HOW TO CREATE FORM 2-B IN TALLY.ERP9

• OPEN TALLY PROGRAM
• SELECT YOUR COMPANY
• GO TO GATE WAY OF TALLY
• SELECT DISPLAY
• SELECT STATUTORY REPORTS
• SELECT VAT
• SELECT ‘E.VAT ANNEXURES’
• SELECT FORM 2-B
• SELECT EXPORT
• AFTER YOU SELECT ‘EXPORT’ TALLY WILL ASK YOU ‘YES’ OR ‘NO’. HERE YOU SELECT ‘NO’
• NOW FILL UP THE DETAILS AS REQUIRED BY TALLY AS UNDER :-
  • EXPORT LOCATION PRESS ‘ENTER KEY’
  • OUTPUT FILE NAME – PRESS ‘ENTER KEY’
  • UPDATE EXISTING FILE ‘YES’
  • EXCEL (SPREAD SHEET) FORMATTING  ‘YES’
  • WITH COLOR ‘YES OR NO’ WHAT EVER YOU LIKE
  • OPEN EXPORT FILE ‘YES’
  • QUARTERLY ‘YES’
  • MENTION PERIOD OF QUARTER i.e. FROM …..   TO      ……
  • PRINT WITH RETURN ‘YES OR NO’ WHAT EVER IS YOUR REQUIREMENT
  • CONSOLIDATE URD VALUE ‘YES’

NOTES:

1. Form 2-B is used in Delhi only for VAT purpose
2. Form 2-B shows the details of all the LOCAL SALES for a particular period
3. Form 2-B is submitted to the Sales Tax Authority along with the Sales Tax Return
4. Form 2-B file is created in Tally directory.
5. Please note that all existing matter of Form 2-B file must be deleted before using above commands.

HOW TO CREATE FORM 2-A IN TALLY ERP.9

• OPEN TALLY PROGRAM
• SELECT YOUR COMPANY
• GO TO GATE WAY OF TALLY
• SELECT DISPLAY
• SELECT STATUTORY REPORTS
• SELECT VAT
• SELECT ‘E.VAT ANNEXURES’
• SELECT FORM 2-B
• SELECT EXPORT
• AFTER YOU SELECT ‘EXPORT’ TALLY WILL ASK YOU ‘YES’ OR ‘NO’. HERE YOU SELECT ‘NO’
• NOW FILL UP THE DETAILS AS REQUIRED BY TALLY AS UNDER :-
  • EXPORT LOCATION PRESS ‘ENTER KEY’
  • OUTPUT FILE NAME – PRESS ‘ENTER KEY’
  • UPDATE EXISTING FILE ‘YES’
  • EXCEL (SPREAD SHEET) FORMATTING  ‘YES’
  • WITH COLOR ‘YES OR NO’ WHAT EVER YOU LIKE
  • OPEN EXPORT FILE ‘YES’
  • QUARTERLY ‘YES’
  • MENTION PERIOD OF QUARTER i.e. FROM …..   TO      ……
  • PRINT WITH RETURN ‘YES OR NO’ WHAT EVER IS YOUR REQUIREMENT
  • CONSOLIDATE URD VALUE ‘YES’

NOTES:

1. Form 2-B is used in Delhi only for VAT purpose
2. Form 2-B shows the details of all the LOCAL SALES for a particular period
3. Form 2-B is submitted to the Sales Tax Authority along with the Sales Tax Return
4. Form 2-B file is created in Tally directory.
5. Please note that all existing matter of Form 2-B file must be deleted before using above commands.

