TallyPrime Complete FAQ Guide

TallyPrime is business management software that brings accounting, invoicing, inventory, banking, payroll, taxation and reporting into one place. As you record transactions, the related books and reports update automatically, so you can see the current position of the business without maintaining separate records.

Businesses use TallyPrime to record day-to-day transactions, create invoices, manage stock, track money receivable and payable, handle compliance work and review business reports. It can be kept simple for basic bookkeeping or configured for more detailed operations.

TallyPrime is an accounting and business management software that helps businesses simplify their operations - starting from accounting, invoicing, inventory, taxation and compliance, banking, in-depth reporting and much more. So, it handles many functions normally associated with an ERP system. What changes as your business grows is your TallyPrime plan and configuration, not your software. businesses don't outgrow TallyPrime, they grow into more of it.

TallyPrime can be used by all businesses - starting from retailers, wholesalers, distributors, service providers, manufacturers, professional firms, startups, MSMEs and many other businesses. The features can be turned on as needed, so a small service business and a stock-heavy trading business do not have to use it in the same way.

Yes, TallyPrime is used by small businesses as well, infact the software is built in such a way that it adapts as your business grows. A small business can start with invoicing, bookkeeping and outstanding tracking, then add inventory, GST, payroll or banking features as the business grows. The Silver licence is generally the starting point when TallyPrime is needed on one computer.

Yes TallyPrime is easy to learn by beginners wherein a user can quickly get started with routine tasks like invoicing, voucher creation, etc. because the same keys, navigation, and actions work consistently across every screen.

Yes — if you understand your business, TallyPrime is ready to work with you in minutes. You don't need to be an accountant to record routine transactions and create invoices; detailed setup like ledgers and masters can wait, your first invoice doesn't have to. Basic accounting and tax knowledge does help once you're doing more advanced work, since the software records what you enter rather than judging whether the treatment is correct.

TallyPrime is the newer product that replaced Tally.ERP 9. It has redesigned navigation, easier search and reporting, and capabilities introduced through later releases. Existing Tally.ERP 9 data can be migrated after taking a proper backup.

As of July 2026, TallyPrime 7.1 is the current release promoted by Tally. Releases change over time, so version-specific instructions in this document may look slightly different in a later release.

Its main capabilities include accounting, billing, inventory, sales and purchase orders, banking, cash-flow management, GST and other compliance work, payroll, dashboards, reporting, security and connected services such as online access and document sharing.

Yes. A correctly recorded sales or purchase transaction can update the accounts, stock records and GST reports together. The important part is setting up the party, stock item, tax details and voucher correctly before regular entry begins.

Yes — TallyPrime works both offline and online. You can run core accounting, invoicing, and inventory work entirely without an internet connection, and you can also work fully online through TallyPrime Cloud Access, which hosts the complete application on the cloud for remote, anywhere access. Internet is additionally needed for specific connected activities like GST filing, e-invoicing, e-way bills, and Connected Banking, regardless of which mode you're working in.

Yes — Mac OS users can run the full TallyPrime application through TallyPrime Cloud Access, accessed directly from a browser. TallyPrime's desktop application is built for Windows; Mac, Chromebook, and other non-Windows users get the complete product via Cloud Access instead, with nothing left out.

Yes, TallyPrime works on mobile in two ways. You can view key business reports securely from any mobile browser for quick checks on the go, and with TallyPrime Cloud Access, you get the full application including voucher entry, GST filing, and inventory from a phone or tablet browser.

Yes, TallyPrime is available both as a desktop application and as a fully hosted cloud solution through TallyPrime Cloud Access. On desktop, your data stays local and the software runs fully offline for day-to-day work. With Cloud Access, the same complete application runs on hosted infrastructure so you can work from any device, anywhere, over the internet. TallyDrive adds cloud backup on top of either option, and Remote Access and browser reports give lighter ways to check data on the move.

For India, the current lifetime price is ₹22,500 plus GST for TallyPrime Silver and ₹67,500 plus GST for TallyPrime Gold. Rental plans are also available, with Silver starting at ₹750 per month and Gold starting at ₹2,250 per month. Prices and offers can change.

TallyPrime isn't free for regular business use, but you can try the full product with a 7-day free trial before deciding on a licence or rental plan. For regular business work, you require a paid licence or active rental plan. You can use a trial or educational mode for learning and evaluation, but those options have limits and are not meant to replace a business licence.

Yes. TallyPrime offers a 7-day free trial period that allows you to experience the product first-hand. The trial is useful for exploring the product before deciding which licence or plan suits the business.

Silver is meant for using TallyPrime on one computer at a time. Gold supports multiple approved users working concurrently on computers connected through the same local network. The main difference is the number of simultaneous users, not a separate set of accounting features.

