This page collates all the how-to videos for TallyPrime and its features. The videos are enlisted based on the categories and modules so that you can identify and navigate to the relevant video, based on your query.
You may watch a few of these videos with audio in Hindi or Tamil.
New to e-Invoicing? You can refer to our self-help videos to know how to generate e-Invoices and perform other e-Invoicing activities in TallyPrime.
TallyPrime allows you to try e-Invoicing feature before you can go on to generate e-Invoices for you business. Refer to the following video to know how to generate e-Invoices through e-Invoice Sandbox in TallyPrime.
E-Invoicing through Sandbox API System using TallyPrime | Release 1.1.4
The data management videos ensure that you can learn all the steps to manage data in TallyPrime.
Video | Coverage | |
Demonstrates different features in TallyPrime that allow users to access Tally and data from anywhere for data entry or reports. | ||
| How to Get Familiar with Your TallyPrime | A quick look at the experiences and flexibility that TallyPrime offers for day-to-day use. | |
| TallyPrime installation scenarios and the steps to repair data or reinstall, if needed. | ||
| How to View the About Report in TallyPrime | Explains the different components of About Page and their capabilities. | |
| How to Share Your TallyPrime Company Data with TallyCare | This video demonstrates the process of sharing your Company data with TallyCare. In your journey with TallyPrime, you might want data rectification and root cause analysis for Company data-related problems. Moreover, you might want TallyCare to perform activities such as data split, export, and import on your Company data. In such cases, you can share your Company data with TallyCare using the procedure shown in this video. |
Video | Coverage | |
Steps to use the existing Tally.ERP 9 license for TallyPrime and use both products in parallel. | ||
Steps to reactivate license in TallyPrime | ||
Steps for configuring TallyPrime license in a client machine in multiuser environment. | ||
Process to change license gateway server from one system to another | ||
How to Resolve License Turned Educational in TallyPrime (Server System) | Release 2.0
| This video captures the scenarios, reasons, checklists, and troubleshooting tips using which you can resolve your license turned Education on the server system. | |
Your license in TallyPrime may turned Educational on the client system. A range of scenarios and possibilities govern such an occurrence, be it communication with the server and LAN-related issues that require IT administration’s intervention. This video guides you to resolve your license turned Educational in TallyPrime on the client system. | ||
Whenever you need to use a TallyPrime license on a different system, you will need to surrender the license either from within the product or on the Tally Solutions’ customer portal. | ||
How to Move TallyPrime License to Another System | Release 1.X | Learn how to move license gateway server from one computer to another. | |
How to Reactivate TallyPrime License When it is Already Active | This video covers the entire process of reactivating TallyPrime license. Moreover, it also helps to understand the scenarios where license needs to be reactivated. You will also know how to proceed when the license is active message appears during reactivation | |
This video helps you to seamlessly update your license in TallyPrime. |
Video | Coverage | |
How to Use Change Mode to Switch Between Voucher Modes in TallyPrime | Steps to use change mode option in different scenarios | |
This video will guide you on deleting multiple unused Stock Items in TallyPrime. There may be some Stock Items that are not a part of any transaction, and you are not going to use them in future either. You can delete them in a jiffy. | ||
How to Apply Filters to Reports in TallyPrime to Find Information Quickly
| This video demonstrates the process of applying filters in reports in TallyPrime Release 3.0 and later releases. |
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How to Optimise Page Size when Printing Invoices in TallyPrime | Steps to configure TallyPrime to save paper when printing invoices. | |
Steps to configure TallyPrime to include Rate Inclusive of Tax when printing invoices. | ||
How to Configure Print and Print Invoices with Bank Details and Company Logo | Release 2.0
| This video provides a business case for printing HSN details and walks you through other configuration options available in TallyPrime. Moreover, you will also get to know how to print bank details and Company logo on Invoices created in TallyPrime. | |
In this video we will look at the steps to generate external apps email password for you Gmail account and use the app password to send mails from TallyPrime using Gmail server. |
MSME
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| In this video we will learn to specify a MSME company’s UDYAM Registration number and status in TallyPrime. |
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| In this video, we will look at the steps to generate and print MSME form 1 statement in the prescribed format. |
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| This video covers date behaviour of Outstandings Report in TallyPrime and tells you how to view the report for a specific period. |
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How to Work on TallyPrime and TallyPrime Edit Log on the Same System | In this video you will learn how to work on TallyPrime releases and TallyPrime edit log release 2.1. | |
How to View Edit Log for Transactions and Masters in TallyPrime Edit Log | In TallyPrime Edit Log, you can view Edit Log for all the transactions entered in the data after drilling down from Day Book or any ledger vouchers report. | |
