The biggest risk in leaving IndiaFilings is the LEDGERS lock-in — their export gives you a partial trial balance, not your full general ledger. Here is how we pull every transaction out, map it to Tally, and keep your GSTN integration live throughout.
Timeline
You
Us
Shared
Kick-off & LEDGERS read access
Add our migration team as a secondary user (Settings → Users → Invite, with “Accountant” role). We need 30 minutes with your IndiaFilings account manager to confirm GSTN linkage and outstanding e-invoice IRNs.
LEDGERS export & raw extraction
We pull the CSV trial balance (Reports → Trial Balance → Export), the ledger-wise export (Reports → Account Statement → Run for FY → Export CSV), and the GSTR-1/3B JSON exports for the last 4 quarters. We also pull the e-invoice IRN register and e-way bill history.
Chart-of-accounts mapping to Tally
LEDGERS uses its own COA structure. We map each ledger head to a Tally group (Direct/Indirect Expenses, Sundry Debtors/Creditors, Duties & Taxes etc.) using a published 80-line mapping table. You sign off on the mapping before import.
GSTN reauthorisation
IndiaFilings has GSP-level access to your GSTN through their TaxClue stack. We file Form GST PCT-05 to authorise FilingLab as your GST practitioner, and complete the GSTN OTP authentication on the new account.
Tally backup & first reconciliation
You receive a clean Tally backup (.ldr file) with opening balances at FY start + all transactions imported through the migration date. We reconcile against GSTR-2B and 3B to flag any mismatches before they become notices.
e-invoice IRN continuity
IRNs already generated through IndiaFilings stay valid (they are GSTN-issued, not platform-issued). For new invoices, we onboard you to our e-invoice integration; the 24-hour cancellation window for old IRNs is monitored until cutover.
Pre-migration checklist
Most items are 60 seconds to find. We start the migration faster if you have these ready.
IndiaFilings / LEDGERS account login with admin role
Where:ledgers.com → top-right avatar → Account Settings → Users
GSTIN and GSTN portal password
Where:IndiaFilings — Compliances → GST → Credentials, or originally on the GSTN registration certificate (RC)
Trial balance + ledger-wise export (12 months)
Where:LEDGERS → Reports → Trial Balance and Account Statement → Export CSV
e-invoice IRN register (if applicable)
Where:LEDGERS → Sales → e-invoices → Filter by date → Export CSV
e-way bill credentials (if used)
Where:IndiaFilings → Compliances → e-Way Bill → portal username/password
Last quarterly GSTR-1 and GSTR-3B JSON
Where:LEDGERS → Returns → GSTR-1 / 3B → Download filed JSON
Bank statement CSV/PDF for last FY (for reconciliation sanity check)
Where:Net banking → Statement → Export CSV (separate from LEDGERS)
Pull the CSV trial balance + ledger-wise extract from LEDGERS — and convert it to a Tally-importable XML
Map LEDGERS chart-of-accounts to standard Tally groups (80-line published mapping)
File Form GST PCT-05 to reauthorise FilingLab as your GST practitioner
Reconcile imported books against GSTR-2A / 2B / 3B for the last 4 quarters; surface mismatches
Preserve your e-invoice IRN register and confirm onward continuity
File the LEDGERS subscription cancellation and pro-rata refund request for unused months
Your GSTIN stays the same — no re-registration. Only the practitioner authorisation changes
e-invoice IRNs already issued through IndiaFilings remain valid (GSTN-issued, not LEDGERS-issued)
Customer-facing invoice templates, GST rates and HSN codes carry over into Tally unchanged
Gotchas & honest fixes
These are real situations we have hit in past IndiaFilings migrations. We name them up front so they do not surprise you.
The gotcha
LEDGERS exports trial balance, but the ledger-wise transaction export is throttled to 10,000 rows per CSV. High-volume SMBs hit this within 6 months of data.
Our fix
We use the LEDGERS API (available on Business+ tiers) to paginate the export, or extract month-by-month if the API is unavailable on your tier. Adds 1 day to the timeline, no cost.
The gotcha
Your e-way bill credentials were created by IndiaFilings using your business mobile, but the OTP now goes to an old support representative’s phone.
Our fix
Login to ewaybillgst.gov.in directly with GSTIN + password (set at registration) → User Management → Update mobile. If the password was set by IndiaFilings and not shared, we reset via GST portal SMS to the registered mobile.
The gotcha
You used LEDGERS Payroll for salary processing; salary slips and Form 16 history are inside their platform.
Our fix
We export the salary register and Form 16 archive within the same CSV+PDF window — both are downloadable from LEDGERS Payroll → Reports → Annual. We re-issue corrected Form 16s only if a TDS mismatch surfaces against 26AS.
The gotcha
IndiaFilings finished your annual filing (AOC-4) but never issued you the filed challan receipt and SRN.
Our fix
We pull the SRN directly from MCA21 portal → View Public Documents (free) using your CIN. The filed PDF is downloadable from there. No need to chase IndiaFilings.
What it costs
Migration is free on annual plans (Starter and above). Monthly plans incur a one-time Rs.4,999 migration fee. LEDGERS API export, GST PCT-05, and MCA21 retrieval are all zero govt cost. Tally licence (if you do not already have one) is Rs.18,000 one-time — most customers reuse an existing one.
Frequently asked
LEDGERS retains data for 90 days after cancellation per their T&Cs. We export everything within the first 48 hours of migration to avoid this risk entirely.
On free tier, the API is unavailable, so we export month-by-month through the UI. Takes an extra day but otherwise identical.
That works. We connect to LEDGERS via your read-only API token, pull invoice data, and file GSTR-1/3B from our side. You keep their invoicing UI; we own the compliance layer. About 15% of our IndiaFilings migrations end up this way.
Yes. GSTR-2B is generated by GSTN, not by the practitioner. The change of practitioner does not affect auto-population timing or content.
June’s training data on your specific catalogue is proprietary to IndiaFilings. We re-establish HSN/SAC classification rules in Tally — usually a 2-hour setup for a 500-SKU catalogue. Past invoices keep their original classifications.
IndiaFilings policy is pro-rata refund on the unused portion of annual plans, minus a 10% admin fee. We file the cancellation in writing and follow up at 7-day intervals. Refunds usually land within 30 days.
Free migration · 5-7 working days
One kick-off call, two documents to sign, a named CA on your account from day one.