Excel to Tally GST Import: Features and Templates

udiMagic lets you import GST sales, purchase, debit note and credit note vouchers, along with ledger and stock item masters, from Excel into Tally Prime. The ready-made templates below include the GST fields you need — party GSTIN and registration type, HSN / SAC codes, tax rates and Cess — so your GST data gets imported in Tally Prime correctly.

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 Prime.
    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 Prime.
    i) HSN / SAC Code
    ii) GST Tax Rates.

  3. Vouchers-V12-Sales-Purchase-With-Stockitems-Basic.xls

    A simple template to upload Sales, Purchase, Debit Note and Credit Notes with GST taxes.

  4. Vouchers-V12-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-V12-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-V12-Sales-Purchase-Without-Stockitems-Advanced.xls

    This is the advanced version of the previous template and supports Cost Category and Cost Centres.

  7. Vouchers-V12-Horizontal-Sales-Without-Stockitems.xls

    Use this horizontal template to upload Sales and Credit Notes with GST without StockItems. It has variable columns, so you can add as many ledgers as your invoices need.

  8. Vouchers-V12-Horizontal-Purchase-Without-Stockitems.xls

    Use this horizontal template to upload Purchase and Debit Notes with GST without StockItems. It has variable columns, so you can add as many ledgers as your invoices need.

  9. Master-GSTClassification.xls

    Use this template to create / update GST Classifications in Tally Prime, holding the HSN / SAC code, taxability and GST tax rates in one place. Ledgers and StockItems can then pick up their GST details from the classification.

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 Prime 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. You must first set the GST details in Sales, Purchase and Tax Ledgers (using Master-LedgerMaster.xls) before using the Sales/Purchase Horizontal formats.

GST FAQs

Use one of the four Vouchers-V12-Sales-Purchase templates. Choose "With-Stockitems" if your invoices have items with HSN / SAC codes and quantities, or "Without-Stockitems" for ledger-only invoices. The Basic versions cover the common fields, while the Advanced versions add Buyer and Consignee details, Godown and Batch, Cost Centre, Point of Sale, Cess and other ledgers before and after taxes.

Yes. The Sales-Purchase voucher templates support Sales, Purchase, Debit Note and Credit Note vouchers with GST taxes. The Advanced With-Stockitems template also supports Sales Order, Delivery Note, Purchase Order and Receipt Note vouchers.

Use Master-StockItemMaster.xls. It has fields for the HSN / SAC code and GST tax rates, so you can create or update stock items in Tally Prime in bulk before importing vouchers.

Yes. The Without-Stockitems templates are meant for this. The Basic template supports up to 30 ledgers per voucher, and the Advanced template adds Cost Category and Cost Centre support.

Not if you use the Unique ID feature. Every voucher carries its own Unique ID, and udiMagic uses it to detect records that were already imported so you can choose to overwrite or skip them. See the Unique ID guide for details.

Tally treats a sale as B2B or B2C depending on whether the party has a GSTIN: a registered party has its GSTIN and registration type, while an unregistered or consumer party does not. Enter the party's GSTIN in the Party-GSTIN column of the Vouchers-V12-Sales-Purchase template, in the same row as the invoice. Leave it blank for B2C sales. B2B and B2C invoices can go in the same file.

The GST split is decided by Tally, not by the Excel file. Tally compares your company's state with the place of supply in the Invoice (Sales or Purchase) and treats it as Intra-state if it is within state supply else it is considered as Inter-state supply.

Watch how it works

Import GST Sales, Purchase (1:46)

GST Sales with other ledgers (3:08)

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