| How to View Edit Log for Transactions and Masters in TallyPrime Release 2.1 Onwards | TallyPrime Release 2.1 brings in the Edit Log feature which enables you to track activities performed in vouchers, ledgers, stock items, and accounting groups. |
Video | Coverage | |
In this video, you will learn how to use the Digital Signature on Export, E-Mail, or Save as PDF through Print Transactions and Reports Using TallyPrime. |
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Save Views, Set / Alter Default Views & Delete Views for Reports in TallyPrime | Release 2.0 | Demonstrates saving a view for a report in TallyPrime and set/alter a saved view, and delete views, whenever you want to. | |
Save View for Reports with Specific Master, Period or Multiple Companies in TallyPrime | Release 2.0 | Demonstrates the use of Save View feature in different scenarios. | |
Restricting Users from Saving Views for Reports at Company Level in TallyPrime | Release 2.0 | Covers the complete procedure of restricting report view creation in a company for a User Role. |
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| Steps to browser TallyPrime reports in browsers. |
Videos related to currency have been moved to Accounting & Inventory page.
| Video | Coverage | |
| Steps to make e-Payments from your ICICI bank account to your beneficiaries using TallyPrime. | ||
| Steps to make e-Payments from your DBS bank account to your beneficiaries using TallyPrime | ||
| Steps to make e-Payments from your Bank of Baroda account to your beneficiaries using TallyPrime | ||
| TallyPrime provides you with a simple process of making e-Payments from your bank account to the beneficiaries using TallyPrime. In this video learn how to make e-payments to your beneficiaries using TallyPrime. | ||
This video demonstrates the entire process of making e-Payments from your Bandhan Bank account to your beneficiaries through TallyPrime. Right from creating the bank and party ledgers and recording payment vouchers in TallyPrime to uploading the Payment Instruction file on the bank portal and generating the intermediate file, the video takes you through all the steps. |
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In this video we will look at the process to integrate your third-party applications with TallyPrime, where TallyPrime application and data is configured on AWS virtual computer. |
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Managing Computers and Users from the Self Service Portal | TallyPrime Powered by AWS | In this video we will learn to use a self service portal to manage virtual computers and users. You will know the process to:
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| Moving TallyPrime License to Virtual Machine | TallyPrime Powered by AWS | In this video we will look at the process to move TallyPrime license from your local computer to virtual machine -on the Amazon Web Services. This video will cover steps to:
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Staying Connected to Business with TallyPrime | TallyPrime Powered by AWS | You can access the web server and TallyPrime using a specially designed secure client from anywhere. This environment is setup to allow you to carry-on all your business operations on TallyPrime from anywhere. Learn how. |
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Manage Your Distributed Operations Easily in TallyPrime | TallyPrime Powered by AWS
| In this video, we will learn how to access TallyPrime anytime anywhere. |
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Video | Coverage | |
How to Use Alternate Units for Stock Items in TallyPrime | Release 2.0 | This video will guide you on using alternate units for stock items in TallyPrime. You will know the flexibility of the feature that will help you handle various business scenarios that involve Stock Items prone to seepage and variation in quantity. | |
How to Alter Unit of Measurement (UOM) and Number of decimal places in TallyPrime | This video will guide you on altering a UOM i.e. Units of Measurement in TallyPrime. You will get to know all the scenarios that affect the unit alteration and important aspects to consider while you are altering a unit. | |
How to Remove Opening Quantity from Multiple Stock Items in TallyPrime | This video will guide you on removing Opening Quantity for multiple Stock Items in TallyPrime. When you use a Company data with all the required Stock Items and ledgers, you may want to remove Opening Quantity from Stock Items so that you can update it relevant to your Company or branch or godown. You can remove or provide Opening Quantity for Stock Items in a matter of seconds. Learn how. | |
How to Specify Barcodes in Stock Items and Use During Voucher Creation in TallyPrime | This videos helps you understand how to specify barcodes in Stock Items in TallyPrime and ease your data entry process during voucher creation. | |
How to Record Vouchers with Batch-Wise Details for Stock Items in TallyPrime | TallyPrime enables you to maintain stock items in batches. You can use the facility for perishable goods and any type of product for which you have different batches. This video takes you through the process of enabling the feature of batches in TallyPrime, and ensuring that the stock items have the batch-related details. Moreover, it will help you understand the concepts of manufacturing date and expiry date for batches of a stock item and how you can record vouchers for stock items with and without these dates. |
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Video | Coverage | |
Steps to store and access TallyPrime data at different locations. | ||
How to Backup Data in TallyPrime
| Steps to take backup of data in TallyPrime. | |
