Tally Course – Free Tally ERP 9 Course Training

Tally Course Training

This free Tally course introduces Tally.ERP 9 accounting workflows step by step. It starts with company creation and basic accounting configuration, then moves through ledger creation, voucher entry, inventory, GST transactions, banking, reports, and preparation of financial statements such as the Profit and Loss Account and Balance Sheet.

Tally is business accounting software used to record and organise financial transactions. Depending on the features configured, it can support accounting, inventory management, taxation, banking, payroll, cost centres, and financial reporting. This course focuses on learning the software through practical entries rather than studying commands in isolation.

The tutorials on this page mainly refer to Tally.ERP 9. TallyPrime has a different interface and navigation structure, although many underlying accounting concepts remain similar. Check the product version shown in each lesson before following the steps.

Tally ERP 9 Course Learning Path

A beginner can study the Tally ERP 9 course in the following order:

1. Understand basic accounting terms such as assets, liabilities, capital, income, expenses, debtors, and creditors.
2. Install Tally and become familiar with the opening screen, company selection, and keyboard navigation.
3. Create a company and configure its accounting, inventory, and statutory settings.
4. Create accounting groups and ledgers with suitable classifications.
5. Record receipt, payment, contra, journal, purchase, and sales vouchers.
6. Create inventory groups, units, stock items, godowns, and stock vouchers where inventory is required.
7. Configure GST details and record taxable purchases, sales, credit notes, and debit notes.
8. Use banking features such as bank allocation and reconciliation.
9. Review the Day Book, Trial Balance, Profit and Loss Account, Balance Sheet, stock reports, and outstanding reports.
10. Practise backup, restore, export, printing, security, and period-end review procedures.

Prerequisites to Learn the Tally Course

1. No previous experience with Tally is required because the course starts with basic company and ledger setup.
2. Basic computer skills, including opening applications, using folders, and entering data with a keyboard, are helpful.
3. Basic knowledge of accounting helps you understand groups, ledgers, debit and credit entries, and financial reports.
4. Knowledge of the transactions used by a sample business makes voucher practice easier. Examples include owner capital, cash purchases, credit sales, customer receipts, supplier payments, and business expenses.
5. For GST lessons, learners should understand basic terms such as registration type, GSTIN, place of supply, tax rate, input tax, and output tax.

Software Required for Tally ERP 9 Practice

You need a compatible installation of Tally.ERP 9 to practise the tutorials written for that version. You can download Tally and install it on your computer.

Use a separate practice company instead of entering sample transactions into a live business company. This allows you to repeat exercises, alter configurations, and correct entries without affecting operational records.

Tally ERP 9 and TallyPrime Version Difference

Tally.ERP 9 and TallyPrime are separate product generations. A lesson written for Tally.ERP 9 may refer to gateways, menus, function keys, and screen layouts that do not appear in the same place in TallyPrime. The accounting purpose of a task may remain the same, but the steps should be followed using instructions that match the installed version.

Start the Tally Course with a Practice Company

This Tally course is organised as a sequence of practical lessons. Start with company creation, continue with groups and ledgers, and enter transactions only after the required masters have been configured. Each tutorial should be practised in the software rather than read without entering the example data.

A simple practice company can represent a small trading business. Use a clear financial year, maintain a written list of opening balances, and record a limited set of transactions before reviewing the reports.

Suggested Tally ERP 9 Practice Transactions

• Introduce capital into the business through cash or bank.
• Purchase goods for cash and on credit.
• Sell goods for cash and on credit.
• Record rent, electricity, transport, salary, and office expenses.
• Receive money from a customer against an invoice.
• Pay a supplier against an outstanding purchase.
• Deposit cash into a bank account and withdraw cash for office use.
• Record a sales return and a purchase return.
• Check closing cash, bank balances, receivables, payables, stock, profit, and the Balance Sheet.

Tally Company Creation and Accounting Configuration

Company creation establishes the financial period, books beginning date, currency, address, and feature settings used by later transactions. Enter these values carefully because they influence reports and statutory details.

• Create a company with the correct financial year and books beginning date.
• Set the base currency and number format.
• Enable accounts-only or accounts-with-inventory according to the exercise.
• Configure bill-wise details when customer and supplier invoices must be tracked.
• Enable cost centres only when departmental or project-wise allocation is required.
• Configure statutory details only with valid business information.
• Set security controls and user access where multiple users work with the company data.