Yes. TallyPrime is available as a perpetual, or lifetime, licence. You pay the licence amount once and can continue using that purchased licence, while upgrades, statutory updates and connected services depend on an active TSS subscription.

Yes. TallyPrime comes with a monthly subscription or rental subscription modelfor businesses that prefer a lower upfront cost. The rental price includes the applicable service entitlement while the subscription remains active.

A rental plan is useful when you want a smaller upfront commitment, have a temporary requirement or prefer subscription-based spending. A lifetime licence usually makes more sense when TallyPrime will be used for several years and the business is comfortable paying the licence cost upfront.

The desktop licence is not priced by transaction volume. Silver covers one computer at a time, while Gold supports multiple users on the same LAN. Cloud Access is a separate service and is generally priced according to the user pack and plan selected.

The core business features are broadly the same in Silver and Gold. Gold costs more because it allows concurrent multi-user access on a local network; it is not a premium feature edition that withholds accounting or GST capabilities from Silver.

Yes. You can upgrade a Silver licence to Gold when the business needs multi-user access. The upgrade normally involves paying the applicable difference, and your existing company data remains available because the data is not tied to the Silver or Gold edition.

Yes. A rental customer can move to a lifetime licence. The commercial benefit and process depend on the active plan and offer at the time, but the company data can continue to be used after the licence change.

Tally Software Services, commonly called TSS, is the service subscription attached to a perpetual TallyPrime licence. TSS keeps your TallyPrime updated with every new release and statutory change. It provides timely product upgrades, statutory updates and connected capabilities such as online compliance, remote services, data exchange and other supported services.

TSS is not compulsory for continuing to use a valid perpetual licence for basic offline work. It is important, however, if you need newer product releases, statutory changes and connected services such as online e-invoicing, e-way bills, remote access and other eligible capabilities.

Your perpetual TallyPrime licence continues to work, but you lose access to eligible upgrades, statutory updates and connected services until TSS is renewed. This can become important when tax rules or portal integrations change.

No. A valid perpetual licence does not stop simply because TSS has expired. You can continue using the installed product for regular offline work, but connected services and later updates will remain unavailable until renewal.

No. TallyPrime Cloud Access is a separate paid hosting service, and the TallyPrime software licence is required separately. The cloud plan covers the virtual environment and remote access, not ownership of the product licence.

No. TallyPrime does not charge according to the number or value of accounting transactions stored in the desktop product. Storage and user limits may apply to separate cloud or backup services, depending on the plan selected.

You can purchase a TallyPrime licence online directly from the Tally Solutions website, or through an authorised Tally partner. Keep the invoice, licence serial number, activation key and registered email details safely after purchase.

You can find an authorised Tally partner here: https://tallysolutions.com/partners/, or by contacting Tally sales directly and asking for a partner serving your location. Before paying, confirm the partner's identity and make sure the licence is registered against the correct business email address.

Download the installer directly from Tally's official download page at https://tallysolutions.com/download/, and choose the release you need. Avoid installers from unofficial download sites, because they may be outdated, modified or unsafe.

Run the downloaded installer, choose the installation location and complete the setup. After installation, open TallyPrime and either activate a purchased licence, reactivate an existing one, or use the available trial or educational option.

TallyPrime desktop is designed for supported Windows systems (Compatible with Windows 7 & above with 64 bit edition). A normal setup needs adequate processor speed, RAM, free disk space and display resolution; a Gold or server environment also needs a stable LAN and a system that can remain available to other users.

Open TallyPrime in administrator mode and select Activate Licence. Enter the serial number, activation key and registered email or Tally.NET ID, then use the unlock key sent to that email to complete activation.

The licence details are sent to the registered email address after purchase. You can also view the active serial number and licence information from the Manage Licence screen inside TallyPrime.

The software can be installed on multiple computers, but licence use depends on the edition. A Silver licence is used on one computer at a time, while a Gold licence is activated on a server system and shared with client computers on the same network.

First take a backup of your company data. Surrender the licence on the old computer, install TallyPrime on the new computer, reactivate the licence there and copy or restore the data to the correct data folder.

It is good practice to surrender the licence before moving it to another computer or making major hardware or operating-system changes. If the old computer is unavailable, reactivation can usually surrender the earlier activation automatically during the process.

Use the password-reset option on the Tally.NET login screen and complete the verification sent to the registered email address. If you no longer have access to that email, the registered account details will need to be updated through Tally support.

The registered email is an important licence identifier, so it should be changed through the licence account or with support assistance. Keep the serial number and both the old and new email details ready for verification.

Contact Tally support from a verifiable business email and provide the licence serial number, the incorrect email entered and the correct email that should be registered. Do this quickly so future activation and password-reset messages reach the right person.

First confirm that the renewal was processed for the correct serial number. Then connect the system to the internet, open Manage Licence and update or refresh the licence information. Restarting TallyPrime after the update often clears an old cached status.

