Tally has an advantage feature of exporting and importing data. It's advantageous to know about Tally’s export and import capabilities, which enables Tally to interact globally. Statements and data from Tally can be exported to other programs like spreadsheets and databases. Only data from Tally can be imported and not data from other systems. Importing from other systems involves the usage of ‘Tally’s Definition Language’ TDL.
Export of Data
You might need to export information for different purposes, viz:
To re-import data into another company run on Tally.
To export data out to be used by other programs.
Exporting Masters
Step 1:
Go to Gateway of Tally > Display > List of Accounts > click on Export.
Tally first asks for the export format. The different formats are, ASCII, EXCEL, HTML and XML. The file-name extension will take the default format.
Figure: Exporting the List of Ledgers screen
For example, since we have selected XML, the filename displayed will be Master.xml
Figure: Exporting List of Ledgers
Exporting Data for Re-import into another Company
Step 1: Exporting Daybook
Go to Gateway of Tally > Multi Account Printing > Daybook > click on Export.
Figure: Exporting Day Book
Tally first asks for the language. Select Default (All Languages), then convert it into the export format. The different formats are: ASCII, EXCEL, HTML and XML. The filename extension will take the default format. For example: Selecting ASCII, results in the filename being displayed as Daybook.txt.
Specify the other details as desired. Accept to export, Data exported from a company can be imported into another.
Import of Data
Step 1: Importing Masters
Return to the Gateway of Tally.
Shut National Traders and load Indus Enterprises (Ensure that it has the same financial year as the current company National Traders).
Select Import of Data > Masters
Figure: Import of Masters screen
The opening balance can be modified from the exported source file. Carefully select, Modify with new data.
Verify that the import is completed successfully.
Note: Data can be imported from the previous version, provided the Import filename is in the XML format, since Tally supports only the XML format.
Step 2: Importing Vouchers
Return to the Gateway of Tally.
Select Import of Data > Vouchers.
Give the filename Daybook.xml.
Check the statistics after import.
Export to Excel from Tally.ERP 9
Tally.ERP 9 now comes with the functionality, wherein all reports can be exported to Microsoft Excel spreadsheet. This feature enables you to export any report generated by Tally.ERP 9 into Excel.
To export the Trial Balance,
Go to Gateway of Tally > Display > Trial Balance
Click on Export.
Figure: Export Option in Tally.ERP 9
Select Restricted (ASCII only).
Select Excel (Spreadsheet) in Format.
Type the name of file for Output File Name as required.
Specify other details.
Figure: Report Generation Screen for Excel
Click Yes for Export.
Figure: Report in Excel Imported from Tally.ERP 9
By default, the exported report in Excel format is saved in the Tally.ERP 9 folder. Open this file using MS-Excel to view the report.
Hello Nitesh,
ReplyDeletei want to import sales voucher from one tally to another, how to do it??
Sales vouchers consist of data relating to stock items, sales account, debtors account and tax or vat account. So, at first you need to export all the masters. If any master is left, the data relating to that master can not be imported.
ReplyDeleteThen go to Gateway of tally>Display>Statement of Accounts>Statistics>sales
Select the date range of the data you need to export.
Export it in xml format.
Then import the master at first in another tally.
After that, import the vouchers.
But you need to be careful on importing because the opening balance also get imported with importing masters. It manipulates your opening balances.
ReplyDeleteThis comment has been removed by the author.
ReplyDeleteHi.
ReplyDeleteYou can also use SMART excel to tally to integrate excel data into tally through xml.
Try - http://www.xltally.in
Sir I had a question,
ReplyDeleteIs it possible to copy a company?
ie "Company A" was already there from 2009
i want a "new Company B" also from 2009 with all details from company A
Your question is quite unclear.
