciation, stock and supporting notes. Check CY/PY values and entity identity before exporting.
Converting an existing workbook
Convert Old Format to New lets you start from supported old-format Excel financials and review recognised values before generating the selected presentation. Read the conversion guide for sheet selection, comparative files and saving into the app.
Follow the preparation steps
Prepare your first financial statements or convert an existing Excel workbook.
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