Six questions before we say anything about your tax
Same ledger, different answers. These six decide which rules apply to this company, so everything after this point is specific to you rather than something off the internet.
Change any answer later from Settings.
Step 02 · bulk intake
Drop a month of bills in one go
Purchase bills, sales invoices, expense vouchers. PDF, photo, or a WhatsApp forward. No naming convention needed.
Drag files here
Or pick a folder. Up to 500 documents per batch.
What happens here. Each document is read, the vendor is matched to a ledger that already exists in your Tally, GST is split into CGST, SGST or IGST, and the voucher type is decided. Anything uncertain is marked for you instead of guessed.
Step 03 · your approval
Edit anything. Approve what is right. Park the rest as draft.
Every field is editable. Click a cell and type. Rows in red are missing something. Drafts stay here until you decide and never reach Tally.
Status
Date
Party
Ledger
Voucher
Taxable
GST
Total
Action
Why drafts matter. Owners rarely have every answer on a Tuesday evening. A draft holds the entry with whatever is already known, keeps it out of Tally, and reappears in your list tomorrow. Nothing half-known gets posted just to clear a screen.
Step 04 · inside your own Tally
Entries land in your company. Not ours.
Ledgerman Desktop sits on the office PC where Tally already runs and writes over the standard Tally gateway. Your data never leaves the building, and your CA opens Tally tomorrow to find the work done.
Gateway of Tally › Display › Day BookShree Balaji Steel Traders Pvt Ltd
DAY BOOK — 1-Aug-2026 to 31-Aug-2026
DateParticularsVch TypeVch No.Amount
No vouchers pushed yet. Approve entries in step 03.
0 vouchers₹0
Reversible by design. Every pushed voucher carries a batch reference. If a batch is wrong, one click reverses that batch in Tally. Nothing is written that cannot be pulled back.
Step 05 · what the books cannot tell you
Six things need attention before 31 March
Each one is calculated from your own entries. Open any flag to see the vouchers behind it, the rule it comes from, and what to hand your CA. Or ask about it in plain language.
How to read these. These are flags, not filed positions. Every one carries its section and its source vouchers so your CA can confirm or reject it in a minute. Thresholds are versioned against the Finance Act and updated each Budget.
Step 06 · same data, plain questions
Ask your books anything
Everything on the other screens, without learning where anything lives. Ask the way you would ask your accountant.
Answer in
Read only. The chat can look at everything and change nothing. Entries are only ever created through the approval screen in step 03.