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

  1. Go to the "Gateway of Tally" and select "Accounting Vouchers" > "Trial Balance".
  2. Press "Ctrl + P" or click on the "Print" button to open the print dialog box.
  3. Select the "Trial Balance" option and choose the desired format (e.g., Ledger, Trial Balance, etc.).
  4. Set the date range and other print options as required.
  5. Click "OK" to print the trial balance.
  6. You can then mail the printed trial balance to your accountant or auditor.

Method 2: Using the "Export" option

  1. Go to the "Gateway of Tally" and select "Accounting Vouchers" > "Trial Balance".
  2. Press "Ctrl + E" or click on the "Export" button to open the export dialog box.
  3. Select the "Trial Balance" option and choose the desired format (e.g., CSV, Excel, etc.).
  4. Set the date range and other export options as required.
  5. Click "OK" to export the trial balance.
  6. You can then attach the exported file to an email and send it to your accountant or auditor.

Method 3: Using the "Email" option

  1. Go to the "Gateway of Tally" and select "Accounting Vouchers" > "Trial Balance".
  2. Press "Ctrl + E" or click on the "Email" button to open the email dialog box.
  3. Enter the email address of your accountant or auditor.
  4. Attach the trial balance file (in CSV or Excel format) to the email.
  5. Write a brief message explaining the purpose of the email and any relevant instructions.
  6. 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.