You may wish to have monthly summary report with ledger breakup at a click of the button to submit to Auditor or Sales Tax Department. This add-on generates 8 reports at a click of button which help you to genarate monthly sales and purchase tax report which can be used for various purpose like submiting to auditors, sales tax department, MIS purpose etc.
As a best practice it is advisable to take back up your company data before installing the Add-on
1. Activate the Add-on
For Tally.ERP 9 Series A, Release lower than 3.2
· Go to Gateway of Tally > F11: Features > Accounting Features
· Set “Yes” to the options “Enable Monthly Tax Summary ”
For Tally.ERP 9 version Series A, Release 3.2 and above
· Go to Gateway of Tally > F11: Features > Add-on Features
· Set “Yes” to the options “Enable Monthly Tax Summary”
2. After enabling the Add-on in F11:
A new menu will be added at;
Displayà Month wise Summary Reports.
Select the Month wise Summary Reports .
Monthly Sales Summary
This report gives complete Month wise Break-up of Sales with all legers in auto column This report can be viewed for any period. User can also hide the columns which has zero values. Further you can drill down to vouchers registers for each month.
Monthly Credit Note – Debit Notes Summary (Sales)
Generates report for Credit Notes and Debit notes
Monthly Sales + Credit Note + Debit Note Summary (Sales)
Generate report for Net Sales (Sales + Debit Note – Credit Note)
Monthly Credit Note Summary (Other)
Generates report for Credit Notes
Monthly Purchase Summary
Generates report for Purchases
Monthly Debit Note – Credit Notes Summary (Purchase)
Generates Same Report for Debit Notes and Credit Notes affecting Purchase
Monthly Purchase + Debit Note + Credit Note Summary (Purchase)
Generates report for net purchases (Purchase – Debit Note + Credit Note)
Monthly Debit Note Summary (Other)
Generates report for Debit Notes