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SALES / PURCHASE GUIDE

Sales / Purchase Entry → Tally XML

Bulk convert Excel sales registers or purchase registers into Tally invoice vouchers with item inventory allocations, automatic or manual GST calculation, round-off handling, and party ledger creation.

Input: .xlsx Inventory + Tax Dual Mode: Sales / Purchase

Dual Entry Types: Sales vs. Purchase

Select your Entry Type at the top of the form:

  • Sales Invoice: Party is Debited (Sundry Debtors); Sales Ledger & Taxes are Credited.
  • Purchase Bill: Party is Credited (Sundry Creditors); Purchase Ledger & Taxes are Debited. Also embeds Supplier Invoice <REFERENCE> tags.

GST & Round-off Configuration

Auto Calculate GST

When checked, you only need a GST Rate (%) column in your Excel (e.g. 3, 5, 12, 18). VinTax automatically computes 50% CGST and 50% SGST. When unchecked, it reads explicit CGST & SGST amount columns from your file.

Round-off Handling

Enable Auto Round Off to automatically calculate the fraction required to round each invoice to the nearest whole rupee, or supply a dedicated Round Off column from your billing sheet.

Expected Excel Columns

Field Default Header Name Sample Value
DateDate01-04-2026
Invoice / Voucher No.Invoice No.INV-001
Party / Customer NameParty NameSharma Jewellers
Item / Product NameItem NameGold Ring 22K
Quantity (Gram/Pcs)Quantity (gram)12.50
Taxable ValueTaxable Value85000.00
GST Rate / CGST / SGSTGST Rate or CGST / SGST3.0 or 1275.00
Round Off (optional)Round Off-0.50

Step-by-Step Instructions

  1. Upload your Excel sales or purchase file.
  2. Select Entry Type ("Sales" or "Purchase").
  3. Verify your Excel column header names match the configuration fields.
  4. Enter your exact Tally Ledger names (e.g. Sales, CGST, SGST, Round Off).
  5. Click Generate Sales XML.
  6. Review the generated vouchers count & monthly totals summary.
  7. Click Download Full XML and import into Tally (Alt + O -> Transactions).
Launch Sales / Purchase Entry → Tally XML Now