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
- Select As Invoice
- Enter the reference in the Ref. field, if required
- Select the Party’s A/c Name from the List of Ledger Accounts
- Select the Sales Ledger with the VAT/Tax class – Interstate Sales @ 2% Against Form C.
- 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.
- Select the Name of Item from the List of Items.
- Enter the Quantity and Rate. The amount is automatically displayed in the Amount field.
- 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.
- Select Form C as Form to Receive, if applicable.
- The Form number and Date fields will be displayed on selecting the Form to Receive from the Form Types list.
- Enter the Form number and Date if available for the Form selected
- Set Show Statutory Details field to No
- Enter Narration if required
- Press Enter to accept and save.
To enable Cheque Printing in Tally.ERP 9,
- Go to Gateway of Tally > F11: Accounting Features
- Set Enable Cheque Printing to Yes
- 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.
|Input Tax||This is the tax paid on purchases|
|Output Tax||This is the tax charged on sales|
|Input Credit||The excess amount of Input tax over output tax for the current period which is permitted to be set off against Output tax of subsequent periods is termed as Input Credit.|
|TIN||Tax Identification Number (TIN) is the Registration Number given by the department to the dealer at the time of Registration. This needs to be quoted at all required places where the registration details are to be provided.|
|Tax Invoice||This is the Sales invoice format issued by one Registered Dealer to another. Based on this Invoice, the ITC can be claimed by the purchasing dealer.|
|Retail Invoice||The Sales invoice format used for invoicing the Exempted Sales and the Sales made to Unregistered dealers is termed as Retail Invoice.|
|Registered Dealer||This term is used to identify a dealer who is registered either under Voluntary Registration or Compulsory Registration under the VAT Act. Such dealer can issue tax invoice and also claim the tax paid on purchases made from other registered dealers as Input tax credit.|
|Unregistered Dealer||Dealers who are not registered under the VAT Act are called as Unregistered Dealers (URD). Such dealers cannot issue tax invoice. They can neither Charge Tax nor Claim Input Tax Credit.|
|Purchase Tax||The Tax paid on goods purchased from unregistered dealers is liable to Purchase Tax. The purchase tax is treated as Output VAT payable by the dealer as it is a liability. It has to be paid while making the payment towards VAT liability. Based on the Rules and Regulations, the Input Tax Credit can be claimed on the payment made towards Purchase Tax.|
- 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
- Create a company
- Set F11: Features and F12: Configuration as desired
- Keep the company loaded and create another company
- 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