Before entering vouchers, review the company features and confirm that the correct company is active. Incorrect financial dates or disabled features can cause fields and voucher options to appear differently from the tutorial.

Tally Groups, Ledgers, and Opening Balances

Groups classify accounts for reporting, while ledgers hold the actual transaction balances. Correct classification is necessary because Tally uses the selected group to determine where a ledger appears in financial statements.

• Create cash and bank ledgers under the appropriate cash-in-hand or bank account groups.
• Create customer ledgers under sundry debtors.
• Create supplier ledgers under sundry creditors.
• Create income ledgers for sales and other income.
• Create expense ledgers for rent, salary, electricity, transport, and other costs.
• Create purchase and sales ledgers with suitable tax settings when GST is used.
• Enter opening balances only after checking whether the amount is debit or credit.

An incorrectly grouped ledger can make the Trial Balance appear numerically balanced while presenting the amount under the wrong report heading. Review the group whenever a ledger appears in an unexpected section of the Balance Sheet or Profit and Loss Account.

Tally Voucher Entry for Daily Accounting Transactions

Vouchers are used to record business transactions. Select the voucher according to the economic nature of the transaction, not merely according to which screen is convenient.

Tally voucher	Typical use	Example
Contra	Transfer between cash and bank accounts	Cash deposited into the bank
Payment	Money paid by cash or bank	Rent paid by bank
Receipt	Money received by cash or bank	Payment received from a customer
Journal	Non-cash adjustment or transfer	Depreciation or expense provision
Purchase	Purchase of goods or services	Goods purchased from a supplier
Sales	Sale of goods or services	Goods sold to a customer
Credit Note	Sales return or customer adjustment	Goods returned by a customer
Debit Note	Purchase return or supplier adjustment	Goods returned to a supplier

For each voucher, confirm the date, party, ledger, amount, reference, narration, tax details, and bill allocation. Review the accounting effect in the Day Book and relevant ledger after saving the entry.

Tally Inventory Masters and Stock Transactions

When inventory is enabled, Tally can maintain quantities, rates, stock values, locations, and item-wise transaction reports. Inventory setup should be completed before purchase and sales vouchers are entered with stock items.

• Create units of measure that match how items are bought and sold.
• Create stock groups for meaningful item classification.
• Create stock items with suitable units, opening quantities, rates, and tax details.
• Create godowns or locations where stock must be tracked separately.
• Use purchase and sales vouchers to update both accounts and inventory where integrated invoicing is enabled.
• Use stock journals for transfers, consumption, production, or stock adjustments where applicable.
• Review the Stock Summary and item movement reports after each exercise.

Tally ERP 9 GST Configuration and Voucher Practice

GST entries require consistent company, party, ledger, stock item, rate, and place-of-supply details. Do not use invented registration numbers or tax information for a real business. For training, create a clearly identified sample company with fictional data.

1. Enable GST in the company features.
2. Enter the company state and registration details applicable to the exercise.
3. Create customer and supplier ledgers with their registration type, state, and GST details.
4. Configure purchase, sales, expense, income, and tax ledgers correctly.
5. Assign the appropriate tax classification and rate to stock items or ledgers.
6. Record an intra-state purchase and verify the applicable central and state tax treatment.
7. Record an inter-state transaction and verify the applicable integrated tax treatment.
8. Practise credit notes and debit notes for returns or adjustments.
9. Review tax analysis and statutory reports before treating the exercise as complete.

Tax rules and return processes can change. Operational GST work should be checked against current official guidance and reviewed by a qualified tax professional where required.

Tally Banking, Bill-Wise Details, and Outstanding Reports

Banking and bill-wise features help connect accounting entries with actual collections, payments, invoices, and bank statements.

• Record receipts and payments through the correct bank ledger.
• Enter cheque, instrument, transaction, and bank allocation details when required.
• Use bill references to match receipts with customer invoices.
• Use bill references to match payments with supplier invoices.
• Review receivables and payables by party, bill, and due date.
• Perform bank reconciliation by comparing the books with the bank statement.
• Investigate unpresented cheques, deposits in transit, bank charges, and direct bank entries.

Tally Financial Statements and Accounting Reports

Reports help verify whether entries have been recorded in the intended period, ledger, voucher, and amount. A report should be reviewed together with the source transactions that produced it.

