TALLY PRIME

FUNDAMENTALS OF ACCOUNTS

INTRODUCTION TO TALLY PRIME

COMPANY CREATION, ALTERATION, DELETION

CHART OF ACCOUNTS

ACCOUNTING MASTER, GROUP CREATION, LEDGER CREATION, ALTERATION, DELETION,MASTER REPORT DISPLAY & PRINTING

INTRODUCTION TO GST ,GSTIN, TYPE OF GST,CLASSIFICATION OF GST

GST LEDGERS CREATION, PARTY'S GSTIN UPDATE

STOCK GROUP

UNIT OF MEASUREMENT, UOM,UQC

STOCK GROUP & STOCK ITEM WITH GST RATES

ACCOUNTING VOUCHERS

RECEIPT, PAYMENT, CONTRA. VOUCHERS

SINGLE & DOUBLE ENTRY MODE OF VOUCHER

CREATION, ALTERATION & DELETION OF VOUCHER

DAYBOOK,CASH/BANK BOOK, LEGDER BALANCE VIEW

PURCHASE VOUCHER, SALE VOUCHER IN ITEM INVOICE MODE

STOCK SUMMARY

PURCHASE SALE REGISTER, PRINT

MULTIPLE GODOWNS, GODOWNWISE PURCHASE & SALE INVOICE,STOCK JOURNAL

DEBIT NOTE, CREDIT NOTE, PURCHASE & SALE RETURN

STOCK CATEGORY, PRODUCTS CATEGORIZATION OF DIFFERENT BRANDS

CREDIT LIMIT

ZERO VALUED ENTRY,FREE SAMPLE TO CUSTOMER,BUY ONE GET ONE FREE

BATCHWISE DETAILS

BATCH NUMBER,MFG DATE, EXPIRY DATE OF STOCK, EXPIRY DATEWISE STOCK ITEM REPORT

BILLWISE DETAILS

OUTSTANDING MANAGEMENT,BILLWISE PAYMENT & RECEIPT ADJUSTMENT

DATA BACKUP, RESTORE, MANUAL BACKUP

JOURNAL VOUCHER

OPTIONAL VOUCHER, REVERSING JOURNAL, MEMORANDUM VOUCHER

GST IN TALLY

B2B INVOICE, B2C INVOICE, EXEMPTED INVOICE,EXPORT INVOICE

SOLVING MISMATCH REPORT IN GST REPORT

JSON FILE CREATION FOR GSTR 1

E-INVOICE

EWAYBILL 

TALLY REPORT TRANSFER TO JPEG, HTML,EXCEL,PDF

SEPARATE DISCOUNT COLUMN SALE INVOICE

DATA EXPORT

SPLIT COMPANY,TRANSFER OF CLOSING BALANCE

VOUCHER TYPE, VOUCHER CLASS, TAXABLE VOUCHER,SALE VOUCHER SERIAL NO. CREATION

BANKING, PDC, BANK RECONCILIATION

FINAL A/C

PROFIT & LOSS ACCOUNT, TRIAL BALANCE,BALANCESHEET, CASHFLOW, FUNDS FLOW

ADVANCE EXCEL

INTRODUCTION TO MICROSOFT EXCEL

ROWS COLUMNS, SHEETS                                                                                                                               

CLIPBOARD : CUT, COPY PASTE

FORMAT CELL : FONT BOLD,ITALLIC, UNDERLINE,FONT FACE, FONT SIZE, FONT COLOR, BORDER

FORMAT CELL: ALLIGNMENT CENTER LEFT RIGHT, ALLIGNMENT TOP MIDDLE BOTTOM, WRAP TEXT, MERGE &, CENTER

FORMAT CELL NUMBER: INCREASE DECIMAL, DECREASE DECIMAL, COMMA STYLE 

STYLES:CONDITIONAL FROMATING,FORMAT AS TABLE, CELL STYLES

CELL: INSERT CELL, INSERT SHEET ROW & COLUMN, INSERT SHEET

DELETE CELL, DELETE SHEET ROW & COLUMN, DELETE COLUMN

ROW HEIGHT, COLUMN WIDTH,HIDE UNHIDE ROW & COLUMN,RENAME SHEET, MOVE OR COPY,TAB COLOR,DELETE TAB

AUTO SUM, SORT & FILTER 

INSERT MENU, CHART

COLUMN CHART

BAR CHART

PIE CHART 

PIVOT TABLE

PIVOT CHART 

FORMULA

SUM, AVERAGE

COUNT, COUNTIF

MAX,MIN 

SUMIF

