How to Install Tally Prime
Step-by-step guide to downloading and installing Tally Prime on your system.
Installation Steps
- Download: Go to the official Tally Solutions website and download the Tally Prime installer.
- Run Installer: Locate the downloaded file (e.g.,
setup.exe) and double-click it.
- Select Install: In the Tally Prime Installer window, click "Install".
- Optional: Click "Configure" if you want to change the application path or create a desktop shortcut.
- Wait: The installation process will begin and complete automatically.
- Start Tally: Once finished, Tally Prime will launch.
Duplicate Vouchers
Learn how to clone entries instantly to save hours of manual typing.
How to Duplicate entries in Tally
Instead of creating recurring entries like Rent or Salary from scratch every month, duplicate them!
- Go to the Day Book or any Ledger Voucher screen.
- Highlight the entry you want to copy.
- Press Alt + 2.
- A new voucher opens with all details (Party Name, Narration, etc.) copied.
- Change the Date (F2) and Amount if needed, then press Ctrl + A to save.
Works in both Tally ERP 9 and Tally Prime.
Pop-up Calculator
Calculate GST, Discounts, and Totals without leaving the voucher screen.
Using the Tally Calculator
Tally has a powerful built-in calculator that automatically fills the result into your amount field.
- While typing an amount: Press Alt + C.
- The calculator panel opens at the bottom.
- Type `1000*18%` or `5000/2`.
- Press Enter. The result (`180` or `2500`) automatically jumps into the amount field!
Bonus: You can also use Ctrl + N to open the calculator for general calculations.
Superfast Date Entry
Never type full dates again. Use these single-letter shortcuts.
Date Shortcuts
Speed up your data entry with these keys:
- T: Changes date to Today (System Date).
- Y: Changes date to Yesterday.
- + (Plus Key): Jumps to the Next Day.
- - (Minus Key): Jumps to the Previous Day.
- M / Month Name: Typing "MAY" detects 1-May automatically.
View Reports on Mobile
Access your Balance Sheet and P&L from any browser, anywhere.
Tally on Browser
Tally Prime allows secure remote access to reports.
- Open Company in Tally Prime.
- Press F1 > Tally.NET User.
- Add your email ID and enable "Browser Access".
- Go to tallysolutions.com and login.
- You can now view and download reports on your phone!
Cancel vs Delete
Safely remove an entry without breaking your Voucher Numbering sequence.
Why Cancel instead of Delete?
If you Delete (Alt + D) voucher #5, your sequence breaks (1, 2, 3, 4, 6...).
The Solution:
Press Alt + X to Cancel the voucher.
The voucher remains in the book as "Cancelled", keeping the number #5 occupied but with zero values, ensuring your audit trail is perfect.
Cheque Printing Setup
Configure Tally to print directly onto your bank cheque leaves.
Enabling Cheque Printing
- Go to Ledger Alteration for your Bank Ledger.
- Set "Enable Cheque Printing" to Yes.
- Click "Set Cheque Printing Configuration".
- Select your Bank Name from the list (requires internet).
- Tally will auto-set the dimensions. Now just Ctrl+P on a Payment Voucher!
Repeat Narration
Type less by reusing the narration from the previous voucher with one click.
How to Auto-Fill Narration
Typing the same narration over and over? (e.g., "Being Rent Paid for...")
- On the narration field, simply press Ctrl + R.
- Tally will paste the narration from the last saved voucher of the same type.
- Press it again to scroll back to previous narrations!
Save Custom Reports
Configure a report once (columns, period) and save it forever.
Using 'Save View' (Prime Feature)
Stop configuring columns every time you open a report!
- Open any report (e.g., Balance Sheet).
- Press F12 and configure it perfectly (e.g., Show Percentages: Yes).
- Now press Ctrl + L (Save View).
- Give it a name like "My Monthly Balance Sheet".
- Next time, just use "Go To" to find your custom report instantly.
Change Voucher Mode
Switch between Item Invoice, Accounting Invoice, and Journal modes instantly.
The Magic of Ctrl + H
Stuck in "Item Invoice" when you want to book unlimited "Services"?
- Press Ctrl + H (Change Mode) on any voucher screen.
- Item Invoice: For inventory billing.
- Accounting Invoice: For service billing (no stock items).
- Double Entry: For traditional Dr/Cr view.
Create Ledgers Instantly
Never leave your voucher creation screen to make a new Ledger or Item.
Alt + C: The Universal Creator
If you are typing a Party Name or Stock Item that doesn't exist:
- Don't go back! Just press Alt + C.
- A creation screen pops up right there.
- Create your Ledger/Item and save.
- You are taken back to your voucher with the new item selected.
Auto Bank Reconciliation
Upload your Excel bank statement to reconcile thousands of entries in minutes.
Import Bank Statement
Stop manually checking dates!
- Go to Banking > Bank Reconciliation.
- Select your Bank Ledger.
- Press Alt + O (Import).
- Select Bank Statement.
- Choose the Excel/PDF file provided by your bank.
- Tally will auto-set the dimensions. Now just Ctrl+P on a Payment Voucher!