Tally Course
The Tally Course is designed for students, job seekers, business owners, and accounting professionals who want to learn computerized accounting and business management using Tally. The course provides practical knowledge of accounting principles, company creation, ledger management, vouchers, GST, inventory, banking, payroll, reports, and financial statements.
Whether you are a beginner or already familiar with basic accounting, this course helps you develop practical skills required for day-to-day accounting and office work.
Course Objectives
After completing the Tally Course, learners will be able to:
Understand the fundamentals of accounting and bookkeeping.
Create and manage companies in Tally.
Configure accounting and financial settings.
Create groups, ledgers, and stock items.
Record different types of accounting vouchers.
Manage purchases, sales, receipts, and payments.
Handle inventory and stock transactions.
Understand and manage GST transactions.
Generate invoices and business reports.
Perform bank reconciliation.
Manage basic payroll information.
Generate financial statements and accounting reports.
Take backups and restore company data.
Use Tally efficiently for day-to-day business accounting.
Module 1: Introduction to Accounting
Before working with Tally, students learn the basic concepts of accounting.
Topics Covered
Meaning of Accounting
Bookkeeping and Accounting
Objectives of Accounting
Importance of Accounting
Types of Accounts
Personal Account
Real Account
Nominal Account
Debit and Credit
Accounting Transactions
Basic Accounting Principles
Accounting Cycle
Basic Accounting Rules
Students learn the traditional rules:
Personal Account:
Debit the receiver, Credit the giver.
Real Account:
Debit what comes in, Credit what goes out.
Nominal Account:
Debit all expenses and losses, Credit all incomes and gains.
Module 2: Introduction to Tally
This module introduces learners to Tally and computerized accounting.
Topics Covered
What is Tally?
Features of Tally
Advantages of Computerized Accounting
Tally interface
Gateway and menus
Company management
Configuration and settings
Keyboard shortcuts
Navigation in Tally
Students learn how Tally can be used to maintain accounting records and generate business reports.
Module 3: Company Creation and Management
A company must be created before accounting transactions can be recorded.
Topics Covered
Creating a company
Company name and address
Financial year
Books beginning date
Company features
Company configuration
Altering company information
Selecting a company
Shutting a company
Deleting a company
Maintaining multiple companies
Practical Exercise
Students create a sample business company and configure its basic accounting details.
Module 4: Groups and Ledgers
Ledgers are essential for recording accounting transactions.
Topics Covered
Meaning of Ledger
Meaning of Groups
Predefined groups
Primary groups
Sub-groups
Creating ledgers
Altering ledgers
Deleting ledgers
Ledger classification
Opening balances
Common Ledgers
Cash
Bank
Sales
Purchase
Capital
Rent
Salary
Electricity
Customers
Suppliers
Module 5: Accounting Vouchers
Tally uses vouchers to record different types of business transactions.
Major Voucher Types
Contra Voucher
Payment Voucher
Receipt Voucher
Journal Voucher
Sales Voucher
Purchase Voucher
Debit Note
Credit Note
Practical Transactions
Students practice recording:
Cash deposits
Cash withdrawals
Purchases
Sales
Expenses
Income
Receipts
Payments
Adjustments
Module 6: Cash and Bank Transactions
This module focuses on managing cash and bank-related transactions.
Topics Covered
Cash transactions
Bank transactions
Cash deposits
Cash withdrawals
Bank payments
Bank receipts
Cheque transactions
Cash book
Bank book
Bank reconciliation
Module 7: Inventory Management
Tally can be used to maintain stock and inventory records.
Topics Covered
Introduction to Inventory
Stock Groups
Stock Categories
Stock Items
Units of Measurement
Godowns/Locations
Opening stock
Purchase of stock
Sale of stock
Stock transfer
Stock adjustment
Stock valuation
Practical Exercises
Students can maintain inventory for a sample retail or trading business.
Module 8: Purchase and Sales Management
This module explains how businesses record purchases and sales.
Purchase
Purchase transactions
Purchase invoices
Purchase returns
Supplier management
Purchase reports
Sales
Sales transactions
Sales invoices
Customer management
Sales returns
Sales reports
Students learn how accounting and inventory information can be maintained together.
Module 9: GST in Tally
GST is an important part of computerized accounting for applicable businesses in India. This module introduces learners to recording GST-related transactions in Tally.
Topics Covered
Introduction to GST
GST registration basics
GSTIN
Taxable transactions
CGST
SGST
IGST
Input Tax Credit
GST ledgers
GST configuration
GST sales transactions
GST purchase transactions
GST invoices
GST reports
GST rules, rates, return requirements, and compliance procedures can change. Practical training should therefore be aligned with the current rules applicable to the business.
Module 10: Invoice Creation
Students learn to prepare professional invoices using Tally.
