PrimeBanking with Enhanced Payment Process

• Streamline Online Payments with Connected Banking for faster, more efficient transactions.

• Maintain full control through customizable single and daily limits, real-time payment status updates, and automated payment advice to keep suppliers informed.

• Get a clear, up-to-date view of your bank connections by refreshing status anytime.

Direct ITC Reduction in IMS

• Ensure ITC Accuracy by recording amendments for B2BA, CDNRA, and B2BDNA invoices, updating declared ITC values per invoice, and adding remarks for pending or rejected entries.

• All updates sync live with the GST portal, reflecting in TallyPrime reports for clear compliance tracking.

SmartFind

• Discover SmartFind in TallyPrime—a powerful tool to instantly locate details in masters and transactions.

• Search effortlessly across reports and all loaded companies, even without remembering exact names or spellings.

Auto Backup/Connected Backup

• Schedule backups to TallyDrive or local storage devices at your preferred frequency to run automatically—even when TallyPrime is closed.

• Manage all backups centrally with reports to create, edit, delete, or restore specific versions from cloud or local storage.

Seamless Data Migration

• Now migrate from any Tally.ERP 9 or TalllyPrime releases to the latest TallyPrime release effortlessly.

• Migrating from Tally.ERP 9 Release 5.0 – TallyPrime 2.1 – Pause and resume anytime without restarting. You can also keep working in your previous version while updates sync automatically to the migrated company

Import & Export of Data from JSON Files

• You can now export and import data in JSON format in TallyPrime, in addition to other formats such as Excel and XML.

Performance Optimisation

• Optimise Company & Report Loading – Load companies faster and start working without delay. Enjoy quicker access to reports, and improved performance while printing, exporting, or sharing through E-mail or WhatsApp.

• Set Up Cache Size for TallyPrime Server – With TallyPrime, you can now allocate additional RAM to optimise data access and overall performance when connected to TallyPrime Server.

Arabic/Bilingual Invoices as PDF Documents

Printing Invoices in Tax Authority Prescribed Format

• Tax Invoice Format 2 has been made default considering the format recommended by the Tax Authority. However, you can choose Invoice Format 1 if required for your business.

IMS Inward Supplies Management

Edit Log Summary

• Get complete visibility of changes in vouchers and masters with the Edit Log Summary. Start with an overall summary and drill down to individual entries.

• Additionally, track who made changes when security is enabled. You can also switch between versions and view altered, non-altered, or deleted data for precise compliance and control.

Revised MSME Form 1 with Supplier-wise Summary

• TallyPrime now supports the revised MSME Form 1 Annexure with supplier-wise summaries, including PAN details and bill status for compliance.

• Easily configure reports, apply filters, and export data to Excel for seamless upload to the MCA portal.

Connected Banking

Enhanced Data Split Process

• The simplified split process enables you to create a single company, with an option to retain the traditional two-company split for compliance and business continuity. A new progress bar provides clear visibility of the split stages.
• With the enhanced data verification process, TallyPrime handles errors in vouchers and masters seamlessly before initiating the split, ensuring accuracy and reducing issues.

User Profile

• Enables you to view and update the contact details linked to your Tally Serial Number. Accurate contact information ensures you receive timely communications and updates.

Support for Latest Income Tax Slab – Finance Bill 25-26

Printing Invoices in English and Arabic

• With TallyPrime, businesses in Kuwait and Qatar can now generate invoices in both English and Arabic on a single page, ensuring compliance with local regulations. If you are operating from any other GCC countries, apart from Kuwait and Qatar, you can continue printing invoices in English and Arabic, with or without VAT.

Breakup of B2B and B2C in HSN Summary

• As per Phase III of HSN reporting for GSTR-1, TallyPrime now supports HSN Summary with a breakup of B2B & B2C supplies. These changes are effective from 1-Apr-2025.

