How to generate an e-Way Bill with Tally Prime? If this is your question, then you are at the right place. This article is a step-by-step guide on how to generate e-Way Bills from Tally Prime.
E-Way Bill generation with the help of JSON files has been a part of Tally ever since the government introduced the e-Way Bill system. Tally Prime 2.0, has further enhanced this and now you can generate e-Way Bills with the help of direct API linkage. You can download Tally Prime latest version here
Background
First, a little about the e-Way Bill system. The government implemented the e-Way Bill under GST and it was part of the system to replace various state and other permits. An e-Way Bill is a document you need to carry when you transport goods from one place to another.
If you are transporting goods having a value of more than Rs 50,000, then you need to generate an e-Way Bill on the government portal by entering the necessary information such as details of the buyer, quantity, HSN code of the goods, the transporter ID etc. The system will generate an e-Way Bill number for this transaction after you upload these details. You must print this e-Way Bill along with the invoice, and furnish the same to the relevant authorities if needed.
E-Way Bill in Tally Prime
Tally Prime offers a very simple and smooth e-Way Bill experience for its users. Tally Solutions has integrated its e-Way Bill with the regular invoicing activity and does not require any additional steps.
You can enter the sales transactions as usual, and the system will create your e-Way Bill in the same flow. The required details are automatically updated in the vouchers, and you can simply print them. Tally users also have the flexibility to generate e-Way Bills in bulk for multiple invoices. From within Tally Prime, users can cancel an e-Way Bill or update additional details such as Bill Part B and the Transporter ID.
Tally Prime E-Way Bill Config
The initial setup includes registration on the e-Way Bill portal and a simple one-time configuration in Tally Prime.
Register on the e-Way Bill portal
The first step is to register on the e-Way Bill portal and create your profile there.
1. Open the e-Way Bill portal, go to Registration > e-Way Bill Registration as shown in the image below:
2. Enter your GSTN followed by the CAPTCHA code and click Go.
Your business details will appear as per the GSTIN entered.
3. Click on Send OTP to verify the details.
4. Next, you need to enter the OTP received on your registered mobile and click on Verify OTP.
Once the system verifies your OTP, you will get the option to enter a username and password to create your login credentials.
The first part is now done. Next, you have to select your GSP or GST Suvidha Provider.
Select GSP on e-Way Bill Portal
The steps for doing this are as follows:
1. Open the e-Way Bill portal and click Login. Use the username and password just created.
2. From the left navigation, you need to click on Registration > For GSP.
The following screen appears with the e-mail ID and mobile number prefilled.
3. You must click on Send OTP after which an OTP will be sent to the registered mobile number displayed on the screen.
4. Next, enter the OTP just received and click Verify OTP. After verification, you will see the following screen with an option to select your preferred GSP.
5. Select Add/New after which the following screen appears.
6. Here you must select Tally (India) Private Limited as your GSP and enter a username and password of your choice, and click on Add.
Please Note: The API user credential is different from your e-Way Bill credential.
This completes your user profile creation with Tally (India) Private Ltd as the GSP. You now have to start Tally Prime to complete the balance configuration.
e-Way Bill configuration in Tally Prime
This is the second part of the configuration to generate e-Way Bills in Tally Prime
1. Press F11 and set Enable Goods and Services (GST) to Yes. The GST Details screen opens as shown below.
2. Next, you must set the e-Way Bill applicable option to Yes. Fill in the required information such as the date of applicability, threshold limit etc. If e-invoicing is applicable too, you can set those options too. More details regarding e-invoice configuration in Tally Prime are available here. After entering all the required details, press Ctrl+A to save everything.
Your e-Way Bill configuration is now complete and you are e-Way Bill ready. You can now start generating e-Way Bills from Tally Prime.
Making e-Way Bills from Tally Prime
Now for the actual e-Way Bill generation from Tally Prime. It is a very simple and straightforward process that seamlessly integrates with your voucher entry routine. Tally allows you to easily generate e-Way Bills for regular sales and, POS invoices, as well as debit and credit notes. Tally Prime even supports receipts and journal voucher types when they are used for sales. Users can also generate multiple e-Way Bills at the same time if needed. Tally users have an option to generate e-Way Bills while passing the entry or later from the e-Way Bill report. Users must select one or more transactions from the relevant section in the report and click on generate e-Way Bill.
You must ensure that you are connected to the internet and have your e-Way Bill credentials handy before actual e-Way Bill generation from Tally Prime.
How to generate an e-Way Bill in Tally Prime?
