Tally 9: The Ultimate Accounting and Inventory Software - Download PDF Now

Tally 9 Tutorial Pdf Free Download

If you are looking for a comprehensive and easy-to-follow guide on how to use Tally 9, the popular accounting and inventory management software, you have come to the right place. In this article, we will show you how to download and install Tally 9, how to start and configure it on your computer, how to use it for various business functions, and how to access more resources and learning materials to master this powerful tool. By the end of this article, you will be able to use Tally 9 confidently and efficiently for your personal or professional needs.

Tally 9 Tutorial Pdf Free Download

What is Tally 9?

Tally 9 is one of the most widely used financial software in the world. It is designed to automate and integrate all your business operations, such as sales, finance, purchasing, inventory, and manufacturing. With Tally 9, you can generate accurate and up-to-date reports, manage your taxes and payroll, and comply with statutory regulations. Tally 9 is also a multi-lingual software that supports multiple currencies and units of measure.

Why do you need a Tally 9 tutorial pdf?

Tally 9 is a user-friendly software that does not require any accounting codes or complex calculations. However, it has many features and options that can be customized according to your business needs. To make the most of Tally 9, you need to learn how to set up your company data, how to enter transactions, how to view reports, how to adjust entries, how to backup and restore data, and how to troubleshoot errors. A Tally 9 tutorial pdf can help you learn all these aspects in a systematic and practical way. A Tally 9 tutorial pdf can also serve as a handy reference guide that you can consult whenever you have doubts or queries.

How to download and install Tally 9

Before you can start using Tally 9, you need to download and install it on your computer. Here are the steps to do so:

• Go to https://tallysolutions.com/download/ and click on the "Download" button under "Tally.ERP 9 Release".

• Save the file "TallyERP9_Installer.exe" on your computer.

• Double-click on the file "TallyERP9_Installer.exe" to start the installation process.

• Follow the instructions on the screen to complete the installation.

• Once the installation is done, you will see a shortcut icon for Tally 9 on your desktop.

System requirements

To run Tally 9 smoothly on your computer, you need to have the following minimum system requirements:

• Operating system: Windows 7 or later

• Processor: 1.8 GHz or higher

• RAM: 4 GB or more

• Hard disk space: 150 MB or more

• Monitor resolution: 1024 x 768 or higher

How to start Tally 9 on your computer

Now that you have installed Tally 9 on your computer, you are ready to start using it. Here are the steps to launch the software and create your company data:

• Double-click on the shortcut icon for Tally 9 on your desktop.

• You will see the Tally 9 startup screen with the following options: "Create Company", "Select Company", "Quit".

• If you are using Tally 9 for the first time, you need to create a company. Click on "Create Company".

• You will see a form where you need to enter the basic details of your company, such as name, address, currency, financial year, etc. Fill in the required fields and click on "Create".

• You will see a confirmation message that your company has been created. Click on "Accept".

• You will be taken to the main menu of Tally 9, where you can access various features and options.

Configuring features and options

Before you start entering transactions and generating reports, you need to configure some features and options according to your business needs. To do so, follow these steps:

• From the main menu of Tally 9, press F11 to access the "Features" screen.

• You will see a list of features that you can enable or disable, such as accounting features, inventory features, statutory and taxation features, etc. Select the feature that you want to configure and press Enter.

• You will see a sub-menu with various options that you can modify, such as voucher types, invoice mode, GST details, payroll details, etc. Select the option that you want to change and press Enter.

• You will see a form where you can enter or edit the details of the option. Fill in the required fields and click on "Accept".

• Repeat steps 2 to 4 for any other feature or option that you want to configure.

• Once you are done with configuring the features and options, press Esc to go back to the main menu.

How to use Tally 9 for accounting and inventory management

Tally 9 is a comprehensive solution for accounting and inventory management. You can use it to record transactions, track inventory movements, manage receivables and payables, generate financial statements, and analyze your business performance. To use Tally 9 for accounting and inventory management, you need to understand some basic concepts and terms:

Basic concepts of accounts and inventory

Tally 9 follows the double-entry system of accounting, which means that every transaction affects two accounts: one is debited and one is credited. For example, if you buy goods worth Rs.10,000 from a supplier on credit, your purchase account is debited and your creditor account is credited.

Tally 9 also follows the perpetual system of inventory, which means that every inventory movement is recorded in real-time. For example, if you sell goods worth Rs.15,000 to a customer on credit, your sales account is credited and your stock account is debited.

To record transactions and track inventory movements in Tally 9, you need to create some masters and vouchers. Masters are the basic data elements that define your business entities, such as groups, ledgers, stock items, units of measure, etc. Vouchers are the documents that record your transactions and inventory movements, such as sales invoices, purchase orders, payment receipts, stock journals, etc.

Creating groups, ledgers, vouchers, and cost centers

To create groups, ledgers, vouchers, and cost centers in Tally 9, follow these steps:

• From the main menu of Tally 9, go to "Accounts Info" or "Inventory Info" depending on whether you want to create an accounting master or an inventory master.

