TallyPrime Latest Version

Complete Guide with Shortcut Keys, Functions & Step-by-Step Procedures

Introduction

TallyPrime remains one of India's most widely used business management and accounting software solutions, trusted by lakhs of MSMEs, traders, manufacturers, and chartered accountants. Since replacing Tally.ERP 9 in 2020, TallyPrime has evolved through several major releases, each adding features around speed, GST compliance, banking integration, and data security. This article covers the latest release, its key features, and a complete, organized list of keyboard shortcuts and step-by-step function procedures to help you work faster.

As of mid-2026, TallyPrime Release 7.0 (December 2025) is the current stable version, with TallyPrime 7.1 available as an early-access Beta for users who want to preview upcoming features on a copy of their data before it becomes the stable release.

You can check your installed build anytime via Help (F1) → About → Product & Features inside TallyPrime, or via Help → Check for Updates.

Key Highlights of TallyPrime 7.0

Licensing Snapshot

●        Silver (Single User): Lifetime ₹22,500, or subscription from ₹750/month

●        Gold (Multi-User): Lifetime ₹67,500, or subscription from ₹2,250/month

●        All prices + 18% GST; TSS renewal required annually for statutory and e-invoicing updates

An active Tally Software Services (TSS) subscription is essential — without it, GST rate changes, e-invoice schema updates, and new releases will not reach your installation, even though the software itself keeps running.

TallyPrime is built to be operated almost entirely from the keyboard. Relying only on the mouse can slow down daily data entry by 30–40% compared to using shortcuts. Learning even 15–20 of the most common shortcuts below can noticeably speed up voucher entry, reporting, and navigation.

General tip: Shortcuts are active by default — no setup needed. If a function key doesn't respond, check that Caps Lock is off and that your laptop's media-control layer isn't intercepting the F-keys (use Fn + F-key in that case).

Memory tip: F11 controls what Tally can do (features); F12 controls how it looks (format/configuration).

For daily work, these five cover roughly 80% of routine voucher entry:

●        F5 – Payment

●        F6 – Receipt

●        F7 – Journal

●        F8 – Sales

●        F9 – Purchase

Pair these with F2 (change date) at the start of a voucher and Ctrl + A (save) at the end, and add Alt + G or Ctrl + F whenever you need to jump somewhere without touching the mouse.

This section walks through how to actually use the newest TallyPrime 7.0/7.1 functions, step by step.

11.1 Docs by Ira (AI Invoice Automation)

Prerequisites: Valid TallyPrime license, active TSS, TallyPrime Release 7.1 or later, a registered mobile number and email ID.

A. Register and enable the plug-in

1.   Go to the Tally Solutions website and open the Docs by Ira registration page.

2.   Enter your Name (as per license), Phone Number, Email ID, and Tally Serial Number.

3.   Tick “I have read & accepted the T&C, Privacy Policy”.

4.   Click Send OTP, then enter the OTP received on your registered mobile number to confirm.

5.   Once eligibility is verified, Docs by Ira is enabled for your serial number (you'll get a confirmation e-mail; if not immediately eligible, you're added to a waitlist).

B. Verify the plug-in is loaded in TallyPrime

6.   Open TallyPrime and update your license (ensure the latest license file is synced).

7.   Press F1 (Help).

8.   Select Tally Plug-Ins.

9.   Confirm Docs by Ira appears with status "Loaded".

C. Give one-time consent

10.        Start any document import (see step D) to trigger the User Agreement for Tally Ira Services screen.

11.        Enter the Admin's Tally.NET ID and password.

12.        Set View T&C and Privacy Policy to Yes and accept.

13.        This consent is recorded once — you won't need to repeat it for future imports.

D. Import and post an invoice

14.        Upload the document — drag-and-drop or browse to a PDF/image/scanned invoice (via desktop, mobile app, or by sharing from WhatsApp/Gmail into the TallyIra app).

15.        Docs by Ira reads the document using OCR + AI and extracts key fields (date, party name, amount, GST, line items).

16.        Open the Draft Transactions report in TallyPrime to see the generated draft voucher.

17.        Review the extracted data; the tool flags exceptions (missing GST numbers, mismatched values) for your attention.

18.        Correct any fields as needed.

19.        Click Create Voucher to finalize and post it into your books.

Note: Docs by Ira only ever creates draft entries — nothing is posted to your books until you review and approve it.

11.2 Connected Banking / PrimeBanking Payments

Prerequisites: An account with one of the integrated banks (Axis Bank, SBI, Kotak Mahindra Bank, or ICICI Bank) and internet connectivity.