Yes, they can be installed on the same computer in separate folders. Keep separate shortcuts and take backups before migrating data, because data opened and upgraded in TallyPrime may not remain backward-compatible with Tally.ERP 9.

Yes. Reinstalling the application does not normally delete company data if the data folder is left untouched. Still, take a separate backup before uninstalling or reinstalling, and note the current data path so the companies can be reopened easily.

Use the Check for Updates or product update option in TallyPrime, then download and install the available release. Take a backup first, especially before a major release that may upgrade the data format.

You can install an older release, but data upgraded by a newer release may not open in it. The safe way to go back is to restore the backup taken before the upgrade rather than trying to open newly upgraded data in the older version.

Press Alt+K (Company) and choose Create. Enter the company name, address, state, financial year, books-beginning date and security details, then enable GST, inventory or other features that the business actually needs.

Open the company in Alter mode and use the delete command, usually Alt+D. Take a backup first, because deleting a company removes it from the selected data location and recovery will depend on having a valid backup.

Press Alt+K (Company) and choose Alter, then select the company. You can change details such as the address, contact information, financial-year settings, security controls and statutory information — but be aware that altering the financial year or books-beginning date after transactions have already been recorded can permanently lose data for the affected period, so this should be done with care.

Press F2 to change the voucher date while working in TallyPrime. The date must fall within the active period and the company's books, so change the period first if the required date is outside the current range.

Press Alt+F2 and enter the From and To dates for the period you want to view or work in. Reports and voucher lists will then use that period until you change it again.

You usually change the working year by changing the period to the required dates. If the company's books-beginning date itself is wrong, alter the company carefully; do not change it casually after transactions have been entered.

No. One company can hold data for multiple financial years. You may split the data when the file becomes very large or when the business wants separate year-wise companies, but a new company every year is not mandatory.

Take a backup, verify the data and clear any errors or pending compliance work. Then use the Split option in the Data menu, choose the split date and review the newly created company data before treating the process as complete.

Splitting is useful when the company has accumulated a very large volume of data, older years are slowing routine work, or the business needs smaller year-wise files for sharing and administration. It should be done only after accounts and statutory work for the split period are complete.

Open the Data menu, choose Backup, select the company and choose a safe destination outside the live data folder. Regular backups should also be copied to another device or TallyDrive so a computer failure does not affect both the live data and the backup.

Open the Data menu and choose Restore. Select the backup location and the destination data folder, restore the company, then open it and check the latest voucher date and key reports before resuming work.

The recommended way is to back up your company data and restore it on the new computer, rather than copying the data folder directly, since restoring from a proper backup is more reliable than a raw folder copy. Take a backup (to a local drive or TallyDrive), move it to the new computer if needed, restore it there, then verify that all companies and recent transactions are visible before resuming work.

Yes. TallyPrime can import masters and transactions from Excel using standard templates or custom mapping. Always test the import on a backup copy first, because incorrectly mapped fields can create duplicate or wrongly classified data.

Open the required report or voucher, choose Export and select Excel, PDF, CSV, XML or another available format. The options shown depend on the report and release, and you can normally configure the file name, folder and fields before exporting.

Yes. Take a full backup of the Tally.ERP 9 data, install TallyPrime and open the company through the migration process. Review the migrated books and reports before allowing users to continue regular entry.

Migration creates or updates the company data for use in TallyPrime; it should not change the accounting meaning of correctly recorded transactions. Even so, keep the original backup untouched and compare important balances after migration.

No. Once data has been migrated to TallyPrime, it cannot be opened in Tally.ERP 9 again — going forward, that company should only be used in TallyPrime. This is why taking a full backup before migrating matters: you can always open that untouched pre-migration backup in Tally.ERP 9 if you ever need to return to the older product.

Take a copy of the affected data first, then use the Repair option on the company and allow it to complete without interruption. After repair, compare voucher counts, balances and statutory reports with a recent backup before continuing work.

Yes. You can maintain multiple companies and switch between them from the company list. Each company keeps its own masters, transactions and security settings unless you intentionally use group-company or data-exchange features.

Yes. A Group Company can present consolidated reports for selected companies when their periods and accounting structure are compatible. Branches can also exchange or synchronise data, depending on how the organisation has been set up.

Go to Create or Alter Master and choose Ledger, or create the ledger while entering a voucher. Select the correct group, enter opening balance and statutory details where required, and save it only after checking that the classification is right.

Open the ledger in Alter mode and press Alt+D. TallyPrime will allow deletion only when the ledger is not used in vouchers or dependent masters, so check its history before attempting to remove it.

The ledger is probably being used in a voucher, opening balance, tax setup, bank allocation or another master. Remove or correct those references first, or merge the ledger with the correct one if the aim is to eliminate a duplicate.

