Tally Prime Step-by-Step Learning Course

Module 1: Introduction to Tally Prime

🎯 Objective: Understand the basics of Tally Prime and its importance in business accounting.

Module 2: Basic Accounting in Tally Prime

🎯 Objective: Learn the fundamental accounting operations in Tally Prime.

  • Lesson 2.1 – Creating a Company in Tally Prime
  • Lesson 2.2 – Setting Up Company Details (Financial Year, Currency, Security, etc.)
  • Lesson 2.3 – Understanding Tally Prime Interface & Navigation
  • Lesson 2.4 – Ledgers & Groups: Creating, Editing, and Managing
  • Lesson 2.5 – Voucher Entry: Payment, Receipt, Contra & Journal
  • Lesson 2.6 – Chart of Accounts in Tally

Module 3: Inventory Management in Tally Prime

🎯 Objective: Learn to manage stock, items, and inventory reports in Tally Prime.

  • Lesson 3.1 – Creating Stock Groups, Categories, and Items
  • Lesson 3.2 – Unit of Measurement (UoM) Setup
  • Lesson 3.3 – Godown/Warehouse Management
  • Lesson 3.4 – Stock Journal & Inventory Adjustments
  • Lesson 3.5 – Reorder Level & Stock Reports

Module 4: GST & Taxation in Tally Prime

🎯 Objective: Implement GST, TDS, and taxation in Tally Prime.

  • Lesson 4.1 – Enabling GST in Tally Prime
  • Lesson 4.2 – Creating GST Ledgers (CGST, SGST, IGST)
  • Lesson 4.3 – Recording GST Transactions (Sales, Purchases, Returns)
  • Lesson 4.4 – GST Reports & Filing Process
  • Lesson 4.5 – Configuring TDS & TCS in Tally Prime

Module 5: Payroll Management in Tally Prime

🎯 Objective: Learn how to set up and manage employee payroll.

  • Lesson 5.1 – Enabling Payroll in Tally Prime
  • Lesson 5.2 – Creating Employee Masters & Payroll Categories
  • Lesson 5.3 – Defining Salary Structures & Attendance
  • Lesson 5.4 – Processing Payroll & Generating Payslips
  • Lesson 5.5 – Payroll Reports & Compliance

Module 6: Banking & Financial Management

🎯 Objective: Understand banking features and financial reports in Tally.

  • Lesson 6.1 – Bank Reconciliation in Tally Prime
  • Lesson 6.2 – Post-Dated Cheques & Auto Bank Reconciliation
  • Lesson 6.3 – Creating and Managing Budgets
  • Lesson 6.4 – Cost Centres & Profit Centres
  • Lesson 6.5 – Financial Reports: Trial Balance, P&L, Balance Sheet

Module 7: Advanced Features & Customization

🎯 Objective: Explore automation, security, and customization features.

  • Lesson 7.1 – Configuring User Access & Security Controls
  • Lesson 7.2 – Data Backup & Restore in Tally Prime
  • Lesson 7.3 – Multi-Currency & Foreign Exchange Transactions
  • Lesson 7.4 – Importing & Exporting Data in Tally
  • Lesson 7.5 – Customizing Reports & Dashboards

Module 8: Tally Prime for Business Decision Making

🎯 Objective: Use Tally Prime analytics and MIS reports for decision-making.

  • Lesson 8.1 – MIS Reports: Cash Flow, Fund Flow, Ratio Analysis
  • Lesson 8.2 – Budgeting & Variance Analysis
  • Lesson 8.3 – Financial Performance & Business Forecasting
  • Lesson 8.4 – Automating Reports & Scheduled Reporting

Final Assessment & Certification

  • Final Test: Multiple-choice quiz & practical task