20.        Go to Gateway of Tally → Banking → Bank Accounts.

21.        Select the relevant bank ledger, or create a new one and enable Set/Alter Bank Details.

22.        Choose Enable Connected Banking / e-Banking for that ledger and select your bank from the supported list.

23.        Complete the bank's authentication/login flow to link the account.

24.        Once linked, use Alt + O (Upload/Connected options) from the bank ledger or voucher screen to fetch real-time balances, initiate payments, or pull statements.

25.        Go to the Bank Reconciliation report; TallyPrime auto-matches transactions against your books (supports 145+ statement formats).

26.        Review any unmatched entries and reconcile manually where needed, then save.

11.3 SmartFind (Global Search)

27.        From any screen in TallyPrime, press Ctrl + F.

28.        Start typing what you're looking for — a ledger name, voucher number, stock item, or even a partial/misspelled term.

29.        SmartFind returns matching masters, vouchers, and reports instantly as you type.

30.        Use the arrow keys to highlight a result and press Enter to jump directly to it.

11.4 Validate HSN/SAC Codes Online

Prerequisites: GST enabled for the company; e-Invoicing or e-Way Bill set up and login credentials available; internet connectivity.

31.        Press Alt + G (Go To) → Alter Master → Stock Item, and select the required stock item (or use Stock Group for a group-level code).

32.        Under GST Details, enter the HSN (for goods) or SAC (for services) code.

33.        Press F12 (Configure) and set Enable Online HSN/SAC Validation to Yes.

34.        Press Ctrl + I (More Details) → Validate HSN/SAC.

35.        If prompted, log in with your e-Invoice or e-Way Bill credentials (valid for 6 hours per session).

36.        TallyPrime fetches the correct GST rate and description from the GST portal and displays them for comparison.

37.        If the code is invalid, correct it and repeat validation.

38.        Press Ctrl + A to save.

Tip: To validate HSN/SAC for many items at once, use Alt + G → GST Rate Setup, select items with the spacebar, then press Alt + B (Get HSN/SAC Info) and Ctrl + A to save in bulk.

11.5 Validate Party GSTIN/UIN Online

39.        Press Alt + G (Go To) → Alter Master → Ledger, and select the party ledger.

40.        Ensure the party's GSTIN/UIN, State, and Registration Type are entered under GST Details.

41.        Press Alt + L (Fetch Details Using GSTIN/UIN).

42.        Log in with your e-Invoice or e-Way Bill credentials if prompted.

43.        TallyPrime exchanges data with the GST portal and displays an Exchange Summary, showing the mailing name, address, registration type, and status As per Portal.

44.        If there's a mismatch, press F9 (Update Details) to sync the ledger with the portal data.

45.        Press Ctrl + A to save.

For bulk validation across many parties: Gateway of Tally → Reports → Update Party GSTIN, select the relevant Group/Ledger, and validate all at once.

11.6 Schedule III (Division I) Financial Statements

Applicable to: Companies with net worth below ₹250 crore, presenting accounts under Schedule III of the Companies Act.

46.        Ensure your company data is up to date (ledgers correctly grouped under standard heads).

47.        Go to Gateway of Tally → Reports → Financial Statements (or the Schedule III tool introduced in Release 7.1).

48.        Select Schedule III (Division I) format.

49.        TallyPrime exports an Excel-based template pre-filled with your balance sheet and P&L data mapped to Schedule III heads.

50.        Review the auto-mapped line items in Excel; adjust classifications where TallyPrime's default grouping doesn't match your reporting needs.

51.        Save/export the finalized statement for statutory filing or audit purposes.

11.7 Personalize Invoice Templates

52.        Open a Sales Voucher and press Alt + P (Print), or go to F12 (Configure) from the voucher screen.

53.        Choose from the pre-defined invoice templates (eight new templates introduced in Release 7.1).

54.        Select Configure Invoice to add your logo, watermark, custom header/footer text, fonts and colours, and standard terms & conditions.

55.        Preview the invoice using Alt + P → Preview.

56.        Save the configuration — it will now apply automatically to future invoices using that template.

Linking a bank account lets you fetch balances, make direct payments, and auto-reconcile statements without leaving TallyPrime.

Supported banks: Axis Bank, State Bank of India (SBI), Kotak Mahindra Bank, ICICI Bank (added in 7.0/7.1).

57.        Go to Gateway of Tally → Create/Alter → Ledger, select or create your Bank ledger (under group Bank Accounts).

