Tally Prime

Tally Course and Syllabus (Basic to Advanced)

Tally Prime is an advanced business management software designed to simplify accounting, inventory, payroll, and taxation tasks. It offers a user-friendly interface and powerful features like GST compliance, financial reporting, and multi-user access. Tally Prime helps businesses manage invoices, track expenses, generate reports, and maintain accurate financial records. Suitable for small to medium enterprises, it ensures better control over business operations and enhances decision-making. With its flexible and customizable features, Tally Prime is a reliable tool for efficient business management.

1. Introduction to Tally

  • What is Tally?
  • Features and Advantages of Tally
  • Versions of Tally (Tally ERP 9, TallyPrime)
  • Installing and Activating Tally
  • Tally Interface and Navigation

2. Company Creation and Management

  • Creating a Company
  • Altering and Deleting a Company
  • Company Features and Configurations
  • Data Backup and Restore

3. Masters in Tally

  • Ledger Creation and Groups
  • Creating Account Groups
  • Inventory Masters: Stock Items, Units of Measurement, Stock Groups, Godowns
  • Altering and Deleting Masters

4. Accounting Vouchers

  • Contra Voucher
  • Payment Voucher
  • Receipt Voucher
  • Journal Voucher

5. Inventory Management in Tally

  • Stock Management
  • Creating and Using Godowns
  • Inventory Vouchers (Delivery Note, Receipt Note, Rejection In/Out)
  • Bill of Materials (BoM)
  • Batch and Expiry Management

6. Banking in Tally

  • Cheque Management
  • Bank Reconciliation Statement (BRS)
  • Post-Dated Cheques
  • Deposit Slip and Payment Advice

7. Taxation in Tally (India)

  • GST Setup in Tally
  • Creating GST Ledgers and Tax Classifications
  • Recording GST Transactions (Sales, Purchases, Credit/Debit Notes)
  • Generating GST Reports (GSTR-1, GSTR-3B)

8. Payroll Management (Optional)

  • Enabling Payroll in Tally
  • Creating Employee Masters and Salary Details
  • Processing Payroll
  • Generating Payslips and Salary Reports

9. Reports and Analysis

  • Trial Balance
  • Profit & Loss Account
  • Balance Sheet
  • Day Book and Ledger Reports

10. Printing and Exporting Reports

  • Print Configuration in Tally
  • Export to PDF, Excel
  • Emailing Reports from Tally
  • Printing Invoices and Vouchers