Tally Prime : Beginner to Advanced Tally ERP with GST 2026

Download and install Tally Prime by visiting the official website totally solutions dot com, clicking the download link, and saving the setup file.

Install tally prime using the setup, customize the installation path and desktop shortcut, configure start menu entry, and set startup country, accounting rules, and data location in educational mode.

Learn to set up a new company in Tally and transfer manual balance sheet data into Tally, including entering company details, financial year start, and enabling GST features.

Learn ledger creation in tally with opening balances for capital, fixed assets, sundry creditors and debtors, and GST ledgers, guided by the gateway of tally workflow.

Learn how to transfer accounts mid-year in tally erp with GST, including opening balances, ledgers, trial balance, and stock updates to maintain accurate books from August.

Record a capital investment entry by using the receipt voucher to debit cash and credit capital, set the date and narration, and compare single-entry versus journal-entry methods for recording transactions.

Record a cash sale in tally prime for two monitors at 7000 each, using the cash account and sales ledger, entering quantity, rate, and gst inclusive of tax.

Record a credit purchase from alpha electronics by creating supplier ledger and mouse item, enter invoice details dated October 5, and set a bill-wise reference with a due date.

Record a credit sale to super stationery using the sales ledger, create the ledger, enable maintain bill by bill, and set a reference with invoice 2 and 30 days credit.

Record bank deposits and inter-bank transfers using the contra voucher in Tally Prime. Learn to create bank ledgers, select accounts, and enter denominations when depositing cash.

Record a sales return using a credit note in tally erp, selecting the Super stationery ledger, linking to the original invoice, and saving the credit note against the sale reference.

Record a purchase return with a debit note, linking to the original invoice from Alpha Electronics and returning one mouse purchased for 2000 in purchase ledger with no GST details.

Record a payment to Alpha Electronics for bill number five using the payment watcher, select the bank account ledger, link to the bill, and enter cheque or net banking details.

Record a cash receipt from a sale in tally prime by selecting the cash ledger and linking invoice number 2 for a 3000 payment from Super Stationery.

Record advance receipt entries in Tally ERP, using cash receipts, reference types, and against reference adjustments to invoices, sales ledgers, and detailed reports.

Create and configure units in Tally ERP, defining symbols, formal names, and GST-compliant quantity units (beef, pieces, unit), and manage startup defaults and unit edits.

Define compound units in Tally Prime by creating simple units first and linking them as component units. Explore examples like box of 15 pieces and pack of 10 pieces.

Learn to create stock items in tally prime by assigning stock groups and categories, and by setting unique product names, codes, descriptions, units, and GST details inherited from groups.

Explore stock item creation with compound units, like a 15-piece box, and using alternate units such as bags and kilograms for purchases and sales with defined relations.

learn how to record gst purchases and sales in a local intrastate transaction in karnataka, and create ledgers for input gst, output gst, buyers, sellers, and sundry creditors and debtors.

Learn to create GST ledgers in Tally Prime, including purchase, sales, input GST, and output GST ledgers, with central and state tax settings, group duties and taxes, and appropriate rounding.

Record GST purchase transactions in Tally Prime by creating supplier ledgers, using item invoice mode, and applying input and output GST for credit and cash purchases with proper date-period alignment.

Record GST sales in Tally Prime by creating customer ledgers, adding 4K 2020 model descriptions, applying 18% GST, and printing invoices with dispatch and item details.

Learn to compute GST by adding packing charges to the tax base and deducting discounts before GST, and configure packing charge and discount ledgers in Tally.

Define and customize the sales invoice number series in Tally Prime, using simple numeric sequences or alphanumeric formats to ensure unique, year-specific GST-compliant invoices.

Configure Erdogan's invoice number series with advanced settings, including yearly resets, GL prefix, and financial year suffixes to manage invoice numbering across periods.

Record interstate purchases and sales in tally prime, entering a Gujarat supplier purchase of Samsung refrigerators at 70,000 with igst 18% totaling 82,600, using input igst and output igst ledgers.

Learn how to record sales returns with credit notes, adjust GST liability, and reverse ITC, including detailing original invoices and reasons for sales returns.