• Select the type of master that you want to create, such as groups, ledgers, stock items, units of measure, etc.

• Select "Create" from the sub-menu.

such as name, alias, parent group, opening balance, etc. Fill in the required fields and click on "Accept".

• Repeat steps 2 to 4 for any other master that you want to create.

• Once you have created the masters, you can start creating vouchers. From the main menu of Tally 9, go to "Voucher Entry".

• Select the type of voucher that you want to create, such as sales, purchase, payment, receipt, etc.

• You will see a form where you need to enter the details of the voucher, such as date, reference number, party name, ledger name, amount, narration, etc. Fill in the required fields and click on "Accept".

• Repeat steps 6 to 8 for any other voucher that you want to create.

• If you want to create cost centers to track your income and expenses by different segments or departments, you need to enable the cost center feature first. To do so, press F11 from the main menu and select "Accounting Features". Then set "Maintain Cost Centres" to "Yes".

• Then go to "Accounts Info" and select "Cost Centres". Select "Create" from the sub-menu.

• You will see a form where you need to enter the details of the cost center, such as name, alias, parent cost center, etc. Fill in the required fields and click on "Accept".

• Repeat steps 10 to 12 for any other cost center that you want to create.

• When you create vouchers, you can allocate them to different cost centers by selecting them from the list.

Recording transactions and generating reports

Once you have created the masters and vouchers in Tally 9, you can record your transactions and generate various reports to monitor and analyze your business performance. To record transactions and generate reports in Tally 9, follow these steps:

• To record a transaction, go to "Voucher Entry" from the main menu and select the type of voucher that matches your transaction. For example, if you want to record a sale of goods on credit, select "Sales" as the voucher type.

• Enter the details of the transaction in the voucher form, such as date, party name, ledger name, amount, etc. You can also enter additional details such as invoice number, tax details, cost center details, etc. if required.

• Click on "Accept" to save the voucher. You will see a confirmation message that your voucher has been recorded.

• Repeat steps 1 to 3 for any other transaction that you want to record.

• To generate a report, go to "Display" from the main menu and select the type of report that you want to view. For example, if you want to view your profit and loss statement, select "Profit and Loss Account" as the report type.

• You will see a report that shows your income and expenses for a given period. You can change the period by pressing F2 or use other function keys to modify the report format and appearance.

• You can also drill down into any item in the report by pressing Enter. This will show you more details about that item. For example, if you drill down into your sales account in the profit and loss statement, you will see a list of sales vouchers for that period.

• You can also print or export any report by pressing Alt+P or Alt+E respectively. This will allow you to save or share your report in different formats such as PDF, Excel, HTML, etc.

• Repeat steps 5 to 8 for any other report that you want to generate.

How to enable GST and payroll in Tally 9

Tally 9 also supports GST and payroll features that can help you manage your taxes and employees easily and efficiently. To enable GST and payroll in Tally 9, follow these steps:

Activating GST and payroll features

To activate GST and payroll features in Tally 9, follow these steps:

• Press F11 from the main menu and select "Statutory & Taxation".

• Set "Enable Goods & Services Tax (GST)" to "Yes".

• Enter your GSTIN (GST Identification Number) and other details as required.

• Set "Enable Payroll" to "Yes".

• Enter your employer details and other details as required.

• Click on "Accept" to save the changes.

Creating tax and payroll masters

To create tax and payroll masters in Tally 9, follow these steps:

• Go to "Accounts Info" or "Inventory Info" from the main menu and select the type of master that you want to create, such as ledgers, stock items, units of measure, etc.

• Select "Create" from the sub-menu.

• Enter the details of the master as usual, such as name, alias, parent group, opening balance, etc.

• If you want to enable GST for the master, set "Is GST Applicable" to "Applicable". Then enter the GST details such as tax rate, HSN/SAC code, etc.

• If you want to enable payroll for the master, set "Is Payroll Applicable" to "Applicable". Then enter the payroll details such as employee category, employee group, attendance type, pay head, etc.

• Click on "Accept" to save the master.

• Repeat steps 1 to 6 for any other master that you want to create.

Computing tax and payroll liabilities and payments

To compute tax and payroll liabilities and payments in Tally 9, follow these steps:

• To compute GST liabilities and payments, go to "Display" from the main menu and select "Statutory Reports". Then select "GST".

• You will see a list of GST reports that show your GST transactions, returns, payments, etc. Select the report that you want to view. For example, if you want to view your GSTR-1 report, select "GSTR-1".

• You will see a report that shows your outward supplies for a given period. You can change the period by pressing F2 or use other function keys to modify the report format and appearance.

• You can also drill down into any item in the report by pressing Enter. This will show you more details about that item. For example, if you drill down into your B2B invoices in the GSTR-1 report, you will see a list of sales vouchers with GST details for that period.

• You can also print or export any report by pressing Alt+P or Alt+E respectively. This will allow you to save or share your report in different formats such as JSON, Excel, HTML, etc.

