TallyTips

Tally Prime Shortcut Keys

Posted on by Tally Academy

Shortcuts That Work Across Tally Prime

Shortcut Key Description
Alt+G To primarily open a report, and create masters and vouchers in the flow of work.
Ctrl+G To switch to a different report, and create masters and vouchers in the flow of work.
Alt + E To open the export menu for exporting masters, transactions, or reports.
Alt+K To open Company top menu.
Alt + K To open the company menu with the list of actions related to managing your company.
Alt + M To open the e-mail menu for sending transactions or reports.
Alt + O To open the import menu for importing masters, transaction, and bank statements.
Alt + P To open the print menu for printing transactions or reports.
Alt + Y To open the list of actions applicable to managing the company data.
Alt + Z To open the list of actions applicable to sharing or exchanging your company data.
Alt + F3 To select and open another company located in the same folder or other data paths.
Ctrl + F1 To open Tally Help topic based on the context of the screen that is open.
Ctrl + F3 To shut the currently loaded companies.
Ctrl + K To select the display language that is applicable across all screens.
Ctrl + W To select the data entry language that is applicable to all screens.
Ctrl + Left /
Ctrl + Right		 To move to the left-most/right-most drop-down top menu.
Ctrl + Up /
Ctrl + Down		 To move to the first/last menu in a section.
Home To from any point in a field to the beginning of the text in that field.
Home &PgUp To move from any line to the first line in a list.
End To move from any point in a field to the end of the text in that field.
End &PgDn To move from any line to the last line in a list.
Esc To go back to the previous screen by closing the currently open screen.
Esc To remove inputs that is provided/selected for a field.
F1 To open the Help menu.
F11 To open Company Features screen.
F12 To open the list of configurations applicable for the report/view.
F3 To switch to another company from the list of open companies.
Left arrow To move:
One position left in a text field
To the previous column on the left
To the previous menu on the left
Right arrow To move:
One position right in a text field
To the next column on the right
To the next menu on the right
Up arrow To move one line up in a list.
To move to the previous field.
Down arrow To move one line down in a list.
To move to the next field.

Shortcuts in Reports | Tally Prime Shortcut Keys

Shortcut Key Description
Alt + 2 To create an entry in the report, by duplicating a voucher.
Alt + A To add a voucher in a report.
Alt + A To alter a column
Alt + C To add a new column.
Alt + D To delete an entry from a report.
Alt + D To delete a column.
Alt + F1
Alt + F5		 To view the report in detailed or condensed format.
Alt + F12 To filter data in a report, with a selected range of conditions.
Alt + I To insert a voucher in a report.
Alt + N To auto repeat columns.
Alt + T To hide or show the details in a table.
Alt + U To display all hidden line entries, if they were removed.
Alt + V To open the GST Portal.
Ctrl + Alt + I To invert selection of line items in a report.
Ctrl + B To view values in different ways in a report.
Ctrl + Enter To alter a master during voucher entry or from drill-down of a report.
Ctrl + F12 To calculate balances using vouchers that satisfy the selected conditions.
Ctrl + H To change view – display report details in different views.
To navigate to Voucher View from Summary reports.
To navigate to post-dated cheque related transactions report.
Ctrl + J To view the exceptions related to a report.
Ctrl + R To remove an entry from a report.
Ctrl + Shift + End To select or deselect lines till the end.
Ctrl + Shift + Home To select or deselect lines till the top.
Ctrl + Space bar To select or deselect all lines in a report.
Ctrl + U To display the last hidden line (If multiple lines were hidden, pressing this shortcut repeatedly will restore the last hidden line first and follow the sequence).
Enter To drill down from a line in a report.
Shift + Enter To expand or collapse information in a report.
Shift + Sapce bar To select or deselect a line in a report.
Shift + Up /
Shift + Down		 To perform linear selection/de-selection multiple lines in a report.
Space bar To select/deselect a line in a report.