Steps to restore a company backup in TallyPrime. | ||
| Steps to migrate from Tally.ERP 9 to TallyPrime for single user and multi-user editions. | ||
How to Schedule TallyPrime Company Data Backup Using Cobian Backup Software | You can regularise the process of taking your TallyPrime data backup using Cobian Backup Software. This helps you ensure that you do not lose your TallyPrime data due to a virus attack or hard drive. Watch the video to know how to do it. | |
How to Configure Company Data Path in TallyPrime for Single User | In TallyPrime, you can set a default data path where Company data created in TallyPrime will be stored. You can set the default folder for storing your Company data using two methods covered in the video. | |
How to Import Masters and Transactions to Your Company Data in TallyPrime | Release 2.X | In this video, you will learn how to import masters and transactions to a Company in TallyPrime. If you are creating a new Company and have some set of ledgers or stock items created in another Company, then you can just import those ledgers from that Company and use them in the new Company. This will save a great deal of time, as you do not have to create those masters and transactions in the Company. |
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| This video demonstrates the migration of Company data to TallyPrime Release 3.0. |
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| This video demonstrates the process of repairing Company data in TallyPrime Release 3.0. |
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| How to Resolve Exceptions During Import, Repair, Migration, and Synchronisation in TallyPrime Release 3.0 | This video demonstrates the process of identifying exceptions that occur during Import, Repair, Migration, and Synchronisation and resolving those exceptions. |
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| This video demonstrates the process of resetting GSTN data in TallyPrime. |
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| In this video, we will look at the process to migrate QuickBooks data to TallyPrime. TallyPrime allows you to import QuickBooks data and start recording your business operations within no time. |
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How to Move from Tally.ERP 9 to TallyPrime 3.0 | TallyPrime Release 1.X | In this video, we will look at the process to move from Tally.ERP 9 to TallyPrime 3.0 and use existing license and data. You need to have a valid TSS subscription to upgrade to TallyPrime 3.0. If TSS expired before 12th Jun 2023, you will not be able to upgrade. Visit the Tally website or contact your partner to renew the TSS. |
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How to Import Masters and Transactions from Sample Excel Files into TallyPrime | This video demonstrates the process of importing masters and transactions into TallyPrime using the Sample Excel File. With a few basic steps, you will see how to download the Sample Excel File provided by TallyPrime. After the download, you can fill the Sample Excel Files with details of masters or transactions and import that data into TallyPrime. |
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How to Import Masters and Transactions Using Mapping Templates into TallyPrime | This video demonstrates how you can easily import data into TallyPrime using your own excel formats. You have the flexibility of creating and customizing your own template to import data from your Excel file into TallyPrime. While creating a Mapping Template, you will have to map the column headers in your Excel file to the corresponding fields in TallyPrime. Once you’ve created your Mapping Template and mapped the necessary fields, you can proceed with importing your Masters or Transactions into TallyPrime. This way, you can seamlessly import the data entered in your Excel files into TallyPrime in just a few simple steps. This video covers |
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| In this video we will look at the steps to create a facebook business page. You have to provide the url of your business website while creating WhatsApp Business API account. In case you do not have a active website of your business, you can use the url of your facebook business page. Here you will learn complete process of creating a facebook business page and do’s and don’ts to be mindful of while creating business page on Facebook. |
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| In this video, you will learn how to Sign Up for WhatsApp business account. After you sign up and get your registered WhatsApp business number, you can add your registered Number in TallyPrime and start sending documents to your parties’ WhatsApp Numbers in no time. | ||
| This video demonstrates how you can easily send documents from TallyPrime through WhatsApp. To start with, you need to sign up for WhatsApp and set up TallyPrime for sending documents through WhatsApp. After following a few simple steps to set up TallyPrime for WhatsApp, you can start sending your business documents, such as vouchers, orders, invoices with payment links and others, to the WhatsApp Nos. of your parties and stakeholders in no time. | ||
| If you wish, you can setup security for all the users who have access to your business in TallyPrime. By doing this, you can seamlessly enjoy the experience of sharing your documents through WhatsApp in TallyPrime without any hassle or anyone’s interference. This video demonstrates how you can easily prevent some users to carry out certain tasks in TallyPrime. |
Learn how to be compliance-ready with TallyPrime from the videos that cover a wide range of activities that include GST, e-Invoicing, e-Way Bill, and other compliance-related activities.