• To pay your GST liabilities, go to "Voucher Entry" from the main menu and select "Payment" as the voucher type. Enter the details of the payment voucher, such as date, party name, ledger name, amount, etc. Make sure to select "GST" as the type of duty/tax in the ledger allocation screen. Click on "Accept" to save the voucher.

• Repeat steps 1 to 6 for any other GST report or payment that you want to generate or record.

• To compute payroll liabilities and payments, go to "Display" from the main menu and select "Payroll Reports". Then select the type of report that you want to view. For example, if you want to view your payroll statement, select "Payroll Statement".

• You will see a report that shows your payroll transactions for a given period. You can change the period by pressing F2 or use other function keys to modify the report format and appearance.

• You can also drill down into any item in the report by pressing Enter. This will show you more details about that item. For example, if you drill down into your salary expense in the payroll statement, you will see a list of employee vouchers with payroll details for that period.

• You can also print or export any report by pressing Alt+P or Alt+E respectively. This will allow you to save or share your report in different formats such as PDF, Excel, HTML, etc.

etc. Make sure to select "Payroll" as the type of duty/tax in the ledger allocation screen. Click on "Accept" to save the voucher.

• Repeat steps 8 to 13 for any other payroll report or payment that you want to generate or record.

How to learn more about Tally 9

If you want to learn more about Tally 9 and its features and functions, you can access various online and offline resources and courses that can help you improve your skills and knowledge. Here are some of the resources and courses that you can use:

Online resources and courses

There are many online resources and courses that can help you learn Tally 9 at your own pace and convenience. Some of them are:

• Tally Help Portal: This is the official website of Tally Solutions, the company that develops and sells Tally 9. Here you can find user manuals, FAQs, videos, blogs, webinars, and other helpful materials that can guide you through various aspects of Tally 9.

• Tally Education: This is the official learning platform of Tally Solutions, where you can enroll in various online courses and certifications that can help you master Tally 9. You can also access free e-learning modules and practice tests that can enhance your learning experience.

• Udemy: This is a popular online learning marketplace where you can find thousands of courses on various topics, including Tally 9. You can choose from different levels, languages, durations, and prices of courses that suit your needs and preferences.

• YouTube: This is a popular video-sharing platform where you can find hundreds of videos on Tally 9 tutorial. You can watch them for free and learn from different instructors and experts who share their tips and tricks on how to use Tally 9 effectively.

Books and ebooks

If you prefer reading books or ebooks to learn Tally 9, you can find many options in online or offline bookstores. Some of the books and ebooks that you can use are:

• TALLY ERP 9.0 MADE SIMPLE by K.K. Gupta: This is a comprehensive book that covers all the features and functions of Tally 9 in a simple and easy-to-understand manner. It also includes practical examples, exercises, and illustrations that can help you apply your learning in real-life scenarios.

• TALLY ERP 9 (POWER OF SIMPLICITY): A Comprehensive Guide with GST by Dinesh Maidasani: This is a comprehensive book that covers all the aspects of Tally 9 with GST in a detailed and systematic way. It also includes case studies, screenshots, tables, charts, and diagrams that can help you visualize and understand the concepts better.

• TALLY ERP 9 (POWER OF SIMPLICITY): A Comprehensive Guide with GST by Dinesh Maidasani (Kindle Edition): This is the ebook version of the above book that you can read on your Kindle device or app.

• TALLY ERP 9: A Self Learning Manual by A.K. Nadhani (Kindle Edition): This is a self-learning manual that covers all the topics of Tally 9 in a step-by-step manner. It also includes quizzes, assignments, projects, and solutions that can help you test your knowledge and skills.

Tips and tricks

If you want to learn some tips and tricks on how to use Tally 9 more efficiently and effectively, you can follow these suggestions:

• Use keyboard shortcuts: Tally 9 has many keyboard shortcuts that can help you perform various tasks faster and easier. You can find a list of keyboard shortcuts in the Tally 9 help portal or in the user manual.

• Use data backup and restore: Tally 9 has a data backup and restore feature that can help you protect your data from loss or corruption. You can backup your data regularly and store it in a safe location. You can also restore your data in case of any problem or error.

• Use data synchronization: Tally 9 has a data synchronization feature that can help you share your data across multiple locations or devices. You can synchronize your data online or offline using Tally.NET or email. You can also control the access and security of your data.

• Use data audit: Tally 9 has a data audit feature that can help you monitor and verify your data for accuracy and completeness. You can audit your data by checking the vouchers, ledgers, groups, cost centers, etc. You can also view the audit trail and reports.

• Use support center: Tally 9 has a support center feature that can help you get assistance and guidance from the Tally experts. You can access the support center from within the software and raise your queries or issues. You can also view the status and resolution of your queries or issues.

Conclusion

Tally 9 is a powerful and versatile software that can help you manage your accounting and inventory needs with ease and efficiency. It can also help you comply with GST and payroll regulations and improve your business performance. To use Tal