Tally Update Tool - User Guide

Complete step-by-step guide to efficiently manage and update stock items in Tally Prime

Back to Tool

Table of Contents

Overview

The Tally Update Tool is a web-based application that helps you efficiently manage and update stock items in Tally Prime. It provides powerful features for bulk operations, data validation, and seamless integration with Tally.

Bulk Updates

Update multiple items simultaneously with consistent settings and validation.

Excel Import/Export

Work with CSV files for large datasets and offline data preparation.

Slab Rate Management

Configure GST slab rates for different price ranges and thresholds.

HSN Management

Handle HSN codes with inheritance options and validation.

Real-time Validation

Prevent errors before updating Tally with comprehensive validation.

XML Preview

Preview changes before applying them to ensure accuracy.

Prerequisites

Software Requirements

Tally Configuration

Step 1: In Tally Prime, go to Gateway → F11 → Features
Step 2: Set "Enable Gateway" to "Yes"
Step 3: Set Port to 9000 (default, can be changed)
Step 4: Enable "Allow External Access" if accessing from another computer

Network Setup

Getting Started

Step 1: Access the Tool

1. Open your web browser
2. Navigate to: https://tally.kartmanage.com
3. The tool will load automatically

Step 2: Download / Update Tally Extension V. 2.0.6 minimum (only first time)

1. Click "Download Tally Extension" button
2. Install the Chrome extension for enhanced functionality
3. This provides additional features for Tally integration
Extension Details: Version 2.0.6 minimum required. Download from Chrome Web Store

Step 3: Connect to Tally

1. Click "Connect to Tally" button
2. Enter your Tally connection details:
  • Tally Host: 127.0.0.1 (local) or your computer's IP
  • Tally Port: 9000 (default)
3. Click "Connect"
4. Wait for connection confirmation

Step-by-Step Usage

Basic Workflow

Complete Process: Connect to Tally → Load Stock Items → Make Updates → Preview Changes → Apply Changes

Detailed Procedures

1. Connect to Tally

Connect to Tally → Enter Host/Port → Click Connect → Wait for Success

2. Load Stock Items

Click "Load Stock Items" → Wait for data to load → Review loaded items

3. Make Updates

Choose your update method:

4. Apply Changes

Click "Send to Tally" → Confirm action → Wait for completion → Review results

Features Guide

1. Individual Item Updates

Editing HSN Details

1. Find the item in the table
2. Click the HSN cell to edit
3. Enter HSN code (e.g., 85094090)
4. Set HSN date (format: DD-MM-YYYY)
5. Choose inheritance:
  • "Specify Details Here": Individual HSN code
  • "As per Company/Stock Group": Inherited from parent

Editing GST Details

1. Click the GST Rate cell
2. Select GST rate from dropdown (0%, 3%, 5%, 12%, 18%, 28%, 40%, NO)
3. Set GST date (format: DD-MM-YYYY)
4. Choose inheritance:
  • "Specify Details Here": Individual GST rate
  • "As per Company/Stock Group": Inherited from parent

Slab Rate Configuration

1. Enable slab rates: Check the slab rate checkbox
2. Set threshold amount: Enter amount (e.g., 2500)
3. Below threshold rate: Select rate for items below threshold
4. Above threshold rate: Select rate for items above threshold
5. Set slab rate date: Enter applicable date

2. Bulk Updates

Using Bulk Update Popup

1. Select items: Check boxes for items to update
2. Click "Bulk Update" button
3. Configure settings:
  • HSN Settings: Set HSN code, date, inheritance
  • GST Settings: Set GST rate, date, inheritance
  • Slab Rate Settings: Configure slab rates if needed
4. Click "Apply Changes"
5. Review summary of changes
6. Confirm application

4. Smart GST Application

AI-Powered GST Recommendations

The Smart GST Application automatically suggests GST rates based on HSN codes when you update GST information. This intelligent feature helps ensure accuracy and saves time.

How Smart GST Application Works

1. Update GST rate for any item in the table
2. System automatically detects items with the same HSN code
3. Smart recommendation popup appears showing:
  • HSN Code: The code being analyzed
  • Affected Items: Number of items with same HSN
  • Confidence Level: High/Medium/Low based on data quality
  • Recommended Values: Suggested GST rate and date
4. Review the recommendation popup
5. Customize GST rate and date if needed
6. Click "Apply to All" to update all matching items
7. Or click "Dismiss" to ignore the recommendation

Smart Date Input

1. All date fields support Indian date formats
2. Type dates in any format:
  • DDMMYYYY: 01072017 → 01-07-2017
  • DDMMYY: 010717 → 01-07-2017
  • DD-MM-YYYY: 01-07-2017 (already formatted)
3. Auto-formatting happens as you type
4. Validation ensures dates are valid (2017-2099)

Benefits of Smart GST Application

5. Excel Import/Export

Exporting Data

1. Click "Export to Excel" button
2. Wait for download to complete
3. Open CSV file in Excel or similar application
4. Modify data as needed
5. Save the file

