XML Tally Data Import - Tally Prime

XML Tally Data Import - Tally Prime

To import Trial Balance using XML Tally through Tally Prime, you are requested to please export the Trial Balance and List of account from Tally Prime application and then import the same in Zen IT Software.

To Export Trial Balance using Tally Prime Software, please follow the steps below-
  1. Open Tally Prime software.
  2. Select Company
  3. Select Particular Period.
  4. On the Gateway of Tally - Click on Display More Reports
            
  1. Here, Click on - Trial Balance.
            
  1. Then, Click on F5 Button - For Ledger-Wise Report.
            
  1. Now Click on E - Export Button.
            
  1. And then Click on Current OR Ctrl+E.
            
  1. Select File format is XML (Data Interchange) and Send.
            

This will export the  Trial Balance data from Tally Prime and save on Folder path on Upper Screen.

Similarly, For List of Accounts
  1. Open Tally Prime software.
  2. Select Company
  3. Select Particular Period.
  4. On the Gateway of Tally - Click on Chart of Accounts
            
  1. Here, Click on - Ledgers.
            
  1. Then, Click on E - Export Button.
            
  1. Now, Click on Current OR Ctrl+E.
  2. Select File format is XML (Data Interchange) and Send.
This will export the  List of Accounts   data from Tally Prime.

Now to Import the Data in Income Tax Module
  1. Go to Transaction > Balance Sheet > Trial Balance.
            

NOTE :  In case of Company, the path to import the data from Tally is 
Path >>  Transaction >> Balance Sheet >> Import Tally/Busy

  1. Here, Click on Import Trial Balance.
            
  1. Under Import Selection - Click on XML Tally.
            
  1. Please select List of Account and Trial Balance XML file.
            
  1. Now, Click on Next Button.
            
  1. Again Click on Next Button.
            
  1. If Data Shown in Group Name (Not matched with Existing Data), then click on Particular entry and Pushed in Group Name exist with Arrow Button.
            
  1. Once done, Click on Finish Button.
  2. Data Imported Successfully in Trial Balance.
            

Hope this Helps.

    • Related Articles

    • Express ITR || How to Import Trial Balance From Tally

      What is Trial balance A trial balance is a financial report used in accounting to ensure that the total of all debit balances equals the total of all credit balances. It’s a preliminary step in preparing financial statements and helps to identify any ...

    • Express ITR || How to Prepare Financial Statement Through Trial Balance

      Import Financial Statements Using Trial Balance XML How to Import Trial balance From Tally To Import Trial Balance From Tally Click here To Import Step 1: Open the Trial balance Which is imported from Tally to Check the data. Step 2: Now click on ...

    • Income tax || How to Importing Trial Balance directly from Tally

      Importing Trial Balance directly from Tally: User can eliminate repetitive work by importing the trial balance from Tally directly and preparing financial reports like the balance sheet, profit and loss, trading account, etc. To import the trial ...

    • Income Tax || Trial balance Import through Excel Template

      How to Import Trial Balance Through Excel Template: Preparing a trial balance through Excel involves organizing your financial data to ensure that all debits and credits balance. Here's a step-by-step guide to creating a trial balance in Excel: Step ...

    • Income Tax || How to Import Trial Balance from BUSY Software

      Please export the Excel sheet using BUSY Software. Follow the steps below to export the BUSY Excel file: Export all the data successfully. Import the exported data into the Trial Balance. To import the data, navigate to Transactions → Balance sheet → ...