PMT, PPMT, IPMT 

CUMIPMT,PV, FV 

DB, SLN

AND ,IF, OR 

PROPER

CONCATENATE, TRIM, LEN

UPPER,LOWER

ROWS, COLUMNS 

LOOKUP

VLOOKUP, HLOOKUP 

DATA FILTER, ADVANCE FILTER 

TEXT TO COLUMN

REMOVE DUPLICATES

CONSOLIDATE

GROUP, UNGROUP

SUBTOTAL 

GST COMPUTATION & GST RETURN FILING

GST FUNDAMENTAL

What is GST?,Threshold limit, Types of GST, CGST,SGST,IGST,Interstate & Intrastate purchase sales

Different Tax Slabs of GST, GST rate on Gold & precious stones 

What is HSN & SAC codes, Use of 4 digits, 6 digits & 8 digits HSN codes

What is GSTIN number, how GSTIN number is designed, Form REG-06

B2B Invoice, B2C Invoice, Exempted & Nil rated Invoice, Amended B2B Invoice

GSTR 3B, GSTR 1, GSTR 1A,GSTR 2A, GSTR 2B, Input Tax Credit

Unregistered Purchase,Reverse Charge Mechanism, Debit Note & Credit Note in GST

Due Dates of GSTR filings

Interest & Late fee under GST  

PRACTICAL OVERVIEW

GST REGISTRATION

GST registration of Proprietorship Firm

GST registration of Partnership Firm

GST registration of Company

Documents for GST Registration

Part A & Part B of GST registration

Temporary Reference Number (TRN), validity of TRN

How to Prepare & upoad Letter of authorization

How to Prepare & upoad Consent Letter in case of place of business as legal ownership document

Aadhar authentication

Application Reference Number (ARN)

How to check status of GST registration

How to create GST Login Password after registration

How to download GST registration form REG-06

How to view profile section of GSTIN holder

How to change GST portal Password  

LAB PRACTICE  

GSTR 1, GSTR 1A

Filing of B2B invoices, Auto populated B2B invoice from e-Invoice portal

Filing of B2C Large invoices

Export Invoices, letter of Undertaking (LUT), Export with GST, Export without GST

Filing of Credit/ Debit Note Registered

Filing of Credit/ Debit Note Unregistered

Filing of Amended B2B Invoice

Filing of Amended B2C Large Invoice

Amended Credit/ Debit Note Registered

Amended Credit/ Debit Note Unregistered

Filing of B2C Others

Filing of Nil Rated Supplies

HSN -wise Summary of outward supplies

Document Summary

GSTR-1 filing mannually and JSON file upload  

GSTR-2A, GSTR 2B AUTO DRAFTED DETAILS & RECONCILIATION

What is GSTR-2A & GSTR 2B, ITC computation in IMS Dashboard

Auto Drafted B2B Invoices, Reconciliation of GSTR-2A & 2B data 

Auto Drafted Credit/ Debit Notes  

GSTR 3B

Prepare Online & Prepare offine GSTR 3B, Offset Liabilities

Filing Nil return GSTR 3B

Table No-3.1 Tax on outward & reverse charge inward supplies

Outward Taxable supplies (Other than zero rated, Nil rated & Exempted)

Other outward supplies (Nil rated , Exempted)