CSV File Structure

Company,Tally Company GSTN,29ABCDE1234F1Z5 HSN Digits, Name,Alias,Parent,HSN Code,HSN Date,HSN Inherited,GST Rate,GST Date,GST Inherited,Slab Rate Enabled,Threshold Amount,Slab Rate Below,Slab Rate Above,Slab Rate Date Item1,Alias1,Group1,123456,01-01-2024,,18,01-01-2024,,N,,,,, Item2,Alias2,Group2,789012,01-01-2024,,SLAB,01-01-2024,,Y,2500,5,18,01-01-2024

Importing Modified Data

1. Click "Import from Excel" button
2. Select CSV file to upload
3. Wait for validation to complete
4. Review import summary:
  • Total items processed
  • Items with modifications
  • Validation errors (if any)
5. Click "Apply Changes" to update items
6. Review final summary

CSV Column Guide

4. Sending Updates to Tally

Individual Updates

1. Make changes to items in the table
2. Click "Send to Tally" button
3. Wait for processing to complete
4. Review results:
  • Success count
  • Error count
  • Error details (if any)

Bulk Updates

1. Apply bulk changes using bulk update popup
2. Click "Send to Tally" button
3. Wait for processing to complete
4. Review results

Import Updates

1. Import modified CSV file
2. Review import summary
3. Click "Apply Changes" to update items
4. Click "Send to Tally" to push to Tally
5. Review final results

Troubleshooting

Connection Issues

Problem: Cannot connect to Tally

Solutions:
  • Check Tally Gateway: Ensure Gateway is enabled in Tally (F11 → Features)
  • Verify Port: Confirm port 9000 is correct
  • Check Firewall: Ensure Windows Firewall allows port 9000
  • Test Connection: Try connecting from Tally's Gateway menu
  • Restart Tally: Close and reopen Tally Prime

Problem: Connection timeout

Solutions:
  • Check Network: Verify network connection
  • Try Different Host: Use 127.0.0.1 instead of localhost
  • Check Tally Status: Ensure Tally is running and responsive
  • Increase Timeout: Wait longer for connection

Data Loading Issues

Problem: No stock items loaded

Solutions:
  • Check Tally Data: Ensure stock items exist in Tally
  • Verify Permissions: Ensure user has access to stock items
  • Check Company: Ensure correct company is selected in Tally
  • Restart Process: Disconnect and reconnect to Tally

Problem: Partial data loaded

Solutions:
  • Check Network: Verify stable network connection
  • Retry Loading: Click "Load Stock Items" again
  • Check Tally: Ensure Tally is responsive
  • Clear Cache: Refresh browser page

Update Issues

Problem: Updates not applied

Solutions:
  • Check Tally Connection: Ensure connection is active
  • Verify Permissions: Ensure user can modify stock items
  • Check Company: Ensure correct company is selected
  • Review Errors: Check error messages for specific issues

Problem: XML generation errors

Solutions:
  • Check Data Format: Ensure dates are in DD-MM-YYYY format
  • Validate HSN Codes: Ensure HSN codes are valid
  • Check GST Rates: Ensure GST rates are valid percentages
  • Review Required Fields: Ensure all required fields are filled

Import/Export Issues

Problem: CSV import fails

Solutions:
  • Check File Format: Ensure file is CSV format
  • Verify Headers: Ensure column headers match expected format
  • Check Data Types: Ensure data is in correct format
  • Review File Size: Large files may take longer to process

Problem: Export file corrupted

Solutions:
  • Retry Export: Click "Export to Excel" again
  • Check Browser: Ensure browser supports file downloads
  • Clear Cache: Clear browser cache and retry
  • Try Different Browser: Use different browser if issue persists

FAQ

General Questions

Q: What is the Tally Update Tool?
A: It's a web-based application that helps you efficiently manage and update stock items in Tally Prime with features like bulk updates, Excel import/export, and slab rate management.
Q: Do I need to install anything?
A: No installation required. It's a web application that runs in your browser. You only need Tally Prime running with Gateway enabled.
Q: Is it safe to use?
A: Yes, it's completely safe. It only reads and updates data in your Tally system and doesn't store any sensitive information.

Technical Questions

Q: What browsers are supported?
A: Only Chrome and Edge browsers are supported for optimal performance.
Q: Can I use it on different computers?
A: Yes, as long as the computer can access your Tally system over the network.
Q: What if Tally is not responding?
A: Check if Tally Gateway is enabled and if the correct port is being used. Restart Tally if necessary.

Feature Questions

Q: Can I update multiple items at once?
A: Yes, you can use bulk updates or Excel import/export to update multiple items simultaneously.
Q: What are slab rates?
A: Slab rates allow you to set different GST rates based on item price thresholds (e.g., 5% below ₹2500, 18% above ₹2500).
Q: Can I preview changes before applying them?
A: Changes are validated automatically before sending to Tally. You can review the import summary before applying changes.
Q: What if I make a mistake?
A: You can always reload the data from Tally to restore the original state, or make corrections and re-apply updates.

Data Questions

Q: What data formats are supported?
A: The tool works with CSV files for import/export and supports standard Tally data formats.
Q: Can I work with large datasets?
A: Yes, the tool is designed to handle large numbers of stock items efficiently.
Q: Is my data backed up?
A: The tool doesn't create backups automatically. Always ensure you have proper backups of your Tally data.

Support

For additional support or questions:

Last updated: October 2025
Version: 1.0