HOW TO SEE THE DETAILS OF C FORM RECEIVABLE IN TALLY.ERP9

1. Open tally
2. Under ‘Gateway of Tally’, select ‘Display’
3. Under ‘Display’ Select ‘Statutory Reports’
4. Under ‘Statutory Reports’ Select ‘CST’
5. Under ‘CST’ Select ‘Form Receivable’
6. Now on screen option will be available like ‘group or ledger. Under this option select ‘Ledger’
7. Now, the name of the parties shall appear on the screen.  Select the name of party from whom you have to receive the ‘C Form’
8. Select the period for which the ‘C’ forms are to be received. Please note that the C Forms are to be received on quarterly basis i.e. 1st April to 30the June, 1st July to 30th September, 1st October to 31stDecember and 1st Jan to 31st March.
9. Now the details will appear bill-wise for the particular quarter but totals of all bill amounts during that particular quarter shall not appear. To get the totals of all bill amounts, press ‘F12’ (configure). Now a screen showing ‘Configuration’ shall appear. In this screen two questions shall appear. (a) Show all vouchers – you have to fill up ‘Yes’ (b) Show vouchers of – you have to fill up ‘C Forms’. Now, total of all bills shall appear.
10. Select the print command to take the print out of the details of ‘C’ form receivable from a particular party.

HOW TO SEE THE DETAILS OF C FORM ISSUABLE IN TALLY.ERP9

1. Open tally
2. Under ‘Gateway of Tally’, select ‘Display’
3. Under ‘Display’ Select ‘Statutory Reports’
4. Under ‘Statutory Reports’ Select ‘CST’
5. Under ‘CST’ Select ‘Form Issuable’
6. Now on screen option will be available like ‘group or ledger. Under this option select ‘Ledger’
7. Now, the name of the parties shall appear on the screen.  Select the name of party whom you have to issue the ‘C Form’
8. Select the period for which the ‘C’ forms are to be issued. Please note that the C Forms are issued on quarterly basis i.e. 1st April to 30the June, 1st July to 30th September, 1st October to 31st December and 1st Jan to 31st March.
9. Now the details will appear bill-wise for the particular quarter but totals of all bill amounts during that particular quarter shall not appear. To get the totals of all bill amounts, press ‘F12’ (configure). Now a screen showing ‘Configuration’ shall appear. In this screen two questions shall appear. (a) Show all vouchers – you have to fill up ‘Yes’ (b) Show vouchers of – you have to fill up ‘C Forms’. Now, total of all bills shall appear.
10. Select the print command to take the print out of the details of ‘C’ form issuable to a particular party.

HOW TO DELETE UNIT OF MEASURE IN TALLY

To delete unit of measure under Inventory Maintenance in tally, the following procedure is to be followed:-

• Open the Company in which you want to delete the unit of measure. For example, we want to delete some unit of measure in M/s XYZ Limited. So, we will open M/S XYZ Limited.
• Select ‘Inventory Information’ under ‘Gateway of Tally’. Now your screen shall be seen as under:-

•  Now, select ‘Alter’. Here, you will see the list of units created by you. The screen at this stage shall be as under:-

•  From the above list you find that you have created a unit by mistake and that unit is ‘Liter’. Now, you want to delete the liter from the list of units. You just select the ‘Liter’.
• Now, you can see the complete detail of ‘Liter’.
• Now press ‘Alt + D’ keys. The following screen shall appear after this command:-

 RELATED TERMS:

• Learn Accounting, Free Accounting Tips
• General Accounting Terms
• General Tips Relating to Indian Income Tax Act
• Free Tally Learning
• General Tips Relating to Sales Tax-VAT
• General

• Finally, Tally asks you ‘Yes or No’. Just wait for a moment and be sure that you want to delete the selected units only. If it is correct then press ‘Y’ key otherwise press ‘N’.

Note: Please note that if you have done any entry under any unit, you can not delete that unit unless all the entries under that unit are deleted.

HOW TO DELETE STOCK ITEM IN TALLY

To delete the stock items under Inventory Maintenance in tally, the following procedure is to be followed:-

• Open the Company in which you want to alter the unit of measure. For example, we want to alter some unit of measure in M/s XYZ Limited. So, we will open M/S XYZ Limited.
• Select ‘Inventory Information’ under ‘Gateway of Tally’. Now your screen shall be seen as under:-

Select ‘Stock Item’. At this stage your screen will appear as under:-

•  Now, select ‘Alter’. Now the screen shall be seen in the following forms:-

• From the list, suppose you want to delete ‘Cloth Shoes’ to then select ‘Cloth Shoes’.  Press ‘Alt + D’. Now your screen will be seen as under:-

Finally Tally asks you ‘Yes or No’. Here, please wait for a moment and make sure that every thing is correct. If it is correct then press ‘Y’ otherwise press ‘N’. Like this, you can delete any stock item.

