Tally Prime
31 lessons that take you from a fresh Tally Prime install to a fully-closed year, with GST, payroll, BRS, invoice customisation, and reporting — all on Sunrise Retail's books.
Tally Prime is where accounting theory meets the keyboard. Thirty-one lessons covering every feature you'll actually use in a small or mid-sized Indian business — all on Sunrise Retail Pvt Ltd's live company file.
What you'll learn
- Installing and configuring Tally Prime for a real company
- Voucher types: contra, payment, receipt, journal, purchase, sales, debit/credit notes
- Inventory: godowns, stock items, categories, units, BOM
- GST configuration inside Tally — tax rates, classifications, e-invoicing fields
- Bill-wise tracking, payroll, BRS, cost centres, interest calculation
- Year-end process — closing, opening balance carry-forward, backup/restore
- Exporting reports for filing returns
- Invoice customisation — company logo and bank details on every printed invoice
Course map
| # | Lesson | What you learn | Time |
|---|---|---|---|
| 1 | Introduction to Tally Prime | Interface, navigation, voucher types, shortcut philosophy | 30 min |
| 2 | Company Creation | Create Sunrise Retail, financial year, base currency, GST details | 30 min |
| 3 | Keyboard Shortcuts | Essential shortcuts for speed — voucher entry, navigation, reports | 25 min |
| 4 | Groups | Default and custom groups, how they map to balance sheet heads | 30 min |
| 5 | Ledgers | Creating ledgers for Sunrise Retail — parties, expenses, duties | 30 min |
| 6 | Contra Entries | Cash-to-bank, bank-to-cash, opening cash balance | 25 min |
| 7 | Payment & Receipt | Cash and bank payments/receipts for Sunrise Retail's April transactions | 30 min |
| 8 | Journal Entries | Adjustments, depreciation, accruals in journal voucher | 30 min |
| 9 | Purchase Voucher | GST-enabled purchase entry, ITC ledger, auto tax calculation | 35 min |
| 10 | Sales Voucher | GST sales with CGST+SGST and IGST, invoice printing | 35 min |
| 11 | Purchase Returns | Debit note voucher, linking to original purchase, ITC reversal | 30 min |
| 12 | Sales Returns | Credit note voucher, linking to original sale, output tax adjustment | 30 min |
| 13 | Godown Management | Multiple store locations, stock transfer between godowns | 30 min |
| 14 | Stock Items | Item creation, units, HSN codes, GST rate assignment | 30 min |
| 15 | Discount Vouchers | Trade discount in voucher, separate discount ledger | 25 min |
| 16 | Interest Configuration | Auto interest on overdue debtors/creditors, simple vs compound | 30 min |
| 17 | Order Processing | Purchase and sales order → delivery → invoice flow | 30 min |
| 18 | Price Lists | Multiple price levels — wholesale, retail, distributor | 30 min |
| 19 | BRS | Bank Reconciliation in Tally, clearing entries, pass-book import | 35 min |
| 20 | Cost Centres | Enabling cost centres, allocating expenses to departments | 30 min |
| 21 | Manufacturing Journal | BOM entry, raw material consumption, finished goods production | 35 min |
| 22 | Opening Balances | Entering Sunrise Retail's April 2025 opening balance sheet in Tally | 30 min |
| 23 | Final Accounts & Reports | Trading account, P&L, Balance Sheet, stock summary in Tally | 35 min |
| 24 | Payroll Module | Salary structures, PF/ESI, payslip printing, payroll ledger | 40 min |
| 25 | Backup & Restore | Company backup, restore, data migration, data directory | 20 min |
| 26 | Year-End Process | Closing the year, carry-forward of balances, new company year | 30 min |
| 27 | Bill-Wise Details | Outstanding bills, ageing analysis, bill reference matching | 30 min |
| 28 | Cheque Books | Cheque register, auto-printing cheques, cheque number tracking | 25 min |
| 29 | Auto-Printing | Configuring automatic voucher and report printing on save | 25 min |
| 30 | Export Reports | Exporting to Excel, PDF, GSTR JSON for filing returns | 30 min |
| 31 | Company Logo & Bank Details | Adding Sunrise Retail's logo and bank account to every printed invoice | 25 min |
How this builds on Core Accounting
If you've finished Core Accounting, you already know why each entry exists. Tally is the how. Every transaction in Tally maps to a journal entry you've already seen. Two views of the same case study, one in theory and one in software. You can also take both courses in parallel — do the accounting lesson first, then the matching Tally lesson to record it in software.
How this fits with the other courses
After Tally Prime, the GST course is the natural next step — you'll already know how to record GST in Tally; the GST course teaches what to file and when. The Payroll module in Lesson 24 connects directly to the TDS course (salary TDS under Section 192).
Pick Lesson 1 in the sidebar to begin, or jump to any lesson — every lesson is self-contained and cross-linked.