Upgrade to Tally.ERP 9 Release 6.5.1

Upgrade to Tally.ERP 9 Release 6.5.1

Upgrading to Tally.ERP 9 Release 6.5.1 is fairly simple. We urge you to go through the FAQ section before you upgrade!

Install Tally.ERP 9 Release 6.5.1

  • Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.5.1.
  • Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.5.1.
  • Download and install Tally.ERP 9 Release 6.5.1. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.5.1.

You can also upgrade directly to the latest release from the product.

After Installing

After upgrading to Release 6.5.1, you can choose to start working with Tally.ERP 9 in one of the following ways:

Open your existing company in Release 6.5.1 and continue your business as usual

This is the simplest option. Open your company in Tally.ERP 9 Release 6.5.1 and follow the on-screen instructions. Once the data is converted, get started with GST (for India) or get started with GCC VAT (for Gulf countries) as required.

  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.1.

Open your existing company in Release 6.5.1 and split your company

Open your company in Tally.ERP 9 Release 6.5.1 and follow the on-screen instructions. Then, split your company.

  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.1, and split the company.

Create a new company in Release 6.5.1 and start afresh for GST or GCC VAT

  • Go to Company Info. -> Create Company. Create all the required masters.

Or

  • Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.5.1, import these masters. Once the masters are imported, you can get started with GST or GCC VAT.

Enjoy your journey with Tally.ERP 9!

FAQ

  1. How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?

A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 (migrate data from Tally 7.2 before opening in Release 6.5.1), and then group them together once again at the end. Always remember to back up the data and restore at a different location.

  1. I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.5.1? Can my licenses co-exist?

No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.5.1.

  1. What happens to my synchronization setup?

Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.5.1 at all your locations.

  1. My existing customization fails in Tally.ERP 9 Release 6.5.1. What do I do?

Ensure that the customization or Account TDL used in Tally.ERP 9 is compatible with Release 6.5. If you find that your customization or Account TDL is not compatible with Release 6.5.1, do either of the following:

  • Contact your partner to upgrade the solutions to Release 6.5.1.
  • Disable the customizations and proceed until the customizations are made compatible with the release.

To disable the customization

For local TDL/TCP

  1. Go to F12: Configure > Product & Features.
  2. Click F4: Manage Local TDL.
  3. Set the option Set TDL Files on startup to No, or remove the attached TDL or TCP from the TDL Configuration window.

For account TDL/Addon

  1. Log in to the Control Centre.
  2. Identify the TDL tagged to the Account ID.
  3. Disable the TDL and update the license.
Tally.ERP 9 Software

Uses of Latest Tally.ERP 9 Software

Tally.ERP 9 software is a useful tool that handles accounts, tax management, inventory management and payroll. The software has single-user and multi-user licenses which is beneficial for small and medium business enterprises in Saudi Arabia.

It eases out complex calculations and gives accurate results. It proves to be time saving and simple as the software can be learnt by new users as well as accounting experts. Professionals can also opt for online training by enrolling themselves for e-learning courses.

Every software upgrade from time to time and so is Tally.ERP 9. This ensures user to stay ahead in competition and use latest software for day-to-day calculations. Tally.ERP 9 has released the latest version as version 6.5.

All new versions of the software have key additions and enhanced features. Tally allows users to install the trial version for free. This helps users to check newly added features and subscribe for new edition if it benefits the organization.

Advantages of Using Latest Tally.ERP 9 software:

Simplified compliance: Users can capture zero rated supplies in return. Composite dealers find it easy to use the tool.

Offers VAT support: Tally provide VAT support on transactions by businesses in particular zones. VAT returns and all other details are listed in Tally.ERP 9.

Supports new invoice format: The software supports invoices in different formats. Small and medium-size businesses can choose the type of invoice thus ensuring customers comfort.

Generate Tax return in PDF: Users can generate individual tax returns in PDF format. This can be used as a reference while filing returns in the e-services portal of VAT. Users can view online videos and understand how to file online returns using the new version.

Saves returns in the system: Earlier versions of Tally.ERP  9 software did not have this feature of saving returns on the computer. Tally allows user to save returns and revise it, if required.

Tracks reverse charges: Users can mark transactions with reverse charge applicability and pay VAT. Tally allows customers to track reverse charges and input tax credits too.

