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Accounting & Payroll

Accounting software set-up and migration

Set-up or migration to Tally Prime, Zoho Books or similar, with your chart of accounts, GST and opening balances.

TallyZoho

Overview

Typical time3–7 working days
Documents3 to upload
DeliveredOnline · client portal
Reviewed bySenior expert

Set-up or migration to Tally Prime, Zoho Books or similar, with your chart of accounts, GST and opening balances.

What's included

  • Chart of accounts and masters
  • GST, TDS and invoice formats
  • Opening balances migrated
  • Team training session

Information we need

You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.

Entity KYC

  • Type of entity *
  • Legal name (or proposed name) *
  • Trade / brand name optional
  • PAN of the entity optional
  • GSTIN optional
  • CIN / LLPIN / registration no. optional
  • Date of incorporation / birth optional
  • Registered / business address optional
  • City optional
  • State *
  • PIN code optional
  • Email *
  • Mobile *

Documents usually needed

Upload these in the client portal after ordering – scans or clear phone photos are fine.

  • Last trial balance
  • GST details
  • Customer / vendor lists

As per law

Law and sections

  • Accounting Standards; GST e-invoicing rules where applicable

Who must comply

  • New businesses and businesses changing software

Time limits

  • Best at the start of a month or year

General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.

How it works

  1. Add to cartAdd this and any other services you need.
  2. Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
  3. Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
  4. Pay securelyUPI, cards, net banking or wallets, or bank transfer.
  5. Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
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