Getting Started With Tally 9

Getting Started
with Tally 9
Tally Solutions FZ LLC, Dubai, and Tally India Private Limited make no warranty express or implied as to correctness/usefulness or otherwise of any
information contained herein. User may or may not use the information contained herein voluntarily without recourse to any liability or claim on Tally
Solutions FZ LLC and/or Tally India Private Limited
Information contained herein may not be produced in part or whole in any
form, medium electronic, mechanical, photocopying, recording or otherwise
or any purpose whatsoever without the written consent of Tally Solutions FZ
LLC. Permitting the downloading/printing of the contents herein is without
right to claim ownership intellectual property and other rights which continue
to vest with Tally Solutions FZ LLC.
Tally, TallyAscent, Shoper, TallyDeveloper & The Power of Simplicity are
either registered trademarks or trademarks of Tally Solutions FZ-LLC in the
UAE and/or other countries.
All other trademarks are property of their respective owners.
2008 Tally Solutions FZ LLC All rights reserved
Getting Started with Tally 9/Version 1.4/September, 2008
_______________________________________________
Processing, type setting and composing at Tally Press,
A division of Tally Solutions FZ-LLC.
Content
Introduction ..........................................................1
Tally Pack ..............................................................1
System Requirements ...........................................2
Minimum Hardware Requirements for Tally 9 ..... 2
Operating System Requirements ...................................2
Installation of Tally ..............................................3

Pre-Installation ............................................................3
Installing Tally - Silver .................................................3
Installing Tally 9 Gold - Server ....................................9
Installing Tally 9 Gold - Client ...................................14
Launching Tally ..................................................22

Migration of TCP files to Tally 9 Release 3 Format .......................................................................23
Activating Tally ..................................................31
Activating Tally 9 Silver for Single User Licensing ...31
Activating Tally 9 Gold for Multi User Licensing ......35
Registering Tally ................................................39

Validating Tally ..................................................40
Tally Data Migration Tool .................................41
Uninstalling Tally ...............................................42
Uninstalling License Server ...............................44
Tally Features .....................................................46
Contact Details ....................................................54
Software License Agreement .............................57
Welcome
Introduction
Congratulations on your purchase of Tally 9.

Tally has enhanced features but retains the same ease
and simplicity of its earlier versions.
Getting Started with Tally 9 helps you install and activate
Tally. You will be introduced to all the new features of
Tally 9 that facilitate easy maintaining of accounts in the
language of your choice right away.
Once you start Tally, refer to the Tally Help for a detailed
explanation of the features, functions and concepts of
Tally. Tally Help is a reference document that is the
source of information on how to use Tally. It will guide
you through the various stages of implementation.
Lets get started!
Tally Pack
The Tally Pack contains:

Tally Program CD
Getting Started with Tally 9 Manual.
Unique Serial label on the CD cover/Getting Started
with Tally 9 and the unique Key label inside the CD
cover/on the Getting Started with Tally 9 manual
System Requirements
System Requirements
Minimum Hardware Requirements for Tally 9
Processor
Memory
Intel Pentium IV and above

or equivalent
256 MB RAM
Recommended 512 RAM MB
Free
Hard
Disk
Space
Monitor Resolution
40MB
Minimum
(Excluding the data)
Recommended 1024 x 768
or higher
Note: An increased RAM will improve the performance of Tally 9.
Operating System Requirements

Microsoft Windows 98/ME/NT/2000/2003/XP/ Vista.
To make use of the complete functionality of the Concurrent multilingual capability of Tally 9, we recommend
Windows XP and above.
Note: The Tally License Server can be installed only on
Windows NT/2000/2003/XP/Vista.
Installation of Tally
When you install Tally, a folder named Tally is selected
by default, where the program files will reside. You have
the option of specifying a different folder name.
Pre-Installation
A note for Installations on Windows NT/2000/XP/
2003/Vista.
You need to have administrator rights (to create, write,
update, modify and delete) on the Application, Data,
Configuration and Language directory.
Ensure that the Operating System you use supports the
languages in Tally 9.
Installing Tally - Silver

Install Tally using any one of the following methods:
Method 1:
a. Click INSTALL.EXE from the CD
(OR)
Method 2:
a. Click START from Windows
b. Select RUN
c. TYPE <CD drive>:\INSTALL
d. Press ENTER key
The Tally 9 Setup Wizard is displayed.
Follow the instructions that appear on your screen to
install Tally.
Figure.1 Tally Setup Wizard
1. Click Cancel to stop setup or click Next to continue,

the Installation wizard displays the License Agreement.
Figure.2 License Agreement

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2. Read the license agreement before you proceed. Click