58.        In the ledger screen, enter the Account Number, IFSC Code, and Bank Name under Set/Alter Bank Details: Yes.

59.        Set Enable e-Banking / Connected Banking to Yes and choose your bank from the supported list (Axis / SBI / Kotak / ICICI).

60.        Press Ctrl + A to save the ledger.

61.        TallyPrime will prompt you to authenticate with your bank — enter your net-banking/API credentials as guided on screen (this is a one-time linking step per account).

62.        Once linked, open the bank ledger and press Alt + O (Connected/Upload options) to fetch real-time account balance, initiate direct payments, and import bank statements automatically (145+ statement formats supported).

63.        Go to Gateway of Tally → Banking → Bank Reconciliation, select the linked bank ledger.

64.        TallyPrime auto-matches transactions in your books against the imported bank statement.

65.        Review any entries marked unmatched; reconcile manually by selecting the correct voucher/transaction pair.

66.        Press Ctrl + A to save the reconciliation.

Tip: Use Ctrl + F (SmartFind) inside the Bank Reconciliation report to quickly locate a specific transaction by amount, date, or narration.

TallyPrime auto-populates your GST returns directly from recorded vouchers, so you rarely need to re-key data on the GST portal.

13.1 GSTR-1 (Outward Supplies) — Auto-fill and Export

67.        Go to Gateway of Tally → Display More Reports → Statutory Reports → GST → GSTR-1 (or press Alt + G, type "GSTR-1").

68.        Select the Return Period (month/quarter).

69.        TallyPrime auto-fills the report from your recorded sales vouchers, organized by section (B2B, B2C, exports, credit/debit notes, etc.).

70.        Review the Uncertain Transactions (Corrections Needed) section — drill down and fix any missing GSTIN/HSN/tax rate issues.

71.        Once clean, press Alt + E (Export) → GST Returns.

72.        Choose JSON as the file format (or Excel/CSV if you prefer the GST Offline Tool route).

73.        Press X (Export), then E (Send) — the file saves to your chosen folder.

74.        Log in to the GST portal, go to Returns Dashboard → GSTR-1 → Prepare Offline, and upload the JSON file.

75.        Verify on the portal and submit/file.

13.2 GSTR-3B (Summary Return) — Auto-fill, Reconcile, and File

76.        Go to Gateway of Tally → Display More Reports → Statutory Reports → GST → GSTR-3B.

77.        Select the Return Period. TallyPrime auto-fills the form using your recorded transactions in two views: Return View (matches the official format) and Nature View (breakdown by supply nature/tax rate).

78.        Verify outward supplies, ITC eligible for input, and tax payable figures.

79.        To download GSTR-3B directly from the portal for reconciliation: press Alt + Z (Exchange) → Download GST Returns, press C (Configure), set the return period, then press D (Download).

80.        Reconcile the downloaded portal values against your TallyPrime figures; resolve any mismatches.

81.        To upload directly: press Alt + Z (Exchange) → All GST Options → Upload GST Returns → GSTR-3B, select the summaries (Spacebar), then press S (Send Online).

82.        Alternatively, export as JSON: press Alt + E (Export) → GST Returns, set format to JSON, and press E (Send).

83.        Log in to the GST portal (or press Alt + V from the GSTR-3B report in TallyPrime to open the portal directly), go to Return Dashboard, select the period, and Prepare Offline → Upload the JSON.

84.        Confirm Input Tax Credit, complete payment of net liability if applicable, and Proceed to File with EVC/DSC.

Note: GSTR-3B, once filed, cannot be revised — always reconcile before final upload.

13.3 GSTR-9 (Annual Return)

85.        Go to Gateway of Tally → Display More Reports → Statutory Reports → GST → GSTR-9.

86.        Select the Financial Year.

87.        TallyPrime consolidates all monthly data — outward/inward supplies, ITC, and taxes paid — into the annual format.

88.        Cross-verify totals against your filed GSTR-1 and GSTR-3B returns for the year.

89.        Press Alt + E (Export) and choose JSON/Excel for portal upload.

13.4 e-Way Bill (One-Time Setup + Generation)

90.        Register your business on the e-Way Bill portal (Registration → e-Way Bill Registration) and create an API user, selecting Tally (India) Pvt Ltd as your GSP.

