How-to Videos for TallyPrime
This page collates all the how-to videos for TallyPrime and its features. The videos are enlisted based on the categories and modules so that you can identify and navigate to the relevant video, based on your query.
You may watch a few of these videos with audio in Hindi or Tamil.
Latest Videos | TallyPrime Release 3.0 – BETA
- How to Update Party GST Registration in TallyPrime Without Affecting Earlier Returns
- How to Specify Slab-Based GST Rate Details in Masters in TallyPrime
- How to Set Up GST Rate Details at Different Levels in TallyPrime
- How to Use GST Rate Setup Report for Masters in TallyPrime
- How to Use Transactions Accepted as Valid Report in TallyPrime
- How to Use Track GST Return Activities Report in TallyPrime to Track Activities Related to Returns
- How to Use Multiple GST Registrations Feature in TallyPrime
- Voucher Numbering Behavior in TallyPrime
- How to Export GSTR-1 and GSTR-3B Using TallyPrime
- How to use GSTR-1 in TallyPrime
- How to Configure Ledgers for GST in TallyPrime
- How to Retain Voucher Number Sequence While Importing Vouchers to a Company in TallyPrime 3.0
- How to Apply Filters to Reports in TallyPrime to Find Information Quickly
- How to Record GST Advance Receipts in TallyPrime
- How to Merge Companies with Different GSTIN/UINs in TallyPrime Release 3.0 or Later
- How to Migrate Company Data to TallyPrime Release 3.0
- How to Resolve Exceptions During Import, Repair, Migration, and Synchronisation in TallyPrime
- How to Reconcile Transactions in GSTR-2A Reconciliation of TallyPrime
- How to View CMP-08 and GSTR-04 in TallyPrime
- How to Reset GSTN Data in TallyPrime
- How to Repair Company Data in TallyPrime Release 3.0
Basics of TallyPrime
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Demonstrates different features in TallyPrime that allow users to access Tally and data from anywhere for data entry or reports. |
Connected Services in TallyPrime to Work from Home or Anywhere |
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| Steps to install TallyPrime, activate the license, create a Company, record the first transaction, and a quick look at reports. | ||
| How to Get Familiar with Your TallyPrime | A quick look at the experiences and flexibility that TallyPrime offers for day-to-day use. | |
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TallyPrime installation scenarios and the steps to repair data or reinstall, if needed. | |
| How to View the About Report in TallyPrime | Explains the different components of About Page and their capabilities. |
Licensing in TallyPrime
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Steps to use the existing Tally.ERP 9 license for TallyPrime and use both products in parallel. |
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Steps to reactivate license in TallyPrime |
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Steps for configuring TallyPrime license in a client machine in multiuser environment. |
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Process to change license gateway server from one system to another |
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How to Resolve License Turned Educational in TallyPrime (Server System) | Release 2.0
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This video captures the scenarios, reasons, checklists, and troubleshooting tips using which you can resolve your license turned Education on the server system. |
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Your license in TallyPrime may turned Educational on the client system. A range of scenarios and possibilities govern such an occurrence, be it communication with the server and LAN-related issues that require IT administration’s intervention. This video guides you to resolve your license turned Educational in TallyPrime on the client system. |
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Whenever you need to use a TallyPrime license on a different system, you will need to surrender the license either from within the product or on the Tally Solutions’ customer portal. |
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How to Move TallyPrime License to Another System | Release 1.X |
Learn how to move license gateway server from one computer to another. |
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How to Reactivate TallyPrime License When it is Already Active |
This video covers the entire process of reactivating TallyPrime license. Moreover, it also helps to understand the scenarios where license needs to be reactivated. You will also know how to proceed when the license is active message appears during reactivation |
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This video helps you to seamlessly update your license in TallyPrime. |
Quick Operations in TallyPrime
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Steps to use Go To feature with scenarios. |
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The principle and implementation of buttons and shortcuts in TallyPrime and demonstrates the clutter free organising of buttons. It also delves into the button usage consistency that enables one to learn faster. |
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Explains the need for configurations in TallyPrime and showcases the difference between F12 & More Details |
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How to Use Change Mode to Switch Between Voucher Modes in TallyPrime |