I Agree to continue. Click I Decline to stop the set-up
or click Back to go to the previous screen.
Figure.3 Tally Setup
3. In the Tally 9 Setup screen, you may accept the

default directories or click on the buttons provided to
change the path of Application Directory,
Data
Directory, Configuration Directory or Language
Directory respectively. Use Tab or the mouse to
change the path of any of the directories.
Application Directory
The Tally program files reside in this directory.
Data Directory
The Tally data resides in this directory.
The default directory where data is stored is
C:\Tally\Data. To change, click on Change Data
Directory button and enter the new directory.
5
Tally detects and retains the data configutation path of

the previously installed version
Configuration Directory
Tally configuration files reside in this directory.
You can specify the path of the directory where the
configuration files should be saved. It is usually the same
path as the Application Directory.
Language Directory
Tally Language files (.dct) reside in this directory.
Language files will be maintained. It is usually the same
Note: If you are a Multi-License User, check My License Server is
Running at and enter the server name or server IP address
and port number in Name/IP and Port respectively.
4. Click Install Operating System Language Support

to enable Language Support. (Incase Language Support is already installed, Install Operating System
Language Support option is disabled)
5. Select your Country in Country Selection.
6. Select the Initial Startup Language from the List.
When you start Tally for the first time, Tally will
appear in the language selected as the Initial Startup
Language.
Figure.4 Country/Language Selection
7. Click Install.
The installation progress status bar is displayed as
shown below.
Figure.5 Setup Status

7
8. Insert Windows CD to install a language or Browse

for the i386 folder in your system.
Note: You will be prompted for the i386 folder only if it is not
available on your system and for specific operating systems
only.
9. Click OK to install Language Support.

10. Click Finish to complete Setup.
Figure.6 Tally Installed Successfully
You are now ready to use Tally. You can click the Tally
program icon on the desktop.
Enjoy the Power!
Installing Tally 9 Gold - Server

Method 1:
(OR)
Method 2:
b. Select RUN
d. Press ENTER key
install Tally.
1. Click Cancel to stop Setup or click Next to continue,



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3. In the Installation screen, you may accept the

default Application, Data, Configuration and Language Directories or click on the buttons provided to
change their respective path and click Next.
4. In the Country/Language selection screen select the
appropriate Country and Language from the List and
click Next.
Figure.10 Country /Language Selection.
License Server Directory

The Tally License Server and Tally Admin program files
reside in this directory.
5. To accept the default License Server Directory and
Port number click Install or
6. To change the default License Server Directory click
on the button provided and select the required folder.
To change the default port number click the Port field
and enter the new port number and click Install.
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Figure.11 License Server Drectory
Note: By default the Tally License Server is configured to run on

port 9090, this can be changed later by modifying the Tally.ini
file.
LicServerPort - A new parameter in the Tally.ini is introduced to
indicate the port where the Tally License Server is running (e.g.:
LicServerPort = 9090).

shown below.
12
13
Note: Incase you want to install the Tally License Server alone
on the computer designated as the server then check the option
License Server only.
Installing Tally 9 Gold - Client

Method 1:
(OR)
Method 2:
b. Select RUN
d. Press ENTER key
install Tally.

14
1. Click Cancel to stop Setup or click Next to continue,


15
3. In the Installation screen, you may accept the

default directories or click on the buttons provided to
change the path of Application Directory,
Data
Directory, Configuration Directory or Language
Directory respectively. Use Tab or the mouse to
change the path of any of the directories.
Application Directory
The Tally program files reside in this directory.
Data Directory
The Tally data resides in this directory.
The default directory where data is stored is
C:\Tally\Data. To change, click on Change Data
Directory button and enter the new directory.
Tally detects and retains the data configutation path of
the previously installed version
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Configuration Directory
Tally configuration files reside in this directory.
configuration files should be saved. It is usually the same
Language Directory
Tally Language files (.dct) reside in this directory.
Language files will be maintained. It is usually the same
4. Check My License Server is running at and enter the
name or IP address of the server and the port number
in the Name/IP and Port respectively.
Note: The Tally License Server Name / IP Address and the
Port number can be changed later by modifying the Tally.ini file
5. Click Install Operating System Language Support

to enable Language Support. (Incase Language Support is already installed, Install Operating System
Language Support option is disabled)
6. Select your Country in Country Selection.
7. Select the Initial Startup Language from the List.
When you start Tally for the first time, Tally will
appear in the language selected as the Initial Startup
Language.
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Figure.17 Country/Language Selection
8. Click Install.

shown below.
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9. Insert Windows CD to install a language or Browse

for the i386 folder in your system.
Note: You will be prompted for the i386 folder only if it is not
available on your system and for specific operating systems
only.
10. Click OK to install Language Support.