Connected GST

B2B Invoices as per Notification No. 12/2024 – Central Tax

• Easily maintain your B2CL transactions as per the latest Threshold Limit, which is reduced from Rs 2.5 lakh to Rs 1 lakh.

Automated Tax Calculation | TDS Section 194Q

• TallyPrime enables seamless compliance with Section 194Q by automating TDS calculation on high-value purchases, managing exemptions, updating payment nature across parties, and integrating advance payments for accurate Form 26Q reporting.

Tally Plug-In Management

• Get easy access to Tally Plug-Ins, such as TallyCapital, which will be available to customers of TallyCapital partners. Know about the plug-ins, check plug-in statuses, and more from the new Tally Plug-In Management report.

TallyPrime in Arabic

• Seamlessly switch to Arabic in TallyPrime, work in Arabic or English simultaneously, and print invoices with amounts in words in Arabic.

• Create masters in Arabic for accurate VAT calculation and enjoy bilingual flexibility for transactions and reports.

TallyPrime in Bangla

• Change language in TallyPrime to Bangla and allow multi-user environments to work in their preferred languages without interruptions.

• Print your invoices and reports in Bangla by including language aliases during master creation. Additionally, now you can print amount in words in Bangla too.

Sorting of Pending Bills

• Enables efficient payment management by allowing you to sort pending bills by due date or other fields, ensuring timely payments and reducing late fees or penalties.

Stripe View

• TallyPrime introduces Stripe View designed to improve readability of entries in reports with large volume of data, by highlighting alternating rows.

• Use Stripe View for all vouchers & reports, or for only specific ones. Use stripes while printing, exporting or sharing documents from TallyPrime.

Notification with Bell Icon

• The new Bell icon and Notifications report keep you informed about critical tasks like TSS renewals, license management, upgrades, and GST activities in one place.

• Take actions directly from the Notifications report and configure when the red dot appears on the Bell icon for timely attention.

TallyPrime with WhatsApp for Business

Import Data from Excel

• Enjoy seamless import of data from MS Excel in TallyPrime, using default Excel template or custom mapping templates.

Graphical Dashboard

• Create customised dashboards with multiple report tiles, including default Sales and Purchase dashboards, to meet diverse business needs.

• Interactive charts and graphs enable you to view the trends period-wise and monitor cash flow, track revenue and expenses, and gain a comprehensive view of financial positions for informed decision-making.

Easy Correction of e-Invoicing Details

e-Invoicing with Billed Quantity & Actual Quantity

• Generate e-Invoices even when the Billed Quantity exceeds the Actual Quantity in transactions.

• Handle quantity variations seamlessly without errors in e-Invoice generation.

e-Invoicing for Foreign Parties

• Generate e-Invoices smoothly for transactions involving foreign parties.

• Supports billing services to foreign customers while invoicing local or interstate parties.

Dispatch From Details in e-Invoice

• View and manage Dispatch From details more clearly while recording e-Invoice transactions.

• Enable the option once and update details easily in future transactions.

e-Way Bill along with e-Invoice

• Generate e-Way Bills together with e-Invoices more easily.

• Supports e-Way Bill generation for credit notes and transactions below the threshold limit.

e-Invoicing without UoM

• Generate e-Invoices even when Unit of Measure (UoM) is not used in transactions.

• Supports both goods and service transactions without UoM.

Party GSTIN/UIN Same as Company GSTIN/UIN

• Upload transactions even when party GSTIN/UIN matches the company GSTIN/UIN.

• Accept such transactions from Uncertain Transactions and proceed with upload.

Accept As Is for Blank HSN/SAC

• Accept transactions without HSN/SAC details when turnover is below ₹5 crore.

• Mark such transactions as valid directly from Uncertain Transactions.

JSON Export for GSTR-3B

• Export GSTR-3B JSON with details of all sections and transactions.

• Even zero-value sections are included, allowing easier updates on the GST portal.

Multiple GST Registrations in a Single Company

• Specify GST Rate and HSN/SAC details separately in masters.

• Update GST details without affecting earlier transactions or returns.