Table No-3.2 Interstate Supplies

Supplies made to unregistered persons

Supplies made to composition taxable persons

Table No-4 Eligible ITC ITC available ITC reversed

Table No-5 Exempt,nil & Non GST inward supplies

Interstate Exempted, nil rated inward Supplies

Intrastate Exempted, nil rated inward Supplies

Preview Draft GSTR 3B Download GSTR3B  

SERVICES MENU

Create Challan, Tax Payment

Challan History

Saved Challan

Electronic Cash Ledger

Electronic Credit Ledger    

E-WAY BILL SYSTEMS

What is e-Way bill ?

e-Way bill registration

e-Way bill generation  

E-INVOICE

What is e-Invoice, e-Invoice portal

e-Invoice Enablement

e-Invoice registration, User ID & Password creation, Login through e-Invoice credentials

JSON file creation in Tally

Upload of JSON file to e-Invoice portal

TDS COMPUTATION  & TDS RETURN FILING

TDS FUNDAMENTALS

What is TDS?, Full form of TDS, Meaning of Tax, Meaning of Deducted, Meaning of Source

Deducter & deductee, Threshold limits of TDS, Responsible person for deduction of TDS

Time of deduction of tax

Due date for payment of TDS

Penalty for late filing of TDS returns

TDS on salary, TDS other than salary

Quarterly statement for TDS from Salary Form 24Q (New Form - 138)

Quarterly statement for TDS other than salary Form 26Q (New Form - 140)

Form 16 (New From - 130) & Form 16A (New From - 131)

Form 12B (New Form - 122), Form 12BB (New Form - 124)

Form 26AS (New Form - 168)

Section 192 TDS on salary (New Section - 392)

TDS all sections other than salary 192A, 193, 194, 194A, 194B, 194BB, 194C, 194D 

Section 194DA, 194G, 194H, 194I, 194IA, 194J (New Section - 393)

TDS Payment Codes (W.e.f Apr 2026)  

TDS return filing software, Govt free software, Paid software

Return Preparation Utility (RPU) & Download

Steps to file TDS return using RPU, File Validation Utility (FVU)

Due date for TDS return filing forms 24Q, 26Q (New Form 138, 140)  

Computation of TDS from other than salary

Challan payment for TDS other than salary

Details to be fill in RPU for other than salary

Filing of 26Q TDS other than Salary (New Form - 140)

Download of Form 16A from Traces website (New From - 131)  

Computation of TDS on salary .

Challan payment for TDS on salary

Details to be fill in RPU for salaried employees

Filing of 24Q TDS on Salary (New From - 138)

Download of Form 16 from Traces website  (New From - 130)  

ONLINE PRACTICE through educational portal

TDS payment in Income tax portal

TDS return filing in Income tax portal

INCOME TAX COMPUTATION & RETURN FILING

INCOME TAX FUNDAMENTALS

Intorduction to Income Tax

Direct Tax

Income tax Slabs

Filing u/s 139(1) on or due date, u/s 139(4) Belated, 139(5) Revised

New regime(115BAC) & Old regime(Form10-IEA) of Income tax

Income tax exemption limit

Income Tax calculation

Self assesment tax

Financial year & Assessment year

Income tax form & Acknowledgement

Original return, Revised return, Belated return

Income from Business Profession

Gross receipt,6% & 8% of gross receipts

Business Code

Deductions under 80C, 80D, 80DDB, 80E, 80EE, 80GG, 80TTA

REBATE ON 87A

Tax payable, Tax refundable

Income tax challan & payment, Challan no,Challan date. BSR code

TDS deducter, TDS deductee

What is TAN

How to register PAN in income tax portal

How to set password, How to login at income tax portal

Bank account update

ITR 1 , ITR 4 online & offline form

Deductions u/s 10 House Rent Allowance Travelling Allowance

Deductions u/s 16(ia) Standard deduction for transport allowance & misc. medical expenses

Income from other source

Interest from deposit in bank, post office, cooperative society

ITR 1 FILING

Filing process, choosing assessment year, selecting online or offline mode of return filing