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20
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Launching Tally
Launching Tally
Tally 9 is displayed in the Start menu as shown. The
sub-menu displays Tally 9 program. It also displays
Tally Help and uninstall Tally 9.
Figure.18 Tally 9
A shortcut to Tally 9 is set up on the desktop. The Tally 9

icon is displayed in the quick launch bar, if it is enabled.
Figure.19 Tally Shortcut Icon
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Activating TallyGold for Multi User Licensing
Migration of TCP files to Tally 9

Release 3 Format
The Tally application folder contains files other than the
data files which are referred to as secondary files. From
Release 3.0 onwards the file format of all the secondary
files have been standardized.
TCP Files
All the TDL files which were compiled for Tally 9

Release 1.x/2.x having the file extension .tcp needs to be
converted to the new format. You can convert the
existing .tcp files
Automatic Conversion Process (using installer) :
When the current version of Tally is installed in the
same folder as the older version then all the .tcp files
which were included in the tally.ini file are automatically converted to Release 3 compatible format.
Figure.1 Parameters in Tally.ini file
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The original .tcp file is renamed as <filename>.tcp.BAK

i.e., the filename of the converted file is same as the
original filename and the original .tcp file is retained as a
backup file.
Figure.2 Files in default Tally folder
Manual Conversion Process: To manually convert

the file in the new format use the Conversion tab of
Tally Admin Tool. The command line conversion
tool secdbcnv.exe is removed.
It is mandatory to specify the File Type. The file Type can

be TSF or TCP.
TSF: Converts tally configuration file from old format to
new format eg tallysav.tsf to tallycfg.tsf
TCP: Converts TCP file from old format to new format.
In the Source File box specify the name of file to be converted.Browse button can be used to select the file. A
comma separated list of files can be given in this box.
24
When multiple files are to be converted,write the

complete path of each file.
In Destination File box provide the name for the
converted file.Browse button can be used to select
thedestination folder.
Example 1 :
In the following dialog box select the File Type as TCP
and select the file Sample.TCP for convertion.
Figure.3 Tally Admin Window
Once you click on the Convert button following dialog

box is displayed.
Figure.4 Tally Admin Window after conversion

25
The file Sample.tcp is converted to the new format

retaining the original filename.The old format TCP is
renamed as Sample.tcp.BAK .
The files in the Tally folder will appear as shown :
Figure.5 Tally 9 folder after the Conversion
Example 2 :
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Once you click on the Convert button following dialog

box is displayed.
Figure.7 Tally Admin Window after Conversion
The above command converts the file Test TDL.tcp to

the new format and is named as Converted Test
TDL.tcp.
Figure.8 Tally 9 folder after Conversion
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Note:
Ensure that the TDLs written for previous versions are syntactically compatible as per the
release 3 standards before running the
installer or the conversion tool.e.g. Release 3
does not support partial named attributes so
before the conversion check that the TDL file
to be converted uses the full attribute name.
Configuration File
When Tally is installed in the same folder where the Old

version is installed then the file Tallysav.tsf is automatically converted to the new format as
shown.
Figure.9 Tally 9 Folder
The file Tallysav.tsf is renamed as Tallysav.tsf.BAK.

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Manually the file Tallysav.tsf can be converted to the

new standardized format by selecting TSF as file type
in the Conversion tab of Tally Admin Tool. Ensure that
the destination file name is Tallycfg.tsf
Example 1:
The above command converts the file Tallysav.tsf to Tallycfg.tsf. The file Tallysav.tsf is renamed as Tallysav.tsf.BAK
29
Figure.11 Tally 9 folder
Dictionary Files
The dictionary files in new format are provided with the
release. When Tally is installed in the same folder where
the Old version is installed then the old files present in
the directory will be overwritten by the new ones. It is to
be noted that the new dictionary files are not compatible
with prior versions.
Conversion of Tally 7.2 files to Tally 9 New

Format
Migration tool is mandatory to convert the 7.2 compatible .tcp files in to the new format. The conversion
process is same as earlier.
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Activating TallySilver for Single User Licensing
Activating Tally
Activating Tally 9 Silver for Single User Licensing
The Single User Licensing allows installation of Tally
only on ONE computer. Single User can be activated
through online or offline method.
If you have an Internet connection (Online)

You can activate the license using the Online option
available in F12: Configure settings.
Go to Gateway of Tally > F12: Configure > Licensing >
Online > Activate
Tally program will connect to the Tally Internet Services
server, validate your registration information and
activate the license. When you start Tally for the first
time, the Activation Form will display as shown:
Figure.20 Online Activation Form
1. Enter the Serial number printed on the CD cover.

2. Enter the Key printed inside the CD cover.
3. Enter email address.
4. Press Enter to proceed.
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On entering the correct Serial number and Key, a

message displays indicating that your license is activated.
If you do not have an Internet connection

(Offline)
You can activate the license using the Offline option
available in F12: Configure settings. The Activation
Form is displayed when you start Tally for the first time.
Press Esc or Ctrl+Q to quit this form.
Now, go to Gateway of Tally > F12: Configure >
Licensing > Offline > Activate
The same Activation Form is displayed in the offline
mode.
Figure.21 Offline Activation Form
1. Enter the Serial number printed on the CD cover.

2. Enter the Key printed inside the CD cover.
3. Enter your email address.
4. Press Enter to proceed.
If your Serial number, Key and Email/Id are correct, you
will get a message that your tally_req.lic file has been successfully generated.
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1. The tally_req.lic file is stored in the Tally folder.