Open Alter Master, choose Ledger and select the required ledger. Make the change carefully, because changing its group, tax details or opening balance can affect reports and existing transactions.

Enter an opening balance while creating or altering the relevant ledger. Use Debit or Credit correctly, and make sure the total opening balances agree with the previous year's closing Balance Sheet.

Press F8 (Sales) to open a Sales voucher — either through Alt+G (Go To) > Create Voucher, or Gateway of Tally > Vouchers. Use Item Invoice mode for goods (with stock item, quantity, and rate) or Accounting Invoice mode for services (using the sales ledger directly); switch between them with Ctrl+H. Select the customer, enter the GST and other required details, then save after checking the invoice total and place-of-supply information.

Open Vouchers and choose Purchase, usually with F9. Select the supplier, purchase ledger or stock items, invoice details and taxes, then save the voucher after checking the bill amount and input-tax information.

Press F5 for Payment when money is paid, or F6 for Receipt when money is received. Select the cash or bank ledger and the party or expense ledger, then allocate bills where needed and enter the payment reference. If you're less familiar with debit/credit rules, Single Entry mode (Ctrl+H > Single Entry) lets you record the transaction by just selecting the right ledgers — TallyPrime applies the correct accounting treatment automatically.

Use the Journal voucher, normally F7, for non-cash adjustments such as provisions, depreciation, transfers and rectification entries. Enter matching debit and credit amounts and include a clear narration explaining the adjustment.

TallyPrime provides different default voucher types, organised into accounting vouchers (Payment, Receipt, Contra, Journal), sales and purchase vouchers (including Credit Note and Debit Note), inventory vouchers (Stock Journal, Delivery Note, Receipt Note, and others), order vouchers (Sales Order, Purchase Order), and non-accounting vouchers. You can also create your own voucher types based on these defaults. Choosing the right type for each transaction keeps reports and controls accurate.

Open the voucher and use the Cancel command rather than Delete. A cancelled voucher remains in the books with its number and date but does not affect balances, which is useful when the document number must remain accounted for.

Open the voucher in Alter mode and press Alt+D. Deletion removes it from the regular books, so take care: if it was deleted by mistake, recovery generally requires a backup or a corrective re-entry.

Open the voucher you want to copy and use the Duplicate command, commonly Alt+2. TallyPrime creates a new voucher with the copied details, after which you should change the date, reference, party or amount as required.

For a manually numbered voucher, open it and edit the number if your controls allow it. For automatic numbering, go to Alt+G (Go To) > Alter Master > Voucher Type and review the numbering method — Automatic, Automatic with Manual Override, Manual, or Multi-user Auto for concurrent Gold users — along with the prefix, suffix, and restart settings. If a deleted voucher left a gap in the sequence, you can reuse that number with Ctrl+Alt+U (Unused Vch No.) instead of manually renumbering everything.

Yes. Set the voucher type to automatic numbering and define any prefix, suffix, starting number or period-based restart rule you need. TallyPrime will then assign the next available number when a voucher is saved.

Record a Journal voucher by debiting the relevant expense and crediting an outstanding-expense or payable ledger. When the amount is later paid, debit the payable ledger and credit cash or bank.

At the period end, debit the salary expense and credit Salary Payable through a Journal voucher. When salaries are paid, debit Salary Payable and credit the bank or cash ledger.

Enable bill-wise details for party ledgers and allocate every invoice, receipt and payment against the correct bill. The outstanding and ageing reports will then show what customers owe and what the business owes suppliers.

Open the Bills Receivable or Outstanding Receivables report. You can filter by party, due date, age or bill reference and drill down to the original invoice and receipt allocations.

If the voucher is still valid but contains a mistake, alter it and correct the wrong ledger, amount, tax or allocation. If it should not affect the books at all, cancel or delete it according to your control policy, and use Edit Log where a change trail is required.

Open the company GST details, enable GST and enter the state, registration type, GSTIN and return settings. Then configure the correct GST details in party ledgers, sales and purchase ledgers, and stock items before entering transactions.

Enter the GSTIN in the company's GST registration details for your own business and in the party ledger for customers or suppliers. Make sure the state and registration type agree with the GSTIN and the transaction's place of supply.

Yes. From the party ledger (Alt+L to fetch details using GSTIN/UIN) or the Validate Party GSTIN/UIN report, TallyPrime can check GSTIN information against the GST portal and flag invalid or inconsistent registration details. This requires a valid TallyPrime licence with active TSS, and you'll need to log in with your e-Invoice or e-Way Bill credentials the first time. Review the party name, state, and registration status returned before using the master in transactions.

Enter the HSN or SAC in the stock item, service ledger or GST classification and assign the applicable tax rate and effective date. Use HSN for goods and SAC for services, and avoid copying a code without confirming that it fits the actual supply.

