How to mail trail balance in tally
In Tally, you can mail the trial balance to your accountant or auditor by following these steps:
Method 1: Using the "Print" option
- Go to the "Gateway of Tally" and select "Accounting Vouchers" > "Trial Balance".
- Press "Ctrl + P" or click on the "Print" button to open the print dialog box.
- Select the "Trial Balance" option and choose the desired format (e.g., Ledger, Trial Balance, etc.).
- Set the date range and other print options as required.
- Click "OK" to print the trial balance.
- You can then mail the printed trial balance to your accountant or auditor.
Method 2: Using the "Export" option
- Go to the "Gateway of Tally" and select "Accounting Vouchers" > "Trial Balance".
- Press "Ctrl + E" or click on the "Export" button to open the export dialog box.
- Select the "Trial Balance" option and choose the desired format (e.g., CSV, Excel, etc.).
- Set the date range and other export options as required.
- Click "OK" to export the trial balance.
- You can then attach the exported file to an email and send it to your accountant or auditor.
Method 3: Using the "Email" option
- Go to the "Gateway of Tally" and select "Accounting Vouchers" > "Trial Balance".
- Press "Ctrl + E" or click on the "Email" button to open the email dialog box.
- Enter the email address of your accountant or auditor.
- Attach the trial balance file (in CSV or Excel format) to the email.
- Write a brief message explaining the purpose of the email and any relevant instructions.
- Click "Send" to send the email.
Note: Before mailing the trial balance, ensure that you have saved the file in a format that can be easily opened by your accountant or auditor. Additionally, you may want to consider encrypting the file to protect sensitive financial information.