Day by day, GST E-Way Bill is getting implemented and eventually it will be rolled out India wide. So, it is better to learn to manage E-Way bills in Tally right now.
With the latest Release 6.4 of Tally.ERP 9, you can easily create and manage GST E-way Bills in Tally.
After you upgrade Tally to the latest version, you can easily fill in the E-Way Bill details while creating a Purchase or a Sales entry.
Let me show how it is done along with an example.
Creating GST E-Way Bill in Tally
We will be doing a sales entry in Tally using a Sales Voucher.
When we create a sales entry and the amount is above ₹50,000, you will have to create an E-Way Bill and fill in the details.
Let’s say, for example, we are selling Samsung Galaxy S9 for ₹80,000 with 28% IGST.
So, the total amount will be ₹80,000 + ₹22,400 (28% of ₹80,000) = ₹1,02,400.
It will look something like this in Tally:
Now, when we press Enter again, there is an option called Provide GST/e-Way Bill Details.
Select Yes, and you will see a whole window of entering your E-Way Bill details.
This window is divided into 4 parts and is very easy to fill in all the details.
1. e-Way Bill Details
2. Transporter Details
3. Consignor Details
4. Consignee Details
All the items that indicate a star * are compulsory to fill.
In E-Way Bill Details, you have to enter the E-Way Bill details except the E-Way bill number because, that we will generate after creating the sales entry which I will be showing you in this article.
In Transporter Details, you have to enter the details of the transporter through whom you are sending the goods.
Transportation is the whole reason, E-Way bill is required.
If you are sending goods via road, either Transporter ID and Date of sending goods or just the Vehicle Number are required.
This means either you have to provide both Transporter ID and Date or if you don’t have that details, you have to provide Vehicle Number of the vehicle through which you send the goods.
In Consignor Details, which are your details, you will have to provide all your details. These details will be automatically picked up by Tally.
If you are not seeing this option, while entering the E-Way Bill details in Tally, you have to enable it. Here is how you can do it:
At the end, there is Consignee Details.
In this option you have to enter the details to whom you are sending the goods. This is usually the same person to whom you are selling the goods.
After you have entered that details, entire E-Way bill details are filled up. Now, press Enter a few times.
If you have entered all the details correctly, you will not see any errors in Tally.
Finally, Accept the entry and press Enter.
Exporting and Uploading E-Way Bill in Tally
Now, you will see a window for exporting E-Way Bill in tally. It will look something like this in Tally.
Export the E-Way Bill in the JSON file format which you have to upload it on the E-Way Bill Portal in order to generate E-Way Bill.
After you have generated the E-Way bill online, you will get an E-Way Bill number.
You have to enter that in this entry. When you exported the E-Way Bill in Tally, another small window will automatically get opened up.
It will look like this:
In the option, E-Way Bill no., you have to enter the recently online generated E-Way Bill number.
Press Enter and you have successfully created an E-Way Bill with a Sales Entry in Tally.
Managing E-Way Bills in Tally
Now, that you have successfully created E-Way Bill in Tally, let’s look at the options through which you can manage all the E-Way Bills.
Management of GST E-Way Bills in Tally is required for many reasons, some of which I have described below.
The best thing is, you can manage all your E-Way Bills in Tally at one single place.
Let’s see how you can do it step by step.
The next menu will look something like in the picture below:
There are 3 options here through which you can manage everything about E-Way Bills in Tally.
1. Export for e-Way Bill
2. Update e-Way Bill Information
3. e-Way Bill Report
The first option is used for exporting the e-way bills in Tally. And, it is not just for exporting the e-way bills but it also checks the e-way bills and tells you whether a certain e-way bill is ready for exporting.
Let’s look at it. Go into the option Export for e-Way Bill.
You can see the Status-wise view of E-Way Bills for export.
First option in here is: Invoices with incomplete/mismatch of information. If for any reason, there is incomplete or mismatch of information in e-way bill, Tally will separately show you here.
This option is useful because with the help of this option, you can easily see where the information is incomplete or where is the mismatch and you can easily rectify it.
If you look at the above image closely, there are 2 vouchers in the option called Information required for e-Way bill not provided.
If I go in that option, it will show me the Exception Resolution window and the exception which means the problem.
Tally will specifically tell you what information is missing. This will help you fill that information and solve the problem faster than ever.
Now, if we go back to Status-wise view, the next option is Invoices Ready for Export.
This option simply gives you a list of the invoices in which E-Way bills are ready for export. If there are no such invoices, this option will be freezed and you cannot use it.
The third and last option in here is Invoices Exported. Here you can see the list of invoices that are already exported.
We have just exported 1 invoice which we created and it will show up in the list. Let’s check it.
Here is how it looks:
You can see here, the total of the invoice is ₹1,02,400 which is the same as what we entered in our sales invoice at the beginning of this article.
This was all for the option Export for e-Way Bill.
Now, the second option when we go back to the management of E-Way Bills in Tally is Update e-Way Bill Information.
If you want to update any E-Way bill information in Tally, this option can be used because it will list all the E-Way bills date wise and ledger wise as well.
This option basically allows you to fill in any information about E-Way Bills that you might have forgotten while creating it for the first time as we did while creating the sales entry.
And, the last and third option in management of E-Way Bills is e-Way Bill Report. But, there is a twist here.
This option, e-Way Bill Report is the same as Invoices Exported option which we looked at in Export for E-Way Bill option above.
It is exactly the same. You can look at it.
And with this, we have come to the end of this article.
This is how much easy it is to maintain and manage your E-Way Bills in Tally. In this article, I have tried to explain every option in as much detail as possible.
You can create E-Way Bill at the time of creating your sales entry so it will save time and you will have all the details at the time of passing the sales entry.
Still, if you have any doubts or difficulty, you can comment down below and I will be happy to help you.
If you have any queries you can reach me at TallySchool.com or simply email me at [email protected]