How to Create Customer Ledger under GST in Tally Prime?
Step: GOT > Create > Ledger
1. Create Regular Customer Dealer ledger
Ø For create Regular Customer dealer ledger, fill following details like,
· Name –Type name of your Regular Customer dealer like, I type “Dinesh Sharma(Reg.) Customer”
· Under –Select “Sundry Debtor” under group
· Maintain Balance bill-by-bill – Set to “Yes”
· Default credit period – Type any default credit period or days like I enter “27 days”.
· Check for credit days during voucher entry – Set to “Yes” this option.
· State – Select Customer’s state from list. Like I select “Bihar”.
· Registration type – Select Registration type of Customer. I Like select “Regular”
· GSTIN/UIN – Type GSTIN/UIN number of Customer like I type “10JHGFD8756K1Z2”.
· Set/Alter GST details – Set to this option “Yes”
Ø
After set Yes to this option screen will open in new window like this following screenshot:
Ø Fill all details of this screen like,
§ Registration type – Select Regular
§ Assessee of other Territory – Set the option Assessee of Other Territory to “Yes” if the party is belongs to Exclusive Economic Zone (other territory). I set to “No”.
§ Is e-commerce operator – If the Customer is an e-commerce operator then enable this
option. Like I set to this option “No”.
§ Consider Party as Deemed Export for Purchase – If the Customer is a Deemed Exporter
then set to option “Yes”. Like I set to this option “No”.
§ Party Type – Select type of Party from list like if the Customer is Deemed Export, Embassy/UN body or SEZ (Special Economic Zone). Then select any one according to Party type. Like I select “Not Applicable”.
§ GSTIN/UIN – Type Customer’s GSTIN/UIN number like I type “10JHGFD8756K1Z2”.
§ Is a transporter – If the Customer is a transporter then set to this option “Yes”. Like I set “No”.
Ø
After filling all details screen will show like this following screenshot:
Ø Press Enter or Ctrl+A for save this screen
Ø After filling all Above details Final screen of supplier ledger shown like this following screenshot:
Ø Press Ctrl+A for save this screen.
2. Create Composition Customer Dealer ledger
Ø For create Composition Customer dealer ledger, fill following details like,
· Name –Type name of your Composition Customer dealer like, I type “Ritesh Kumar (Comp.) Customer”
· Under –Select “Sundry Debtor” under group
· Maintain Balance bill-by-bill – Set to “Yes”
· Default credit period – Type any default credit period or days like I enter “28 days”.
· Check for credit days during voucher entry – Set to “Yes” this option.
· State – Select Customer’s state from list. Like I select “Bihar”.
· Registration type – Select Registration type of Customer. I Like select “Composition”
· GSTIN/UIN – Type GSTIN/UIN number of Customer like I type “10FGGFD8756K1Z2”.
· Set/Alter GST details – Set to this option “Yes”
Ø
After set Yes to this option screen will open in new window like this following screenshot:
Ø Fill all details of this screen like,
§ Registration type – Select Composition
§ Assessee of other Territory – Set the option Assessee of Other Territory to “Yes” if the party is belongs to Exclusive Economic Zone (other territory). I set to “No”.
§ Is e-commerce operator – If the Customer is an e-commerce operator then enable this
option. Like I set to this option “No”.
§ Consider Party as Deemed Export for Purchase – If the Customer is a Deemed Exporter
then set to option “Yes”. Like I set to this option “No”.
§ GSTIN/UIN – Type Customer’s GSTIN/UIN number like I type “10FGGFD8756K1Z2”.
§ Is a transporter – If the Customer is a transporter then set to this option “Yes”. Like I set “No”.
Ø After filling all details screen will show like this following screenshot:
Ø Press Enter or Ctrl+A for save this screen
Ø After filling all Above details Final screen of supplier ledger shown like this following screenshot:
Ø Press Ctrl+A for save this screen.
3. Create Unregistered Customer Dealer ledger
Ø For create Unregistered Customer dealer ledger, fill following details like,
· Name –Type name of your Unregistered Customer dealer like, I type “Raj Kumar (URD) Customer”
· Under –Select “Sundry Debtor” under group
· Maintain Balance bill-by-bill – Set to “Yes”
· Default credit period – Type any default credit period or days like I enter “29 days”.
· Check for credit days during voucher entry – Set to “Yes” this option.
· State – Select Customer’s state from list. Like I select “Delhi”.
· Registration type – Select Registration type of Customer. I Like select “Unregistered”
· Set/Alter GST details – Set to this option “Yes”
Ø
After set Yes to this option screen will open in new window like this following screenshot:
Ø Fill all details of this screen like,
§ Registration type – Select Unregistered
§ Is a transporter – If the Customer is a transporter then set to this option “Yes”. Like I set “No”.
Ø
After filling all details screen will show like this following screenshot:
Ø Press Enter or Ctrl+A for save this screen
Ø
After filling all Above details Final screen of supplier ledger shown like this following screenshot:
Ø Press Ctrl+A for save this screen.
4. Create Consumer ledger
Ø For create Consumer ledger, fill following details like,
· Name –Type name of your Consumer like, I type “Himanshu Consumer”
· Under –Select “Sundry Debtor” under group
· Maintain Balance bill-by-bill – Set to “Yes”
· Default credit period – Type any default credit period or days like I enter “24 days”.
· Check for credit days during voucher entry – Set to “Yes” this option.
· State – Select Customer’s state from list. Like I select “Delhi”.
· Registration type – Select Registration type of Customer. I Like select “Consumer”
· Set/Alter GST details – Set to this option “Yes”
Ø After set Yes to this option screen will open in new window like this following screenshot:
Ø Fill all details of this screen like,
§ Registration type – Select Consumer & Press Enter
Ø
After filling all Above details Final screen of supplier ledger shown like this following screenshot:
Ø Press Ctrl+A for save this screen.
Ø Practice Exercise for Create Customer Ledger under GST in Tally Prime, For You.
Name
Under
State
Registration
Type
GSTIN/UIN
Mukesh Gupta
Sundry Debtor
Assam
Regular
17KJHGF2345K1Z2
Mohan Prasad
Sundry Debtor
Bihar
Composition
10KJHGF2345K1Z2
Ratan Pandey
Sundry Debtor
Bihar
Unregistered
No
Satish Kumar
Sundry Debtor
Jharkhand
Consumer
No