Delete1. If you want to continue entry in company B with all financial data of company A:
Ans 1: You can copy the company folder to another name. For that, you need to go to tally directory where you have placed your data. e.g. c:\\program files\tally.erp9\data and then select the folder of Company A. If you do not know which is company A in the data folder, just open tally and go through the directory where you can see file names after inserting file path. Copy the company A folder with different numerical number. Be noted the digits must be same. In ERP9, it is 5 digits so you are required to put 5 digits file name. Then go through the tally, rename the company to company B. This is the shortest technique.
2. Company Split:
The easy way is splitting the company where you get 2 new companies. One with all the opening balance from Company A, and another one is duplicate of company A. You need to go to cmp info or alt+F3, and select split company, then select company, you are asked for company name and date you want to split from. Then you will get the two new companies. Keep the required one, and delete the unnecessary one. It may take time to split depending upon the tally statistics.
Hope you get your answer.
Sorry for late response.
Download Free SMART Excel to Tally Software – http://www.xltally.in
ReplyDeleteMany Thanks for Your Blog Post. Good Resource for All...
ReplyDeleteSir, can we export vouchers in excel containing reference of the bill?
ReplyDeleteThis is very really useful website for the tally.......
ReplyDeleteThank You and that i have a keen present: Where To Remodel House house renovation jobs
ReplyDeleteThe Growing Demand for CIA in Audit in 2025
ReplyDeleteWhy Pursue the CIA Certification with Simandhar Education?
Simandhar Education offers expert training to help you pass the CIA exam and succeed in your audit career:
* Comprehensive Course Material: Covers the latest CIA syllabus.
* Expert Faculty: Learn from experienced professionals.
* Live Interactive Classes: Engage with faculty and clarify doubts.
* CIA Exam Tips: Includes mock exams and expert tips for exam success.
* Career Support: Assistance with resume building, interviews, and job placement.
CIA Certification
CMA 2025 Changes: Course Updates and Exam Updates
ReplyDeleteThe Certified Management Accountant (CMA) credential, offered by the Institute of Management Accountants (IMA), is one of the most prestigious certifications in finance and accounting.
Key Changes in the CMA 2025 Course
The updated CMA syllabus aligns with current trends such as digital finance, automation, and sustainability. Below are the key course updates for 2025:
1. Enhanced Focus on Technology and Data Analytics
2. Integration of Sustainability and ESG (Environmental, Social, and Governance) Reporting
3. Expanded Coverage of Strategic Management
Exam Structure Updates in 2025
· More Scenario-Based MCQs: Requires analytical thinking and application of concepts to real-world cases.
· Case Study-Based Essay Questions: Focuses on sustainability, risk management, and ethical financial decision-making.
3. Increased Exam Difficulty
· Practical Application Over Theory: The updated format prioritizes hands-on decision-making skills over memorization.
· Use of Financial Simulations: Candidates will face interactive simulations replicating real-life financial scenarios.
· Emphasis on Critical Thinking: Greater weight is given to problem-solving and strategic decision-making.
How to Prepare for the 2025 CMA Changes
1. Stay Updated with Official IMA Announcements
· Regularly check the IMA website for the latest updates.
· Subscribe to IMA newsletters and participate in CMA webinars.
2. Enroll in an Updated CMA Coaching Program · Joining an institute like Simandhar Education ensures access to structured study plans and expert-led coaching.
· Updated study materials and mock exams reflect the latest syllabus changes.
3. Strengthen Your Knowledge in Technology and ESG
· Take additional courses in data analytics, AI, and blockchain.
· Learn about ESG reporting standards and ethical financial practices.
4. Practice with Updated Exam Questions
· Solve mock exams based on the new question formats.
· Focus on scenario-based and case study questions to develop critical thinking skills.
5. Improve Time Management Skills
· The updated exam requires efficient time management due to complex questions.
· Practice answering essay questions under timed conditions.
Stay ahead of the curve and enroll with Simandhar Education today to ace the CMA 2025 exam!
For more details, call us at +91 7780273388 or visit our website: www.simandhareducation.com
CMA Certification
Enrolled Agent Exam Fees & Updates for 2025: A Complete Guide
ReplyDeleteBecoming an Enrolled Agent (EA) in 2025 is an excellent career move for tax professionals looking to gain unlimited representation rights before the IRS. However, the journey to earning the EA credential involves a series of steps, including passing the Special Enrollment Examination (SEE) and covering various costs along the way.