2. Copy the tally_req.lic file in a CD or a floppy.
3. Insert the CD/floppy in the computer which has
Tally installed and is connected to the Internet.
4. Copy the tally_req.lic file from the CD/floppy to
the Tally folder in this computer.
5. Start Tally on the computer connected to the Internet. Go to Gateway of Tally > F12: Configure >
Licensing > Offline
6. Click Send External Request to send the request to
the Tally Internet Services server.
7. The response will be saved in a new file called
tally_resp.lic, which will be generated in the Tally
folder. Copy the tally_resp.lic file onto a CD/
floppy from the computer connected to the Internet
8. Copy the same file into the Tally folder of your
computer. You are now ready to use Tally.
Note: If you cannot activate Tally because of connectivity issue or for
any other reason, please try again after sometime. For more
details on Licensing, refer to Tally Help
License Menu in Single User System
The user can find the following options in the

license menu of the Single user edition.
List of Add-Ons
Online
Offline
Quit
Note: To use Tally Single user on another computer, you need to
surrender the license active on the first computer. To do this,
use the option Surrender (Go to Gateway of Tally > F12:
Configure > Licensing > Online/Offline > Surrender) and
subsequently activate the same on a different computer.
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Refer to Tally Help for more details on the options

available in the Licensing menu and Surrendering the
license.
Note: In such an instance where the Tally multi-user and
License Server are installed on the same computer. The
method of activation remains the same as that of the Singleuser.
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Activating Tally 9 Gold for Multi User Licensing

Multi User licensing allows you to install Tally on all the
computers connected through a local area network
(LAN). In such a set-up, one computer is designated as
the License Server and all other computers will be
License clients. The Tally license server is installed on
the computer designated License Server.
Tally Admin Tool

1. Double click on TallyAdmin.exe which is available
in the Tally default folder. The Admin Tool
appears as shown
Figure.22 Tally Admin Tool
Click Activate enter the Tally Serial Number, Activation Key provided in the startup kit and a valid email
address in the Activation Form.
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Figure.23 Activation Form
Click Submit
On successfully activating the Tally License a window appears displaying a message that the license
was activated successfully.
Figure.24 License Successfully Activated
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Parameters that appear in Tally.ini file on the

License Clients
On successful installation of Tally on the client, open

Tally.ini file located in the Tally directory and set the
following parameters.
TallyLicenseServer = Name or IP of License Server Computer :
Port Number.
Note: To use TallyGold on another computer, you need to surrender
the license active on the first computer. To do this, use the
option Surrender (Go to Gateway of Tally > F12:
Configure > Licensing > Online/Offline > Surrender) and
subsequently activate the same on a different computer.
Refer Tally Help for more details on the options

available in the Licensing menu and the parameters to be
set in Tally.ini file.
Tally Admin Tool

The License Admin Tool Menu has the following
options.
License Server Operations (Only for License Service for
Multi-user environment)
Install - To install the Tally License service
Uninstall - To uninstall the previously installed Tally
License Service
Restart - To restart the License Service
License Operations(Only for License Server for Multiuser environment)

Proxy Configuration - to configure the proxy server
for internet access.
Activate - to activate Tally License
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Update - to update Tally License

Surrender - to surrender Tally License
License Server Status (for License Clients)

Name/IP - The Name or the IP Address of the computer designated as the License Server
Port - is the dedicated port number on which the
License server is running
Ping - To ping the License Server and check the status of the License Server and if the License Service is
running.
Important: If you desire to make any changes to your Hardware, such as
Hard Disk and Removable Storage Devices, it is recommended
that you surrender the License from your computer, before
initiating these changes. Else, Tally will switch to Educational
mode.
Note: If Tally and License server are installed on the same

machine the License can also be activated using Gateway of
Tally >F12:Configuration >Licensing, similary to Tally 9 Silver
activation.
Refer Tally Help for more details on Surrendering the

license.
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Registering Tally
Registering Tally
To register Tally,
Go to Gateway of Tally > F12: Configure > Licensing

You can register Tally through the Internet using the
Register Yourself button on the right side of the
Gateway of Tally screen.
The Login screen displays the following:
1. Enter the Serial Number and Key/ID in their
respective fields
2. Click Login to proceed.
The Registration screen is displayed.
3. Enter your details in the form.
4. Click Save.
You will get a message confirming your registration.
You can also register your Tally by clicking on the
Register Yourself link at www.tallysolutions.com.
39
Validating Tally
Validating Tally
The procedure for validating Tally is the same for Single
and Multi User editions. The License has to be validated
within 45 days of activation and is a one - time process.
Tally will prompt you to validate the license, one week
before the expiry date. If you do not validate, Tally will
switch to Educational Mode.
If you are connected to the Internet on Tally

(Online):
For an online user who has administrator privileges,
Tally will validate the License and display the License
Updated Successfully message.
Online > Update
If you do not have an Internet connection

(Offline):
If you are an Offline User, Tally will display the message
- Your License is about to expire! Please re-activate.
You will have to validate the license in a computer that
has Internet connection.
Refer to the procedure explained in the section on If you
do not have an internet connection in Activating Tally
To validate the license manually,
Offline > Update
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Tally Data Migration Tool
Tally Data Migration Tool

