How to Import Tallyfor Data into Drake
Tallyfor leverages Drake’s existing import functionalities to make it easy to get most of your data into Drake. Every field that Drake allows to import on their Trial Balance report Tallyfor can import. There are important exceptions you should note below.
We estimate that for a typical tax client, about 90% of manual data entry is solved by Tallyfor. Do everything in Tallyfor as you normally would.
When you are ready to import into Drake, go to the Tallyfor Menu ”Export for Drake Tax” and Download the excel file. Save this file to a convenient location on your computer.
Please watch the video to see how to import into Drake.