Course Details
Tally Prime
- Introduction to Tally Prime
- Getting Started with Tally Prime
- Setting up Tally Prime
Tally Prime Basics
- Tally Prime Interface Overview (Gateway of Tally)
- Company Creation (Creating and Configuring Companies)
- Understanding Tally Prime Functionalities
- Tally Prime Features Overview
- Navigating the Tally Prime Menu
Tally Prime Configuration
- Company Configuration (Company Details, Financial Year, Base Currency, etc.)
- Configuration of Accounts (Ledger, Groups)
- Configuring VAT, GST, and Taxation (GST Setup)
- Multi-User Setup (Setting up multiple users and user rights)
- Backup and Restore in Tally Prime
- Security Control and Password Setup
Tally Prime Accounting Setup
- Chart of Accounts (Creating Ledger, Grouping Ledger)
- Pre-defined Groups in Tally Prime
- Creating and Maintaining Ledger Accounts
- Types of Accounts in Tally Prime (Assets, Liabilities, Income, Expenses)
- Voucher Types (Sales, Purchase, Payment, Receipt, etc.)
- Multi-currency Accounting Setup
Tally Prime Transactions
- Recording Day-to-Day Transactions
- Sales and Purchase Transactions
- Recording Payments and Receipts
- Journal Entries (Manual Journal Entries)
- Contra and Transfer Entries
- Bank and Cash Management
- Creating Sales Invoices and Purchase Invoices
- Post-dated Cheques and Receipts
- Stock Management and Inventory Transactions
Tally Prime GST Setup
- Configuring GST in Tally Prime (GST Tax Ledger Creation)
- GST Tax Reports (GSTR-1, GSTR-3B)
- GST Payment and Returns Filing
- GST on Sales and Purchases
- Managing GST for Export and Import
- Reverse Charge Mechanism (RCM)
- E-way Bill Generation
Tally Prime Inventory Management
- Stock Group and Stock Category Creation
- Managing Stock Items and Units of Measurement
- Inventory Transactions (Stock In, Stock Out, Stock Transfers)
- Creating and Managing Godown Locations
- Stock Valuation Methods (FIFO, Weighted Average)
- Inventory Reports (Stock Summary, Stock Query)
- Re-order Level Management
Tally Prime Financial Reports
- Trial Balance
- Profit & Loss Account (Income Statement)
- Balance Sheet (Position Statement)
- Cash Flow Statement
- Fund Flow Statement
- Day Book and Journal Register
- Ledger and Group Summary Reports
- Bank Reconciliation Report
- Outstanding Reports (Receivables and Payables)
Tally Prime Taxation Reports
- Tax Calculation (GST, TDS, TCS)
- TDS (Tax Deducted at Source) Reports
- TDS Calculation on Payments
- TDS Returns (TDS Filing)
- TCS (Tax Collected at Source) Reports
- TCS Calculation and Filing
Tally Prime Payroll Management
- Employee Master Creation
- Salary and Wages Processing
- Payroll Entries (Salary Payments, Bonus, Allowances)
- Payroll Reports (Payslips, Salary Register, TDS on Salary)
- Provident Fund and ESI Calculation
- Statutory Compliance in Payroll (PF, ESI, PT)
Tally Prime Budgeting
- Budget Creation and Setup
- Defining Budgets for Various Accounts
- Tracking Budgets and Variance Reporting
- Budget Comparison Reports (Actual vs Budgeted)
- Multi-year Budgeting
Tally Prime Banking
- Bank Reconciliation (Matching Bank Transactions)
- Bank Payment and Receipt Entries
- Importing Bank Statements (via CSV, Excel)
- Bank Reconciliation Report (Bank Position, Statement of Accounts)
Tally Prime Data Management
- Export and Import of Data
- Exporting Reports to Excel/CSV/PDF
- Importing Data from External Sources
- Data Backup and Restore
- Data Compression for Optimization
- Multi-Company Data Management (Handling Multiple Companies)
Tally Prime Business Reports
- Comparative Reports (Month-to-Month, Year-to-Year)
- Sales and Purchase Analysis
- Inventory Movement Analysis
- Credit and Debit Management
- Profitability Analysis (Margin, Contribution)
- Ratio Analysis (Return on Assets, Return on Equity, etc.)
- Custom Reports Creation
Tally Prime Security and User Management
- Tally Security Features (Password Protection)
- User Roles and Permissions (Configuring User Rights)
- Activity Log Monitoring (Audit Trail)
- Secure Remote Access (Tally.NET and Tally Server)
Tally Prime Taxation Filing
- GST Filing with Tally Prime
- TDS and TCS Returns Filing (Form 24Q, 26Q, etc.)
- E-filing through Tally Prime (Filing with Government portals)
- Generation of E-Way Bills
Tally Prime Reports & Analytics
- Real-Time Analytics (Profit, Loss, and Taxation)
- Dashboard Overview (Key Metrics)
- Customizable Business Reports
- Cash Flow and Liquidity Management Reports
- Profit and Loss Forecasting
Tally Prime Troubleshooting
- Common Issues in Tally Prime and Their Fixes
- Resolving Data Integrity and Backup Issues
- Solving Multi-User Network Problems
- Handling License Activation and Expiry
- Updating Tally Prime to Latest Versions
Tally Prime Best Practices
- Efficient Data Entry and Transaction Management
- Tax Compliance and Filing Tips
- Optimizing Tally Prime Performance
- Regular Backup and Data Security Best Practices
- Optimizing Financial Reports for Decision Making
Tally Prime How To
- How to Create and Manage a Company in Tally Prime
- How to Record Day-to-Day Transactions
- How to File GST and TDS Returns using Tally Prime
- How to Manage Stock and Inventory with Tally Prime
- How to Create and Customize Financial Reports
- How to Process Payroll in Tally Prime
- How to Generate Custom Reports
- How to Backup and Restore Data
Leave a Reply