Tally Prime - Migration.
We move your company data from Tally.ERP 9 or an older Tally release into the current TallyPrime release and check that nothing has shifted on the way. The work covers backup, migration with the right GST settings, review of the migration summary and exceptions, and reconciliation of balances, stock and GST reports before your team switches over.
Typically 2–5 working days per company. The volume of data, the number of years and the condition of the existing data drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses still running Tally.ERP 9 or an older TallyPrime release
- Companies with several years of history or several companies in one data folder
- Firms that attempted a migration and found mismatches or uncertain GST transactions
What you receive at the end.
- 01Migrated company data in the current TallyPrime format
- 02Backup of the original data, retained until you approve the switch-over
- 03Old-versus-new reconciliation of trial balance, stock and GST reports
- 04List of exceptions found and how each was resolved
- 05Note on add-ons or customisations that need updating
Tally Prime - Migration, step by step.
Typically 2–5 working days per company. The volume of data, the number of years and the condition of the existing data drive the time.
- 1
Data health check
We review the existing data for errors, duplicate masters and incomplete vouchers that should be fixed before migration.
- 2
Full data backup
A full backup is taken to local storage or TallyDrive so the original data stays untouched.
- 3
Migration run
We migrate each company using TallyPrime's Migrate option, choosing voucher numbering, HSN/SAC summary and GST tax tolerance settings that match how your data was recorded.
- 4
Reconcile old and new
We compare the trial balance, stock summary, outstandings and GST reports between old and migrated data, and use the migration summary to account for every master and voucher.
- 5
Team switch-over
Your users move to the migrated company, and we support them through the first days of entries.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Access to the existing Tally data folder and the machine it runs on
- TallyPrime licence details, including whether it is entitled to the latest release
- List of companies and financial years to be migrated
- Any custom TDL files or add-ons in use
- A person who can confirm balances and approve the reconciliation
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Tally Prime - Migration.
Ready to discuss Tally Prime - Migration?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.