Tally Prime integration details.


Spectrum Cloud by KDK Software offers seamless integration with Tally Prime (and earlier Tally versions like ERP 9), enabling automated data transfer for tax compliance tasks. This API-based integration allows Chartered Accountants and tax professionals to pull client data directly into the cloud platform, eliminating manual exports and imports. It’s particularly useful for handling high-volume filings for ITR, GST (GSTR-1/3B), and TDS returns.

How It Works

1.  Data Fetching and Sync: Connect your client’s Tally Prime instance to Spectrum Cloud via API. The system automatically fetches ledger balances, trial balances, invoices, and transaction data in real-time or on-demand.

2.  Reconciliation: Imported data is auto-reconciled against government portals (e.g., Income Tax, GSTIN, TRACES) to flag discrepancies, such as unmatched TDS or GST mismatches.

3.  Import Process: Use one-click import from Tally Prime’s exported XML/Excel files or direct API sync. No need to switch applications—data flows into Spectrum Cloud’s dashboard for immediate use in return preparation.

4.  Client-Side Access: Even if the client uses Tally Prime on their local system, you can remotely access and import their data without physical access or installations.

This integration supports Tally Prime’s cloud-enabled features, making it compatible with remote and multi-user setups.

Key Features

•  Auto-Import of Trial Balance and Ledgers: Directly pulls profit/loss statements, balance sheets, and inventory data for ITR computations.

•  GST-Specific Sync: Imports sales/purchase invoices, GSTR-2A/2B reconciliation, and e-invoicing data for bulk GSTR filings.

•  TDS Handling: Fetches challan details and deductee information for quarterly TDS returns and Form 16 generation.

•  Bulk Processing: Handles unlimited clients with role-based access, so teams can collaborate on synced data.

•  Error Validation: Pre-fills forms with Tally data and validates against schema to prevent rejection during e-filing.

Benefits

•  Time Savings: Reduces data entry by up to 80%, allowing filings 3x faster—ideal for peak seasons like July ITR deadlines.

•  Accuracy and Compliance: Minimizes human errors in data transfer, with built-in alerts for notices or mismatches.

•  Scalability: Unlimited imports for multi-client practices, without storage limits or per-return fees.

•  Security: Data sync uses 128-bit SSL encryption, ensuring compliance with ISO 27001 standards.

Setup Requirements

•  Prerequisites: Active Tally Prime license (Silver/Gold edition recommended for API access) and Spectrum Cloud subscription (starts at ₹20/day).

•  Steps:

1.  Log into Spectrum Cloud dashboard.

2.  Navigate to “Integrations” > “Tally Prime” and generate API keys.

3.  In Tally Prime, enable ODBC/API export under Gateway of Tally > F12 (Configure) > Export.

4.  Link the client’s company data via Spectrum’s client portal—takes under 5 minutes.

•  No additional software installation needed; works via browser on any device. For Tally Prime Server editions, ensure network access for remote sync.

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