Selection of status like Individual, HUF , Others

selection of form to file like ITR1 or ITR4 to proceed

Selection of reason of filing Filing of Personal Information

Giving the details of Aadhar, PAN, Contact & Bank details

Nature of employment, Filing section 139 (1), 139 (4), 139 (5)

Selecting New or Old Tax regime

Adding Bank Account and Validation of bank account to enable EVC

Filing of Gross Total Income

Income from salary, Gross salary, House Rent Allowances, Leave Travel Concession Standard deductions

Income from house property Self Occupied property & Letout House property

Income from other source

Interest from income tax refund

Interest Income from saving bank account

Interest Income from deposit in bank, post office

Deductions under chapter VIA

Deduction U/s 80C, 80CCD, 80D, 80E, 80TTA Tax Paid Details

Details of Tax Deducted at Source (TDS) other than salary

Form 16 issued by employer,TAN no. of deducter, Name of Deducter, Total TDS deducted

Total Tax Liability

Computatioin of Income

Computatioin of Tax

Rebate U/s 87A

Health & Education cess

Interest U/s 234A, 234B, 234C

Tax Payment challan, BSR code, Challan number, Date of deposit,Tax paid

ITR 4 FILING

Filing process, choosing assessment year, selecting online or offline mode of return filing

Selection of status like Individual, HUF , Others selection of form to file like ITR1 or ITR4 to proceed

Selection of reason of filing

Filing of Personal Information

Giving the details of Aadhar, PAN, Contact & Bank details

Nature of employment, Filing section 139 (1), 139 (4), 139 (5)

Selecting New or Old Tax regime

Adding Bank Account and Validation of bank account to enable EVC

Filing of Gross Total Income

Income from Business & Profession

Income from house property

Self Occupied property & Letout House property

Income from other source

Interest from income tax refund

Interest Income from saving bank account

Interest Income from deposit in bank, post office

Deductions under chapter VIA

Deduction U/s 80C, 80GG, 80CCD, 80D, 80E, 80EE, 80TTA, 80DD, 80DDB, 80EEB

Schedule BP

Computation of Presumptive income U/s 44AD

Computation of Presumptive income U/s 44ADA for medical services, Legal services,Film Artist,CA

Financial particulars of business Assets,Liabilities, Capital investment details

Details of Tax Deducted at Source (TDS) on Salary Income

Form 16 issued by employer,TAN no. of deducter, Name of Deducter, Total TDS deducted

Total Tax Liability

Computatioin of Income

Computatioin of Tax

Tax liability after Rebate U/s 87A

Health & Education cess

Interest U/s 234A, 234B, 234C

Tax Payment challan, BSR code, Challan number, Date of deposit,Tax paid

EPF & ESI RETURN FILING

EMPLOYEE PROVIDEND FUND

Intorduction to Employee Provident Fund

Mandatory Contribution

Eligibility of EPF

How to join EPF scheme, Universal Account Number

Benefits of joining EPF scheme

What is EPFO? EPS, EDLI

Schemes offered under EPFO

Provident fund accounts, details of account no 1, 2, 10,21

Categories of contribution to EPF

Arears of EPF

What is PF return filing?

Due date of PF payments & return filing

Penalty & interest for delayed payment

Practical Overview (Employer PF return filing)

Step by step Process of PF return filing

Documents for Employee registration, Add/Remove Employee, Generate UAN, Approve New employee

Searching existing UAN & Confirming details

View/Download list of active employees, exited employees

Preparing Electronic Challan cum Return (ECR), Download of ECR file

Preeparation of ECR sheet, Uploading of ECR

Challan generation & payment in EPFO employer e-Sewa portal  

Practical Overview (Employee accounts access & Withdrawals)

Activation of UAN & PF account creation

Know your UAN

First time login to change password, Regular login

Uploading of KYC documents of employee

UAN passbook

PF withdrawals process, When PF can be withdrawn?

Withdrawals form of EPF, Form 31, Form 19, Form 10C, Form 10D

Reason for withdrawals