Steps to use change mode option in different scenarios |
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This video will guide you on deleting multiple unused Stock Items in TallyPrime. There may be some Stock Items that are not a part of any transaction, and you are not going to use them in future either. You can delete them in a jiffy. |
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How to Use Buttons in TallyPrime | Release 2.x |
In this video, you will understand the pattern and behaviour of buttons in TallyPrime and how to use these buttons to perform certain actions across transactions and reports. |
Export, E-mail, and Print in TallyPrime
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How to Optimise Page Size when Printing Invoices in TallyPrime |
Steps to configure TallyPrime to save paper when printing invoices. | |
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Steps to configure TallyPrime to include Rate Inclusive of Tax when printing invoices. |
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How to Configure Print and Print Invoices with Bank Details and Company Logo | Release 2.0
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This video provides a business case for printing HSN details and walks you through other configuration options available in TallyPrime. Moreover, you will also get to know how to print bank details and Company logo on Invoices created in TallyPrime. |
Print Sales Invoice with Company Logo and Additional Details |
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In this video we will look at the steps to generate external apps email password for you Gmail account and use the app password to send mails from TallyPrime using Gmail server. |
E-mail | Using Gmail, Yahoo, Outlook to Send Invoices, Reports, & Reminder Letters |
Currency in TallyPrime
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Customers based out of foreign countries may require invoices in their currency. You can record transactions in different currencies in TallyPrime by following simple steps covered in the video. |
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The Opening Balance for a party may appear in the Unadjusted Forex Gain or Loss. This happens when the Rate of Exchange specified in the Opening Balance is not equal to the Rate of Exchange as on the last date of the previous financial year, as specified in the Currency master. This video demonstrates how to ensure that the opening balance doesn’t become a part of the Unadjusted Forex Gain or Loss. |
Reports in TallyPrime
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| This video covers date behaviour of Outstandings Report in TallyPrime and tells you how to view the report for a specific period. |
Manage Outstanding Receivables in TallyPrime
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Edit Log
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How to Work on TallyPrime and TallyPrime Edit Log on the Same System |
In this video you will learn how to work on TallyPrime releases and TallyPrime edit log release 2.1. |
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How to View Edit Log for Transactions and Masters in TallyPrime Edit Log |
In TallyPrime Edit Log, you can view Edit Log for all the transactions entered in the data after drilling down from Day Book or any ledger vouchers report. | |
| How to View Edit Log for Transactions and Masters in TallyPrime Release 2.1 Onwards | TallyPrime Release 2.1 brings in the Edit Log feature which enables you to track activities performed in vouchers, ledgers, stock items, and accounting groups. |
Digital Signature
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In this video, you will learn how to use the Digital Signature on Export, E-Mail, or Save as PDF through Print Transactions and Reports Using TallyPrime. |
Save View for Reports in TallyPrime
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Save Views, Set / Alter Default Views & Delete Views for Reports in TallyPrime | Release 2.0 |
Demonstrates saving a view for a report in TallyPrime and set/alter a saved view, and delete views, whenever you want to. | |
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Save View for Reports with Specific Master, Period or Multiple Companies in TallyPrime | Release 2.0 |
Demonstrates the use of Save View feature in different scenarios. | Save Views of Reports in TallyPrime |
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Restricting Users from Saving Views for Reports at Company Level in TallyPrime | Release 2.0 |
Covers the complete procedure of restricting report view creation in a company for a User Role. | Save Views of Reports in TallyPrime |
TallyPrime Reports in Browser
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| Steps to browser TallyPrime reports in browsers. |
e-Payments in TallyPrime
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| Steps to make e-Payments from your ICICI bank account to your beneficiaries using TallyPrime. | ||
| Steps to make e-Payments from your DBS bank account to your beneficiaries using TallyPrime | ||
| Steps to make e-Payments from your Bank of Baroda account to your beneficiaries using TallyPrime | ||
| TallyPrime provides you with a simple process of making e-Payments from your bank account to the beneficiaries using TallyPrime. In this video learn how to make e-payments to your beneficiaries using TallyPrime. |