Shortcuts in Vouchers | Tally Prime Shortcut Keys

Shortcut Key Description
F4 To open Contra voucher.
F5 To open Payment voucher.
F6 To open Receipt voucher.
F7 To open Journal voucher.
F8 To open Sales voucher.
F9 To open Purchase voucher.
F10 To view list of all vouchers.
Alt + F5 To open Debit Note.
Alt + F6 To open Credit Note.
Alt + F7 To open Stock Journal voucher.
Alt + F8 To open Delivery Note.
Alt + F9 To open Receipt Note.
Alt + C To open the calculator panel from Amount field.
Alt + D To delete a voucher/transaction.
Alt + R To retrieve Narration from the previous ledger.
Alt + S To open the Stock Query report for the selected stock item.
Alt + V To open a manufacturing journal from the Quantity field of a journal voucher.
Ctrl + F4 To open Payroll voucher.
Ctrl + F5 To open Rejection Out voucher.
Ctrl + F6 To open Rejection In voucher.
Ctrl + F7 To open Physical Stock.
Ctrl + F8 To open Sales Order.
Ctrl + F9 To open Purchase Order.
Ctrl + D To remove item/ledger line in a voucher.
Ctrl + F To auto fill details.
Ctrl + H To change mode: open vouchers in different modes.
Ctrl + L To mark a voucher as Optional
Ctrl + R To retrieve the Narration from the previous voucher, for the same voucher type.
Ctrl + T To mark a voucher as Post-Dated.

Shortcuts in Masters & Vouchers | Tally Prime Shortcut Keys

Shortcut Key Description
Tab To go to the next input field.
Page Up To open the previously saved master or voucher.
To scroll up in reports.
Page Down To open the next master or voucher.
To scroll down in reports.
Backspace To remove the value typed.
Shift + Tab To go to the previous input field.
Alt + C To create a master, on the fly.
Alt + C To open the calculator panel.
Ctrl + I To add more details to a master or voucher for the current instance.
Alt + 4 /
Ctrl + 4		 To insert the base currency symbol in an input field.
Ctrl + C To copy text from an input field.
Ctrl + Alt + C To copy text from an input field.
Ctrl + V To paste input copied from a text field.
Ctrl + Alt + V To paste input copied from a text field.

Shortcuts for Vouchers & Reports | Tally Prime Shortcut Keys

Shortcut Key Description
Ctrl + E To export the current voucher or report.
Ctrl + M To e-mail the current voucher or report.
Ctrl + P To print the current voucher or report.
Alt + J To define stat adjustments.
Alt + X To cancel a voucher.
To cancel a voucher from a report.
Alt + Z To zoom in while on print preview.

Shortcuts for Reports, Vouchers & Masters | Tally Prime Shortcut Keys

Shortcut Key Description
+ To navigate to the next artifact in the context.
To increment the Report date or next report in a sequence of reports displayed.
– To navigate to the previous artifact in the context.
To decrement Report date or previous report in a sequence of reports displayed.
F2 To change the date of voucher entry or period for reports.
Alt + Enter To expand or collapse a group in a table.
Alt + F2 To change the date of voucher entry or period for reports.
Ctrl + End To move to the last field or last line.
Ctrl + Home To move to the first field or first line
Ctrl + A To accept or save a screen.
Ctrl + N To open or hide calculator panel.
Ctrl + Q To exit a screen or the application.

Shortcuts for Data Processing | Tally Prime Shortcut Keys

Shortcut Key Description
Ctrl + Alt + B To view the build information.
Ctrl + Alt + R To rewrite data.
Ctrl + Alt + T To view TDL / Add-on details
Alt + Z To synchronize data.
Alt + F4 To quit the application.

 

Form type in Tally ERP 9

Posted on by Tally Academy

Depending on the nature of sales transaction you can select the applicable Form Type.

  • C Form is for sales made to registered customers.
  • D Form is for sales made to government.
  • F Form is for Branch transfers.
  • H Form is for deemed exports.
  • I Form is for SEZ Customers.
  • J Form is for sale made to Diplomatic Mission & U.N etc. Form J will be displayed for selection based on the State selected for CST compliance.

In case where the Inter-state sales transaction does not involve the receipt of C Form, select Not Applicable in the Form to Receive field of the sales invoice.

