{% set resources = resources or {} %}

Engagement Data & Documents

Tally/accounting storage and engagement files are available here before the task checklist.

Open Full Document Register
Client / FY Accounting Data
Tally data and Accounting Mirror

These resources are linked by client and financial year, so the same data can be reused across this client's engagements.

{% if resources.storage_node_name %}{{ resources.storage_node_name }}{% endif %}
{% for year_row in resources.accounting_years %}
FY {{ year_row.financial_year }}{% if year_row.is_engagement_year %} · engagement year{% else %} · previous year{% endif %}
Tally {{ 'Available' if year_row.tally and year_row.tally.local_path else 'Not available' }} Mirror {{ 'Linked' if year_row.mirror and year_row.mirror.available else 'Not linked' }}
Tally Data Storage Path
{% if year_row.tally and year_row.tally.local_path %}

Paste this storage/extracted-data path into TallyPrime when working with this FY.

{% if year_row.tally.latest_filename %}
{{ year_row.tally.latest_filename }} · v{{ year_row.tally.version_no }}
{% endif %} {% else %}

No usable Tally storage path is registered for this client/FY yet.

{% endif %}
Accounting Mirror (.act)
{% if year_row.mirror and year_row.mirror.available %} {% if year_row.mirror.local_path %}
{% elif year_row.mirror.relative_path %}
{{ year_row.mirror.relative_path }}
{% endif %}
{% if year_row.mirror.company_name %}{{ year_row.mirror.company_name }} · {% endif %}v{{ year_row.mirror.version_no }}{% if year_row.mirror.last_synced_at_utc %} · synced {{ year_row.mirror.last_synced_at_utc }}{% endif %}
{% else %}

No active Accounting Mirror is linked to this client/FY.

{% endif %}
{% else %}
Financial-year accounting resources are unavailable for this engagement.
{% endfor %}
Current Engagement Files
{{ resources.document_options|length }}
{% for doc in resources.document_options %}
{{ doc.title }}
{{ doc.document_type|replace('_',' ')|title }} · v{{ doc.version_no }}{% if doc.latest_filename %} · {{ doc.latest_filename }}{% endif %}
{% if doc.storage_status %}{{ doc.storage_status|replace('_',' ')|title }}{% endif %}
{% if doc.latest_relative_path %}
{{ doc.latest_relative_path }}
{% endif %}
{% else %}
No engagement documents uploaded yet.
{% endfor %}
{% if resources.tally_data_files %}
Uploaded Tally Data Paths

Copy the required year path for opening-balance comparison or local Tally work.

{% for tally in resources.tally_data_files %}
FY {{ tally.financial_year }} v{{ tally.version_no }}{% if tally.latest_filename %} · {{ tally.latest_filename }}{% endif %}
{% if tally.local_path %}
{% elif tally.latest_relative_path %}
{{ tally.latest_relative_path }}
{% endif %}
{% endfor %}
{% endif %}
Upload from Engagement Page

Select Tally Data or a service task category. Category uploads stay linked to the existing task/evidence workflow.

{% if resources.task_categories %}

Categories come from this service's Task Category master; older engagements are mapped through their task templates where needed.

{% endif %}

Previous-year Tally data is kept separately so opening balances can be compared without replacing the current-year dataset.

Tally Data is stored at engagement level and remains separate from task-category evidence.