TallyPrime Powered by AWS
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In this video we will look at the process to integrate your third-party applications with TallyPrime, where TallyPrime application and data is configured on AWS virtual computer. |
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Managing Computers and Users from the Self Service Portal | TallyPrime Powered by AWS |
In this video we will learn to use a self service portal to manage virtual computers and users. You will know the process to:
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| Moving TallyPrime License to Virtual Machine | TallyPrime Powered by AWS |
In this video we will look at the process to move TallyPrime license from your local computer to virtual machine -on the Amazon Web Services. This video will cover steps to:
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Manage Your Business On the Go | Your Virtual Computer Connect to Your Business Anytime, Anywhere | Virtual Computer Connection |
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Staying Connected to Business with TallyPrime | TallyPrime Powered by AWS |
You can access the web server and TallyPrime using a specially designed secure client from anywhere. This environment is setup to allow you to carry-on all your business operations on TallyPrime from anywhere. Learn how. |
Manage Your Business On the Go | Your Virtual Computer Connect to Your Business Anytime, Anywhere | Virtual Computer Connection |
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Manage Your Distributed Operations Easily in TallyPrime | TallyPrime Powered by AWS
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In this video, we will learn how to access TallyPrime anytime anywhere. |
Inventory in TallyPrime
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How to Use Alternate Units for Stock Items in TallyPrime | Release 2.0 |
This video will guide you on using alternate units for stock items in TallyPrime. You will know the flexibility of the feature that will help you handle various business scenarios that involve Stock Items prone to seepage and variation in quantity. |
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How to Alter Unit of Measurement (UOM) and Number of decimal places in TallyPrime |
This video will guide you on altering a UOM i.e. Units of Measurement in TallyPrime. You will get to know all the scenarios that affect the unit alteration and important aspects to consider while you are altering a unit. |
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How to Remove Opening Quantity from Multiple Stock Items in TallyPrime |
This video will guide you on removing Opening Quantity for multiple Stock Items in TallyPrime. When you use a Company data with all the required Stock Items and ledgers, you may want to remove Opening Quantity from Stock Items so that you can update it relevant to your Company or branch or godown. You can remove or provide Opening Quantity for Stock Items in a matter of seconds. Learn how. | |
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How to Specify Barcodes in Stock Items and Use During Voucher Creation in TallyPrime |
This videos helps you understand how to specify barcodes in Stock Items in TallyPrime and ease your data entry process during voucher creation. |
Data Management in TallyPrime
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Steps to store and access TallyPrime data at different locations. |
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How to Backup Data in TallyPrime
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Steps to take backup of data in TallyPrime. |
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Steps to restore a company backup in TallyPrime. |
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| Steps to migrate from Tally.ERP 9 to TallyPrime for single user and multi-user editions. | ||
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How to Schedule TallyPrime Company Data Backup Using Cobian Backup Software |
You can regularise the process of taking your TallyPrime data backup using Cobian Backup Software. This helps you ensure that you do not lose your TallyPrime data due to a virus attack or hard drive. Watch the video to know how to do it. | Auto Backup Your TallyPrime Data Using Cobian Backup |
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How to Configure Company Data Path in TallyPrime for Single User |
In TallyPrime, you can set a default data path where Company data created in TallyPrime will be stored. You can set the default folder for storing your Company data using two methods covered in the video. | |
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How to Import Masters and Transactions to Your Company Data in TallyPrime | Release 2.X |
In this video, you will learn how to import masters and transactions to a Company in TallyPrime. If you are creating a new Company and have some set of ledgers or stock items created in another Company, then you can just import those ledgers from that Company and use them in the new Company. This will save a great deal of time, as you do not have to create those masters and transactions in the Company. |
Compliance in TallyPrime
Learn how to be compliance-ready with TallyPrime from the videos that cover a wide range of activities that include GST, e-Invoicing, e-Way Bill, VAT in GCC, and other compliance-related activities.