Tally software suggested this value for: This message is displayed for each transaction while exporting. This occurs when a decimal value is exported to the template, as the template is designed to not accept decimal values. This message is also displayed when an already used copy of the template is used.

Prints invoices with additional details: Upgraded version of Tally.ERP 9 software prints invoices with details as per company choice. Organizations can include details such as name, time, date, place, objects, tax, and other information that benefits customers and contributes to efficiency of business.

Upgrade to the Latest Release: It provides the procedure of upgrading from an old released version to the latest released version in a single-user and multi-user environment.

Which concept is used in Tally for PDC regularization? Any banking transactions that may Receipt or Payment made marking as Post-Dated will get regularized automatically when Date of Last Entry crosses PDC date.

Data Security in Tally Products: Tally offers a comprehensive security framework for authentication, authorization, integrity, and confidentiality of user data.

Automatic error detection: Tally.ERP9 points out errors in case of missing tax components and mismatch of VAT number. Users can take instant action and correct errors immediately.

Rounds up invoice amount: The latest Tally software has the feature of ‘Round off Ledger’ that calculates the difference and gives a round-up amount.

Manage e-way bills: Tally.ERP 9 software captures all required details required for an e-way bill. Users need not re-enter details but can export invoice in JSON format and upload for generating e-way bill.

Tally version 6.5

Upgrade to Tally.ERP 9 Latest Release 6.5

Upgrading to Tally.ERP 9 Release 6.5 is fairly simple. We urge you to go through the FAQ section before you upgrade!

Install Tally.ERP 9 Release 6.5:

  • Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.5.
  • Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.5.
  • Download and install Tally.ERP 9 Release 6.5. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.5.

You can also upgrade directly to the latest release from the product.

Note: Be sure to back up your current data in a different location using Gateway of Tally > Alt + F3 > Backup. To view your backed-up data, restore your backup to a different folder using Gateway of Tally > Alt + F3 > Restore.

After Installing

After upgrading to Release 6.5, you can choose to start working with Tally.ERP 9 in one of the following ways:

Open your existing company in Release 6.5 and continue your business as usual:

  • This is the simplest option. Open your company in Tally.ERP 9 Release 6.5 and follow the on-screen instructions. Once the data is converted, get started with GCC VAT as required.
  • For Tally 7.2 or lower, download the tool Tally72 migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.

Open your existing company in Release 6.5 and split your company:

  • Open your company in Tally.ERP 9 Release 6.5 and follow the on-screen instructions. Then, split your company.
  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5, and split the company.

Create a new company in Release 6.5 and start afresh GCC VAT:

Go to Company Info. > Create Company. Create all the required masters.

Or

Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.5, import these masters. Once the masters are imported, you can get started with GST or GCC VAT.

Enjoy your journey with Tally.ERP 9!

FAQ

  1. How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?

A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 (migrate data from Tally 7.2 before opening in Release 6.5), and then group them together once again at the end. Always remember to back up the data and restore at a different location.

  1. I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.5? Can my licenses co-exist?

No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.5.

  1. What happens to my synchronization setup?

Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.5 at all your locations.

  1. My existing customization fails in Tally.ERP 9 Release 6.5. What do I do?

Ensure that the customization or Account TDL used in Tally.ERP 9 is compatible with Release 6.5. If you find that your customization or Account TDL is not compatible with Release 6.5, do either of the following:

  • Contact your partner to upgrade the solutions to Release 6.5.
  • Disable the customizations and proceed until the customizations are made compatible with the release.

To disable the customization

For local TDL/TCP

  1. Go to F12: Configure > Product & Features.
  2. Click F4: Manage Local TDL.
  3. Set the option Set TDL Files on startup to No, or remove the attached TDL or TCP from the TDL Configuration window.

For account TDL/Add-on

  1. Log in to the Control Centre.
  2. Identify the TDL tagged to the Account ID.
  3. Disable the TDL and update the license.
Tally Version 6.4.9

Release Notes for Tally.ERP 9 Release 6.4.9

Always update to the latest version of Tally.ERP 9 to take advantage of greater business benefits. Upgrade to the latest version using the easy product update feature to Release 6.4.9.

In accordance with the latest e-Way Bill updates, we have made several improvements to the product.