Part 1: Individual Taxation – Covers topics like filing requirements, gross income, deductions, credits, and tax planning for individuals.
Part 2: Business Taxation – Focuses on corporate tax structures, partnerships, deductions, estate and gift taxation, and small business considerations.
Part 3: Representation, Practices, and Procedures – Tests knowledge of IRS procedures, client representation, tax practice ethics, and compliance regulations.
Start Your EA Journey with Simandhar Education!
Looking for the best Enrolled Agent (EA) coaching to ace your exams on the first attempt? Simandhar Education is India’s No.1 institute for CPA, CMA, EA, and ACCA, offering:
Expert-Led Training – Learn from experienced mentors and IRS-certified professionals. Comprehensive Study Materials – Access updated resources and practice tests. Flexible Learning Options – Choose from live online or self-paced courses. Personalized Guidance – Get 1:1 mentorship and exam support. Placement Assistance – 100% placement assistance to land high-paying tax jobs with top firms. To know more Call, us on: +91 7780273388 and Visit: www.simandhareducation.com
Start your journey to becoming an Enrolled Agent in 2025 with Simandhar Education and boost your career in taxation!
EA Certification
Simandhar Education is Now an IMA Gold Partner!
ReplyDeleteWhat is US CMA?
The US CMA (Certified Management Accountant) is a globally recognized certification in management accounting. It is an excellent choice for students who want to build a career in finance, accounting, or management. The best part? You can start preparing right after your 12th!
Why Choose US CMA? (Simple Benefits for 12th Students)
· Global Recognition – The US CMA certification is valid in over 150+ countries, including the USA, Canada, India, and the Middle East.
· Fast Completion – Unlike other accounting courses that take years, you can complete the US CMA in just 6–9 months.
· High Salary & Job Opportunities – US CMA professionals earn higher salaries than regular accountants and can work in top MNCs like Deloitte, EY, PwC, and KPMG.
· Perfect for 12th Students – You can start the CMA journey right after your 12th grade, and by the time you finish college, you’ll already be a certified professional!
· Flexibility – You can study online or offline, making it easy to prepare while continuing your college education.
· Higher Career Growth – CMA professionals hold key management roles in major companies, making them more valuable than regular accountants.
· Opportunities to Work Abroad – The US CMA credential helps you land international job roles with top salaries.
Why Choose Simandhar Education for US CMA?
· 100% Placement Assistance – We help students get jobs in top companies after completing US CMA
.
· Expert Faculty – Learn from industry experts and
Don't wait! To Enroll with Simandhar Education call us today at +91 7780273388 or visit www.simandhareducation.com and become a globally recognized CMA professional Today!
CMA Certification
CIA 2025 Exam Changes & Course Updates
ReplyDeleteThe Certified Internal Auditor (CIA) exam is undergoing significant changes in 2025. If you're preparing for the CIA certification, it's crucial to understand these updates to stay ahead. The Institute of Internal Auditors (IIA) has redesigned the exam structure, syllabus, and format to ensure it aligns with the evolving needs of the internal audit profession.
Key Changes in the CIA 2025 Exam
The revised CIA exam will continue to be structured into three parts, each focusing on distinct areas of internal auditing. However, the content and emphasis within these parts have been updated to better reflect contemporary practices and standards.
Part 1: Internal Audit Fundamentals
Formerly: Essentials of Internal Auditing
Current Structure:
· Foundations of Internal Auditing – 15%
· Independence and Objectivity – 15%
· Proficiency and Due Professional Care – 18%
· Quality Assurance and Improvement Program – 7%
· Governance, Risk Management, and Control – 35%
· Fraud Risks – 10%
Updated Structure:
· Foundations of Internal Auditing – 35%
· Ethics and Professionalism – 20%
· Governance, Risk Management, and Control – 30%
· Fraud Risks – 15%
Key Changes:
The updated Part 1 places a greater emphasis on the foundational aspects of internal auditing, increasing its weight from 15% to 35%. Newly introduced is the "Ethics and Professionalism" section, underscoring the importance of ethical conduct in the profession.