91.        In TallyPrime, press F11 and set Enable Goods and Services Tax (GST) to Yes.

92.        In the GST Details screen, set e-Way Bill applicable to Yes, and enter the Applicable From date.

93.        Save with Ctrl + A.

94.        While recording a Sales Voucher or Delivery Challan above the threshold value, TallyPrime will prompt for transporter and vehicle details.

95.        Press Alt + O (Upload) or use the connected e-Way Bill option to generate the e-Way Bill directly from the voucher — no separate portal visit needed.

96.        The generated e-Way Bill number and validity are saved against the voucher automatically.

13.5 e-Invoice (IRN Generation)

97.        Ensure your turnover crosses the mandatory e-Invoicing threshold (₹5 crore AATO as per current CBIC rules).

98.        Register on the e-Invoice (IRP) portal using Tally as your GSP, similar to the e-Way Bill setup.

99.        In TallyPrime, press F11 → Enable Goods and Services Tax → GST Details, set e-Invoicing applicable to Yes.

100.     Record your sales voucher as usual; press Alt + O to push the invoice to the IRP and generate the IRN and QR code directly from the voucher screen.

101.     The signed e-Invoice is saved and can be printed with the QR code included.

14.1 Enable and Set Up TDS (Tax Deducted at Source)

102.     Press F11 (Features) and set Enable Tax Deducted at Source (TDS) to Yes. If not visible: set Show more features: Yes, then Show all features: Yes.

103.     Fill in the TDS Deductor Details screen — Deductor Type, TAN, and other statutory details.

104.     Press F12 (Configure) to set surcharge, exemption, and rounding options as applicable.

105.     Save with Ctrl + A.

106.     Go to Gateway of Tally → Create → TDS Nature of Payments (or Alt + G → Create Master → TDS Nature of Payments).

107.     Press Alt + H (Helper) to pick a standard nature of payment (e.g., Section 194J – Professional Fees, 194C – Contractor Payments, 194I – Rent, 194H – Commission), or define your own with the correct Section, Rate, and Threshold Limit.

108.     Save with Ctrl + A.

109.     Create a TDS ledger under Duties & Taxes, with Type of Duty/Tax: TDS, linked to the relevant Nature of Payment.

110.     In the party ledger (deductee), enter the PAN, deductee type (Company/Individual/HUF, etc.), and mailing/bank details.

111.     Record a Purchase or Journal Voucher for the expense (e.g., professional fees, rent, contractor payment).

112.     Select the TDS ledger; TallyPrime auto-calculates the TDS amount based on the configured rate and threshold.

113.     Save the voucher with Ctrl + A.

114.     Record a Payment Voucher, select TDS as the Tax Type, enter the Period and challan details (BSR code, challan number, deposit date).

115.     Go to Gateway of Tally → Display More Reports → Statutory Reports → TDS Reports to view TDS Summary, Challan Reconciliation, and Form 26Q/27Q.

116.     Export the return data (Excel/text file) and upload it via the NSDL/TRACES return utility to complete filing (TallyPrime prepares the file; actual filing happens on the government utility/portal).

Note: If PAN is invalid or not entered, TallyPrime defaults to the higher 20% TDS rate as per Income Tax rules.

14.2 Enable and Set Up TCS (Tax Collected at Source)

117.     Press F11 (Features) and set Enable Tax Collected at Source (TCS) to Yes (under Statutory & Taxation; enable "Show all features" if not visible).

118.     Create TCS Nature of Goods masters (e.g., sale of scrap, timber, minerals, or goods above the specified threshold) with the correct Section, Rate, and Threshold.

119.     Create a TCS ledger under Duties & Taxes, with Type of Duty/Tax: TCS, linked to the Nature of Goods.

120.     While recording a Sales Voucher for applicable goods, select the TCS ledger; TallyPrime auto-computes the TCS amount and adds it to the invoice value.

121.     Go to Statutory Reports → TCS Reports to review collected amounts, generate Form 27EQ data, and reconcile challan payments before filing on TRACES.

15.1 Payroll Management

122.     Press F11 and set Enable Payroll to Yes.

123.     Create Employee masters, Pay Heads (Basic, HRA, PF, ESI, etc.), and Salary Details under Payroll Info.

124.     Record Attendance/Payroll vouchers, then process salary via Payroll Voucher (Ctrl + F4).

125.     Generate Payslips, PF/ESI reports, and Payroll Statutory Reports directly from Display More Reports → Payroll Reports.

15.2 WhatsApp Integration

126.     Press F11 and enable WhatsApp integration (or configure it under Communication settings).

127.     Add the customer's WhatsApp-linked mobile number in their ledger.

128.     From any invoice or report, press Alt + M (E-mail) or the WhatsApp send option to share the PDF invoice/report directly on WhatsApp — no manual download-and-attach needed.

