Send data to your accountant
Export a month's sales and purchase registers, GST returns or Tally files for your CA.
Where to find it: Compliance → Send to accountantOpen in app
Hand over a month
- 1Go to Send to accountant and choose the Period.
- 2Download the Sales register (CSV), Purchase register (CSV) and GST returns.
- 3Attach them to an email to your accountant — sending isn't automatic yet.
- 4If your accountant uses Tally, click Export to Tally instead. See Export to Tally.
Set a monthly reminder
- 1In Settings → Accounting firm, enter the firm name, contact, email and phone.
- 2Set Forward data on day of month and tick Remind me every month.
- 3Click Save accounting firm. You'll get an in-app notification on that day for last month's handover.
Tip: Even better — give your CA their own login so they can see everything live. See Team and accountant access.
Still need help?
Email us at [email protected] — tell us what you were doing and attach a screenshot of any error.