Note: Please note that no stock item can be deleted if any entry under that item is pending in tally. It means to delete any stock item, first you have to delete all entries covered by that stock item then only you can delete the stock item.

RELATED TERMS:

• Learn Accounting, Free Accounting Tips
• General Accounting Terms
• General Tips Relating to Indian Income Tax Act
• Free Tally Learning
• General Tips Relating to Sales Tax-VAT
• General

HOW TO CHECK STOCK ITEM IN TALLY

To check stock items under Inventory Maintenance in tally, the following procedure is to be followed:-

• Open the Company in which you want to delete the unit of measure. For example, we want to delete some unit of measure in M/s XYZ Limited. So, we will open M/S XYZ Limited.
• Select ‘Inventory Information’ under ‘Gateway of Tally’. Now your screen shall be seen as under:-

•  Select ‘Stock Item’. At this stage your screen will appear as under:-

•  Now, select ‘Display’. Now the screen shall be seen in the following forms.

•  From the list of items you can select one by one and check the details whether every thing is correct or no.  For example from above, we select item ‘Cloth Shoes (Siz-6)’ then the screen will appear as under:-

Now check every thing and make sure that every detail is correct. Like this, you can check other items also.

HOW TO ALTER STOCK ITEM IN TALLY

To alter the stock items under Inventory Maintenance in tally, the following procedure is to be followed:-

• Open the Company in which you want to alter the unit of measure. For example, we want to alter some unit of measure in M/s XYZ Limited. So, we will open M/S XYZ Limited.
• Select ‘Inventory Information’ under ‘Gateway of Tally’. Now your screen shall be seen as under:-

Select ‘Stock Item’. At this stage your screen will appear as under:-

•  Now, select ‘Alter’. Now the screen shall be seen in the following forms:-

• From the list, suppose you want to alter ‘Cloth Shoes’ to ‘CLOTH SHOES (SIZE-6)’ then select ‘Cloth Shoes’. Here, you can make any change. Please note that after you make any change, you must press ‘Enter’ key till last. For Example, after alteration above item your screen will be as under:-

Finally Tally asks you ‘Yes or No’. Here, please wait for a moment and make sure that every thing is correct. Like this, you can alter any thing.

HOW TO CREATE STOCK ITEM IN TALLY

• Open Tally program
• Select ‘Inventory info’ under ‘Gateway of Tally’.
• Select ‘Stock Items’. Now your screen will look as under:-

Select ‘Create’ under ‘Single Stock Items’. A Screen will appear as under:-

Now, for example you want to create a stock item ‘Leather Shoes (Size-6)’ under ‘Leather Shoes Group’, you have to follow the following procedure:-

• Under Name column write – ‘Leather Shoes (Size-6)’
• In ‘Under’ column select any group from the list of stock groups. In our case, we have to select ‘Leather Shoes’.
• Under Units select ‘Nos.’ from the list of units.
• Fill other columns as per your requirement under supervision of some senior person.

After you fill up all the columns, your screen shall appear as under:-

At last, Tally asks you ‘Yes or No’. Now, wait for a moment and check every detail properly. If every thing is correct then select ‘Y’ key otherwise select ‘N’ key and make the rectification instantly.

HOW TO DELETE STOCK GROUP IN TALLY

Illustration- M/s XYZ Limited has created a stock group in tally, namely ‘SHOES’ by mistake. How shall you delete that group in tally?

Solution:

To delete any group in tally, the following steps are to be taken:-

• Open Tally program
• Select ‘Inventory info’ under ‘Gateway of Tally’.
• Select ‘Stock Groups’
• Select ‘Alter’ under ‘Single Stock Group’. Now your screen will look as under:-

Now, you shall see the list of all groups, created by you as under:-

Select ‘Shoes’. Since, this group is to be deleted. After you select ‘Shoes’ the screen will be as under:-

Press ‘Alt + D’ keys together.