Topics Covered
Sales invoice
Purchase invoice
Tax invoice
Invoice numbering
Customer details
Product details
Quantity and rate
Discount
Tax calculation
Printing invoices
Saving and sharing invoices
Module 11: Cost Centres and Cost Categories
Cost centres help businesses track income and expenses according to departments, projects, employees, or other business units.
Topics Covered
Meaning of Cost Centre
Creating Cost Centres
Cost Categories
Allocating expenses
Department-wise expenses
Project-wise tracking
Cost Centre reports
Module 12: Budgets and Scenarios
Students learn the basics of planning and monitoring business finances.
Topics Covered
Creating budgets
Budget periods
Budget for groups
Budget for ledgers
Comparing actual figures with budgets
Understanding budget reports
Module 13: Payroll Management
Tally can also be used for maintaining employee and payroll information, depending on the features and version being used.
Topics Covered
Employee creation
Employee groups
Pay heads
Salary structures
Attendance
Payroll vouchers
Salary processing
Payslips
Payroll reports
Module 14: Banking Features
This module covers commonly used banking functions.
Topics Covered
Bank ledger management
Cheque transactions
Deposit slips
Payment transactions
Bank reconciliation
Bank statements
Banking reports
Module 15: Financial Statements
Financial statements help businesses understand their financial position and performance.
Topics Covered
Trial Balance
Profit and Loss Account
Balance Sheet
Cash Flow
Fund Flow
Ratio Analysis
Outstanding Receivables
Outstanding Payables
Understanding Reports
Students learn how to read accounting reports and use them to understand business transactions.
Module 16: Reports in Tally
Tally provides various reports for accounting, inventory, taxation, and business analysis.
Important Reports
Day Book
Cash Book
Bank Book
Ledger Report
Group Summary
Trial Balance
Profit & Loss Account
Balance Sheet
Stock Summary
Sales Register
Purchase Register
Outstanding Receivables
Outstanding Payables
Tax-related reports
Module 17: Data Security and Backup
Accounting data is important and should be protected properly.
Topics Covered
Company data backup
Data restoration
Security controls
User access
Password protection
Data management
Avoiding accidental deletion
Maintaining multiple backups
Best Practices
Take regular backups.
Protect accounting data with appropriate access controls.
Store backups securely.
Verify important financial data regularly.
Module 18: Tally Shortcuts and Productivity
Keyboard shortcuts can improve speed and efficiency.
Students learn commonly used shortcuts for:
Creating vouchers
Saving transactions
Searching
Navigating reports
Changing dates
Switching between screens
Printing
Exporting reports
Module 19: Practical Accounting Projects
The course includes practical exercises based on real-world business situations.
Students can practice creating a complete accounting system for a sample business.
Example Project
ABC Traders
Students may record:
Company creation
Capital introduced
Cash and bank accounts
Customer and supplier ledgers
Purchase transactions
Sales transactions
Expenses
Receipts
Payments
GST transactions
Inventory transactions
Bank reconciliation
Outstanding reports
Trial Balance
Profit & Loss Account
Balance Sheet
Career Opportunities After Tally Course
Tally skills can be useful for various accounting and office-related roles, depending on the learner’s qualifications and experience.
Possible roles include:
Junior Accountant
Accounts Assistant
Tally Operator
Accounting Executive
Billing Executive
Data Entry Operator
GST/Accounts Assistant
Inventory Assistant
Office Assistant
Payroll Assistant
Learners can also use their skills for maintaining accounts in small businesses and organizations.
Who Can Join the Tally Course?
The course is suitable for:
Students
Beginners
Job seekers
Commerce students
Business owners
Office employees
Account assistants
Billing staff
Entrepreneurs
Anyone interested in computerized accounting
Basic computer knowledge is helpful, while beginners can learn the required computer skills during the course.
Course Benefits
After completing the course, learners can develop practical skills in:
Computerized accounting
Ledger management
Voucher entry
Purchase and sales accounting
Inventory management
GST-related accounting
Invoice preparation
Banking transactions
Payroll basics
Financial reporting
Accounting data management
Practical Training
A practical Tally course should combine accounting concepts with hands-on computer practice. Instead of only learning menus and commands, students should work with realistic business transactions and prepare complete accounting records.
Practical exercises may include:
Creating a company
Creating groups and ledgers
Recording daily transactions
Preparing invoices
Maintaining stock
Recording GST transactions
Reconciling bank accounts
Checking outstanding amounts
Generating financial statements
Taking company backups
Assessment
Learners can be evaluated through:
Accounting theory tests
Voucher-entry exercises
Ledger creation tasks
Inventory assignments
GST exercises
Invoice preparation
Practical projects
Financial report generation
Final practical examination
Conclusion
The Tally Course provides learners with a practical foundation in computerized accounting and business record management. Starting with basic accounting principles and progressing to ledgers, vouchers, inventory, GST, banking, payroll, and financial reports, the course helps students build skills that can be applied in real-world accounting and office environments.
With regular practical practice and a good understanding of accounting concepts, learners can become more confident in maintaining business accounts and working with computerized accounting systems.