How to Learn Tally Course - A Step by Step Guide

December 20, 2024
Accounting & GST Training, Tally Course

How to Learn Tally: A Complete Step-by-Step Guide (Beginner to Advanced)

(By Excellent Infotech — Best Tally Institute in Jaipur)

Tally is one of the most widely used accounting and business management software in India. From small shops to large companies, almost every business relies on Tally Prime for bookkeeping, GST, payroll, and inventory control. If you want a stable career in accounting, Tally is the first skill you must master.

This step-by-step guide will teach you how to learn Tally from scratch—using practical examples, case studies, and job-focused training insights. Whether you're a student, business owner, or job seeker, this guide is designed to make you job-ready.

As one of the Best Tally Institute in Jaipur, Excellent Infotech ensures students get practical, project-based Tally training that aligns with real-world accounting jobs.

Why Should You Learn Tally?

Before starting with the steps, here’s why Tally is important:

90%+ businesses in India use Tally Prime
Easy-to-learn skill with high job demand
Required for accounting, billing, GST, inventory & payroll jobs
Helps manage your business accounts independently
Certified Tally professionals earn ₹15,000 – ₹35,000 (freshers)

If you want practical training, demo classes, and placement help, you can enroll at Excellent Infotech—the trusted Tally course in Jaipur for career-oriented learners.

Step 1: Build Your Basics of Accounting

Tally becomes easy when your accounting concepts are clear. Learn:

Debit & Credit rules
Journal entries
Ledger & groups
Assets, liabilities, capital
Trial balance
Profit & Loss
Balance Sheet

Imaginary Example

Suppose you start a shop “GreenMart Store.” You invest ₹50,000.

Entry:

Debit: Cash A/c
Credit: Capital A/c

This small concept will help you understand Tally entries faster.

Step 2: Choose the Right Tally Course

At Excellent Infotech, we provide job-focused Tally training. Choose based on your goals:

1. Tally for Beginners

Suitable for freshers. Covers:

Accounting basics
Ledger creation
Vouchers
Reporting

2. Tally with GST Course

Best for GST-related jobs. Includes:

GST setup
GST purchase & sales
GSTR-1 & 3B
E-invoice basics

3. Advanced Tally Course

For job seekers who want to handle full accounts:

Payroll
TDS
Inventory
Cost centers
Bank Reconciliation
MIS Reports

Visit our Tally Course Details page to compare modules.

If you’re planning to start accounting as a career, joining a professional Tally training institute in Jaipur ensures faster learning and better job opportunities.

Step 3: Install Tally Prime & Learn the Interface

✔ Installation Steps:

Go to the official Tally Solutions website
Download Tally Prime
Install & open in Educational Mode

✔ Explore the Interface:

Gateway of Tally
Masters (F11, F12)
Vouchers: Sales, Purchase, Receipt, Payment
Reports: Balance Sheet, P&L, Daybook

Imaginary Practical Task

Create company: “Excellent Traders Pvt. Ltd.”

Financial Year: 01-04-2024
Books From: 01-04-2024
Currency: INR

This gives hands-on confidence.

Step 4: Learn Core Features Step-by-Step

Don’t rush—learn one feature at a time.

4.1 Ledger & Group Creation

Examples:

Cash A/c → Cash-in-Hand
Rahul (Customer) → Sundry Debtors
Sharma Traders → Sundry Creditors
Purchase A/c → Purchase Group

Practical Example

You buy ₹20,000 goods + 18% GST from Sharma Traders.
Create:

Purchase A/c
CGST 9%
SGST 9%

4.2 Voucher Entry (Most Important Skill)

Practice:

Sales
Purchase
Receipt
Payment
Journal

Example: Your customer Rahul pays ₹5,000. Use Receipt Voucher.

4.3 GST in Tally (Highly demanded skill)

Steps:

Enable GST in F11
Create GST ledgers
Set tax rates on stock items
Make GST-based sales/purchases
View GSTR-1 and GSTR-3B

Imaginary Example

You sell goods worth ₹10,000 + 18% GST to Royal Enterprises.

Entry:

Debit: Royal Enterprises
Credit: Sales
Credit: CGST 9%
Credit: SGST 9%

4.4 Bank Reconciliation

Match Tally vs Bank.

Example:

Bank statement = ₹1,00,000
Tally = ₹98,000

Difference = missing entries.

4.5 Inventory Management

Tally is also an inventory software.

Features:

Stock Items
Categories
Godowns
Stock Journal
Transfers

Example:
Create item:

Name: HP Laptop 15s
Qty: 10
GST: 18%

4.6 Payroll

Helps handle salary, PF, ESI, etc.

Example:
Salary: ₹18,000

PF: ₹1,800
ESI: ₹360

Tally generates payslip automatically.

Step 5: Practice Real Scenarios (Job-Level Training)

Imaginary Case Study: SuperMart Wholesale

Transactions:

Capital ₹1,00,000
Purchase ₹40,000 + GST
Sales ₹60,000 + GST
Customer paid ₹30,000
Salary ₹10,000
Rent ₹6,000
Bank Charges ₹300
Electricity ₹800

Practice these:

Trial Balance
P&L
Balance Sheet
Stock Summary

This is equal to 1 week of real-job training.

If you want practical case-study–based learning, join a professional Tally coaching in Jaipur to build real-world accounting skills.

Step 6: Get Certified

Benefits:

Increases job opportunities
Looks strong on resume
Helps in interviews
Companies prefer certified candidates

Check our Tally Certification Course page.

Step 7: Use Shortcuts & Pro Tips

Shortcuts:

Alt + C → Create ledger
Ctrl + A → Save
F11 / F12 → Features & Configurations

Pro Tips:

Regularly backup companies
Learn GST schemes
Use Cost Centers
Automate entries using Voucher Class

Step 8: Stay Updated & Practice Daily

Tally keeps updating—especially GST rules.

Follow:

Our Tally Updates Blog
YouTube tutorials
Tally official blog

Daily practice = faster mastery.

Conclusion

Learning Tally is easy—if you follow a structured roadmap. Start with accounting basics, practice real-world entries, master GST & payroll, and get certified.

For practical, job-oriented learning, join Excellent Infotech — Best Tally Institute in Jaipur, known for expert faculty and hands-on Tally training.