Record the transaction with the correct company GST registration, party state and place of supply. TallyPrime applies CGST and SGST for qualifying intrastate supplies and IGST for interstate supplies when the masters and tax settings are correct.

Use a Sales voucher, select the customer and goods or services, and enter the correct GST details. The printed invoice should include the supplier and customer GST information, invoice number and date, HSN or SAC, taxable value, tax breakup and other mandatory fields.

Open the GSTR-1 report, resolve incomplete or uncertain transactions, then export the return in the supported format or use the connected GST workflow. Review the exported totals against the books before uploading or filing.

Yes. Supported releases allow you to prepare, reconcile, upload and file GSTR-1 through the connected GST workflow after authentication. You should still review portal status and filing confirmation before treating the return as complete.

Open GSTR-3B, review outward supplies, eligible input tax credit, reversals and tax liability, and resolve any exceptions. Reconcile the figures with GSTR-1, GSTR-2B and the ledgers before uploading or completing the filing process.

Open the GSTR-2B or reconciliation workflow, authenticate the GST registration and download the statement for the required period. Once downloaded, compare it with purchase vouchers and review matched, partially matched and missing transactions.

Use the purchase-reconciliation report to compare supplier invoices in the books with GSTR-2B. Review differences in GSTIN, invoice number, date, taxable value and tax, then correct the books or follow up with the supplier as appropriate.

The transaction may be outside the selected period, recorded under the wrong GST registration, marked as non-GST, missing mandatory details or placed in an uncertain category. Drill down from the GST report and review the reason shown against the voucher.

Open the mismatch or reconciliation report and compare the book entry with the portal data. Correct genuine entry errors in the voucher, but do not change a correct book record merely to force a match; supplier or portal corrections may be required instead.

Enable reverse charge where applicable and record the purchase using the correct nature of transaction and tax details. Review the tax liability and eligible input credit separately, because reverse-charge tax is generally paid by the recipient before credit is claimed.

Use the appropriate export or SEZ nature of transaction, enter shipping and party details, and choose whether the supply is with payment of IGST or under bond or LUT. The tax treatment must match the supporting documents and the return classification.

Yes. TallyPrime supports multiple GST registrations within one company. Each voucher should be recorded against the correct registration and location so invoices, returns and reconciliation remain registration-specific.

Configure the discount or additional-charge ledger with the correct GST treatment. Whether tax applies before or after a discount, or whether freight forms part of taxable value, depends on how the charge is configured and the nature of the transaction.

Use the GST reports and uncertain-transaction views to identify missing GSTINs, HSN or SAC codes, tax rates, place-of-supply details and other incomplete information. Correct the source masters or vouchers rather than only adjusting the final return figures.

Yes. TallyPrime can track input tax from purchases, compare it with GSTR-2B and help identify eligible, mismatched or missing credit. The business should apply its own eligibility rules and complete reversals or follow-up where required.

Read the exact error returned by the portal and open the affected voucher from the GST or rejection report. Correct the missing or invalid field, refresh portal information where needed and retry only after confirming that an earlier upload was not already accepted.

Enable e-invoicing in the company's GST details, make sure the business is registered on the Invoice Registration Portal and create the required API user profile. Then enter the credentials in TallyPrime and complete the e-invoice setup.

Record the sales voucher with all mandatory e-invoice details and send it for generation while saving, or generate it later from the e-Invoice report. Once accepted, TallyPrime records the IRN, acknowledgement and QR code in the voucher.

Open the e-Invoice report or voucher and choose the cancellation option, then enter the reason and remarks. Cancellation is subject to portal rules and time limits, so act promptly and confirm the status returned by the portal.

Yes. While recording the voucher, choose not to send e-way bill details with the e-invoice. TallyPrime will generate only the e-invoice, provided all mandatory e-invoice information is complete.

Yes. You can select multiple eligible vouchers from the e-Invoice report and send them together. Review incomplete or uncertain transactions first so a preventable error in the data does not lead to repeated rejections.

Common reasons include an invalid GSTIN, duplicate invoice number, incorrect document type, missing HSN, tax-value mismatch or invalid place-of-supply information. Open the rejection details, correct the voucher and resend it only after understanding the portal message.

The IRN, acknowledgement details and QR code are stored with the successfully generated e-invoice voucher. You can view them in the voucher or e-Invoice report and print the QR code and related details on the invoice.

Yes. Export e-invoices can be generated when the voucher is recorded with the correct export nature, country, shipping details and tax treatment. The invoice must still meet the portal's mandatory-data requirements.

No. Once the IRN is successfully cancelled on the portal, that e-invoice cannot simply be restored. Correct the commercial document as required and create a fresh eligible invoice or follow the appropriate amendment process.

Enable e-way bill in the company GST details, complete the API setup and record the invoice with transport information. You can generate the e-way bill while saving the voucher or later from the e-Way Bill report.

