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Basic Tally Course – Learn Accounting & Financial Management at Insta InfoTech

This Basic Tally Course is designed for beginners who want to learn Tally Prime, one of the most popular accounting software used for financial management, inventory tracking, and GST compliance. The course covers fundamental concepts of accounting along with hands-on training in Tally software.

Basic Tally
Basic Tally

Basic Tally

Start your accounting career with Tally Prime — India's most widely used business accounting software — learning to install and set up the software, create a company and chart of accounts, record day-to-day business transactions using all voucher types, manage debtors and creditors, generate essential financial reports, and confidently handle the accounting tasks expected of a junior accountant or accounts assistant in any SME, retail business, or CA office.

Certificate
You will get Medhavi Skills Certificate
Partnership
Insta Infotech × Medhavi Skills University
Recognition
NCrF aligned learning pathway
Basic Tally skill progression
Company Setup & Chart of Accounts
Install, create company, groups, and ledgers in Tally Prime
Setup
 
Voucher Entry & Transaction Management
Payment, receipt, sales, purchase, and contra vouchers
Record
 
Reports, BRS & Basic GST Overview
Trial balance, P&L, balance sheet, and bank reconciliation
Report

Setup, record, and report — the three daily responsibilities of every accounts assistant working in Tally Prime.

 
Program overview

More than pressing F5 and hoping for the best.

This course builds genuine Tally Prime confidence from zero. Students begin with the Gateway of Tally interface, understand why ledgers belong to specific groups, and work through every voucher type with real business transactions — not isolated clicks. By the end, students can set up a fresh company, record a full month of transactions, reconcile the bank statement, and generate the P&L and balance sheet that a business owner or CA expects to see.

01 / Real business data from lesson one
A simulated business, start to finish.

Students work inside a single simulated retail business throughout the course — creating it in Tally, recording its daily transactions, managing its debtors and creditors, and producing its monthly reports — so the learning mirrors exactly what happens in a real job from day one.

02 / Think in ledger groups, not just entries
The right group changes everything.

Most Tally beginners make mistakes not in the entry itself but in the ledger group assigned when the account is created. This course teaches the logic behind Tally's 28 pre-defined groups so students always place a ledger correctly — which flows directly into an accurate balance sheet.

03 / Career signal
Job-ready in weeks, not months.

Present a complete Tally Prime company file with all voucher types, day book, ledger reports, and a closing balance sheet — interview-ready for accounts assistant, billing operator, data entry executive, junior accountant, and office accounts staff roles across every industry in India.

 
Learning journey

A clearer learning flow.

The progression begins with Tally Prime installation and interface orientation, moves through company creation and ledger setup, advances into daily voucher entry for every transaction type, covers debtors and creditors management, and finishes with bank reconciliation, financial reports, and a basic introduction to GST invoicing in Tally.

Step 01
Introduction to Tally Prime
Download, install, and activate Tally Prime; navigate the Gateway of Tally; understand the Tally interface — GoTo, top menu, and function key shortcuts; and create a new company with correct financial year settings.
Step 02
Chart of Accounts — Ledgers & Groups
Understanding Tally's 28 pre-defined groups, creating ledgers for bank accounts, debtors, creditors, expenses, and incomes; assigning opening balances; and configuring company features with F11 and F12.
Step 03
Voucher Entry — All Transaction Types
Payment (F5), Receipt (F6), Contra (F4), Journal (F7), Sales (F8), and Purchase (F9) vouchers; recording cash and bank transactions; editing and deleting vouchers; and day book verification.
Step 04
Debtors, Creditors & Outstanding Reports
Managing sundry debtors and sundry creditors; bill-by-bill outstanding tracking; aging analysis; post-dated cheques; and generating outstanding payables and receivables statements.
Step 05
Financial Reports, BRS & GST Basics
Trial balance, profit & loss account, balance sheet, cash flow statement; bank reconciliation in Tally; printing and exporting reports; and a basic introduction to GST-enabled invoicing in Tally Prime.
 
Syllabus

Structured for job-relevant output.

Topics organized into clean thematic groups so the section feels premium and is easy to scan.

Setup and accounts
  • Install, activate, and navigate Tally Prime
  • Create company, ledger groups, and accounts
  • F11 & F12 configuration and opening balances
Vouchers and entries
  • All voucher types — F4 Contra to F9 Purchase
  • Debtors, creditors, and bill-by-bill outstanding
  • Day book, post-dated cheques, and aging reports
Reports and launch
  • Trial balance, P&L, and balance sheet
  • Bank reconciliation statement (BRS) in Tally
  • GST invoicing basics and report export
 
Certification and recognition

Make the credential visible, not buried.

You will receive a Medhavi Skills Certificate. The program is presented through Insta Infotech's partnership with Medhavi Skills University, and the learning pathway is aligned with the National Credit Framework (NCrF).

Why this matters
 
Certificate visibility
Now highlighted in the hero and repeated in the certification block.
 
University partnership
Medhavi Skills University is treated as a trust signal, not a small footer note.
 
Industry demand
Tally is listed as a required skill in the majority of accountant and accounts executive job postings across India — making this certification immediately employable.