e-Invoicing in TallyPrime
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How to Register and Choose Tally as Your GSP for e-Invoicing |
Steps to register for e-invoice and choose your GSP. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
| Introduction to e-invoicing in TallyPrime. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
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| Steps to generate e-Invoice online using TallyPrime. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
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| Steps to generate e-invoice offline using TallyPrime |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
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| Steps to do bulk upload of e-invoices generated using TallyPrime. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
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| How to Cancel IRN in TallyPrime | Steps to cancel a generated IRN using TallyPrime. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
| How to Use E-Invoicing Reports in TallyPrime | Introduction to e-invoice reports in TallyPrime. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
| How to Get IRN Info Using TallyPrime | Steps to get the latest IRN info for transactions eligible for e-Invoicing in TallyPrime. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
| How to Undo IRN Cancellation of E-Invoice in TallyPrime | Steps to undo the cancellation of e-Invoices in TallyPrime to update the e-Invoice report. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
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E-Invoicing through Sandbox API System using TallyPrime | Release 1.1.4 |
Steps to use e-Invoice Sandbox feature in TallyPrime. |
e-Invoice Trial Through e-Invoice Sandbox in TallyPrime
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In this video, you will understand the process to enable and create KSA VAT e-Invoice in TallyPrime release 2.0 and above releases. |
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How to Generate an e-Invoice for Export Sales Using TallyPrime | Release 2.X |
This video demonstrates the complete process of generating an e-Invoice for export sales. Whenever you sell goods to a foreign party and export to their country, you need to generate an e-Invoice for the transaction. Creating the party ledger and providing essential details such as Shipping Bill No. and Port No. ensures that the e-Invoice gets generated seamlessly. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
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In this video, you will understand the simple process of cancelling an e-Invoice or IRN using TallyPrime. |
Online and Offline e-Invoice Generation on IRP Using TallyPrime |
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How to Resolve e-Invoicing Errors in TallyPrime | Release 2.X |
The video demonstrates the common errors that occur during e-Invoicing because of which transactions get rejected by the e-Invoice system. It also shows how to identify the errors by referring to Reason for rejection and correct transactions to generate e-Invoice afresh. |
Online e-Way Bill in TallyPrime
TCS in TallyPrime
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Steps to enable TCS and configure nature of goods for different goods on which TCS is applicable. |
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| Set up TCS Masters in TallyPrime |
Steps to configure TCS details in the form of masters called Nature of Goods. |
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Steps to record some basic TCS transactions related to sale of any goods using TallyPrime and the use of Nature of Goods in calculating tax at the point of realisation or accrual. |
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Demonstrates TCS advance receipt and TCS sales against the TCS advance receipt for realisation and accrual Nature of Goods in different scenarios. |
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Demonstrates changes to be made in TCS reports in release 1.1.4 and generate TCS returns using TallyPrime. |
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In this video we will look at the steps to record GST sales invoice with TCS. |
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In this video, we will look at the process to record GST purchases with TCS in TallyPrime. |
VAT in GCC Using TallyPrime
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| Demonstrates the capabilities of TallyPrime in handling VAT requirements of GCC. | ||
| Generate your first VAT invoice in GCC using TallyPrime | Steps to record and print a VAT invoice in TallyPrime for a company created in Tally.ERP 9. | |
| Steps to use TallyPrime for Oman VAT. |
GSTIN/UIN, HSN/SAC, GSTR-1, and GSTR-2
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| Covers the entire process for the online validation of GSTIN/UIN using TallyPrime. | ||
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Validating HSN or SAC Information Using TallyPrime | Release 2.0 |
Covers the entire process for the online validation of HSN/SAC using TallyPrime. | Validate GSTIN/UIN and HSN/SAC Online in TallyPrime |
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Steps to update HSN code for Stock Items in TallyPrime so that the HSN Codes for the respective Stock Items are captured in the invoices. |
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Demonstrates the process of reconciling GSTR-2 using the GSTR-2A file downloaded from GSTN portal. |
Reconcile Mismatch in Input Tax Credit: Books Vs GST Portal with GSTR-2A |
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Steps to export GSTR-1 JSON files section-wise to upload for IFF. |
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In this video we will look at the process to generate GSTR-1 returns using TallyPrime and then upload return file on the GSTN portal. |
Kerala Flood Cess (KFC) in TallyPrime
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Stopping Calculation of Kerala Flood Cess (KFC) in TallyPrime |
Demonstrates the process of stopping the calculation of Kerala Flood Cess (KFC) in transactions recorded using TallyPrime. |
TallyHelp Experience
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| TallyHelp’s all-new search engine helps you get the desired information quicker than ever. The display of search suggestions, availability of links to different sections of a topic in the results, and the way it handles the manual typing errors are some features that make up for a delightful experience. |
