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Saturday, 3 August 2013

Auditor/Firm Profile in Control Centre



Chartered Accountants who are registered as BAP users of Tally.ERP 9 can now create and maintain their profile as well as the firm's profile in the Control Centre. The details provided here will be automatically captured in reports that require them, like Form 3CD.
To create auditor/firm profile,
  • In the Control Centre screen that appears, click on Ctrl+K: Control Centre or press Ctrl+K and log in with the Tally.NET Auditor ID

  • Click on Account Profile Management or press Alt+Y
The Profile Management screen appears:

  • Fill in the relevant details for Account ID, Firm Number, Account Nature, Name of the Firm, Account Type, Address, etc.
  • Under Partner Detail(s), fill in details of partners of the Firm.
  • Under Contact Person(s), fill in the details for the contact persons for the firm

  • Press Enter or Y to Accept (save) the profile details.
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