GST features in udiMagic

Prerequisites

Before you begin, ensure that you have the following softwares installed in your system :
- udiMagic v8.0 Release 3.0 or higher;
- Tally ERP 9 Release 6.1 or higher

Note:
The information to download udiMagic software is given at the end of this article. Also, it is highly recommeded that you see this video by Tally Solutions to get an understanding of GST features in Tally.

udiMagic templates with GST features

1. Master-LedgerMaster.xls
   This excel template now contains new fields that allow you to set / update the Ledger Masters details in Tally ERP 9.
   i) Party GST Registration details (in Party Masters);
   ii) Nature of Transaction; GST Tax Rates (in Sales and Purchase Ledgers);
   iii) TaxType and Tax Rates (in Duties and Taxes Ledgers).

2. Master-StockItemMaster.xls
   This template now contains new fields that allow you to set / update StockItem Masters details in Tally ERP 9.
   i) HSN / SAC Code
   ii) GST Tax Rates.

3. Vouchers-V10-Sales-Purchase-With-Stockitems-Basic.xls
   A simple template to upload Sales, Purchase, Debit Note and Credit Notes with GST taxes.

4. Vouchers-V10-Sales-Purchase-With-Stockitems-Advanced.xls
   This excel template contains additional features like Buyer and Consignee details, Order and Tracking details, Godown and Batch details, Cost Category and Cost Centre, Point of Sales (POS), Additional Cess, Other ledgers before and after taxes etc. It is an extended version of the basic template and supports Sales Order, Delivery Note, Sales, Credit Note, Purchase Order, Receipt Note, Purchase and Debit Note Voucher types.

5. Vouchers-V10-Sales-Purchase-Without-Stockitems-Basic.xls
   Use this template to upload Sales, Purchase, Debit Notes and Credit Notes without StockItems. This format supports 30 number of ledgers.

6. Vouchers-V10-Sales-Purchase-Without-Stockitems-Advanced.xls
   This is the advanced version of the previous template and supports Cost Category and Cost Centres.

Remarks
1. Comments / remarks have been given in each template specifying the new columns that have been added for GST.
2. To begin with, create a new Company in Tally.ERP 9 and play around importing data from the excel formats as mentioned above.
3. Take backup of your original Tally data for safety purpose, before uploading any data.
4. Ensure that the date you mention in the templates is 1st July or later; otherwise data will NOT appear in GST reports.
5. You must first set the GST details in Ledgers (using Master-LedgerMaster.xls) before using the Sales/Purchase Horizontal formats.

Download udiMagic

Demo / Trail version
You can download the udiMagic converter trial version from the Downloads section.

Original version
A. Customers who have purchased udiMagic software on or after 1/1/2017 shall be provided upgrade free of cost. They can get the latest version download link here.
B. Customers who have purchased udiMagic software before 1/1/2017 must upgrade to the latest version to use the GST templates and features.

To upgrade, follow these steps :
1. Login using your Serial / key in the Customer Portal.
2. Next, select option 'Upgrade' and make online payment using the payment gateway. Upon successful payment, you will receive emails with instructions to upgrade.

Important Note : GST 18% will be charged from 1st July 2017 onwards. Customers must provide their GSTIN number, else it will be considered as B2C supply.

Standard templates
Download all the Standard Excel to Tally templates for the latest udiMagic version (including templates for older versions).