Choosing a data source

Three ways to get the historical figures in. You can mix them — import what you have and type the rest.

From Tally

The usual route, and the most complete.

1. 1

   OptiVida asks Tally which years it holds

   Tally must be open on this machine with the client's company loaded.

2. 2

   Tick the years to import

   Usually the historical years and the estimated year.

3. 3

   Fetch

   Ledgers come across and are mapped to CMA lines.

The report arrives Auto-mapped, with anything OptiVida could not place listed for you.

From an ITR JSON

Upload the income tax return JSON downloaded from the e-filing portal. ITR-3 and ITR-5 are read.

Where to get it

The e-filing portal, as the downloadable JSON for that assessment year.

More than one year

Upload one per year.

Figures from a return are badged ITR in the grid, so you can always see which came from where.

Enter it yourself

Skip the import. You get an empty grid with all the right rows, and you type in from the audited accounts.

Reasonable when the books are not in Tally, when the client's accountant works elsewhere, or when a single year is missing from an otherwise complete import.

Which to choose

The books are in TallyFrom Tally

Most complete, least typing.

Only the return is availableITR JSON

Then fill the gaps.

NeitherManual

Type it in. Everything still recalculates.

You can combine them

Import what Tally has, upload a return for an earlier year, and type in anything still blank. Every cell shows where its figure came from, so a mixed report stays auditable.