15.3 Multi-Currency & Multi-Godown

129.     Press F11 → Enable Multi-Currency: Yes to record transactions in foreign currencies with automatic exchange-rate gain/loss postings.

130.     Press F11 → Enable Multiple Godowns/Locations: Yes to track stock across warehouses, with godown-wise stock reports available under Inventory Reports.

15.4 Data Security & Edit Log (Audit Trail)

131.     Use the TallyPrime Edit Log edition (or enable it via F11) to maintain a permanent, tamper-proof record of every transaction change — required for MCA audit-trail compliance.

132.     Set up user-level security via Gateway of Tally → Alter → Security Control, defining roles and permissions for each user.

133.     Use Alt + Y for scheduled/manual backup and restore, and TallyDrive Auto Backup (Release 7.0+) for cloud-based, automatic protection.

TallyPrime lets you import large volumes of vouchers (Sales, Purchase, Payment, Receipt, Journal, etc.) directly from Excel, instead of entering them one by one.

16.1 Prepare Your Excel File

134.     Create ledgers, stock items, and other masters in TallyPrime first — every ledger/item name referenced in your Excel file must already exist (names must match exactly, e.g., "Sales – Local" in Tally = "Sales – Local" in Excel).

135.     Structure your Excel file with separate sheets for each data type (masters, vouchers, etc.).

136.     Use column headings that match TallyPrime's fields — e.g., for vouchers: Voucher Type, Date, Ledger Name, Amount, Stock Item, Quantity, GST Details, Narration.

137.     For multi-line vouchers (a sales invoice with several items), use multiple rows under the same voucher number — TallyPrime groups them automatically.

138.     Remove blank rows and stray formatting/special characters that could break the import.

16.2 Get the Official Template (Recommended)

139.     Go to Gateway of Tally → Import Data.

140.     Select the data type (Masters or Vouchers).

141.     Click Templates to download TallyPrime's default Excel template with the correct headers and structure.

142.     Fill in your data directly into this template to avoid formatting/mapping issues.

16.3 Import Masters (Do This Before Vouchers)

143.     Press Alt + O (Import) → Masters.

144.     Set File Format to Excel (Spreadsheet) and browse to your file.

145.     Select Default Template (or your saved Mapping Template).

146.     Select the Type of Master (Ledger, Stock Item, Stock Group, Unit, etc.).

147.     Configure Behaviour of Import if the master already exists (Overwrite, Ignore, etc.).

148.     Enable Preview Import Summary to see what will be imported.

149.     Press Import. Always import Groups/Units → Stock Items → Ledgers in that order, since later masters reference earlier ones.

16.4 Bulk-Post Vouchers from Excel

150.     Go to Gateway of Tally → Import Data → Vouchers (or Alt + O (Import) → Vouchers).

151.     Browse and select your prepared Excel file.

152.     On the column-mapping screen, map each Excel column to the corresponding TallyPrime field (automatic if you used the official template; manual otherwise).

153.     Define Unique On row/column settings if a single voucher spans multiple rows (needed for multi-line invoices).

154.     TallyPrime shows a preview of the data and flags errors — missing fields, unrecognized ledgers, unbalanced debit/credit, invalid dates, or mismatched GST/HSN details.

155.     Fix flagged rows in Excel (or create any missing masters in TallyPrime) and re-import if needed.

156.     Click Import — TallyPrime posts each row as a voucher and shows a log with success/failure counts.

157.     Review the Exceptions Report for any rows that failed.

158.     After import, verify the entries via Day Book, Sales Register, Purchase Register, or Trial Balance to confirm accuracy.

16.5 Save Time on Repeat Imports

159.     Once you build a working Mapping Template for a particular Excel layout, TallyPrime lets you reuse it for future imports of the same format (useful for recurring supplier/e-commerce data).

160.     To share a mapping template across systems, copy the .tsf file from the config > excelmaps folder and import it via Import → Manage → Mapping Templates → Import on the other system.

161.     For very high-volume or recurring imports, consider TallyPrime's ODBC Driver (for SQL-based integrations) or TDL-based custom import/export solutions.

Always back up your company data (Alt + Y) before running any bulk import.

17.1 What Is a Voucher?

A voucher is the basic document used to record every financial transaction in TallyPrime — sales, purchases, payments, receipts, journal entries, and more. TallyPrime ships with 28 pre-defined voucher types, and you can create custom ones to match your business needs.

