Mumbai migrations are usually decided by document volume rather than by turnover. A distribution or trading house in Masjid Bandar raising several hundred invoices a month will hit a Zoho plan's annual document cap long before it hits any user limit, and the plan that looked right on price fails in month nine. We size on document count and GSTIN count together, and we do it before you subscribe rather than after.
High transaction volume, long debtor ledgers, and a large number of party ledgers built up over years. Trading houses commonly carry hundreds of dormant customer and vendor masters that should be archived rather than migrated. Financial services and broking entities bring a different problem: many small ledgers that were never meant to be permanent.
A wide mix of private limited companies and partnership firms. The distinction matters directly, because the audit trail requirement under Rule 3(1) applies only to companies. A Mumbai partnership firm has no Rule 11(g) exposure at all, and should not be sold a compliance pack it does not need.
The recurring Mumbai pattern is the multi-GSTIN trading business that has been running one Tally file with separate ledgers per state. That works in a desktop product and does not translate. Zoho Books handles multiple GSTINs at the organisation level with plan-tier limits, so the migration is also a restructuring decision: one organisation with multiple GSTINs, or separate organisations. Getting this wrong is the single most expensive mistake in a Mumbai migration, because unwinding it later means migrating twice.
Maharashtra levies professional tax, so PTEC and PTRC obligations continue through the migration. If payroll is moving too, the PT slab and the February instalment need configuring rather than assuming.
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.
| Item | Position as at August 2026 |
|---|---|
| Audit trail requirement | Rule 3(1) proviso, Companies (Accounts) Rules 2014. Software must record an edit log that cannot be disabled |
| In force from | Financial years commencing on or after 1 April 2023 |
| Who it binds | Every company, including small, OPC and Section 8. Not proprietorships, partnership firms or LLPs |
| Auditor reporting | Rule 11(g). Used, operated throughout the year, not tampered with, and preserved |
| Retention | Eight financial years under section 128(5), so the Tally data cannot simply be disposed of |
| Daily backup | Rule 3(5). Servers physically located in India |
| Registrar intimation | Rule 3(6). Service provider name, IP address and location, annually with the financials |
| Zoho plan driver | GSTIN count, not turnover. Standard one, Professional two, Premium three |
| Zoho free plan | Turnover under Rs 25 lakh, one user plus an accountant, 1,000 invoices a year |
| Best cutover date | 1 April, so the financial year sits in one system |
| Package | Fee | Scope |
|---|---|---|
| Opening Balance | Rs 24,999 | Balances only, tied back to your last audited figures |
| Full Year | Rs 49,999 | One financial year of transactions, multi-GSTIN |
| Historical | Rs 99,999 | Up to three years, multi-GSTIN, inventory and parallel run |
| Additional GSTIN | Rs 2,999 each | Beyond those included in your scope |
| Additional financial year | Rs 7,999 each | Where 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.
It depends on whether you need consolidated reporting and how your entities are structured. If it is one legal entity registered in four states, a single organisation on a plan that supports the GSTIN count is usually right, and keeps the balance sheet in one place. Separate legal entities need separate organisations regardless. We settle this at assessment, because changing it afterwards means running the migration again.
Considerably. Zoho plans carry annual document caps as well as user and GSTIN limits, and at that volume you are near 10,000 invoices a year. Choosing on monthly price alone leads to hitting a cap partway through the year. We size on document volume, GSTIN count and user count together and tell you the annual cost, not the headline monthly one.
No. Rule 3(1) of the Companies (Accounts) Rules, 2014 applies to companies. A partnership firm, proprietorship or LLP is outside it, and there is no Rule 11(g) auditor reporting either. You may still want an audit trail for internal control, but you should not be charged for a compliance pack you have no statutory need for.
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Reviewed by the CA and CS Team, CorporateWalla · Last updated 17 August 2026 · · Sources: Ministry of Corporate Affairs, ICAI, Zoho Books India pricing
Canonical: https://corporatewalla.com/services/tally-to-zoho-migration/mumbai
