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Step by Step Onboarding Process
Onboarding Mail
Data Collection
Basic Settings
Tally Plugin Setup for Tally Prime
Tally Plugin Setup For Tally ERP-9
Add Client
Add CA Firm / CA Signatory
Add Team Members
Add New Clients
Upload Customer ITR JSON or XML
Clients Details- Company
Add Preference Share Details
Clients Details- Partnership Firm
Client Creation for Multi Division Clients
Create Client Users
Assignment Dashboard
Assignment Dashboard - View
Priority Flagging
Client Preferences and Assignment Planning
Set Client Preferences
Assignment Planning
Preliminary Tasks
Import Books
Generate Tally JSON
Points to verify Before Exporting data (Json File) from Tally
Imports Books of Accounts from Tally - Import JSON
De-link Accounts and Inventory
Multi Currency Accounting Entry - Tally ERP 9
Multi Currency Accounting Entry - Tally Prime
Import from Zoho Books
Import Trial Balance using Excel template
Import Books of Accounts (with Transactions)
Data Validation
Preliminary Tasks - Data Validation
Data Validation - Does Trial Balance Tally?
Data Validation - Opening Balance Verification Status
Data Validation - Cash Negative Balance Verification Status
Ledger Classification
Ledger Classification
Ledger Classification- Bulk Mapping
Ledger Classification - Submission History
Ledger Classification - Add / Edit Ledger
Ledger Reconciliation
Ledger Reconcilation
Version History
Version History
Statement Preparation
Tangible & Intangible Assets
Voucher Entry
Ageing Analysis
IMPORT - Bulk update feature in Ageing Analysis
MSME Ageing - Section 43B(h) - 45 Days Payment Rule
Account Copy Entry
Comments And Disclosures
Draft Statement Generation
Final Statement
Additional Comments
Ledger Reclassification
Statement Format - Non-Corporate New
Statement Generation - Customizable DOCX, PDF and Excel Export
Statement Generation - Share Capital Notes
Un-finalize Final Statement
Financial Statement Preparation - Available formats for Tangible and Intangible assets schedule
ITR Excel - Genius
ITR Excel - Computax
Owner’s Fund
Audit Task
Preliminary Engagement
Audit Tasks - Other Tasks and Sub -Tasks
Ledger View
Field work
Ledger Scrutiny
Voucher Verification
Final Review Snapshot
Form 3CD Annexures
Form 3CD Annexures - Enable from Assignment
3CD Cash Condition - Check Cash Condition for Tax Audit (Proviso to 44AB(a))
Clause 21(d)A- Section 40A(3)
Clause21(d) B- Section 40A(3A)
Clause 23- Section 40A(2b)
Clause 26-Section 43(B)
Clause-31(a) – Section 269SS
Clause-31(C) – Section 269T
Clause 20(b) - Section 36(1)(va)
Field Work & Statement Generation Settings
Configure Ledger Scrutiny Rules
Configure Sub-heads
Configure Auto Mapping Rules
Configure Account Copy Categories
Raise Issues Module
Raise Issues - Annual Audit
Issues Dashboard - Load Audit Program
Bulk Update of Issues - Load Audit Program
Document Request Module
Document Request Module
Login Audit Report
Login Audit Report
Load Audit Program
Audit Task- Planning Mode
Audit Tasks - Execution Mode
Audit Tasks - Workflow
Configure Tasks - Checklist
Configure Tasks - Letter
Audit Tasks Execution - Questionnaire / Checklist Templates
Audit Tasks - Letter - Fill Letter Tags
Audit Tasks Execution - Letter ( task requiring only auditor signature)
Audit Tasks Execution - Letter ( task requiring only client signature)
Audit Tasks Execution - Letter ( task requiring both auditor & client signatures)
Audit Documentation - Single click workpaper
Add Adhoc Attachments
Add Comments
Determine Materiality Task
FSLI Testing - Configuration of Testing Procedures
FSLI Testing - Head Level View
FSLI Testing - Sub-Head Level Testing
FSLI Testing - Ledger Level Testing
Identified & Corrected Misstatement Task - Step-1 : Record Identified Misstatements
Identified & Corrected Misstatement Task - Step-2 : Record Corrected Misstatements
Identified & Corrected Misstatement Task : 'Accept Changes' Flow
Binder - Configuration
Binder - Generation
Download Binder
AskAI
AskAI - Generative AI for Smarter Audit Analysis
Troubleshooting
Tally plug-in not working - getting an error "You are not authorized to perform this operation"
Tally export takes a long time
Tally ERP9 shuts down when I try to export a JSON
Tally JSON export : Getting the error "Failed to create file"
How to increase the virtual memory?
How can I check if the Tally plugin is already installed on my machine
How to correct Automated Forex adjustments in Tally PRIME
How to resolve Ledger Reconciliation failure when Tally PRIME has FOREX adjustment entries?
How to initiate Fixed Assets Automation for existing clients?
Previous year numbers are not displayed in comparative statement
User sees message " 'You are not authorized for this Assignment."
Submit button is disabled in ledger classification
Mapping submission failed
Getting the error - Please rename the ledger "Reserved and Surplus" when I try to export JSON on Tally
Adding Manual Entries
Related Party Ledgers
Display Name of Sub-Head
Tally JSON import failed
Trial Balance does not tally
Getting the error "Please finalize data for the previous year before trying to load data for this year" when clicking "Load assignment"
Unable to Reset Password
How do I finalize data for a particular year?
"Is it possible to map a loan account to two accounts viz.: Long term and short term?"
Unable to set password using the link
AssureAI - How to configure Tally plugin in Tally ERP9
How to add the same client user for two clients / Solve duplicate Client user error
Financial Statement: Why am I not seeing the Previous year balances of Debtors and Creditors in Details
Financial Statement Excel : Why are some cells highlighted in Orange, how to get rid of those?
How do I start Determine Materilaity task ?
How to choose benchmarks for Determine Materiality?
Excel export fails for Revised Schedule 3 consolidated final statement
Will the Financial Statements display of line items with zero balances in the Balance Sheet and Profit & Loss statements
Release Notes
AssureAI - Release 21.11.1 - November 2021
AssureAI Version 2.0 - May 2022
AssureAI Version 2.1 - July 2022
AssureAI – Release Note : September 2023
AssureAI – Release Note - December 2023
Audit Workflow automation Phase1 - April 2024
AssureAI May 2024 Release - Financial Statement Excel corrections
Audit Workflow automation- Phase 1.1 Release - May 2024
AssureAI Release Note- July 2024
AssureAI Release Note - February 2025
AssureAI Release Note - April 2025
AssureAI Release - June 2025 [Annual Audit Enhancements - Phase 1 Release]
AssureAI - Release Note - Annual Audit (Preaudit) Enhancements Phase 2 - August 2025
AssureAI Release Note- Patch Fix - Annual Audit Enhancements Phase2 - August 2025
AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 3
AssureAI Release Note -Genius ITR Excel
AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 4
AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 5
AssureAI Release Note – December 2025 [Annual Audit (Preaudit) Enhancements - Phase 3]
AssureAI Release Note 26.1– January 2026
AssureAI Release Note 26.2– March 2026
Task Management Settings
Assignment Type Configuration
Add/ Edit Assignment Types - Basic Attributes
Link Status Codes
Configure Tasks
Configure Add-on Features
Configure Ledger Scrutiny Rules