| Video | Coverage | |
How to Register and Choose Tally as Your GSP for e-Invoicing | Steps to register for e-invoice and choose your GSP. | |
| Introduction to e-invoicing in TallyPrime. | ||
| Steps to generate e-Invoice online using TallyPrime. | ||
| Steps to generate e-invoice offline using TallyPrime | ||
| Steps to do bulk upload of e-invoices generated using TallyPrime. | ||
| How to Cancel IRN in TallyPrime | Steps to cancel a generated IRN using TallyPrime. | |
| How to Use E-Invoicing Reports in TallyPrime | Introduction to e-invoice reports in TallyPrime. | |
| How to Get IRN Info Using TallyPrime | Steps to get the latest IRN info for transactions eligible for e-Invoicing in TallyPrime. | |
| How to Undo IRN Cancellation of E-Invoice in TallyPrime | Steps to undo the cancellation of e-Invoices in TallyPrime to update the e-Invoice report. | |
E-Invoicing through Sandbox API System using TallyPrime | Release 1.1.4 | Steps to use e-Invoice Sandbox feature in TallyPrime. |
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How to Generate an e-Invoice for Export Sales Using TallyPrime | Release 2.X | This video demonstrates the complete process of generating an e-Invoice for export sales. Whenever you sell goods to a foreign party and export to their country, you need to generate an e-Invoice for the transaction. Creating the party ledger and providing essential details such as Shipping Bill No. and Port No. ensures that the e-Invoice gets generated seamlessly. |
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In this video, you will understand the simple process of cancelling an e-Invoice or IRN using TallyPrime. |
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How to Resolve e-Invoicing Errors in TallyPrime | Release 2.X | The video demonstrates the common errors that occur during e-Invoicing because of which transactions get rejected by the e-Invoice system. It also shows how to identify the errors by referring to Reason for rejection and correct transactions to generate e-Invoice afresh. |
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In this video we will look at the vouchers rejected by e-invoice system due to the unavailability of Unit Quantity Code or UQC in the unit of a stock item created as service. We will also learn the steps to make corrections to the voucher and successfully upload it to e-invoice system to generate IRN. | ||
This video demonstrates the simple process of e-Invoice generation for export sales in TallyPrime. You will learn how you can record a voucher with the necessary details and generate an e-Invoice. Moreover, you will get to know the process of exporting a JSON file of the e-Invoice that contains the code Pos 96. |
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How to Generate an e-Invoice for Export Sales to Other Territory in TallyPrime | In case of a local party, when the Place of Supply is in a different country, the e-Invoice needs to be generated for Other Territory. This video demonstrates the process of creating a sales invoice for export to Other Territory, exporting a JSON file, and generating an e-Invoice. |
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| How to Generate an e-Invoice for Sales in TallyPrime Under Section 7 of IGST Act | As a transport service provider, when you are supplying transport service in the same state, you need to record the invoice with IGST details, despite the intrastate sales. In such cases, the e-Invoice gets generated under Section 7 of IGST Act. This video demonstrates the entire process of recording the invoice with the Transport Service ledger and the IGST ledger and overriding the tax details to generate the e-Invoice. |
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| Video | Coverage | |
Prerequisites to Generate E-way Bill directly from TallyPrime | Release 2.0 | Steps to register for e-way bill, choosing Tally as your GSP. | |
| Steps to generate e-Way Bill using TallyPrime. | ||
Generating E-way Bills Online in Bulk Using TallyPrime | Release 2.0 | Steps to generate e-Way Bills in bulk using TallyPrime. | |
Using E-way Bill Report & Register in TallyPrime for E-way Bill Transactions Updates | Release 2.0 | Covers all you need to know about the e-Way Bill report and e-Way Bill Register in TallyPrime. | |
Get E-Way Bill Info, Update Part B / Transporter ID & Extend E-way Bill in TallyPrime | Release 2.0 | Covers all the e-Way Bill activities that you can do in the e-Way Bill report. | |
Cancelling E-way Bill and Manage Cancellation Related Activities in TallyPrime | Release 2.0
| Covers the complete process of cancelling an e-Way Bill from within TallyPrime. |
Video | Coverage | |
