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CW · CHENNAI

Tally to Zoho Books Migration in Chennai

Chennai is Zoho's home city, and that has a practical consequence rather than a sentimental one: local familiarity with the product is unusually high, and so is the number of businesses that have already bought a subscription and stalled partway through setting it up. A large share of Chennai engagements we take on are not migrations from scratch but rescues of a half-configured organisation where the chart of accounts was never designed and the opening balances were never reconciled.

  • Fixed fee, quoted before we start
  • Zero difference against Tally, or we do not sign off
  • Rule 11(g) audit trail documentation handled for companies
  • 50% upfront, 50% on delivery
CW · THE DATA SHAPE

What Chennai Tally files typically look like

Engineering, auto component and leather businesses bring item masters with unit conversions and job work. Apparel and knitwear businesses feeding off the Tiruppur cluster bring size and colour variants that map awkwardly. Export-oriented units across all of these bring foreign currency and zero-rated supplies that need separate treatment from domestic sales.

CW · DOES IT BIND YOU

Entity mix, and whether the audit trail rules apply to you

A mix of private limited companies and long-established partnership firms. Only the companies carry the Rule 3(1) audit trail obligation and Rule 11(g) auditor reporting, which is worth establishing before anyone is sold a compliance pack.

CW · THE PATTERN

The Chennai pattern we see most

The stalled-subscription problem is worth describing precisely, because the fix is different from a fresh migration. A half-built organisation usually has masters imported without mapping, opening balances entered as a lump rather than party by party, and some live transactions already recorded on top. You cannot simply start again without losing the recent work, and you cannot leave it because the balance sheet will never tie. The work is a reconciliation and repair exercise, and it is priced differently from a clean migration.

CW · PAYROLL

Payroll and professional tax through the cutover

Tamil Nadu professional tax is administered by local bodies, and in Chennai that means the Greater Chennai Corporation, on a half-yearly rather than monthly cycle. Payroll configured on the Maharashtra or Karnataka monthly pattern will skip it.

CW · WHAT IS INCLUDED

What is included

  • Pre-migration audit of the Tally file, with a written list of what needs fixing before anything moves
  • Chart of accounts mapped by a CA, with Schedule III groupings preserved where a company has to present financials that way
  • GST reconfigured, including a rate re-map against the slab structure in force since 22 September 2025
  • Masters and transactions imported in the correct sequence, with mapping decisions documented
  • Trial balance, profit and loss and balance sheet tied back to Tally to the rupee before sign-off
  • Audit trail and Rule 11(g) documentation for companies, plus the Rule 3(6) particulars now reportable to the Registrar
CW · THE RULES

The rules that apply everywhere

One point decides more about cost than anything else on this page, and it is a compliance argument rather than a convenience one. Migrate on 1 April and the whole financial year sits in one system, so your auditor reaches a single Rule 11(g) conclusion. Cut over in December and the year is split across two systems, and the auditor has to form and report a conclusion on both, including the one you have stopped using. Assessment and clean-up typically take two to three weeks before anything can move, so a 1 April cutover is a January or February decision rather than a March one. None of this binds a proprietorship, a partnership firm or an LLP, which sit outside the audit trail regime entirely.

ItemPosition as at August 2026
Audit trail requirementRule 3(1) proviso, Companies (Accounts) Rules 2014. Software must record an edit log that cannot be disabled
In force fromFinancial years commencing on or after 1 April 2023
Who it bindsEvery company, including small, OPC and Section 8. Not proprietorships, partnership firms or LLPs
Auditor reportingRule 11(g). Used, operated throughout the year, not tampered with, and preserved
RetentionEight financial years under section 128(5), so the Tally data cannot simply be disposed of
Daily backupRule 3(5). Servers physically located in India
Registrar intimationRule 3(6). Service provider name, IP address and location, annually with the financials
Zoho plan driverGSTIN count, not turnover. Standard one, Professional two, Premium three
Zoho free planTurnover under Rs 25 lakh, one user plus an accountant, 1,000 invoices a year
Best cutover date1 April, so the financial year sits in one system
CW · OUR FEES

Fees

PackageFeeScope
Opening BalanceRs 24,999Balances only, tied back to your last audited figures
Full YearRs 49,999One financial year of transactions, multi-GSTIN
HistoricalRs 99,999Up to three years, multi-GSTIN, inventory and parallel run
Additional GSTINRs 2,999 eachBeyond those included in your scope
Additional financial yearRs 7,999 eachWhere comparative reporting needs more history

Project fees rather than retainers, because this is a one-time engagement. For company clients the Rule 11(g) audit trail documentation, the retention position and the Rule 3(6) Registrar particulars are prepared as part of the engagement rather than charged separately. Your Zoho Books subscription is paid by you directly to Zoho.

Every price above is a professional fee, excluding GST and government charges. 50% on delivery.

All fees and charges listed are indicative only and do not constitute a binding offer. Final amounts may vary depending on the volume of work and the complexity involved.

CW · FAQ

Tally to Zoho Migration in Chennai - questions we get

We started setting up Zoho Books ourselves and gave up halfway. Can you take it over?

Yes, and it is a large share of the Chennai work we do. It is a different exercise from a clean migration: we establish what was imported and how it mapped, reconcile the opening position that was entered, correct the chart of accounts without losing the transactions you have already recorded, and tie the whole thing back to Tally. It is usually quoted separately from a standard migration because the effort depends on what state the file is in.

We export and also sell domestically. How should the migration handle that?

The two streams need separating in the chart of accounts from the first entry. Zero-rated export supplies under a Letter of Undertaking, domestic supplies carrying output GST, and the input credit accumulating against the export side kept visible so it can be claimed as a refund rather than left sitting. Foreign currency receipts need exchange differences captured at three dates, not one.

Does being in Chennai make Zoho support easier?

Marginally, in that local familiarity with the product is high and there is a large pool of people who have used it. It does not change the accounting work, which is where migrations actually fail. Vendor proximity does not tie a trial balance to audited financials.

Tied to the rupee, or no sign-offFixed fee, quoted upfrontISO 27001 certified
CW · CHENNAI

Move your Chennai books across properly

Tell us what you need and a real CA calls you back, with no scripts and no transfers. Call 72783 76654. Mon - Sat, 10:00 AM - 7:00 PM IST.

Reviewed by the CA and CS Team, CorporateWalla · Last updated 17 August 2026 · · Sources: Ministry of Corporate Affairs, ICAI, Zoho Books India pricing

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