Learn how to record a purchase return using a debit note in GST, adjust the input tax credit, and view the impact on supplier liabilities and GST portal reporting.

Learn how to file the gstr-3b return for october–december, reconcile input tax credit, and record offset entries using the gst portal and r1, r2, and r3b.

Learn how to record GST set-off in Tally ERP with GST portal, debiting output GST to reduce liability and crediting input GST to reduce assets, finalizing accounts.

Learn to file GSTR-1 by exporting a JSON file, uploading to the GST portal, and preparing online summaries for Jan–Mar, including B2C and B2B invoicing details.

File GSTR 3B for the January to March quarter, verify ITC eligibility and ineligible purchases, apply reverse charge, export json data, and complete online e-payments via the portal.

Record an import entry in tally by creating ledgers, classify as imports taxable, compute gst on 64,900, and allocate customs duty, igst credits, and transport costs to determine landing cost.

Learn the reverse charge mechanism under GST, including when it applies under section 9 subsection 3 and section 9 subsection 4, for goods and services, unregistered dealers, and imports.

Record a purchase from an unregistered dealer in Tally Prime by creating an unregistered ledger and HB 680 cartridge. Enter without GST and view GST out report for exempt value.

Learn to set up GST liability ledgers, record reverse charge on transportation services, and verify tax calculations with GST tax analysis and GSTR reports in Tally ERP.

Learn to configure cheque management in Tally Prime, set cheque ranges in your checkbooks, enable cheque printing, select bank formats, and adjust alignment for accurate cheque printing and previews.

Learn how bank reconciliation verifies records against bank statements to identify discrepancies and correct entries using manual and auto reconciliation methods.

Learn how to perform manual bank reconciliation by matching bank deposits, payments, and charges with the bank statement, adjust entries with optional versus regular status, and resolve discrepancies.

Configure auto reconciliation in the bank ledger and download the statement from net banking. Specify the location for the downloaded statement, import the file, and reconcile entries automatically or manually.

Learn payroll management in tally by structuring salary with basic, hra, dia, and deductions under corporate laws, including provident fund, esi, professional tax, and administration.

Learn to set up department-based payroll in Tally Prime, defining earnings like basic, HRA, overtime; configure attendance, time units, deductions, contributions, and copy salary structure to employees.

Learn to create the basic pay head in Tally Prime, define fixed vs variable income, assign tax components, and configure attendance-based calculation by days in month.

Configure the HRA pay head by creating a computed value equal to 40% of basic, include it in salary, and exclude it from gratuity calculations.

Configure the employee epf deduction as a statutory deduction, classify it under current liabilities, apply 12% of basic pay monthly, define payslip text, and save the configuration.

Configure esi deduction as a statutory current liability that prints on the payslip, affects the next salary, and applies 0.75% on gross earnings (basic, hrt, conveyance, overtime) using a formula.

Configure professional tax as a statutory deduction in Tally Prime with registration number and rounding method, using current earnings total or specified formula and exemptions up to 15,000 gross salary.

learn how the employer's EPS contribution is calculated as 8.33% of basic up to ₹15,000, with a ₹1,250 ceiling; these contributions do not affect net salary.

Learn to calculate the employer EPF contribution at 3.67% of basic by subtracting 8.33% from 12% and applying rounding, with a practical example.

Configure the employer ESI contribution by selecting the basic type as employer statutory contribution toward employee state insurance, applying 3.25% to gross salary with normal rounding, and saving the period.

Configure pf admin charge and edli pay head in tally prime payroll, applying a 0.5% admin charge on epf gross and create payroll periods.

Create a salary structure and define an employee group like associate software engineer, detailing earnings (basic, conveyance) and deductions (EPF, professional tax), with calculation order and linking employees to group.

Process salaries by selecting the payroll option, using autofill, and specifying month and recipients, then create a salary payable ledger and review net pay for April.

Learn to generate a payslip in Tally Prime by navigating payroll reports, selecting all items, and viewing earnings, deductions, and the net payable for a given pay period.

Learn how to process employer contributions in tally prime, including epf calculations, admin charges, easy payable ledger, and related journal and payment entries within the payroll module.