Depending on the nature of sales transaction you can select the applicable Form Type.

• C Form is for sales made to registered customers.
• D Form is for sales made to government.
• F Form is for Branch transfers.
• H Form is for deemed exports.
• I Form is for SEZ Customers.
• J Form is for sale made to Diplomatic Mission & U.N etc. Form J will be displayed for selection based on the State selected for CST compliance.

In case where the Inter-state sales transaction does not involve the receipt of C Form, select Not Applicable in the Form to Receive field of the sales invoice.

Shut a Company is to unload it. It does not mean that you have deleted it. Simply select it again to load and work on it again.

You can shut a company in two ways

• either using the button F1: Shut Cmp (Alt + F1) or
• pressing Enter on Shut Company menu option on the Company Info. Menu.

The screen appears as shown below:

Interstate Sales Against Form C

Go to Gateway of Tally > Accounting Vouchers > F8: Sales

1. Select As Invoice
2. Enter the reference in the Ref. field, if required
3. Select the Party’s A/c Name from the List of Ledger Accounts
4. Select the Sales Ledger with the VAT/Tax class –  Interstate Sales @ 2% Against Form C.
5. On selecting the Sales Ledger, the VAT/Tax Class appears accordingly. In case the VAT/Tax Class is not defined in the master, select Interstate Sales @ 2% Against Form C from the VAT/Tax Class list.
6. Select the Name of Item from the List of Items.
7. Enter the Quantity and Rate. The amount is automatically displayed in the Amount field.
8. Select the CST ledger grouped under Duties & Taxes with Type of Duty/Tax as CST and VAT/Tax Class – CST @ 2% from the List of Ledger Accounts. The amount of CST is automatically calculated on the assessable value.
9. Select Form C as Form to Receive, if applicable.



10. The Form number and Date fields will be displayed on selecting the Form to Receive from the Form Types list.
11. Enter the Form number and Date if available for the Form selected
12. Set Show Statutory Details field to No
13. Enter Narration if required



14. Press Enter to accept and save.

To enable Cheque Printing in Tally.ERP 9,

1. Go to Gateway of Tally > F11: Accounting Features
2. Set Enable Cheque Printing to Yes
3. Set/Alter Cheque Printing Configuration to Yes.

The screen appears as shown.

Once the option Set/Alter Cheque Printing Configuration is activated to Yes, you will get the Company Cheque Details screen.

Company Cheque Details screen Appears as shown

Company Name on Cheque:

To print the company name on the cheque for signature purposes, mention the name of the Company (for example, ABC Company). If you do not want Tally.ERP 9 to print the name, you can leave it blank. Many banks issue cheques with your company name printed.

Name of Banks

Select the Bank from the Bank accounts list.

You will have to fill in the dimensions of the cheque. Tally.ERP 9 accepts user defined cheque dimensions. Take the banks cheque book and measure the dimensions of a cheque leaf carefully in millimeters and fill in the above form. You may need to correct it after trying out a couple of cheques so that the positioning is accurate. The placing of the cheque in the printer also determines the printing. To avoid mistakes trial could be made on photocopies of a cheque before using an actual cheque leaf.

How to use lower deduction TDS rates for certain suppliers

By virtue of Section 197/197A an assesses can get a certificate of lower deduction from the ITO.

Such certificate will include your TAN number, Assesses PAN Number, Period of applicability, approx. billing amount to you during the period and the % of TDS by which you should deduct TDS on the same.

Let’s assume one of your supplier presents you such a certificate of lower deduction of tds at a rate of 6%, then you must deduct the same as per the certificate produced to you.

Let’s learn how to manage the same in Tally.ERP 9. Once you make the settings as per below then whenever you book the invoice of such supplier then TDS will be calculated and deducted from the bill automatically at the rates specified as per the lower Deduction certificate

1. Go to related supplier’s ledger who produced you the lower deduction certification
2. (Note : Enable “Allow ADVANCED entries in TDS Master” form F12 configuration)
3. Enable “ Is TDS Deductable”?
4. Deductee Type : select deductee type from the list
5. Use Advanced TDS Entries : Set to “Yes”
6. You will find a pop up as per below
   
7. Enable “ Set Zero/Lower Deduction”  to “Yes”
8. You will find below screen
   
9. Select the Nature of payment applicable from the pop up window list
10. Set section number (it will be shown in the lower deduction certificate
11. Mention necessary details and save it.

If you are not aware of TDS features in tally then you should referTDS help file for further reference

• In Tally ERP 9 we can hide a group, ledger and stock item by pressing Alt + R,
• To recall the hidden line press Alt + S, and
• To recall the lines in order of removal press Alt + U

Creating two or more companies with same F11: Features and F12: Configuration settings

1. Create a company
2. Set F11: Features and F12: Configuration as desired
3. Keep the company loaded and create another company
4. The new company will have the same settings (Same configuration and features)

This feature allows the user to safeguard his company data. The Automated Backup or Auto Backup is a capability that automatically takes data backup in the background without any disturbance or affecting your work.
Auto Backup can be carried out by executing the following steps:
Go to Company Creation/Alteration screen of the required company.

The data backup is stored in the data folder of the respective company.
E.g.: A company titled ABC Company has a folder 10000 located in C:\Tally.ERP9\Data. On enabling Auto Backup
feature the backup file ABK.900 is created in C:\Tally.EPR9\Data\10000