Now Tally finally asks you ‘Yes or No’. At this stage you will find the screen as under:-

Now, wait for a moment and make sure that you are deleting a group which is to be deleted.

Note: No group can be deleted if any stock item already exists under that particular group. It means if you want any group which contains some stock item under it then first of all, you have to delete the stock items covered by that group or transfer these stock items under some other group.

HOW TO CHECK STOCK GROUP IN TALLY

HOW TO CHECK STOCK GROUP IN TALLY.ERP9

After all ‘Stock Groups’ are created in tally, the accountant or the concerned person must check the stock groups. If these groups are not checked properly, in that case, any mistake in group will give you the wrong information. Therefore, the checking of group is compulsory.

Following steps are to be taken for checking the stock groups:-

• Open Tally
• Select ‘Inventory Info’ under Gateway of Tally
• Select ‘Stock Groups’
• Select ‘Display’ under ‘Single Stock Group’. Now your screen will look as under:-

• In above screen we find that there are two stock groups available, one is ‘LEATHER SHOES’ and other one is ‘CLOTH SHOES’.
• Select – ‘Cloth Shoes’. Now, your screen shall look like the screen shown below:-

If you find that every thing is correct in respect of this group, you just press ‘ESC ‘ Key and will reach to the previous screen from where you can check any group, given in the list.

Please note that you can not alter or modify or change any thing in respect of any group under ‘Display’ of ‘Stock Groups’.

HOW TO ALTER STOCK GROUP IN TALLY

HOW TO ALTER STOCK GROUP IN TALLY.ERP9

To alter any group in tally, the following steps are to be taken:-

• Open Tally program
• Select ‘Inventory info’ under ‘Gateway of Tally’.
• Select ‘Stock Groups’
• Select ‘Alter’ under ‘Single Stock Group’. Now your screen will look as under:-

Now, you shall see the list of all groups, created by you as under:-

Select ‘Shoes’. Since this group is to be altered. After you select ‘Shoes’ the screen will be as under:-

Now you can any changes. Suppose, you want to make it Canvas Shoes, you just write Canvas Shoes in place of Shoes. You can change any thing here. After you make any changes or alteration, press ‘Enter’ key.

When Tally finally asks you ‘Yes or No’ you just wait for a moment and make sure that you are deleting a group which is to be deleted.

HOW TO CREATE STOCK GROUP IN TALLY

HOW TO CREATE STOCK GROUP IN TALLY.ERP9

For maintenance of inventory in Groups in tally, one must create ‘Stock Groups’ in tally software. Stock Group means when a particular types of items are to be maintained under one umbrella.

For example a company is dealing in shoes and they want to maintain the inventory of of cloth shoes and shoes separately. It is possible only if we make two groups i.e. Leather Shoes and Cloth Shoes. We can understand this concept in more detail as per the illustration given as under:-

Illustration:-

M/S XYZ Limited is dealing in cloth shoes and leather shoes. They have got three size of shoes in each category i.e. 6, 7 and 8. They want to see the details of all sizes of leather shoes under one group and cloth shoes under another group. How can it be done tally?

Solution:

To create the ‘Stock Group’ for above requirement, we have to follow the following procedure:-

Open Tally

Select ‘Inventory Info’ under Gateway of Tally

Select ‘Stock Groups’ under ‘Single Stock Group’.

Select ‘Create’. Now your screen will look as under:-

• Name write – Leather Shoes
• Alias do not write any thing. Alias means another name of same group. In this case, we do not have any other name of this group. So, we shall just press ‘Enter’ Key to leave it blank.
• Under – write Primary. In right side you shall see a ‘list of stock groups’ also. You can select any group from the list to fill up this column. The selection of group from the list is done only in case when sub-group is created.
• Can Quantity be Added – write ‘Yes’.
• Finally, tally will ask you ‘yes’ or ‘no’. Here, you just wait and check whether every thing is correct. If correct then select ‘Y’ otherwise select ‘N’ and correct the mistake and then select ‘Y’. After you fill up all the details, the screen should look as under:-