Yes. If the invoice requires both, TallyPrime can send the e-invoice and e-way bill details together. Complete the transporter, distance, vehicle and dispatch information required for the e-way bill before sending.

Open the e-Way Bill report or voucher, select cancellation and provide the reason. Portal time limits and restrictions apply, so verify that the bill is eligible for cancellation and confirm the updated status afterwards.

Use the e-way bill update options to enter or change the transporter ID, vehicle number and transport details as permitted by portal rules. TallyPrime then exchanges the updated information and stores the latest status.

Yes. Select the eligible pending vouchers in the e-Way Bill report and send them together. It is wise to resolve incomplete transport, GSTIN, HSN and value details before starting the bulk process.

Save the voucher and first check whether the request may already have been processed, so you do not create a duplicate. You can retry later, use the available offline JSON workflow where appropriate, and then fetch the latest portal information back into TallyPrime.

Open Import and choose Bank Statement, select the bank ledger and statement file, preview the entries and import them. After import, use the Bank Reconciliation report to match the statement entries with vouchers in the books.

Supported formats depend on the bank and the statement-import capability in the release. TallyPrime commonly works with supported bank-specific Excel, CSV or other statement formats; use an unedited statement downloaded from the bank whenever possible.

Open the Bank Reconciliation report for the bank ledger and selected period. Match book transactions with statement entries automatically or manually, review dates and amounts, and leave only genuinely outstanding entries unreconciled.

Yes. Imported or fetched bank entries can be matched automatically when the amount, date, reference and other details agree. TallyPrime may also show potential or partial matches for you to review before confirming them.

The file may be an unsupported format, renamed incorrectly, password-protected, edited, damaged or outside the expected layout. Download a fresh statement, confirm the bank ledger and period, and make sure TallyPrime has permission to read the folder.

Open the Bank Reconciliation Summary and filter for unreconciled book or bank entries. Drill down to see whether the issue is a date difference, missing voucher, unmatched reference, bank charge or duplicated entry.

Connected Banking links supported bank accounts with TallyPrime so authorised users can fetch balances and transactions and use connected banking workflows. Availability and features depend on the bank and the active service setup.

The supported-bank list changes as integrations are added or updated. The most reliable check is the Connected Banking setup screen for your release, where eligible banks and account types are shown.

Yes, for a supported bank account that has been connected and authenticated. TallyPrime can fetch the available balance and recent transaction information according to the bank's integration.

Yes, with supported Connected Payments or bank integrations. Payments remain subject to bank authentication and approval controls, and the accounting entry and payment status can be tracked in TallyPrime.

The banking workflow uses secure authentication and bank-side controls. Access should still be limited to approved users, with strong Tally.NET and banking credentials and proper approval procedures for payments.

No. TallyPrime does not need to store your internet-banking password as a reusable password in the company data. Authentication is handled through the supported bank or connected-service flow.

Yes. You can include a payment URL or QR code on supported invoices and reminder documents, allowing customers to initiate digital payment more easily. The feature depends on the payment configuration and service availability.

Configure cheque printing for the bank ledger, including the cheque format and dimensions. Then open the payment voucher or cheque-printing report, select the cheque entries and print a test before using actual cheque leaves.

Yes. You can print, export or share payment advice for a payment voucher or selected transactions. It gives the supplier or recipient the payment reference and bill-allocation details without exposing unrelated bank information.

Open Create Master and choose Stock Item. Enter the item name, group, unit, opening quantity and value, and add GST, batch, godown or reorder details only when they are relevant to that item.

Open the stock item in Alter mode to change its details. You can delete it only if it is unused; if transactions already exist, correct or merge the master carefully instead of trying to remove its history.

Enable multiple godowns or locations, create each storage location and select the correct godown while recording receipts, issues and transfers. The location reports will then show quantity and value separately for each godown.

Use a Stock Journal. Enter the item and source godown under consumption, then enter the same item and destination godown under production, with the quantity being transferred.

Yes. Enable batches for the item and record the batch name, manufacturing date and expiry date during inward and outward transactions. This is especially useful for medicines, food and other goods with limited shelf life.

Open Stock Summary to see the quantity and value available. You can drill down by stock group, item, godown, batch or voucher and change the date or valuation method for the view you need.

Use Stock Summary, exception reports or the negative-stock warning during voucher entry. Negative stock usually means an outward transaction was entered before the corresponding inward stock, or the wrong godown, batch, date or unit was selected.

Yes. TallyPrime can record sales orders and purchase orders, track pending quantities and link orders with delivery, receipt, sales and purchase documents.

Use the Delivery Note voucher, select the customer, order or tracking reference, items, godown and quantity dispatched. The delivery note can later be linked to the sales invoice.

Use the Receipt Note voucher to record goods received from a supplier before or separately from the purchase invoice. Select the supplier, purchase order or tracking reference, item, quantity and receiving godown.