Inter–state Sales Invoice in Tally ERP 9

Posted on by Tally Academy

Interstate Sales Against Form C

Go to Gateway of Tally > Accounting Vouchers > F8: Sales

  1. Select As Invoice
  2. Enter the reference in the Ref. field, if required
  3. Select the Party’s A/c Name from the List of Ledger Accounts
  4. Select the Sales Ledger with the VAT/Tax class –  Interstate Sales @ 2% Against Form C.
  5. On selecting the Sales Ledger, the VAT/Tax Class appears accordingly. In case the VAT/Tax Class is not defined in the master, select Interstate Sales @ 2% Against Form C from the VAT/Tax Class list.
  6. Select the Name of Item from the List of Items.
  7. Enter the Quantity and Rate. The amount is automatically displayed in the Amount field.
  8. Select the CST ledger grouped under Duties & Taxes with Type of Duty/Tax as CST and VAT/Tax Class – CST @ 2% from the List of Ledger Accounts. The amount of CST is automatically calculated on the assessable value.
  9. Select Form C as Form to Receive, if applicable.

  10. The Form number and Date fields will be displayed on selecting the Form to Receive from the Form Types list.
  11. Enter the Form number and Date if available for the Form selected
  12. Set Show Statutory Details field to No
  13. Enter Narration if required

  14. Press Enter to accept and save.

Enabling Cheque Printing in Tally ERP 9

Posted on by Tally Academy

To enable Cheque Printing in Tally.ERP 9,

  1. Go to Gateway of Tally > F11: Accounting Features
  2. Set Enable Cheque Printing to Yes
  3. Set/Alter Cheque Printing Configuration to Yes.

The screen appears as shown.

Once the option Set/Alter Cheque Printing Configuration is activated to Yes, you will get the Company Cheque Details screen.

Company Cheque Details screen Appears as shown

Company Name on Cheque:

To print the company name on the cheque for signature purposes, mention the name of the Company (for example, ABC Company). If you do not want Tally.ERP 9 to print the name, you can leave it blank. Many banks issue cheques with your company name printed.

Name of Banks

Select the Bank from the Bank accounts list.

You will have to fill in the dimensions of the cheque. Tally.ERP 9 accepts user defined cheque dimensions. Take the banks cheque book and measure the dimensions of a cheque leaf carefully in millimeters and fill in the above form. You may need to correct it after trying out a couple of cheques so that the positioning is accurate. The placing of the cheque in the printer also determines the printing. To avoid mistakes trial could be made on photocopies of a cheque before using an actual cheque leaf.

General Tally Terminologies

Posted on by Tally Academy
Term Description
Input Tax This is the tax paid on purchases
Output Tax This is the tax charged on sales
Input Credit The excess amount of Input tax over output tax for the current period which is permitted to be set off against Output tax of subsequent periods is termed as Input Credit.
TIN Tax Identification Number (TIN) is the Registration Number given by the department to the dealer at the time of  Registration. This needs to be quoted at all required places where the registration details are to be provided.
Tax Invoice This is the Sales invoice format issued by one Registered Dealer to another. Based on this Invoice, the ITC can be claimed by the purchasing dealer.
Retail Invoice The Sales invoice format used for invoicing the Exempted Sales and the Sales made to Unregistered dealers is termed as Retail Invoice.
Registered Dealer This term is used to identify a dealer who is registered either under Voluntary Registration or Compulsory Registration under the VAT Act. Such dealer can issue tax invoice and also claim the tax paid on purchases made from other registered dealers as Input tax credit.
Unregistered Dealer Dealers who are not registered under the VAT Act are called as Unregistered Dealers (URD). Such dealers cannot issue tax invoice. They can neither Charge Tax nor Claim Input Tax Credit.
Purchase Tax The Tax paid on goods purchased from unregistered dealers is liable to Purchase Tax. The purchase tax is treated as Output VAT payable by the dealer as it is a liability. It has to be paid while making the payment towards VAT liability. Based on the Rules and Regulations, the Input Tax Credit can be claimed on the payment made towards Purchase Tax.