Here’s a comprehensive guide on setting up e-invoice integration with government portals in Tally ERP. This feature streamlines compliance with India’s GST e-invoicing requirements, ensuring that invoice data is accurately reported to the GST Network (GSTN) for seamless tax reporting.

1. Enabling E-Invoicing in Tally ERP

1. Access Company Features:
   • Go to Gateway of Tally > F11: Features > Statutory & Taxation.
2. Enable GST:
   • Set Enable Goods and Services Tax (GST) to Yes.
   • Specify Set/alter GST details, and verify that the company’s GSTIN, state, and registration type are correctly entered.
3. Activate E-Invoicing:
   • In the GST details screen, activate Enable E-Invoicing.
   • Confirm the effective date for e-invoicing compliance as mandated by GSTN (e.g., if it’s mandatory for businesses with turnover above ₹10 crores from April 1, 2021).

2. Configuring E-Invoice Setup in Tally ERP

1. Enter API Details for E-Invoicing:
   • Tally ERP requires integration with government-approved e-invoicing portals through APIs.
   • Go to Gateway of Tally > Configure > E-Invoice Setup.
   • Enter the API Username, Password, and GSTIN associated with your GST Suvidha Provider (GSP) or other government-authorized portals.
   • Enable Sandbox Mode for testing purposes if you’re setting up initially; switch to production mode for live data.
2. Map Tally’s Fields to E-Invoice Schema:
   • Confirm that Tally’s invoice fields match with those required by the GSTN schema.
   • Ensure that Invoice Number, Invoice Date, Customer Details, Item HSN, and Tax Rates fields are filled in accurately.

3. Preparing E-Invoices in Tally ERP

1. Create a Sales Invoice:
   • Go to Gateway of Tally > Accounting Vouchers > Sales to create an invoice.
   • Enter all necessary details, including Customer GSTIN, Invoice Number, Date, Item HSN Codes, Quantity, Tax Rates, and Total Amount.
2. Enable E-Invoice Generation for the Transaction:
   • After entering invoice details, select E-Invoice in the voucher screen (available if e-invoicing is activated).
   • Confirm that Tally validates the data for e-invoicing requirements.

4. Generating and Uploading E-Invoices

1. Generate E-Invoice JSON File:
   • Once the invoice is validated, press Alt + G or select Generate E-Invoice JSON.
   • Save the generated JSON file to a location on your system for uploading to the e-invoice portal.
2. Upload to the IRP (Invoice Registration Portal):
   • Log in to the government’s Invoice Registration Portal (IRP) with your credentials.
   • Upload the JSON file on the portal for e-invoice registration.
   • The IRP will validate the invoice details and return an Invoice Reference Number (IRN) and QR Code.
3. Import IRN and QR Code Back into Tally:
   • Once you receive the IRN and QR code from the IRP, you can import this data back into Tally for record-keeping.
   • Use the E-Invoice Import Utility in Tally ERP to link the IRN and QR code with your saved invoice for easy access and verification.

5. Printing and Sharing E-Invoices

1. Print E-Invoice with QR Code:
   • Go to the saved invoice entry in Tally, and select Print.
   • Tally will automatically include the IRN and QR Code on the printed e-invoice.
2. Share with Customers:
   • Save or email the e-invoice PDF directly from Tally ERP to customers for their records, ensuring the document is compliant with GST requirements.

6. Monitoring E-Invoice Reports

1. Access E-Invoice Reports:
   • Go to Gateway of Tally > Display > Statutory Reports > GST > E-Invoice Reports.
2. Verify Status:
   • Review e-invoices, including those generated, pending, or requiring action.
   • Ensure all transactions are successfully uploaded and validated with an IRN to maintain compliance.

Additional Tips for E-Invoice Management in Tally ERP

• Regular Data Backups: Regularly back up e-invoice data to prevent data loss.
• Error Resolution: Use Tally’s built-in validation to check for missing information or errors before uploading.
• Stay Updated: Tally frequently releases updates to align with GST compliance; ensure your version is up to date.

By following these steps, businesses can generate, upload, and manage e-invoices directly from Tally ERP, streamlining the GST compliance process and improving operational efficiency.