• Day Book: reviews vouchers recorded during a selected period.
• Ledger report: shows transactions and balances for one account.
• Trial Balance: presents balances grouped by accounting classification.
• Profit and Loss Account: summarises income and expenses for the period.
• Balance Sheet: presents assets, liabilities, and capital as of a date.
• Stock Summary: shows quantities, rates, and values for inventory items.
• Outstanding reports: show unpaid customer and supplier bills.
• Cash Flow and Funds Flow: analyse movement of funds using the available report configuration.

If a report looks incorrect, trace the amount back to the ledger and voucher. Common causes include the wrong date, wrong group, incorrect opening balance, duplicate voucher, omitted tax ledger, or an entry posted to the wrong party.

Tally Data Backup, Restore, Export, and Security

Accounting data should be protected through regular backups and controlled access. A backup is useful only when it can be restored successfully.

• Store backups separately from the active Tally data folder.
• Use clear backup names containing the company and date.
• Keep more than one backup generation instead of overwriting the same copy.
• Test the restore process with non-production data.
• Restrict administrative and alteration permissions to authorised users.
• Export reports only after checking the period and company selection.
• Protect exported financial files because they may contain confidential business information.

How to Learn Tally ERP 9 at Home

You can learn Tally at home by combining accounting fundamentals with repeated software practice. Use one sample business throughout the course so that company settings, masters, vouchers, outstanding amounts, stock, and reports remain connected.

1. Study one accounting concept before entering the related voucher.
2. Repeat each transaction without referring to the instructions.
3. Write down the expected debit and credit effect before saving the voucher.
4. Check the Day Book and ledger after every set of entries.
5. Review the Trial Balance, Profit and Loss Account, and Balance Sheet at the end of each practice session.
6. Correct errors through proper voucher alteration or cancellation rather than creating unexplained balancing entries.
7. Back up the practice company before testing major configuration changes.

Tally ERP 9 Course Practice Checklist

• Create a sample company with the correct financial year and books beginning date.
• Create cash, bank, capital, customer, supplier, purchase, sales, income, and expense ledgers under suitable groups.
• Enter opening balances with the correct debit or credit treatment.
• Record at least one contra, payment, receipt, journal, purchase, and sales voucher.
• Record customer and supplier transactions using bill-wise references.
• Create inventory masters and verify stock movement where inventory is enabled.
• Configure and test a sample GST purchase and sale using fictional training data.
• Reconcile one bank ledger against a sample bank statement.
• Review the Day Book, Trial Balance, Profit and Loss Account, Balance Sheet, Stock Summary, and outstanding reports.
• Create a backup and confirm that the practice company can be restored.

Tally Course Editorial QA Checklist

• Confirm whether each tutorial is written for Tally.ERP 9 or TallyPrime.
• Verify that menu paths, function keys, and screen labels match the stated Tally version.
• Check that accounting groups and ledgers are classified correctly.
• Confirm that every sample voucher has a clear business purpose and balanced accounting effect.
• Use fictional company, GST, bank, customer, and supplier information in demonstrations.
• Verify that voucher dates fall within the company financial period.
• Check that inventory quantities, rates, values, and units remain consistent across examples.
• Review GST examples for correct transaction type, place of supply, tax rate, and ledger treatment.
• Confirm that report balances reconcile with the example vouchers and opening balances.
• Include backup or verification guidance before destructive actions such as deletion or major alteration.

Frequently Asked Questions about the Tally ERP 9 Course

Can I learn Tally ERP 9 online for free?

Yes. You can learn the basic workflow through free tutorials and practise it in a separate sample company. Effective learning requires entering transactions, checking reports, and correcting errors rather than only watching demonstrations.

Is accounting knowledge required before learning Tally ERP 9?

Previous professional accounting experience is not required, but basic knowledge of debit, credit, ledgers, assets, liabilities, income, expenses, debtors, and creditors makes the software easier to understand.

Is Tally ERP 9 easy for a beginner to learn?

The basic screens and voucher entry workflow can be learned progressively. Correct accounting classification, taxation, inventory valuation, payroll, and finalisation require more practice and subject knowledge than basic data entry.

How long does it take to learn Tally ERP 9?

The time depends on the learner’s accounting background, practice frequency, and required scope. Basic company creation, ledgers, and vouchers can be learned before advanced topics such as GST, inventory, payroll, cost centres, banking, and final accounts. Competence should be judged by whether the learner can record and verify complete business scenarios independently.

Should I learn Tally ERP 9 or TallyPrime?

Learn the version used by your employer, course, or existing company data. TallyPrime is the newer interface, while many older tutorials and installations use Tally.ERP 9. Accounting concepts transfer between the products, but navigation and screen instructions should match the installed version.