08TALLYVouchers

Journal Entries in Tally Prime

Journal voucher F7 for non-cash adjustments — depreciation, provisions, and year-end entries for Sunrise Retail

Module 8 of 31 — Tally Prime. The Journal voucher (F7) — all non-cash, non-bank accounting entries: depreciation, provisions, accruals, RCM, and ITC reversals. 45 minutes.

Prerequisites: Module 7 — Payment and Receipt Vouchers

Learning Objectives

  • Understand when to use a Journal voucher (F7) vs Payment or Receipt
  • Record depreciation, provisions, and month-end accruals
  • Enter Sunrise Retail's April 2025 adjustment entries
  • Use Journal for GST RCM and ITC adjustment entries

What Is a Journal Entry?

A Journal voucher (F7) is used for accounting adjustments that do NOT involve any cash or bank movement.

Use Journal (F7) when:

  • Recording depreciation (asset reduces, expense increases — no cash moves)
  • Creating provisions (estimating future liabilities)
  • Transferring amounts between ledgers
  • Recording accrued expenses (expense recognized, not yet paid)
  • GST adjustments (ITC reversals, RCM entries)
  • Bad debt write-offs
  • Year-end closing entries

Do NOT use Journal when:

  • Any cash or bank is involved → use Payment (F5) or Receipt (F6)
  • Buying or selling goods → use Purchase (F9) or Sales (F8)

Opening Journal Voucher

// In Tally Prime
Gateway of Tally → Vouchers → F7 (Journal)

Total Debits must always equal Total Credits — Tally enforces this.


Sunrise Retail — April 2025 Journal Entries

Sneha Reddy enters April adjustment entries on April 30, 2025

Journal Entry 1 — Depreciation on Office Computer

Sunrise Retail has a computer worth ₹80,000. Annual depreciation @ 33.33% (WDV). Monthly = ₹80,000 × 33.33% ÷ 12 = ₹2,222.

// In Tally Prime
F7  →  Journal
F2 → 30042025 → Enter

Dr: Depreciation on Computer (Indirect Expenses)  ₹2,222
Cr: Computer (Fixed Assets)                        ₹2,222

Narration: Depreciation on office computer — Apr 2025 @ 33.33% p.a.
Ctrl+A

ASCII Screen: Journal Voucher — Depreciation

┌──────────────────────────────────────────────────────────────┐
│  Tally Prime              Sunrise Retail Pvt Ltd   30-Apr-25 │
│                                    Journal  No. 1            │
├──────────────────────────────────────────────────────────────┤
│                                                               │
│  Account                     │  Dr          │  Cr            │
│  ─────────────────────────────────────────────────────────── │
│  Depreciation on Computer    │  2,222       │                │
│  Computer (Fixed Assets)     │              │  2,222         │
│                                                               │
│  Narration: Depreciation on computer—Apr 2025 @ 33.33% p.a. │
│                                                               │
│  Dr Total: ₹2,222             Cr Total: ₹2,222              │
│                                          Accept ? (Ctrl+A)   │
└──────────────────────────────────────────────────────────────┘

Alternative — Accumulated Depreciation method (better for disclosure):

// In Tally Prime
Dr: Depreciation on Computer               ₹2,222
Cr: Accumulated Depreciation — Computer   ₹2,222

This keeps Computer at cost (₹80,000) and shows accumulated depreciation separately.

Journal Entry 2 — Provision for Outstanding Expenses

Sunrise Retail's electrician fixed wiring in April but hasn't sent an invoice. Estimated ₹3,500.

// In Tally Prime
F7  →  Journal
F2 → 30042025 → Enter

Dr: Repairs and Maintenance (Indirect Expenses)  ₹3,500
Cr: Provision for Expenses (Current Liabilities) ₹3,500

Narration: Provision for electrician charges — Apr — invoice awaited
Ctrl+A

When the actual invoice arrives in May, the provision is reversed and a proper payment entry made.

Journal Entry 3 — Accrued Interest on Loan

Sunrise Retail has a ₹5,00,000 loan at 12% p.a. April interest accrued = ₹5,000.

// In Tally Prime
F7  →  Journal
F2 → 30042025 → Enter

Dr: Interest on Loan (Indirect Expenses)  ₹5,000
Cr: Interest Payable (Current Liabilities) ₹5,000

Narration: Accrued interest on SBI loan — Apr 2025 @ 12% p.a.
Ctrl+A

When interest is paid, a Payment (F5) settles the Interest Payable ledger.

Journal Entry 4 — RCM on Goods Transport

Sunrise Retail hires an unregistered GTA (Goods Transport Agency) for ₹5,000 to deliver phones. Under GST, GTA services are under RCM at 5%. Sunrise Retail pays RCM:

// In Tally Prime
F7  →  Journal
F2 → 10042025 → Enter

Dr: Transport Expenses (Direct Expenses)  ₹5,000
Dr: Input IGST (Duties and Taxes)         ₹250   (5% of ₹5,000)
Cr: Output IGST — RCM                    ₹250   (liability to pay RCM)
Cr: GTA Unregistered (Sundry Creditors)  ₹5,000

Narration: GTA charges Apr 10 delivery — RCM applicable @ 5%
Ctrl+A

The Output IGST RCM of ₹250 appears in GSTR-3B Section 3.1(d); the Input IGST ₹250 in Section 4(A)(4).