In Tally Prime, you can quickly generate an e-Way Bill while saving your voucher and also print the QR code and other requisite details. For generating an e-Way Bill along with your e-invoice, then set the option Send e-Way Bill details with e-Invoice to Yes in the company (F11) features.
Step 1
Record a regular GST sales transaction as you normally do.
- Towards the bottom of the entry screen, set the option Provide GST/e-Way Bill details to Yes and press Enter. The Additional Details: Sales Taxable screen will appear. The system will generate your e-Way Bill basis the values you enter on this screen.
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- Dispatch from and Ship to is prefilled based on the address provided your Company setup and the Party ledger.
- Distance (in Km) is the distance between the addresses of the Consignor and Consignee. The validity of the e-Way Bill depends on the distance entered here. This distance is auto-filled the next time you record a transaction for this party, based on the address and pin code entered in the Party ledger.
- Transporter Name is next. This can be None if you are transporting the goods using your own or hired vehicle, or if you are using a different mode of transport such as Rail, Air, or Ship.
- Transporter ID is next after Transporter Name and is provided by the transporter. Next, you enter the Part B Details if they are available. The following details are necessary:
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- Mode: Select the mode of transport, such as Road, Rail, Air, or Ship. You can also create a New Mode if required.
- Vehicle Number: Here you specify the vehicle number used for transporting the goods.
- Vehicle Type: Specify the size of the vehicle, such as Regular, Over Dimensional Cargo etc. You can create a New Vehicle Type if required.
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Step 2
- Press Enter to continue with the sales voucher and then Ctrl+A to save. Tally will ask for your confirmation for e-Way Bill generation.
- Press Enter to accept and proceed. You will now see the e-Way Bill Login screen. Here, enter your Username and Password. You remain logged in for the next six hours after entering the credentials unless you switch off the computer or change your password.
- Next, press Enter and Tally Prime will start communicating with the e-Way Bill portal.
Tally Prime Sending Data to e-Way Bill Portal - Tally Prime shows a confirmation message after the exchange of information with the e-Way Bill is completed.
- You can see now a preview of the invoice with e-Way Bill information. Press <strong>Page Down</strong> to see the e-Way Bill just generated. It has all the relevant details along with the QR Code.
Tally also updates the e-Way Bill No. and Validity Date in the Additional Details screen.
Optionally, you can press Ctrl+I (More Details) or F12 (Configure) if you wish to see some more options for configuring your e-Way Bill.
That’s it. You’ve just generated your first e-Way Bill from Tally Prime using API. You as well as your Tally Prime is now e-Way Bill ready!
Generate Bulk e-Way Bills in Tally Prime
Tally Prime gives users the flexibility to do a bulk generation of e-Way Bills too. In case you do not want to generate e-Way Bills one by one during voucher entry, you have the option to do it later from the Exchange menu. Simply select one or more transactions and generate the respective e-Way Bill number for your vouchers. One thing needs to be kept in mind – Make sure you have disabled the option Send e-Way Bill details after saving the voucher in the F12 configuration of the voucher.
Steps to Generate e-Way Bills in Bulk with Tally Prime
- Send for e-Way Bill. The Send for e-Way Bill screen appears. You can view the transactions that are pending under different sections for generation, cancellation etc.
- You can select the required transactions and press S (Send) to send the details to the e-Way Bill portal. All transactions are uploaded if you press S without selecting any transaction. Tally Prime will show a confirmation screen with the number of transactions lined up for e-Way Bill generation.
- Press Enter to continue. The system will ask for your e-Way Bill Login credentials if it is six hours since you last entered them or have restarted your computer or if this is the first time you are trying to do so. Enter your username and password and press Enter to continue.
- Tally Prime will start communicating with the e-Way Bill portal. After this is complete, you see a confirmation message.
You can check how many e-Way Bills were generated or rejected by the portal and if any transactions could not be uploaded due to technical issues. More details are available in the e-Way Bill report of Tally Prime.
As with most other Tally Prime reports, this is a drill-down report allowing you to drill down to the transactions under the relevant sections. From here you can modify the transactions with issues and then resend them for e-Way Bill generation.
Conclusion
As you have seen in the above article, it is super simple to generate an e-Way Bill with Tally Prime 2.0 and above. In case you haven’t already upgraded to the latest release yet, you can easily do so by downloading it from here. If your TSS has expired, you can renew it online quickly on our TallyShop. Alternatively, users can contact us or drop a comment below and we would be happy to assist. You could also simply drop us a message via WhatsApp by clicking here.
There is much more in Tally Prime with regards to e-Way Bills. Our next article on the same is on the way!