Yes. You can define a Bill of Materials for a finished item and use manufacturing or Stock Journal entries to consume raw materials and produce finished goods, including by-products, scrap and additional costs where required.

Create a Price List for the required stock group or items, choose the applicable date and enter rates or discounts. Price lists can be revised over time without changing earlier transactions.

Yes. Create different price levels, such as Retail, Wholesale or Dealer, and assign the appropriate level to each customer ledger. TallyPrime can then suggest the relevant rate during invoicing.

Use the invoice-print configuration and available templates to control the title, fields, columns, logo, bank details and other information. Save a test PDF and check the layout before using the design for customers.

Yes. Add the company logo in the printing configuration and make sure the image file remains available at the configured location. Test it in print and PDF output to confirm the size and clarity.

Yes, supported invoice-personalisation features allow changes to templates, colours, fonts and visible fields. Keep all legally required GST and business information in the final design even when simplifying the layout.

A common method is to record a sales voucher as Optional and print it with a proforma-invoice title. Since it is optional, it does not affect the books until it is converted into a regular invoice.

Yes. Invoices and reports can be emailed from TallyPrime and can also be sent through the configured WhatsApp for Business service. Review the recipient details and document preview before sending.

Yes. TallyPrime can apply a valid Digital Signature Certificate to PDF invoices and reports created for printing, export, email or WhatsApp. The recipient can then validate the signature in the PDF.

Yes. Bank information, payment instructions, payment URLs and supported QR codes can be printed when the relevant bank or payment configuration is enabled. Always test the QR code from the final PDF or printed copy.

Yes, TallyPrime gives you both desktop reliability and cloud flexibility. You can use TallyPrime Cloud Access for the full hosted product, Remote Access for authorised remote work, or browser reports for secure report viewing.

TallyPrime Cloud Access allows you to run TallyPrime entirely online, with no local hardware or installation to manage. It gives you a personal cloud computer, accessible through a browser or a client app, where TallyPrime and your business data live — so multiple users can work on the same data at the same time, from anywhere.

Cloud Access provides a hosted Windows-like environment where users can run the full product. Remote Access connects an authorised remote user to company data available from a TallyPrime installation, while browser reports are primarily for viewing and downloading reports.

No. Cloud Access is the hosting service and does not replace the TallyPrime licence. You need an existing Silver or Gold licence, or must purchase one separately, before using the cloud environment.

The current entry plan starts at about ₹600 per user per month plus GST, with higher plans offering more computing and storage capacity. The TallyPrime software licence is charged separately.

Yes. A suitable Cloud Access plan can allow approved users to work on the same centrally hosted data. The user pack, virtual-machine capacity and TallyPrime licence should match the number of concurrent users.

Yes. Reports can be viewed securely through a browser, and Cloud Access also lets users connect to the hosted product from a supported browser. Browser report access by itself is mainly for viewing and downloading, not full voucher editing.

Yes, through the Cloud Access browser interface, although screen size and input make detailed accounting more practical on a laptop or desktop. Mobile browser reports are well suited to checking key information while away from the office.

There is no single speed that suits every setup. Use a stable broadband connection with low latency and enough capacity for every concurrent user; reliability matters more than a high advertised peak speed.

Cloud Access uses a secured hosted environment, encrypted backups and dual-layer login controls. The business should still manage users carefully, use strong credentials and remove access promptly when a person no longer needs it.

TallyDrive is secure cloud storage for scheduled TallyPrime company backups. It can keep multiple backup versions, reduce backup size through compression and provide controlled sharing with a chartered accountant.

TallyDrive stores backups; it does not run the TallyPrime application. Cloud Access hosts a virtual computer where users can actively work in TallyPrime, while TallyDrive is used to protect and restore data.

In TallyPrime 7.0 or later, open Backup and Restore, choose TallyDrive as the destination, sign in, select the company and set a daily, weekly or monthly schedule. Leave the system available at the scheduled time so the backup can run.

Yes, provided a backup was created before the company was deleted and the backup is still available. Restore the required version to a safe data location, open it and confirm the latest transactions before replacing any live data.

Yes. With active TSS, the current entitlement includes free TallyDrive storage of up to 1 GB for single-user and 3 GB for multi-user licences. Access and new backups stop when TSS expires, subject to the stated data-retention period.

Yes. TallyDrive allows an authorised backup to be shared with a chartered accountant using controlled access. The owner can decide what is shared and revoke access when the work is complete.

In standard TallyPrime, enable Edit Log in the company features when you need a change trail. TallyPrime Edit Log is the dedicated edition in which the log remains enabled and cannot be switched off.

Edit Log records important changes made to masters and vouchers, including who changed the information and when. It helps businesses review alterations and maintain an audit trail for process control and compliance.