Tally 7.2 customers can now migrate their data from
Tally and Tally Compliant Products ( TDL files / Customised files ) to Tally 9 using the Tally Data Migration
Tool.
The Tally Data Migration Tool works with the Tally 9.exe
and allows migration of company data including
Masters, Vouchers and Reports.
The data migrated from Tally 7.2 to Tally 9 will appear in
the Tally 7.2 data folder. The migrated data is prefixed
with a 0 and appears as a 5 digit number. The Migration
tool resides in the Tally folder after the installation of
Tally 9.
Refer to the Tally Help for a detailed explanation on
migration process.
41
Uninstalling Tally 9
Uninstalling Tally
1. Click UninstallTally 9 from Start > Programs >
Tally 9.
Figure.25 Uninstall Wizard
2. By default, Tally 9 is selected.

3. Click on Uninstall to uninstall Tally 9.
Note:
You need to have administrator rights to uninstall Tally 9
If any of the Tally 9 files are running then a message is
displayed Couldnt Delete Some of the files. Exiting
Uninstallation Click OK. To uninstall, close the file/s
and start the uninstall procedure again.
42
Figure.26 Uninstallation Successful - Finish
4. Click Finish to complete uninstalling.

Uninstalling removes all the files created during
Installation except for the Data Folder which is left intact.
On uninstallation, a Backup folder containing a Restore
folder along with the date and time of uninstallation
appears in the Tally folder.
The Restore_date_time folder contains the Lang folder
which has the dct files and the stat.900 file as both these
files are not deleted on uninstalling.
43
Uninstalling License Server

1. Click UninstallTally 9 from Start > Programs >
Tally 9.
Figure.27 Uninstall Wizard
2. By default, License Server is selected.

3. Click on Uninstall to uninstall the License Server.
4. Click Finish to complete uninstallation of Tally
License Server.
44
Figure.28 Uninstall License Server.
Note: In a situation where the Tally 9 and the License Server

are installed on the same computer you can uninstall both the
Tally 9 and the License Server by selecting both the options.
45
Tally Features
Tally Features
Tally uses the latest technology and incorporates complex
features in a simplified manner. It is a robust easy to use
system.
Multilingual Business Accounting and Inventory

Management Features
Payroll: Tally Payroll enables users to set up and
implement salary structures, ranging from simple to
complex, as per the organizations requirements. You
can align and automate payroll processes and
directly integrate them with main stream accounting
applications. Payroll data can also be viewed as part
of the existing and configurable cost centre reports
for business analysis.
Excise for Dealers: The Dealer Excise functionality in
Tally is easy to use with fast and error free voucher
entry. You can track excise duty on each transaction
and print invoices with Supplier & Manufacturer
details as User configurable options. You can also
generate reports and quarterly returns in Form-2 as
per Central Excise Statutory requirements.
Multilingual Support: Tally can now be used
concurrently in the language of your choice. Tallys
Interface is now available in Bahasa Melayu besides
English and the Indic languages Hindi, Kannada,
Bengali, Gujarati, Marathi, Tamil, Punjabi, Telugu,
Malayalam and Hinglish (colloquial).
FBT (Fringe benefit tax): FBT in Tally supports
Challan management and printing for prompt and
accurate filing of tax. On entering the transactions,
Tally automatically calculates the FBT and generates
the Reports.
VAT Composition Returns: VAT Composition
Returns in Tally provides fast and error-free voucher
entry with complete tracking of each transaction. It
46
Tally Features
supports the printing of VAT Composition Returns of

any state in which VAT has been implemented. The
Composition Rate of VAT is automatically
recognised based upon turnover and the tax payable
is calculated automatically and shown in the Return
Form
TDS (Tax Deducted at Source): TDS in Tally
provides an easy-to-use interface with complete
flexibility. It helps you to handle all intricate cases
and automatically/manually calculate the tax
amount payable to the Income Tax Department. You
can also generate TDS challans and Exception
reports.
VAT (Value Added Tax): VAT is completely
integrated with Tally. To make the computation
easier, VAT comprises pre-defined list of sales and
purchase classification. It enables fast and error-free
voucher entry, printing of Tax invoices and better
VAT-returns management.
Synchronisation in Tally helps you transfer data
between two or more locations (Example: A Branch
Office and the Head Office of a company are at two
different locations). Synchronization can be done
both ways (Data transfer from Branch Office to Head
Office and vice-versa)
E-mail reports and documents directly from Tally. It
not only saves postage cost, but also your valuable
time
Publish reports in HTML on Web or Intranet and
share them with suppliers, customers or own staff
Direct web browsing capability in Tally helps avoid
switching between programs.
Exchange data with other systems using XML. Tally
provides you with means to collaborate with other
databases and share information like never before.
ODBC connectivity opens up Tally. This makes
Tally fields in ODBC to be compliant with programs
like MS Word and MS Excel. This enables you to
47
Tally Features
integrate Tally data dynamically into other ODBC

systems. It even designs a form like remittance advice
and imbed fields like Customer name and address,
account balances and so on, in Excel/Word.
Note:
ODBC connectivity will work with ODBC compliant
programs.
Tally enables publishing on the Web using FTP and
HTTP.
Secure HTTP is used for encrypted data exchange.
XML XML is rapidly replacing SDF as the primary
format for exchange of data between application programs.
It facilitates integration of different systems.
Performance and Implementation Features

