SAG Infotech's Gen Balance Sheet software is an essential tool for Chartered Accountants. If you need to import a trial balance file, follow these simple steps. Install the software. Start by installing the Gen Balance Sheet tax audit program on your laptop or PC. Open and navigate: Launch the software and choose Balance Sheet/3CD from the main menu. Import the trial balance. To finish importing your file, select Data Transfer/Import TB and then follow the on-screen steps. With these procedures, you may quickly and easily import your trial balance into the Gen Balance Sheet program.