HOW TO ALTER UNIT OF MEASURE IN TALLY

After you create the ‘Unit of Measure’ in tally program and you want to make any changes then you can make any changes as under:-

• Open – Tally
• Select ‘Inventory Info’ under ‘Gateway of Tally’
• Select ‘Unit of Measure’ under ‘Inventory Info’
• Select ‘Alter’. Now you shall find your screen as under:-

• Press ‘Enter’ key on ‘Alter’
• Now, you will see the name of units you have created. Select the unit which you want to alter. For example you want to alter ‘Liters’ and you want to make Liters as Ltr. Select liters and press enter.
• Under Symbol write ‘Ltr.’
• Press ‘Enter’ key till end.
• Finally Tally asks you ‘Yes’ or ‘No’. Just wait for a while and have look whether every thing is correct or no. If there is no mistake press ‘Y’ key. If there is any mistake then press ‘N’. Now, you shall reach in beginning and correct the mistake. Your screen before ‘Yes’ or ‘No’ shall be as under:-

HOW TO CHECK UNIT OF MEASURE IN TALLY

After you create the ‘Unit of Measure’ in tally program, you must check the details filled up by you. You can check the details of ‘Unit of Measure’ as under:-

• Open – Tally
• Select ‘Inventory Info’ under ‘Gateway of Tally’
• Select ‘Unit of Measure’ under ‘Inventory Info’
• Select ‘Display’. Now you shall find your screen as under:-

• Press ‘Enter’ key on display
• Now you will see the units you have created. Select one by one and check whether every thing is right or there is any mistake. For example you want to see ‘Liters’. Select liters and press enter. Your screen shall be as under:-

No alteration can be done under display.

HOW TO CREATE UNIT OF MEASURE IN TALLY

Whenever, we maintain the inventories in tally then unit of measure plays a very important role. No one can maintain inventories in tally if unit of measure is not created. Inventories are maintained in quantity and in value. As you know that the value is always determined in rupees but quantity may be different for different products. For example, boxes, numbers, dozen, liter, kilogram, gram, milligram, meter, inches, centimeters, millimeters, bottles, pairs etc. Therefore, one has to create the measure of unit according to the needs of the business firm. Unit of Measure is created as under:-

• Open – Tally
• Select ‘Inventory Info’ under ‘Gateway of Tally’
• Select ‘Unit of Measure’ under ‘Inventory Info’
• Select ‘Create’. Now you shall find your screen as under:-

• Now, suppose, you want to maintain the inventories of a business firm who is dealing in vegetable oil which is being sold in liters then you have to maintain your stock in liters. So, create liters as measure of unit.
• Under Symbol – write ‘Liter’
• Formal Name – is also Liter. So, here also you just write – ‘Liters’

Please note that the matter in ‘under symbol’ and ‘Formal Name’ should not be same other wise tally shall not accept

• Number of Decimal Places – You can write as per your requirement. Here, we can write – 3 because liter has 3 decimals.

Now your screen shall appear as under:-

• At last tally will ask you ‘Yes or No’. Select ‘Y’ if every thing is correct otherwise, select ‘N’ and correct the mistake instantly.

HOW TO MAINTAIN INVENTORY IN TALLY

It is very easy to maintain inventories in Tally.ERP9. Any type of stocks or inventories can be maintained in tally software. Before maintenance of inventories in tally, you must keep the following points in you mind:-

1. First of all, when you create a company in which you are working, there is a column in the format of creation of company – ‘MAINTAIN’. Here you have two options (1) Accounts only and (2) Accounts with Inventory. You must select ‘Accounts with Inventory’ for maintenance of inventories in tally.

For example you want to maintain the inventories of M/s XYZ Limited. When you create the company in tally then you shall see the following screen:-

At the time completing all the columns, write ‘Accounts with Inventory’ in MAINTAIN column and your final screen shall be as under:-

2. If you are already maintaining the accounts only in tally and you want to start to maintain the inventories also. That can be done only after you alter the company structure. For example – suppose you have already created a company in the name of M/s XYZ Limited and you are maintaining the account of that company. Now, you want to start to maintain the inventory also. So, what you have to do is, you must first alter the structure of company in tally. When you shall go for alteration of the company structure, you shall see the following screen after you select ‘Accounts with Inventory’ in place of ‘Accounts only’ under the column – ‘MAINTAIN’ :-

Press ‘Y’ key after all above alteration. Now, you can maintain the inventories in tally.