  • What is the use of Tally?
  • What Are the Benefits of Tally?
  • How many modes There in tally?
  • What are Accounts?
  • What is Accounting?
  • Types of Accounts?
  • What is golden
  • What are the Golden Rules of Accounts.

  • How To Install Tally Prime?
  • How To Creating Company?
  • How To Alter and Delete Company?
  • How to Select Company?
  • How To Shut company?
  • How To Give Security on Company?
  • tally Vault.
  • Company Features and Configurations.

  • What are ledgers?
  • How To Create Ledgers.
  • How To Alter ledgers?
  • How To delete Ledgers?
  • How To create Groups?
  • How To Alter Groups?
  • How To delete groups?
  • What is Chart Of account?

  • What are Vouchers?
  • What is the Type of Vouchers?
  • How To Post Vouchers Entry?
  • What are Accounting Vouchers?
  • What are Inventory Vouchers?
  • What is Invoicing.

  • What is Inventory?
  • What is stock group?
  • How to create stock group?
  • What are stock categories?
  • How to Create stock categories?
  • What is Stock item?
  • How to create stock item.
  • What is units?
  • How to create Units.
  • What is Godown?
  • How to create godown.

  • What is credit Note?
  • What is debit Note?
  • How To post Debit not and Credit not Entry.

  • What is Credit Limit?
  • How to Enable credit Limit.
  • How to set Credit Limit on Ledger.
  • How to Check on exceeding credit limit.

  • What are Cost Centre and Cost Category?
  • How to Create Cost Category.
  • How to Create Cost Centre.
  • How to Applying Cost Centres to Ledger Accounts.
  • Cost Centres Allocation in Voucher.

  • What are Price Levels & Price List?
  • How to Create Price Levels.
  • How to Create Price List.
  • How to use Price Levels & Price List during Voucher Entry
  • How To view Price List.

  • What is GST?
  • What is the type of GST?
  • What are GST Rates?
  • How to Post GST with inventory Vouchers.
  • How To Check GST Reports.

  • Financial Statement
  • Trading Account
  • Profit & Loss Account
  • Balance Sheet
  • Account Book and Reports
  • Inventory Book and Reports
  • Statutory Reports
  • Trail Balance
  • Day Book
  • List of accounts
  • Stock Summary

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Certificate and Accreditation

Accreditation Certificate

Professional Diploma Certificate

Skills Certificate

Brand Registration

Trust & Validation

UGC-Recognized Skilled Qualifications for the Modern Global Workforce

University Certification
University Certification

Earn industry-relevant Certificates and Diplomas awarded by Medhavi Skills University, a UGC-recognized University. Insta Infotech is Approved Training Partner of Medhavi Skills University, ensuring quality education and credible certification.

Certificate Verification
Certificate Verification

All Certificates and Diplomas are digitally verifiable through Government of India platforms, including Skill India Digital Hub (MSDE), ABC.gov.in (Ministry of Education), and DigiLocker, ensuring authenticity and nationwide recognition.

Credit-Based Course (NCrF)
Credit-Based Course (NCrF)

Our courses are aligned with the National Credit Framework (NCrF) under the National Education Policy (NEP) 2020. Learners earn academic credits that strengthen their skill-based education profile and can be seamlessly transferred toward higher education pathways.

Global Recognition
Global Recognition

NCrF-aligned skill credits are recognized across the UK, EU, and Australian education systems. Through MSU’s global partnerships, learners benefit from dual certification opportunities and accelerated pathways to international degree programs.

Skill India Mission
Skill India Mission

Insta Infotech empowers learners with future-ready skills. Backed by the Skill India Mission and our academic partnership with Medhavi Skills University, we bridge the gap between education and employment through practical, hands-on learning and nationally recognized certifications.

Placement Support
Placement Support

Quality Skill Education — this is not merely a certificate of attendance, but a verified academic credential that enhances credibility and opens opportunities across MNCs, embassies, and government sectors.

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Skilled, Qualification, Certification

Course Credibility

Course Credibility

Our programs are certified by a recognized university, ensuring legal authenticity, academic validity, and strong professional acceptance. This means your qualification carries real value for employment, career advancement, and higher education.

Employability

Employability

Our programs combine practical training, real-world projects, and industry-relevant skills to prepare students for immediate employment. we ensure learners confidently transition from education to professional careers.

Global Standards

Global Standards

Our programs follow internationally aligned curricula and current industry requirements, ensuring learners gain globally relevant knowledge, practical competencies, and professional practices. This prepares students to adapt, compete, and work confidently.

National Alignment (Skill India)

National Alignment (Skill India)

Aligned with the Skill India Mission, we transform vocational training into a nationally recognized qualification, enabling our students to become part of India’s formal skilled workforce.

Academic Mobility (Credit-Based)

Academic Mobility (Credit-Based)

Through the National Credit Framework (NCrF), our courses are not merely extra-curricular; they are credit-earning modules that contribute directly toward your formal higher education pathway.

NEP 2020 Integration

NEP 2020 Integration

Aligned with the National Education Policy 2020, we transform traditional IT education into a multidisciplinary, skilled-based vocational pathway that enables students to earn formal academic credits.

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