Topics previously covered under "Independence and Objectivity," "Proficiency and Due Professional Care," and "Quality Assurance and Improvement Program" have been integrated into other sections to streamline content and reduce redundancy.
Part 2: Internal Audit Engagement
Formerly: Practice of Internal Auditing
Current Structure:
· Managing the Internal Audit Activity – 20%
· Planning the Engagement – 20%
· Performing the Engagement – 40%
· Communicating Engagement Results and Monitoring Progress – 20%
Updated Structure:
· Engagement Planning – 50%
· Information Gathering, Analysis, and Evaluation – 40%
· Engagement Supervision and Communication – 10%
Key Changes:
Part 2 has been restructured to focus more heavily on "Engagement Planning," now accounting for half of the exam content. The sections on "Planning the Engagement" and "Performing the Engagement" have been consolidated into "Information Gathering, Analysis, and Evaluation," reflecting a more integrated approach to these activities. The new "Engagement Supervision and Communication" section highlights the importance of overseeing audit processes and effectively communicating findings.
Part 3: Internal Audit Function
Formerly: Business Knowledge for Internal Auditing
Current Structure:
· Business Acumen – 35%
· Information Security – 25%
· Information Technology – 20%
· Financial Management – 20%
Updated Structure:
· Internal Audit Operations – 25%
· Internal Audit Plan – 15%
· Quality of the Internal Audit Function – 15%
· Engagement Results and Monitoring – 45%
Key Changes:
The revised Part 3 shifts its focus towards the operational aspects of internal auditing. The "Engagement Results and Monitoring" section now comprises 45% of the content, emphasizing the critical role of monitoring and evaluating audit outcomes. Topics related to "Business Acumen," "Information Security," and "Information Technology" have been realigned to concentrate more on internal audit-specific functions.
Our courses include:
· Live & recorded classes by industry experts
· AI-driven mock exams with real exam simulations
· One-on-one mentorship & doubt-solving sessions
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CIA Certification
Cracking the CPA Exam: Understanding Scoring and Pass Rates
ReplyDeleteIntroduction: The Journey of a CPA Aspirant
Preparing for the CPA Exam requires months of dedicated study, multiple practice tests, and a strong determination to succeed.
Understanding CPA Exam Scoring
The CPA Exam isn’t scored like a typical school test. Instead of a percentage-based system, scores range from 0 to 99, and a minimum of 75 is required to pass each section. However, this does not mean you need to answer 75% of the questions correctly. The scoring process is much more intricate.
Weighted Scoring System
The CPA Exam consists of three Core sections—CPA AUD (Auditing and Attestation), CPA FAR (Financial Accounting and Reporting), and CPA REG (Regulation)—along with a Discipline section where candidates choose between Business Analysis and Reporting (BAR), Information Systems and Controls (ISC), or Tax Compliance and Planning (TCP).
Each section’s final score is a weighted combination of:
· Multiple-Choice Questions (MCQs) – 50%
· Task-Based Simulations (TBSs) – 50%
(For ISC, the weightage changes to 60% MCQs and 40% TBSs.)
These components are carefully scaled to ensure that scores are fair across different versions of the exam.
Now that we understand how scoring works, let’s discuss the CPA Exam pass rates and what they reveal about the difficulty of each section.
Here are the 2024 pass rates for each CPA Exam section:
Section Q1 Q2 Q3 Q4 Cumulative
CPA AUD 44.63% 46.58% 47.80% 43.54% 45.79%
CPA FAR 41.92% 40.58% 39.82% 36.80% 39.59%
CPA REG 63.43% 63.45% 62.97% 60.52% 62.61%
BAR 42.94% 40.26% 40.11% 33.68% 38.08%
ISC 50.93% 57.93% 61.88% 56.40% 58.00%
TCP 82.36% 75.67% 72.91% 72.16% 73.91%
From these numbers, it’s clear that CPA FAR is the toughest section, with an average pass rate of only 39.59%. Meanwhile, CPA REG tends to have the highest success rate, with 62.61% of candidates passing (Source: AICPA).