Colours: The user interface has now changed with
more appealing colours, aimed at enhancing your
experience with Tally.
Tallys Phonetic Keyboards: Tallys Phonetic
keyboard is useful for those who speak the language
but do not know how to type it using the operating
system keyboard. It is user friendly with the same
layout as that of the English characters. You can spell
the term based on its sound and the data is
transliterated in the language selected.
Copying Text From Tally to Windows: Copying text
to and from Tally to Windows is now a simple
process. Use Ctrl +Alt + C to copy text from Tally and
Ctrl + Alt +V to paste text into Tally.
Rapid Implementation: This means low start-up
costs, with the lowest training requirements of any
accounting system in the world! A consistent data
entry interface has your accounting up and running
in minutes.
Real Time Processing: Tally updates all your books,
ledgers and reports as soon as a transaction is
48
Tally Features
accepted. Your statements are always ready with the

last saved transaction.
Speed: Businesses automate their accounts so that
they can get information FAST. Tally outpaces all
other systems with its faster-than-thought
performance.
Unlimited Companies and Periods of Accounting:
In Tally, you can handle the accounts of more than
one company, simultaneously (if required). You can
compare data across companies and financial
periods;
view information for any period (for
example, 19 months) and consolidate companies with
a single keystroke.
Unbelievable Period End Handling: The unique
date-driven approach of Tally, with dynamic and
automatic periods, makes the financial year end
simple and hassle-free.
Dynamic Interactive Reports and Unique DrillDown Facility: All reports are dynamic and allow
further interrogation from summary to the actual
transaction voucher.
Comprehensive Print Capabilities: Print Quotations,
Orders, Invoices, Vouchers and Cheques through Tally.
Choose from several default formats, use ODBC
compliant systems to print other special formats, or
contact us to meet your requirements.
Print Preview: View reports and their layouts, prior
to actual printing.
Accounting and Inventory Control Features

Tally provides a total solution for managing your
accounts and stocks. Its vast array of management
reports put you on top of your operations, be it a small
business or a large one or even a non-profit organisation.
49
Tally Features
Accounting Features
Accounting without CODES! The sensible way to
keep your records is to use regular names for your
accounts. With unlimited levels of classification in
Tally, you can manage the most complex ledger
systems with ease.
Unified Ledgers: Tally pioneered the concept of
Unified Ledgers where the General, Sales and
Purchase Ledgers are integrated into a Single Ledger
and organised into groups for easy management.
This concept combines the power of reporting along
with the ease of data entry.
Complete Book-Keeping: Recording transactions
using a unique voucher entry system that is easy and
flexible to configure for diverse transactions.
Comprehensive Accounting: Obtain your Balance
Sheets, Profit & Loss Statements, Cash and Funds
Flow, Trial Balances and others at any time.
Multi-Currency
Accounting:
Tally
handles
unlimited currencies and manages the complexities
of Forex Gain/Loss intelligently. A single transaction
may contain more than two currencies.
Bill-wise Tracking of Trading and Non-Trading
Accounts: Tally tracks Party accounts or Loan
Accounts on a Bill-by-Bill basis (for example, new
bills raised, payments, receipts, adjustments against
bills)
Interest Calculation: Tally has completely definable
Interest Calculation methods that can be customised
for each transaction.
Receivables and Payables: Allocate payments
against invoices with reference to due dates. Reports
are classified, grouped and aged to your definitions.
You can have customisable reminders for overdue, as
well as measure payment performance segragating
your good and bad customers.
50
Tally Features
Ratio Analysis: A range of key performance ratio on

a single sheet puts you in total control of your
business.
Budgeting, Auditing and Security Control: Use
Original and Revised Budgets over varying periods.
Define security levels to control access and use the
powerful Audit capabilities to track malafide
changes, while making genuine corrections with
unparalleled ease.
Scenario Management: Use Optional, Reversing
journals and Memorandum vouchers to record
provisional entries. For example, use Optional
Vouchers to record provisional sales and compare
with actuals. Prepare reports including provisional
figures without affecting actual accounts using
automatic reversing journals.
Unlimited Cost/Profit Centres with Power Project
Oriented
Reporting:
Projects,
Departments,
Marketing Zones are just a handful of analysis
criteria you can use with Tally. With unlimited
sub-classification, Tally gives you multi-dimensional
analysis and comparisons.
Inventory Features
Multi-location Stock Control: Use Tally to keep
track of your stock at a single or multiple locations.
Create unlimited classification systems for your Items
and your own units of measure.
Comprehensive Recording of Stock Movement:
Record
inventory
transactions
easily
and
comprehensively using Goods Receipt Notes,
Delivery
Notes,
Stock
Transfer
Journals,
Manufacturing Journals as well as Physical Stock
Journals. All stock movements are fully recorded and
maintained in Stock Registers.
Management Reports: Movement Analysis that
gives party-wise details of goods bought and sold
and helps identify good and bad business partners.
51
Tally Features
Stock Query is a unique single sheet report that gives

