NGO Module in TallyPrime

A Walkthrough video / Demo of the TDL is available at https://www.youtube.com/watch?v=7WnfcbRgQ3k

Further, a walkthrough video / Demo of the TDL for Foreign Contribution is available at https://youtu.be/1zju4UrOqhU in version 1.5 Release Date 1 Jan 2025.

Introduction

Streamline Financial & Statutory Compliance for NGOs such as Section 8 Companies, Charitable Trusts, and Societies.

Highlights

Ease Statutory Compliance for Income Tax & FCRA, Donor Engagement and Reporting, Audit efficiency.

Trusted Solution
Proven and live across NGO s & their Accountants / Chartered Accountants in 15 plus states of India.

This Add-on enables the User to:

📋 Donor Management: Capture and maintain complete donor information, including ID & contact details, with the ability to quickly import data from Excel.

🧾 Donation Receipts: Prepare / Print detailed donation receipts in A5 or A4 size, complete with your organization’s seal and signature, all within Tally Prime.

📩 eMail Donation Receipts: to the Donor email id from Tally Prime with Summary Details in eMail Subject & Message body & Donation Receipt as PDF attachment.

📊 Form 10BD Reporting: Simplify compliance with Income Tax rules by generating accurate Form 10BD for donor and donation reporting in Excel CSV format.

📚 Donation Register: Keep a well-organized donation receipts register for easy access and transparency.

📑 Accounting with ITR 7 Classification: Add ITR-7 classifications to ledgers to enable reporting of voluntary contributions, aggregation and application of income, and reconciliation of reported amounts in ITR-7 with accounting records.

📑 Audit-Ready Reporting: Prepare basic details and legal, donation summary and donor wise donation data tables seamlessly for Income Tax Audit Reports in Form 10B/10BB, making audit preparation timely and stress-free.

🌍 Foreign Contributions: Reporting of basic details, foreign donations and list of bank accounts in FC-4 Annual Return.

📊 Reports You Can Prepare With Our AddOn:

🧮 (A) Accounting

• 📗 Donation Receipts Register
• 💳 Beneficiary Payment Register

🧾 (B) Income Tax Reports

• 🧾 Form 10BD (Excel CSV)
• 🧮 ITR-7 Schedules:
    • Voluntary Contributions
    • Aggregation of Income
    • Application of Income
    • Donations in Kind
    • Bank Accounts

🧾 (C) Income Tax Audit Reports

• 📄 Basic Details & Legal Information
• 📊 Donations Summary for Form 10B/10BB Reporting
    • Corpus Donations Register
    • Anonymous Donations Register
    • FC Donations Register
    • Cash > ₹2000 Donations Register
    • Donations in Kind Register
• 👥 Donor-wise Reports (by Donor ID Code)
    • Donation Vouchers by Donor ID Code

🌐 (D) FC-4 Annual Return Reports

• 📄 Basic Details
• 🌍 Donor-wise FC
• 🎯 Purpose-wise FC
• 🏦 FC Bank Accounts

System Requirements:

TallyPrime, MS-Excel 64 Bit – For Excel TallyPrime ODBC

Terms

Our Add-on is attractively priced at Rs 10,000/- per TallyPrime serial (Silver) & Rs 15,000 per TallyPrime serial (Gold).

Lifetime License. Includes updates, if any, for the period of 1 year from date of License.

Contact us at innovation@canirmalg.com com with TallyPrime Serial No for Trial tcp (TDL) File.