Top 10 Things Tally Users Must Know

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Top 10 Things Tally Users Must Know
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Basic Navigation and Interface
Understand Layout Familiarize with Tally
interface, menus, and shortcuts.
Efficient Navigation Use the Search bar to
quickly find reports, vouchers, and ledgers.
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Company Setup
Create Company Enter details like name, address,
financial year, and more.
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Configure Settings Set up taxation, accounting
periods, security, and base currency.
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Save Changes Press CtrlA to save the new company.
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Ledger Management
Create Ledgers Manage Balances
Group Ledgers
Navigate to Create gt Ledger to set up new ledgers.
Ensure accurate tracking of ledger balances.
Organize ledgers into groups and sub-groups.
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Voucher Entry
Voucher Types Record transactions like sales,
payments, receipts, and more.
Accurate Entry Navigate to Vouchers and use
function keys to create entries.
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Inventory Management
Stock Items Create and manage stock items,
groups, and units.
Transactions Record inventory-related
transactions accurately.
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GST and Taxation
Configure GST Set up tax ledgers and enable GST
features.
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Record Transactions Add GST details when creating
voucher entries.
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Generate Reports Access GST reports like GSTR-1,
GSTR-2, and more.
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Banking Features
Bank Reconciliation Cheque Management
Multiple Accounts
Utilize Tally's banking features for
reconciliation.
Print and manage cheques directly in Tally.
Manage transactions across multiple bank accounts.
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Financial Reporting
Balance Sheet Generate and customize essential
financial reports.
Profit Loss Access commonly used reports like
Trial Balance and Cash Book.
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Data Security and Support
Backup and Restore Implement regular backups and
data recovery procedures.
Troubleshooting Utilize Tally's support resources
and expert assistance.
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