information on stocks at different locations as well as
total stock-in-hand .
Aged stocks Analysis: This report identifies old
stocks to aid in decisions relating to their quick
disposal.
Batch-wise or lot-wise Inventory with Expiry: Use
the concept of Batches or Lots to track stock at the
batch level .
Re-Order Levels and minimum order quantities:
Know your stock order position with the
comprehensive Order Status reports in Tally. Specify
reorder levels in absolute quantities or based on
previous consumption.
Sales and Purchase Order Processing

Sales and Purchase Orders: A comprehensive
facility to record orders with a complete cycle of
recording and allocating them through inventory
deliveries, invoicing and accounting. Single sheet
reports give current stocks, orders due for delivery,
orders due for receipt, shortfalls (if any). Get
party-wise or item-wise details of orders outstanding
and/or fulfilled.
Invoicing
Sales invoices are generated directly from Tally.
Print, Export, E-mail or publish them. Tally has a
very comprehensive invoicing system that allows
flexible handling of charges and taxes. The invoice
format is available in different formats and you could
adopt them as your own or have a completely
different layout designed!
52
Tally Features
53
Contact Details
Contact Details
For all your queries, please Contact our Technical

Services Representative.
E-mail Support:
For any technical support or assistance in using Tally,

email support@tallysolutions.com
Chat Support
Chat online with a Tally Advisor using WebChat at

www.tallysolutions.com.
Phone Support:
Reach our Technical Support Representatives at the

following telephone numbers:
India
1-800-22-8859
Or
1- 800 - 425-8859 (Toll Free Numbers for BSNL and MTNL (subscribers)
Or
+91-80-25638240 (for other subscribers)
UAE
00 - 971 - 4 - 800 - 82559
Visit the Tally website at www.tallysolutions.com to

know about new releases and upgrades.
54
Contact Details
56
Software License Agreement

Read this section before using the product

TALLY 9
This is a legal agreement between yourself, the lawful purchaser of the software
described hereunder, hereinafter referred to as the LICENSEE on the one part and Tally
Solutions FZ-LLC, hereinafter referred to as the COMPANY on the other part. By
installing the software described below, the Licensee agrees to be bound by the terms of
this agreement. If you, the Licensee, do not agree to the terms of this agreement,
promptly return the complete and undamaged software packet along with the accompanying items (including written materials, binders, brochures etc) to the place from
where the software was purchased for a full refund of price paid.
1. GRANT OF LICENSE: The COMPANY grants to the LICENSEE a non exclusive
and non-transferable right to use the accompanying software program, TALLY 9
hereinafter called the SOFTWARE. The SOFTWARE is in use on a computer
when it is loaded into temporary memory (that is RAM) or it is installed into permanent memory (example, Hard Disk, CD-ROM Disk, or any other storage device
on the computer). The SOFTWARE may be used on a single computer (for the Single User edition of the SOFTWARE) or on a Local Area Network (LAN) Server (for
the Unlimited Multi User Edition of the SOFTWARE) for use on any one or more
nodes
connected directly to the LAN server for simultaneous use by more
than one user. This is the only situation under which more than one user can use
the SOFTWARE simultaneously. The SOFTWARE may be freely moved from one
computer to another belonging to the LICENSEE. The LICENSE is granted only
for the use of the LICENSEE. The LICENSEE shall not rent, lease, or otherwise
transfer this SOFTWARE and the rights to use the SOFTWARE.
2. INTELLECLTUAL PROPERTY & COPYRIGHT: The SOFTWARE is owned by
Tally Solutions FZ-LLC and is protected by Copyright Laws of UAE and
International Treaty Provisions relating to protection of all Intellectual Properties.
Therefore, the Licensee must treat this SOFTWARE like any other copyrighted and
intellectual property material (e.g. a book or musical recording). The Licensee shall
not copy the SOFTWARE and/or written materials accompanying the
SOFTWARE.
LIMITED WARRANTY AND REMEDY

1. WARRANTY: There is a limited warranty from the Company that the SOFTWARE will perform substantially in accordance with the accompanying written
materials for a period of 90 (ninety) days from the date of purchase and that the
medium on which the SOFTWARE is supplied, will be free from defects in
materials and workmanship under normal use and service for a period of 90
(ninety) days from the date of purchase. WARRANTY is void unless the purchase
of the SOFTWARE is from authorized vendors in the geographical territory of the
LICENSEE, or from the COMPANY. WARRANTY is applicable if, and only if, the
licensee has completed the activation process by logging in the serial number and
the key for the software, and the registration information of the licensee has been
received and acknowledged by the COMPANY. Otherwise the WARRANTY shall
not apply.
2. NO OTHER WARRANTY: The COMPANY and all its suppliers disclaim all other
warranties, whether expressed or implied, including, but not limited to, implied
warranties of merchantability and fitness for a particular purpose, with regard to
the SOFTWARE and the accompanying written materials.
3. LICENSEES REMEDIES: The COMPANY and its suppliers entire liability and
Licensees exclusive remedy shall be at the option of the COMPANY, either (a)
refund of the price paid on the return of the SOFTWARE to the supplier and

