What Documents Are Needed to Buy CA Tally Discounted Licence? Full Eligibility, Process & Benefits Explained

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With the demand for Tally Prime 7.0 increasing across India, Chartered Accountants (CAs) and CA Firms are actively purchasing discounted Tally licences. Since Tally Partners now offer exclusive CA pricing, special billing offers, upgrade schemes, and premium training bundles, many Chartered Accountants want to know what exact documents are needed to successfully purchase a CA Discounted Tally licence.

If you are a CA, article ship student, or running a tax/audit firm, this guide will answer every question in detail:

• What documents are required?
• Who is eligible?
• Why discount documents are important?
• How to verify CA identity?
• How to avoid fraud sellers?
• How billing works under CA discount?

Let’s go deep into the complete process.

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Why CA Discounted Tally Licences Exist?

Tally acknowledges that Chartered Accountants play a vital role in:

• guiding software purchase decisions,
• business advisory,
• compliance supervision,
• ERP recommendations,
• data verification,
• and GST audit operations.

To support the CA ecosystem, many authorized partners provide special rates for CA firms.

However, to prevent misuse of the discount system, Tally Partners request proper documentation.

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What Documents Are Needed to Buy CA Tally Discounted Licence?

Below is the complete document checklist a Chartered Accountant may be asked to submit:

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1️⃣ ICAI Membership Number Proof

A CA must verify that they are a registered ICAI member.

Documents accepted:

• ICAI Membership Card (digital or physical)
• ICAI Member Certificate
• Screenshot of ICAI Portal Profile

This establishes CA identity for discount eligibility.

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2️⃣ CA Firm Registration Proof (If Billing in Firm Name)

If purchase is under a CA Firm instead of individual CA name, required documents may include:

• CA firm registration certificate
• Partnership deed (optional)
• Signed firm letterhead declaration

This meets business billing standards.

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3️⃣ PAN Card Copy (Personal / Firm)

PAN is required for:

• billing verification
• tax invoice
• legal identity check

This prevents misuse under someone else’s identity.

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4️⃣ GST Certificate (If GST Billing Required)

For invoices prepared with GST credit benefit, provide:

• GST registration certificate
• GST number verification

If GST is not required, this document can be optional.

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5️⃣ Address Proof of CA / Firm

For licensing and billing, partners may request:

• electricity bill
• office rental agreement
• Aadhaar address verification
• utility bill copy

This matches licensing address with invoice details.

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6️⃣ Identity Verification (For Contact Person)

When a CA employee or article interacts on behalf of the CA:

• Aadhaar
• PAN
• firm authorization letter

may be needed.

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7️⃣ Contact Details Confirmation

Tally requires:

• mobile number
• email connected to TSS
• alternative number

This ensures licence activation support.

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8️⃣ Declaration of Eligibility (Sometimes Required)

Some partners ask for a signed letter confirming:

• the buyer is a registered CA
• licence is for professional use
• discount will not be misused

Simple one-page format.

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Why Are These Documents Required?

Documents ensure:

✔ genuine CA identity

✔ legal billing

✔ licence security

✔ audit trail

✔ discount protection

✔ TSS renewal tracking

✔ invoice GST reporting

This stops misuse from non-CAs.

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Who Can Buy CA Discounted Tally Licence?

Eligibility includes:

• Practicing Chartered Accountants
• CA Firms
• CA Partners
• CA Retired Members
• Article trainees under CA (sometimes)
• Tax consultants with CA association

However, accountant employees cannot claim CA discount independently.

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Can CA Students Purchase Discounted Tally?

Some partners offer student academic pricing if:

• student has articleship letter,
• under CA training,
• or under firm authorization.

But official discount priority is for registered CAs.

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How the CA Discount Verification Flow Works

Step 1:

CA contacts authorized partner and requests quote.

Step 2:

Partner asks for basic identity proof.

Step 3:

Documents reviewed & recorded.

Step 4:

Invoice prepared.

Step 5:

Licence activated under CA name or firm name.

Step 6:

TSS registered and linked with email.

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Are These Documents Uploaded to Tally Solutions?

No.
Documentation is kept only for partner validation and legal invoice creation.

Tally Solutions activates licence using serial number + contact details only.

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Which Documents Are NOT Required?

You do NOT need:

• Income Tax return copies
• Bank statement
• Audit reports
• Client list
• GST turnover details
• Personal financial details

Discount process is simple and transparent.

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What If a CA Cannot Provide Documents?

In that case, partner cannot bill at CA discounted pricing.
Standard commercial price will apply.

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Is the Discount Available on Silver & Gold Licences?

Yes.
Document requirements remain similar.

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Data Privacy & Confidentiality Assurance

Partners are legally bound to:

• not misuse information
• not share documents
• not store beyond billing requirements

Professional environment guarantees security.

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Difference Between Normal Tally Buyer vs CA Buyer

Factor	Normal Buyer	CA Buyer
Price	Standard	Discounted
Documentation	Basic	Detailed
Training Requirement	Medium	Low
Influence	Low	High
Volume Purchase	Low	Medium-High

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Why CAs are Given This Advantage?

Because Chartered Accountants:

• bring business referrals
• contribute to product credibility
• influence policy use
• ensure tax compliance
• manage automation

Supporting CA community is strategically valuable long-term.

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Conclusion

Buying a discounted Tally / TallyPrime 7.0 licence as a CA requires identity & billing verification through simple document proof:

• ICAI membership proof
• PAN / firm GST
• address & contact details
• optional declaration letter

Overall, documentation ensures only genuine Chartered Accountants receive discount benefits.

The process is simple, transparent, and supported by authorized Tally Partners.

If you are a CA, this is the best time to secure discounted Tally licensing before price revisions begin.

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�� Can CA student get discount?

Possible through articleship letter if partner agrees.

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