What Makes a CPA Candidate Stand Out?
To stand out in the CPA Exam, you need a strategic study plan, disciplined time management, and high-quality CPA prep courses. The Elijah Watt Sells Award recognizes candidates who achieve a cumulative score of 95.50 or higher across all four CPA Exam sections on their first attempt. This is an extremely rare feat, showcasing exceptional dedication and understanding of the subject matter.
How Simandhar Education Can Help You Succeed
If you are wondering how to join CPA course, or searching for the best CPA classes in India, Simandhar Education is your go-to partner in success. Our CPA prep course provides expert faculty, structured learning materials, and Becker CPA Review integration, ensuring that students are fully equipped to pass the exam.
Why Choose Simandhar Education?
· Live Interactive Classes – Attend instructor-led sessions from industry experts.
· Comprehensive Study Material – Covering all CPA course syllabus topics in detail.
· Personalized Mentorship – Get one-on-one guidance throughout your CPA journey.
· Placement Assistance – Helping you land top jobs in Big 4 firms and MNCs.
· Affordable CPA Fees in India – We offer cost-effective packages compared to other institutions.
· Personalised 24 * 7 AI mentor: Simandhar is providing Digital Sripal AI for 24*7 support.
Stop searching for CPA classes near me—Simandhar Education is here to help, no matter where you are in India, including CPA in Delhi, CPA in India, and CPA course in India. Our expert-led coaching ensures that you ace the US CPA exam with confidence. Call us Today at +91 7780273388 or visit our website: www.simandhareducation.com
Start your CPA journey today and achieve success with Simandhar Education!
CPA Course Details
How CPA exam is Scored and CPA pass rates 2024 - 2025
ReplyDeleteThe CPA Exam 2025 is a major milestone for aspiring accountants, but it can also be daunting. Understanding how the exam is scored and what the pass rates are can help you approach your studies with confidence.
In this blog, we’ll break down everything you need to know about CPA exam scores and pass rates, and provide strategies to ensure you pass with flying colours and clearer picture of what it takes to succeed in this prestigious certification.
What is the CPA Exam?
The Certified Public Accountant (CPA) exam is a comprehensive test that assesses an individual’s knowledge and skills required to work as a licensed CPA. The exam consists of four sections:
* Auditing and Attestation (AUD)
* Financial Accounting and Reporting (FAR)
* Regulation (REG)
* Discipline (BAR/ ISC/ TCP)
Each section’s final score is a weighted combination of:
* Multiple-Choice Questions (MCQs) – 50%
* Task-Based Simulations (TBSs) – 50%
Why Choose Simandhar Education?
· Live Interactive Classes – Attend instructor-led sessions from industry experts.
· Comprehensive Study Material – Covering all CPA course syllabus topics in detail.
· Personalized Mentorship – Get one-on-one guidance throughout your CPA journey.
· Placement Assistance – Helping you land top jobs in Big 4 firms and MNCs.
· Affordable CPA Fees in India – We offer cost-effective packages compared to other institutions.
· Personalised 24* 7 AI mentor: Simandhar is providing Digital Sripal AI for 24*7 support.
CPA Course Details
How a CPA Qualification Opens Doors in India’s Accounting and Financial Sector?
ReplyDeleteThe demand for Certified Public Accountants (US CPAs) in India has been steadily rising, and this trend shows no signs of slowing down.
Key drivers of this growing demand include:
* Increased Foreign Investments: With foreign companies entering Indian markets, the need for globally certified accountants has surged.
* Regulatory Convergence: The alignment of Indian accounting practices with global standards has made US CPAs indispensable.
