Tally Prime - Setup.
We install and configure TallyPrime for a single company so your books are GST-ready from the first voucher. That covers company creation, features, ledgers and stock masters, voucher types and numbering, GST and TDS settings, user roles and backups, followed by hands-on training for the people who will use it every day.
Typically 3–5 working days from receiving your masters and opening balances. The volume of masters and whether inventory is maintained drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- New businesses starting their books in TallyPrime
- Firms that bought a TallyPrime licence but use only a fraction of its features
- Owners who want accounts kept in-house with clean masters from day one
What you receive at the end.
- 01Configured TallyPrime company with ledgers, stock masters and voucher types
- 02GST and TDS settings applied to the relevant masters
- 03User access rights and a scheduled backup
- 04Invoice print format with your business details
- 05User training session and a setup summary note
Tally Prime - Setup, step by step.
Typically 3–5 working days from receiving your masters and opening balances. The volume of masters and whether inventory is maintained drive the time.
- 1
Requirement call
We confirm your business type, GST registrations, inventory needs, number of users and the reports you rely on.
- 2
Company creation
We create the company, set the financial year and books-beginning date, and enable the features you need, such as inventory, GST, TDS and cost centres.
- 3
Masters and vouchers
We set up ledger groups, ledgers, stock items, units, voucher types and invoice numbering, with GST rates and HSN/SAC details on the right masters.
- 4
Security and backup
We create users with appropriate access rights and schedule automatic backups to local storage or TallyDrive.
- 5
Training and handover
Your users practise sales, purchases, payments, receipts and GST reports on the live company, and receive a short setup note.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- TallyPrime licence details and access to the computer or server where it will run
- GSTINs, PAN, TAN and registered address details
- Opening trial balance, or confirmation that you are starting fresh
- Lists of customers, suppliers, bank accounts and stock items, where available
- Sample sales and purchase invoices showing the format you want
- Names and roles of the people who need access
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Tally Prime - Setup.
Ready to discuss Tally Prime - Setup?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.