giving the proof of having uninstalled the activation license, or (b) repair or
replacement of the SOFTWARE that does not meet LIMITED WARRANTY of the
COMPANY, and which is returned to the supplier with a copy of the proof of
purchase (such proof of purchase being either the original invoice or receipt of the
supplier). The LIMITED WARRANTY is void if the failure of the SOFTWARE has
resulted from virus, any other software or process on the computer of the
LICENSEE, improper use, accident, theft, abuse or misapplication of the
SOFTWARE. Any replaced SOFTWARE will be warranted for the remainder of
the original warranty period or 30 (thirty) days whichever is longer.
4. NO LIABILITY FOR CONSEQUENTIAL DAMAGES: The COMPANY and its
suppliers under no circumstances shall be liable for any damages whatsoever
(including, without limitation, damages for loss of business profit, business
interruption, loss of business information, or any other monetary or non-monetary
loss) arising out of the use or the inability to use this SOFTWARE, even if the
COMPANY has been advised of the possibility of such damages.
DISPUTE RESOLUTION AND JURISDICTION

All disputes between the parties connected with the terms of this agreement, or the use or
inability to use the SOFTWARE or any other services of the COMPANY, related to the
SOFTWARE, shall be subject to arbitration of a person to be appointed by the COMPANY, and
the decision of the arbitrator will be binding on all parties as per applicable statutes. The
arbitration proceedings shall be conducted in English and place of arbitration shall be Singapore.
All proceedings shall be governed and construed in accordance with the laws prevailing in
Singapore and only competent courts within Singapore shall have jurisdiction to adjudicate the
same.
If you have any questions or clarifications concerning this LICENSE, please contact in
writing:
CUSTOMER SERVICE CELL
C/o Tally (India) Pvt. Ltd.,
331-336, Raheja Arcade, Koramangala,
Bangalore 560 095 INDIA.
Telephone: 1800-425-8859
E-mail: support@tallysolutions.com
(Please quote your Tally 9 serial number in all correspondence or contact with the
COMPANY concerning the SOFTWARE)

Getting Started With Tally 9

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Getting Started With Tally 9

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Getting Started

Installation of Tally ..............................................3

Launching Tally ..................................................22

Registering Tally ................................................39

Congratulations on your purchase of Tally 9.

The Tally Pack contains:

Intel Pentium IV and above

Note: An increased RAM will improve the performance of Tally 9.

Operating System Requirements

Installing Tally - Silver

Figure.1 Tally Setup Wizard

1. Click Cancel to stop setup or click Next to continue,

Figure.2 License Agreement

2. Read the license agreement before you proceed. Click

Figure.3 Tally Setup

3. In the Tally 9 Setup screen, you may accept the

Tally detects and retains the data configutation path of

4. Click Install Operating System Language Support

Figure.4 Country/Language Selection

Figure.5 Setup Status

8. Insert Windows CD to install a language or Browse

9. Click OK to install Language Support.

Figure.6 Tally Installed Successfully

Enjoy the Power!

Installing Tally 9 Gold - Server

Figure.7 Tally Setup Wizard

1. Click Cancel to stop Setup or click Next to continue,

Figure.8 License Agreement

2. Read the license agreement before you proceed. Click

Figure.9 Tally Setup

3. In the Installation screen, you may accept the

Figure.10 Country /Language Selection.

License Server Directory

Figure.11 License Server Drectory

Note: By default the Tally License Server is configured to run on

The installation progress status bar is displayed as

Figure.12 Setup Status

7. Click Finish to complete Setup.

Figure.13 Tally Installed Successfully

Installing Tally 9 Gold - Client

Figure.14 Tally Setup Wizard

1. Click Cancel to stop Setup or click Next to continue,

Figure.15 License Agreement

2. Read the license agreement before you proceed. Click

Figure.16 Tally Setup

3. In the Installation screen, you may accept the

5. Click Install Operating System Language Support

Figure.17 Country/Language Selection

The installation progress status bar is displayed as

Figure.18 Setup Status

9. Insert Windows CD to install a language or Browse

10. Click OK to install Language Support.

Figure.19 Tally Installed Successfully

A shortcut to Tally 9 is set up on the desktop. The Tally 9

Figure.19 Tally Shortcut Icon

Activating TallyGold for Multi User Licensing

Migration of TCP files to Tally 9

All the TDL files which were compiled for Tally 9

Figure.1 Parameters in Tally.ini file

Activating TallyGold for Multi User Licensing

The original .tcp file is renamed as <filename>.tcp.BAK

Figure.2 Files in default Tally folder

Manual Conversion Process: To manually convert

It is mandatory to specify the File Type. The file Type can