* Technological Advancements: The rise of AI, blockchain, and data analytics in finance demands professionals who can integrate these tools with traditional accounting expertise.
CPAs are in high demand across sectors, especially in top-tier firms like the Big 4 (Deloitte, PwC, EY, KPMG) and multinational corporations. Here are some roles that US CPAs commonly secure:
* Financial Analyst
* Internal Auditor
* Tax Consultant
* Forensic Accountant
* Corporate Controller
Choosing the Right CPA Institute: Why Simandhar Education Stands Out
When it comes to CPA training in India, Simandhar Education is a name synonymous with excellence. Unlike other institutions that treat CPA preparation as a product, Simandhar focuses on holistic student success. Here’s what sets us apart:
* Proven Placement Record: With a nearly 100% placement rate, Simandhar has successfully placed alumni in Big 4 firms and leading MNCs.
* Collaborative Ecosystem: We actively facilitate collaboration among students, faculty, and industry leaders to support every stage of your CPA journey.
* Comprehensive Training: Our program includes live classes, recorded sessions, and access to Becker’s world-class materials.
* Student-Centric Approach: From eligibility evaluation to licensing assistance, we walk with you every step of the way.
At Simandhar Education, we are committed to turning your CPA aspirations into reality. Join us to unlock your potential and take the first step toward a thriving global career. For more details, contact us at +91 7780273388 or visit our website at www.simandhareducation.com.
Your future awaits. Make the leap today!
CPA Course Details
How to Check CPA Results
ReplyDeleteThe CPA exam is a significant milestone for aspiring accountants. After months of preparation, checking your results is crucial for planning your next steps. This guide will help you navigate the process efficiently.
In this blog, we will guide you through the process of checking your CPA results, registering for the NASBA Application Dashboard, understanding your score, and what to do after receiving your results.
1. How CPA Results Are Released
NASBA releases CPA exam scores based on a quarterly schedule. Scores are typically available a few weeks after the testing window ends. Candidates can access their results through the NASBA Application Dashboard.
2. Steps to Check Your CPA Score
Follow these simple steps to check your CPA exam results:
Step 1: Visit the NASBA Website
Go to the official NASBA Okta Portal: NASBA Application Dashboard.
Step 2: Log into Your Account
· Click on the CPA Portal within the NASBA Okta Portal.
· Enter your login credentials (email and password used during exam registration).
· If you forget your password, use the recovery option provided.
Step 3: Navigate to the Score Section
· On the homepage, scroll down to the right-hand corner.
· Click on “View Exam Section History” to see your CPA scores.
Step 4: Check Your Results
· If you have passed, you will see the word "Passed" or "Credited" next to the exam section.
· If you did not pass, you will need to retake that section in the next available exam window.
3. NASBA Application Dashboard – How to Sign Up
If you haven’t registered on NASBA’s dashboard, follow these steps:
Step 1: Visit the NASBA Dashboard
· Click on “Create an Account” under the CPA Exam section.
Step 2: Provide Your Information
· Enter details such as your name, email address, and application ID (received upon CPA exam registration).
· Set up a secure password.
Step 3: Verify Your Account
· Check your email for a verification link.
· Click the link to verify and activate your account.
Step 4: Log in and Access Your Scores
· Use your credentials to log in.
· Navigate to the CPA Portal to view exam scores and other details.
4. What Does Your CPA Score Mean?
Each CPA exam section is graded on a scale of 0-99, with a passing score of 75 or higher. Here’s what your score means:
· 75 or above: Congratulations! You passed that section.
· Below 75: Unfortunately, you did not pass. You’ll need to retake that section in the next exam window.
CPA Exam Sections:
· AUD (Auditing and Attestation)
· FAR (Financial Accounting and Reporting)
· REG (Regulation)
· Discipline Sections (BAR/TCP/ISC)
For more information about the CPA exam, training programs, and career guidance, visit SimandharEducation.com or call us at +91 7780273388.
Stay focused and keep striving towards your CPA certification!
CPA Course Details