3. Select ‘Features’ under ‘Gateway of Tally’
4. Select ‘Inventory Features’
5. After reaching in Inventory Features, you shall find you will find so many columns to be filled up. You can fill any thing according to your requirement. But, at least,you must select the following options to maintain inventories in general:-

• Integrate Accounts and Inventory – Select – Yes
• Allow Invoicing – Yes
• Enter Purchase in Invoice Format – Yes
• Use Debit/Credit Notes – Yes
• Use Invoice Mode for Credit Notes – Yes
• Use Invoice Mode for Debit Notes – Yes
• Separate Discount Column on Invoice – Yes

Your screen should as under:-

Please note that other columns of above screen can be changed as per the needs of the company. We have just changed the column in above screen for general inventory system.

Now, your tally software is ready to maintain the inventories. Only thing is that you have to create the ‘Unit of Measures’ ‘Stock Items’, Stock Groups’ under ‘Inventory Info’ under Gateway of Tally.

USE OF FEATURES COMMAND IN TALLY

USE OF FEATURES COMMAND IN TALLY.ERP9:- In tally, you will find ‘Features’ icon, almost on every screen. This command gives you so many options in respect of presentation of your data or to see so many details in various methods as required by account departments. You just press ‘Features’ key anywhere in tally, which shall show the following options:-

• Accounting settings
• Inventory settings
• Statutory settings

Account Settings:- In Account settings, you can change the following details:-

1. General – Income & Expenses instead of Profit and Loss Account, Allow Multi Currency.
2. Outstanding Management – Maintain Bill-wise Details (For non- Trading Accounts also), Activate Interest Calculation.
3. Cost Profit Centers Managements – Maintain Payroll, Maintain Cost Centers etc,
4. Invoicing – Allow Invoicing; Enter Purchases in Invoice Format, Use Debit/Credit Notes, Use Invoice Mode for Credit Notes, Use Invoice Mode for Debit Notes.
5. Budget and Scenario Management – Maintain Budgets and Controls, Use Reversing Journal & Optional Vouchers
6. Other Features – Enable Cheque Printing, Set/Alter Cheque Printing Configuration, Allow Zero Valued Entries, Maintain Multiple Mailing Details for Company & Ledgers, Set/Alter Company Mailing Details, Enable Company Logo.

See the following screen showing all above details:-

Inventory Settings:- In inventory settings, you can set inventory features as follows:-General – Allow Zero Value Entries

1. Storage & Classification – Maintain Multiple Godowns, Maintain Stock Categories, Maintain Batch-wise Details, Set Expiry Dates for Batches, Use Different Actual & Billed Quantity.
2.  Order Processing
3. Invoicing – Allow Invoicing, Enter Purchased in Invoice Format, Use Debit/Credit Notes, Use Invoice Mode for Debit Notes.
4.  Purchase Management – Track Additional Costs of Purchase
5. Sales Management
6. Other Features – Use Tracking Numbers (Delivery/Receipt Notes), Use Rejection Inward/Outward Notes.

Following screen can be seen in tally if you select features key and select inventory:-

Statutory Settings:- In statutory settings, you can change the following setting:-

1. Enable Value Added Tax (VAT)
2. Set/Alter VAT Details
3. Enable Service Tax
4. Set/Alter Service Tax Details
5. Enable Tax Deducted at Source (TDS)
6. Set/Alter TDS Details
7. Enable Tax Collected at Source (TCS)
8. Set/Alter TCS Details
9. Enable Fringe Benefit Tax (FBT)
10. Set/Alter FBT Details
11. Local Sales Tax Number, Central Sales Tax Number, PAN/Income Tax Number.

following screen shall appear in respect of statutory settings:-