Journal Entry 5 — Bad Debt Write-Off (Example)

If an old debtor (example) owes ₹10,000 and is confirmed unrecoverable:

// In Tally Prime
F7  →  Journal
F2 → 30042025 → Enter

Dr: Bad Debts Written Off (Indirect Expenses)  ₹10,000
Cr: Old Customer (Sundry Debtors)              ₹10,000

Narration: Bad debt write-off — Old Customer — confirmed irrecoverable
Ctrl+A

Note: ITC reversal may be needed if GST was charged on the original invoice.


GST-Specific Journal Entries

ITC Reversal Entry

If Sunrise Retail claimed ITC on a purchase later found ineligible (used for exempt supply):

// In Tally Prime
F7  →  Journal

Dr: ITC Reversal — Exempt Supply (Indirect Expenses)  ₹X
Cr: Input IGST (or Input CGST / Input SGST)           ₹X

Narration: ITC reversal per Rule 42 — proportion used for exempt supply
Ctrl+A

Debit Note Auto-Treatment (reference)

When Sunrise Retail issues a credit note to Digital Hub via Alt+F8 (Debit Note), Tally auto-creates:

Dr: Digital Hub Retail Pvt Ltd  ₹37,760  (reduces outstanding)
Cr: Sales — Local               ₹32,000  (reverses sale)
Cr: Output CGST                 ₹2,880   (reverses output tax)
Cr: Output SGST                 ₹2,880   (reverses output tax)

No separate journal needed — Tally's debit note handles it.


Year-End Journal Entries (Reference)

EntryDebitCreditPurpose
P&L AppropriationNet Profit (from P&L)Capital AccountTransfer profit to owners
DepreciationDepreciation expenseFixed Asset ledgersFull-year depreciation
ProvisionsGratuity, leave encashment expProvision LedgersEstimate employee benefits
Pre-paid reversalPre-paid Expense AssetExpense LedgerReverse prepaid
Accruals reversalAccrual LiabilityExpenseReverse prior year accruals

Year-end profit transfer happens automatically when you close the FY (covered in Module 26).


Practice Exercise

Exercise 1: Sunrise Retail has a delivery vehicle worth ₹1,20,000. Depreciation under Companies Act is 15% p.a. (SLM). Calculate and record monthly depreciation for April 2025.

Show Solution
  • Annual: ₹1,20,000 × 15% = ₹18,000
  • Monthly: ₹18,000 ÷ 12 = ₹1,500
// In Tally Prime
F7 (Journal)
F2 → 30042025 → Enter

Dr: Depreciation — Vehicle (Indirect Expenses)  ₹1,500
Cr: Vehicle — Delivery (Fixed Assets)            ₹1,500

Narration: Depreciation on delivery vehicle — Apr 2025 @ 15% p.a. SLM
Ctrl+A

Exercise 2: Sneha wants to record interest income of ₹3,200 earned on the SBI FD for April (not yet credited to account). What journal entry does she make?

Show Solution
// In Tally Prime
F7 (Journal)
F2 → 30042025 → Enter

Dr: Accrued Interest Receivable (Loans and Advances)  ₹3,200
Cr: Interest Income — FD (Indirect Income)             ₹3,200

Narration: Accrued interest on SBI FD — Apr 2025
Ctrl+A

When FD interest is actually credited to the account, a Receipt (F6) clears the Accrued Interest Receivable.


Key Terms

TermMeaning
Journal Voucher (F7)Non-cash, non-bank accounting adjustment entry
DepreciationSystematic reduction in asset value over useful life
ProvisionEstimated liability — amount set aside for a future obligation
AccrualRecognizing income/expense when earned/incurred, not when cash flows
RCMReverse Charge Mechanism — buyer pays GST for unregistered supplier
Write-offRemoving an unrecoverable balance from books
WDVWritten Down Value method — depreciation on reducing balance
SLMStraight Line Method — equal depreciation each year

Module Summary

Checklist — you're ready to proceed when you can:

  • Press F7 and enter the depreciation journal for the office computer (₹2,222)
  • Enter the provision for electrician charges (₹3,500)
  • Explain why depreciation uses Journal (F7) and not Payment (F5)
  • Record the RCM journal with both Output IGST (liability) and Input IGST (ITC) entries
  • State the difference between WDV and SLM methods with a one-line example each
  • Confirm that Dr total = Cr total in every journal entry before pressing Ctrl+A

Quick Quiz

1. Depreciation is recorded using which voucher in Tally?

  • a) Payment (F5)
  • b) Receipt (F6)
  • c) Journal (F7)
  • d) Purchase (F9)
Answer

c) Journal (F7) — depreciation involves no cash or bank movement; it reduces an asset and recognizes an expense.

2. If Sunrise Retail hires an unregistered GTA, the GST under RCM is paid by:

  • a) The GTA
  • b) Sunrise Retail (the recipient)
  • c) The GST department directly
  • d) No GST applies to transport
Answer

b) Sunrise Retail — under Reverse Charge Mechanism, the recipient (registered taxpayer) pays GST when the supplier is unregistered or the service is notified under RCM.

3. A Journal entry for "Provision for Doubtful Debts ₹5,000" credits:

  • a) Cash
  • b) Sundry Debtors
  • c) Provision for Doubtful Debts (Current Liabilities)
  • d) Bad Debts (Expense)
Answer

c) Provision for Doubtful Debts — creating a provision credits the provision account (liability/contra-asset), debiting the expense. The actual debtor ledger is not touched until the bad debt is written off.


Next up → Module 9: Purchase Voucher — recording Sunrise Retail's TechWorld phone purchase with IGST in full invoice mode.