Support for the latest e-Way Bill changes:

  • The latest e-Way Bill Bulk Production Tool Version 1.0.1118 is now supported.
  • Now there is a provision to choose the type of supply as SKD / CKD / Lots.
  • For export purposes, you may send Bill To as Other Countries and Ship To any Indian state or other territory. Since the pin code of the shipping address is now mandatory, there is a provision for entering the pin code of the location (airport, transport area or border check mail) from where the shipment was issued.
  • For importing, you can send the Invoice as the other country and Dispatch from any Indian state or other territory. Since the pin code is now mandatory, there is a provision for entering the pin code (airport, transport area or border checkpoint) of the place where the shipment enters the country.
  • The product now supports the four types of transactions such as Regular, Bill To – Ship To, Bill From – Dispatch From and Combination of 2 and 3 which will not be applicable for exports and imports. These types will depend on the number of parties involved in invoicing, shipping and transportation of goods from one location to another.
Tally-version-6.4.8

Latest Version of Tally.ERP9 Release 6.4.8

The latest version under Tally.ERP9 Release 6 series is Release 6.4.8, launched.

  • VAT Support for Designated Zones: Automated VAT implication on transactions by businesses established in Designated Zones and the relevant implications in VAT returns will be supported in Tally.ERP9
  • Print numerals in Arabic: We can print numerals in Arabic in two types of formats – Arabic and bilingual (English-Arabic) – for simple, comprehensive and POS invoices.
  • Print invoices with additional details of our choice: We can now print additional details in invoices as per our choice. This will benefit our customers and contribute to business efficiency.
  • New invoice formats supported: Release 6.4.8 supports bilingual (English-Arabic) format for simple invoices, and Arabic format for simple and POS invoices.
  • File VAT returns with confidence using Tally.ERP9 Release 6.4.8: We can generate the VAT return in MS Word format and use it as a reference while filling in details in the GAZT e-portal for filing the return.
  • Tax computation analysis: Before generating the return, get a complete overview of all transactions and taxes. The VAT tax computation and analysis report show transactions which have been included or excluded in the return, the total amount of tax to be paid, and refundable amount if paid in excess.
  • Automatic detection of errors: Tally.ERP9 raises alerts in case of tax mismatches, missing TRN No. or missing tax components. This lets us take corrective action immediately.
  • Generate our VAT return: We can generate the VAT return in Word format as specified by the General Authority of Zakat and Tax (GAZT).
  • Save return in our system: We can save a copy of the filed return in your system.
  • Track reverse charges and Input Tax Credit: We can mark transactions with reverse charge applicability, and transactions for which we have paid VAT at customs. This way we can track reverse charges and Input Tax Credit.

Tax Invoice

The General Authority of Zakat and Tax (GAZT) has determined the requirements of the VAT or tax invoice before the implementation of the VAT on 1 January 2018 to improve tax compliance levels.

GAZT stated that two types of invoices were specified in the VAT Implementing Regulation.

The first is a simplified tax invoice for the supply of goods and services with a value less than SAR 1,000, which must include the date of issue, the supplier’s name, address, and VAT ID number.

When it is supplied, an indication of the payment of goods and services and a clear statement of the tax to be paid or the sum of the total payment (cost) relating to the supply of goods or services.

A simplified tax invoice cannot be issued for internal supply or export.

The second invoice type is for transactions exceeding 1,000 SAR, which require a more detailed invoice, as specified in Article 53 of the Implementing Regulation.

In addition to another language, this invoice must contain the invoice date of issue, the serial number identifying and distinguishing the tax invoice, the supplier’s VAT ID number, and the customer’s VAT ID number, the date and signature of the supply, the name and address of the supplier and the customer, the quantity and nature of the supply, the extent and nature of the guarantee or with the discounts including the applicable VAT rate and amount in Saudi Arabia.

General Authority of Zakat & Taxation (GAZT) confirmed that in the event of discounted prices on goods or services, VAT should be applied to the final discounted price, rather than the original amount.

GAZT called on businesses to provide clear invoices that specify goods or services that are not subject to standard 5% VAT due to being exempt from VAT or zero-rated supply.

Invoice credit or debit notes should contain a reference to the original sales invoice number and include discount details.

 

Customer QuotationSales Invoice

 

 

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