Yes. When Edit Log is active, alterations and deletions are captured in the relevant log and summary reports. Users with the required rights can review the history and compare earlier and revised information.

In TallyPrime Edit Log, no; the feature is designed to remain enabled. In standard TallyPrime, Edit Log is configurable, so businesses that require an uninterrupted statutory trail should use the appropriate edition and controls.

Open the voucher and use the Edit Log or More Details option, or drill down from the Edit Log Summary. You can review the date, user and nature of the change and compare the earlier and revised values where available.

Yes. You can create separate users and roles for owners, accountants, data-entry staff, auditors and others. Each user should have an individual login rather than sharing one password.

Create or alter a security level and allow or disallow access to the relevant reports, vouchers and features. Assign that security level to the user and test the login to make sure the restriction works as intended.

Yes. Security levels can prevent selected users from altering or deleting vouchers while still allowing entry or viewing. Combine permissions with individual user accounts and Edit Log for stronger control.

Enable Security Control in the company, create the administrator credentials and define users and passwords. Keep the administrator password securely managed, because losing it can make recovery difficult.

TallyVault encrypts the company name and business data so it is not readable without the TallyVault password. It provides stronger protection than simply hiding a folder, but the password must be kept safely because it cannot be casually recovered.

TallyPrime provides local data control, user permissions, password protection, TallyVault encryption, backup and Edit Log capabilities. Security still depends on good practices such as restricted folder access, regular backups, updated systems and separate user accounts.

Yes. User activity can be reviewed through security and Edit Log information, and TallyPrime Server provides additional monitoring of active sessions and operations in larger multi-user environments.

Yes. An auditor can be given Remote Access, browser-report access, Cloud Access or a controlled backup, depending on whether the auditor needs to view reports, inspect vouchers or work directly in the data. Limit the rights to the actual requirement.

An administrator can reset a normal user's password from Users and Passwords. If the administrator or TallyVault password itself is forgotten, there is no simple backdoor; restoring an earlier backup or obtaining specialised support may be necessary.

Slow performance can come from large data, weak hardware, a busy or unstable network, antivirus scanning, low disk space or too many simultaneous operations. Check whether the delay affects one company or all companies, then review the network, data health and system resources.

Start by restarting the computer and opening TallyPrime as administrator. If it still does not open, check the installation, permissions, Tally Gateway Server, licence status and whether a damaged company or add-on is causing the failure.

The data path may be pointing to the wrong folder, the folder may not be shared or accessible, or the company may have been moved. Check Data Path Configuration, folder permissions and whether the expected company-number folder exists in the location.

A voucher may fail to save because debit and credit totals do not match, mandatory tax or inventory details are missing, the date is outside the allowed period, or the user lacks permission. Read the message shown on screen and correct that specific field before saving again.

Check the selected printer, driver, paper size, margins and invoice configuration. Print to PDF as a test; if the PDF is correct but the physical print is not, the printer driver or paper settings are usually the likely cause.

Shortcut keys work according to the current screen, and some laptops require the Fn key for function keys. Also check whether the cursor is inside a field, whether a menu is already open, and whether you are using browser reports where desktop shortcuts do not apply.

TallyPrime uses redesigned shortcuts, so some Tally.ERP 9 combinations have changed. Use the on-screen button bar and keyboard-shortcut list to find the current equivalent instead of assuming every old combination will behave the same way.

Check the company and party states, place of supply, GST registration, HSN or SAC rate, effective date, tax ledgers and whether the price is inclusive of tax. A wrong master setting can affect many vouchers, so correct the source configuration as well as the individual transaction.

The date, amount, cheque number or reference may differ, or one side may contain bank charges, interest or combined entries. Review exact, potential and partial matches and create any missing bank-related voucher before completing reconciliation.

The voucher date may be outside the current period, before the books-beginning date or beyond the allowed financial year. Press Alt+F2 to set the correct period, then F2 to choose a valid date within that range.

Educational mode usually means the licence has not been activated, cannot be detected or needs to be reactivated. Check Manage Licence, internet connectivity, the Tally Gateway Server and whether the licence is active on another system.

Confirm that the payment was applied to the correct serial number, then use Manage Licence to update or refresh the licence information. Make sure the system is online, restart TallyPrime and contact support if the renewed validity still does not appear.

Stop entering new transactions and take a copy of the affected data. Use the Repair feature, then compare the repaired company with the latest valid backup; if the damage is serious, restore the backup rather than repeatedly experimenting on the only copy.

The company may not be connected, the office computer may be off, internet or TSS may be unavailable, or the remote user may not have permission. Check the company connection status, Tally.NET user configuration and the rights assigned to that user.

A deleted company can be recovered from a local backup or TallyDrive backup taken before deletion. A deleted ledger or voucher normally has to be restored from backup or recreated; Edit Log can show the deletion history when enabled, but it is not a substitute for a recoverable backup.