Steps to enable TCS and configure nature of goods for different goods on which TCS is applicable. | ||
| Set up TCS Masters in TallyPrime | Steps to configure TCS details in the form of masters called Nature of Goods. | |
Steps to record some basic TCS transactions related to sale of any goods using TallyPrime and the use of Nature of Goods in calculating tax at the point of realisation or accrual. | ||
Demonstrates TCS advance receipt and TCS sales against the TCS advance receipt for realisation and accrual Nature of Goods in different scenarios. | ||
Demonstrates changes to be made in TCS reports in release 1.1.4 and generate TCS returns using TallyPrime. | ||
In this video we will look at the steps to record GST sales invoice with TCS. | ||
In this video, we will look at the process to record GST purchases with TCS in TallyPrime. | ||
How to Make Changes in E-24Q Exported from TallyPrime for Validation with FVU Tool 8.2 | This video demonstrates the procedure of updating the exported E-24Q text files, so that you can successfully validate the e-return text files with FVU Tool 8.2. You will get to know the fillers that need to be added for successful validation. | |
| How to Make Changes in TDS/TCS e-Return Files Exported from TallyPrime to Validate in FVU Tool 8.2 – YouTube | This video demonstrates the procedure of updating the TDS and TCS forms exported from TallyPrime, so that you can successfully validate the e-return text files with FVU Tool 8.2 and 8.3. You will get to know the fillers that need to be added in the files of TDS Form 26Q, TDS Form 27Q, and TCS Form 27EQ for successful validation. |
| Video | Coverage | |
| Covers the entire process for the online validation of GSTIN/UIN using TallyPrime. |
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Validating HSN or SAC Information Using TallyPrime | Release 2.0 | Covers the entire process for the online validation of HSN/SAC using TallyPrime. | |
How to Update HSN Code for Stock Items in TallyPrime | Release 3.x | Steps to update HSN code for Stock Items in TallyPrime so that the HSN Codes for the respective Stock Items are captured in the invoices. | |
Demonstrates the process of reconciling GSTR-2 using the GSTR-2A file downloaded from GSTN portal. | ||
How to Export GSTR-1 Section-wise using TallyPrime | Release 3.x | Steps to export GSTR-1 JSON files section-wise to upload for IFF. | |
In this video we will look at the process to generate GSTR-1 returns using TallyPrime and then upload return file on the GSTN portal. | ||
| How to Update Party GST Registration in TallyPrime Without Affecting Earlier Returns | Release 3.x | This video covers the process of updating a party’s GST Registration Details in such a way that the transactions recorded and returns filed earlier remain unaffected due to the update. | |
| How to Specify Slab-Based GST Rate Details in Masters in TallyPrime | Release 3.x | GST Rate of some Stock Items or services depends on the Amount, in which case you can specify slab-based GST Rate Details. TallyPrime Release 3.0, helps you specify slab-based rate details in any master in TallyPrime – be it Stock Item, Ledger, Company, Stock Group. |
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This video helps you understand the process of specifying the GST Rate and HSN/SAC details separately at different levels in TallyPrime Release 3.0 and later releases. |
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| The GST Rate Setup in TallyPrime Release 3.0 or later releases is a one-stop repository for gaining all the information regarding GST Rate Details in any of the masters. |
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| TallyPrime Release 3.0 brings in a simplified experience of creating or altering ledgers and configuring for GST-related uses. You may require ledger created for some service charges to be included in the assessable value during voucher creation. And you may want to include an expense ledger in the assessable value to appropriate tax values for additional costs in purchase invoice with greater ease now. |
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| This video shows the steps to view transactions that were accepted as is, despite the mismatch in values in the masters and transaction or other reasons such as wrong format or invalid information. |
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| How to Use Track GST Return Activities Report in TallyPrime to Track Activities Related to Returns | Release 3.x | This video helps you understand how to use Track GST Return Activities report in TallyPrime and track all your return-related activities at a single location. |