• Enter GST Rate and HSN/SAC details in different masters.

• Override GST and HSN/SAC details during voucher creation when required.

• Update GST registration information such as GSTIN and registration type.

• Modify mailing details without impacting earlier transactions or returns.

• Define slab rates in stock items, stock groups, ledgers, or company level.

• Record transactions for specific GST registrations.

• Override GST rates and HSN/SAC codes in vouchers.

• Manage GST status such as Reconciled, Unreconciled, or Mismatched.

• Set a default GST registration for specific voucher types.

• Automatically apply the selected GST registration during voucher creation.

• Retain original voucher numbers when vouchers are inserted or deleted.

• Maintain numbering consistency in automatic or multi-user auto numbering systems.

• Create separate voucher numbering series for each GST registration.

• Avoid conflicts of voucher numbers in company data and GST returns.

• Open GST return reports quickly.

• Export returns for specific GST registrations or all registrations.

• Track activities related to GST return filing.

• Import JSON files from the GST portal.

• Reconcile transactions with supplier data.

• Identify mismatches and potential matches for reconciliation.

• Apply filters to reports to analyse business data quickly.

• Use basic, multi, or advanced filters to find information easily.

• Generate and share payment links or QR codes using payment gateways or UPI.

• Enable customers to make payments instantly.

• Track reconciled and unreconciled payment requests.

• View a summary of payment status in a dedicated report.

• Export and import transactions for specific or multiple GST registrations.

• Support multiple formats such as JSON, Excel, and CSV.

• Improved migration, repair, import, and synchronisation processes.

• View progress and identify exceptions during data management tasks.

• View company migration or repair status before starting the process.

• Track progress during migration or repair.

• View a summary report showing masters and vouchers before and after migration or repair.

• Identify errors or exceptions during migration, repair, import, or synchronisation.

• Resolve issues immediately or later as required.

• Reset GST portal data imported for reconciliation.

• Re-import GST data while keeping book data intact.

• Connect or disconnect multiple companies to Tally.NET services from a single screen.

• Income Tax Computation reports updated with the latest tax slab rates as per Finance Budget 2023-24.

Edit Log

Digital Signature in PDF Documents

• Add dongle-based digital signatures to vouchers and reports exported as PDF.

• Digitally sign documents while exporting, e-mailing, or printing PDFs.

Introduction of Bottom Bar

Product Notifications

• Receive timely notifications about the latest TallyPrime releases and license-related issues.

• Stay informed about TSS validity and renewal.

• Get alerts for rental license expiry and renewal.

Connected Experience for e-Way Bill

Save View for Reports

• Save preferred configurations for reports as custom views.
• Save views for specific periods or masters such as Party Ledger or Stock Item.
• Save views for all companies on a computer or for a specific company.

Online GSTIN/UIN and HSN/SAC Validation

• Validate GSTIN/UIN details for single or multiple parties.
• Validate HSN/SAC details for stock items.

Reports in Browser

• Access reports through a mobile-responsive browser interface.
• Easily change report periods in the browser.
• Download reports with improved file naming including date and timestamp.

e-Payments in TallyPrime

• Extended e-payment support to RazorpayX Bank and Axis Bank.

• Generate payment instructions and process payments directly from TallyPrime.

TCS Calculation (Realisation / Accrual)

TCS Exemption for Buyers Deducting TDS

• Allows TCS exemption for buyers who are already deducting TDS.

• Users can configure exemption settings in the system.

• Enables updating challan details through the TDS Challan Details of Buyer report.

• Helps avoid double taxation and ensures compliance.

TCS Exemption for Government Buyers

• Allows configuration of TCS exemption for buyers listed as government entities.

• Ensures correct tax calculation in transactions.

• Helps maintain accurate compliance with tax rules.

Form 27EQ for TCS

• Supports generation of Form 27EQ text file.

• Complies with the latest TCS budget provisions.

• Helps ensure accurate and timely TCS return filing.

