Mandatory things to check before using the Sales/ Sales Return module.

✅ Step-by-Step Instructions

1. Put Your Data in the First Sheet

Make sure all your sales data is in the first sheet of your Excel file.

2. Headers Go on Top

The first row should have column names like Date, Invoice Number, Amount, etc.

3. Clean Column Titles

No dots (.), no dollar signs ($) in your headers! Don't write anything above the column names.

4. Always Fill the Invoice Number

No empty boxes in the Invoice Number column.

5. Keep Same Invoice Numbers Together

If one invoice has many items, sort by Invoice Number A–Z to keep them in one place.

6. Don't Write NA or Not Applicable

If something like GST doesn't apply, just leave the cell blank. Don’t write “NA” or “none”.

7. Use Date Format Like This: DD/MM/YYYY

For example: 27/05/1992 That’s day/month/year.

8. No Extra Totals

Delete rows with Grand Total or any notes not needed for Tally.

9. Keep It Short

Only add up to 10,000 rows per sheet.

10. Add a Ledger Column

Add a column for Sales Ledger or Purchase Ledger based on GST rate.

11. Set Up GST Ledgers in Tally

Make sure CGST, SGST, and IGST ledgers are created under Duties & Taxes in Tally.

12. Format Your Data Nicely

• Use TEXT or General format for text columns.
• Use NUMBER format for numbers like amount, rate, etc.

Want help? Check this out: How to change Excel format (Microsoft Support)

13. Add a Column Called Particular

This is for the Sales Account Ledger based on GST rate.

📌 Example: If GST is 18%, write the ledger name linked to 18% Sales.

14. Save as Excel Workbook

When you're done, save the file in Excel Workbook format (.xlsx)

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📘 Need Help Preparing the Excel Sheet?

Click here

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