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| TallyPrime Release 3.0 brings the multiple GST registrations feature, which allows you to have more than one GSTIN in a single Company. |
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| Watch this video to understand the voucher numbering in TallyPrime Release 3.0 onwards. |
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How to Export GSTR-1 and GSTR-3B Using TallyPrime | Release 3.x | This video demonstrates the complete procedure of exporting GSTR-1 and GSTR-3B using TallyPrime. |
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| GSTR-1 in TallyPrime helps you do all the Return-related activities necessary for filing GSTR-1 on the GST portal. This video demonstrates all those activities that are part of Return cycle. |
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| This video explains the process to retain voucher number sequence after import. |
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| This video demonstrates the process of recording advance receipts in TallyPrime and adjusting the amount of advance received from buyers in the sales invoice for the supply services. |
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How to Merge Companies with Different GSTIN/UINs in TallyPrime Release 3.0 or Later | Release 3.x | This video demonstrates the process of merging two Companies with different GST registration or GSTIN/UINs in a single Company. |
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| How to Reconcile Transactions in GSTR-2A Reconciliation of TallyPrime | Release 3.x | The video demonstrates the process to reconcile purchase transactions in the GSTR-2A Reconciliation report of TallyPrime. |
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How to Reconcile Transactions in GSTR-2B Reconciliation of TallyPrime | Release 3.x | The video demonstrates the process to reconcile purchase transactions in the GSTR-2B Reconciliation report of TallyPrime. |
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| How to View CMP-08 and GSTR-04 in TallyPrime | Release 3.x | This video demonstrates the process of viewing CMP-08 and GSTR-4 in TallyPrime. You will also know the process of selecting the basis of tax calculation in TallyPrime for a composition dealer, and how to change your Registration Type, keeping the existing vouchers intact. |
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| This video demonstrates the simple methods to resolve vouchers in the Uncertain Transactions (Corrections Needed) section of GSTR-1 due to invalid or missing HSN/SAC, after you migrate your accounts-only Company to TallyPrime Release 3.0. |
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| You might have migrated the Company to TallyPrime Release 3.0 and exported GSTR-3B as a JSON file. However, when you upload a JSON file export from TallyPrime on the GST portal, the values are not refreshed and displayed properly. |
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As a Quarterly Returns Monthly Payment or QRMP dealer, under invoice furnishing facility, you can file your GSTR-1 returns quarterly and pay GST on a monthly basis. Moreover, you can upload your B2B Invoices and Credit/Debit Notes on a monthly basis. With TallyPrime, you can export separate files for each Section. Thereafter, you can upload the JSON files of each section separately on the GST portal. This video demonstrates the process of exporting separate files for each section using the configuration, Export separate files for each Section, provided under Export for GSTR-1. Moreover, you will get to know how to upload the JSON files of separate sections on the GST portal. |
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Your business might be dealing with the sales of stock items having different GST rates. In TallyPrime, you can choose to specify the GST rate and related details in the respective stock items. It allows you to record sales invoices for stock items having different GST rates. |
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In your business, you might be selling stock items that have rates inclusive of GST. However, you would want GST Amount to appear in the Invoice separately against the tax ledgers, when you share it with your buyer. In such cases, you can provide the rate inclusive of tax sales invoice. TallyPrime calculates the rate of the stock item excluding GST, based on the GST rate and related details specified in the Stock Item master. This video demonstrates the entire procedure of recording a sales invoice inclusive of tax for the sale of stock items that have rates including the tax amount. |