Ledgers Without PAN (TCS)

• Provides a report to identify buyers without PAN details.

• Helps users find and update missing PAN information.

• Ensures accurate TCS compliance and reporting.

Flexible TCS Configuration

• Allows TCS configuration at stock item level or sales ledger level.
• Provides flexibility based on business requirement.
• Saves time when managing multiple stock items.
• Ensures accurate and efficient TCS calculation.

e-Invoice Sandbox Experience

• Provides a safe environment to practice e-invoicing without affecting GST returns.

• Allows generate, cancel, and manage single or bulk e-invoices.

• Works even without active TSS or in Educational mode.

• Useful for learning and testing e-invoice process.

Section-wise JSON Export of GSTR-1 (IFF Support)

Oman VAT Support

• Supports VAT implementation for Oman effective from 16-April-2021.

• Allows enabling VAT, setting registration details, configuring tax rates, creating duty masters, and applying VAT in transactions.

Support for Kenya e-VAT Return Template

QR Code in e-Invoices

• Resolves issue of missing QR code after splitting company data.

• Ensures IRN details and QR code are carried forward correctly after data split.

e-Invoice

e-Payments

• Simplifies offline payment processing through bank ledger after activation.

• Allows export of transactions from vouchers or reports for bulk upload.

• Supports major banks like HDFC, ICICI, SBI group, Kotak, YES Bank, and others.

On the Fly Access (Go To / Switch To)

• Go To (Alt+G) allows navigation from anywhere in TallyPrime.

• Quickly open reports, masters, or vouchers without leaving the current screen.

• Switch To helps move to another task easily after completing the current activity.

• Saves time and improves workflow speed.

Consistent & Easy Interactions

• Buttons and shortcuts are uniform across masters, vouchers, and reports.
• Gateway of Tally is organised into Masters, Vouchers, Utilities, and Reports.
• Interface is simple and easy to understand.
• Supports improved mouse interactions.

List Experience (Selection Table)

• Displays data in table format for easy viewing.
• Supports expand and collapse options.
• Allows search within lists.
• Enables on-the-spot creation of items such as bank names, users, etc.

Enhanced Capabilities in Reports

• Right button bar is simplified for easy use.
• Function keys F2–F10 work consistently across reports.
• Includes Basis of Values (Ctrl+B) for report configuration.
• Change View (Ctrl+H) helps modify report display.
• Provides Exception Reports for better analysis.

Ease of Data Entry (Vouchers & Masters)

• Supports Change Mode (Ctrl+H) for flexible data entry.
• Allows copy and paste (Ctrl+C / Ctrl+V).
• Quick switching using F10.
• More Details (Ctrl+I) option for additional information.
• Chart of Accounts helps manage multiple masters easily.

Company Creation

• Easy creation of new companies.
• Configure Accounting, Inventory, Taxation, and Payroll.
• Option to create inventory-only companies.
• Simple setup process.

Features & Preferences (F11 & F12)

• F11 for enabling or disabling features.
• F12 for configuration and preferences.
• Options are well organised and easy to access.
• Provides flexibility in settings and reports.

Application & Task Management (Top Menu)

• Top menu provides access to Company, Data, and Exchange options.
• Easily perform tasks like Import, Export, Email, and Print.
• Includes auto-login option.
• Access to Control Centre available.

Product Information (About Page)

• Shows product details and license information.
• Displays TDL details and company data.
• Shows connectivity status.
• Provides update information in one place.

Cost-Effective Printing

• Optimised printing helps reduce paper usage.
• Saves printing cost and ink.
• Allows control over header details in multi-page invoices.

Analyse Data & Verify

• Provides analysis reports for better understanding of data.
• Helps identify errors and exceptions.
• No additional setup required.
• Ensures accuracy of vouchers and masters.

Extension (VAT, Service Tax, Excise)

• Extensions available for VAT, Service Tax, and Excise.
• Helps access old data when required.
• Useful for reviewing previous taxation records.