17.2 Common Predefined Voucher Types

17.3 Creating & Recording a Voucher (General Steps)

162.     Press Alt + G (Go To) → Create Voucher, or go to Gateway of Tally → Vouchers, then press the relevant function key (F4–F10).

163.     Press F2 to change the voucher date if needed (defaults to the next business day).

164.     Select the Account/Ledger, enter the Amount, and add a Narration if required.

165.     For inventory-linked vouchers, select the Stock Item, Quantity, and Rate.

166.     Press Ctrl + A to save.

17.4 Optional & Post-Dated Vouchers

167.     To mark a voucher as Optional (won't affect books until confirmed), press Ctrl + L while in the voucher screen, or set Make Optional as Default: Yes in the Voucher Type.

168.     To record a post-dated voucher, simply enter a future date (F2) — it will not reflect in current reports until that date arrives.

169.     To view post-dated vouchers in a ledger report: Gateway of Tally → Display More Reports → Account Books → Ledger, select the ledger, then press Alt + F8 (Incl Post-Dated).

17.5 Effective Dates

170.     In Voucher Type Alteration, enable Use effective dates for vouchers: Yes.

171.     This lets a voucher be dated one day but take effect (for overdue/ageing calculations) on a different date.

17.6 Voucher Numbering Methods

Configure via Gateway of Tally → Alter → Voucher Type → [select type] → Method of Voucher Numbering:

●        Automatic – Tally assigns sequential numbers automatically.

●        Automatic (Manual Override) – Tally suggests the next number but allows manual changes.

●        Manual – You type the voucher number every time.

●        Multi-User Auto – Prevents duplicate numbers when multiple users record vouchers simultaneously.

●        None – Disables voucher numbering.

Additional settings:

●        Prevent Duplicates: Yes — blocks saving a voucher with a number already used.

●        Restart Numbering — add a row with a new "Applicable From" date (e.g., 1-Apr for a new financial year) plus prefix/suffix details.

●        Numbering behaviour on insertion/deletion: choose Renumber Vouchers (auto-adjusts subsequent numbers) or Retain Original Voucher No. (keeps gaps for audit-friendly tracking).

17.7 Editing, Duplicating, Inserting & Deleting Vouchers

172.     To alter a voucher: open it from the relevant report (e.g., Day Book) and press Enter, make changes, then Ctrl + A to save.

173.     To duplicate a voucher: open the source voucher and press Alt + 2 (or the "Duplicate" option) to create a copy for quick re-entry of similar transactions.

174.     To insert a voucher between existing ones: use Alt + I (Insert Voucher) from within a report.

175.     To delete a voucher: open it and press Alt + D, then confirm.

176.     Changing a voucher's date or deleting a voucher (when using Automatic/Multi-User Auto numbering) will renumber subsequent vouchers and create an entry in the Edit Log, if enabled.

17.8 Voucher Class

177.     Within a Voucher Type, you can define a Voucher Class to pre-fill ledgers, rates, or GST details automatically — speeding up repetitive data entry (e.g., a "Cash Sales" class under the Sales voucher type).

17.9 Viewing & Filtering Vouchers

178.     Day Book: Alt + G → Day Book — shows all vouchers recorded on a given day; press F4 (Voucher Type) to filter by type, and Alt + F2 (Period) to view a date range.

179.     Multi-Voucher printing: Alt + P → Others → Multi-Voucher to print/export several vouchers together (e.g., as one PDF with digital signatures — see Section 18).

TallyPrime supports adding a Digital Signature Certificate (DSC)-based signature to invoices and reports exported/printed/e-mailed as PDF — giving them legal validity for GST, MCA, DGFT, and ICEGATE portals.

18.1 Prerequisites

180.     Obtain a DSC token or dongle from a licensed Certifying Authority (e.g., eMudhra, Capricorn, Verasys, Safescrypt, (n)Code Solutions, IDSign CA). Class 2 or Class 3 DSC is typically required.

181.     Keep your Digital Signature PIN ready (provided along with the token/dongle) — you'll need it the first time you sign.

182.     Install the DSC token's driver software on your computer as instructed by the provider.

18.2 One-Time Digital Signature Configuration

183.     Connect the DSC dongle/token to your computer's USB port.

184.     Open the invoice or report you want to sign in TallyPrime.

185.     Press Ctrl + P (Print), Ctrl + E (Export), or Ctrl + M (E-mail) — the steps for adding a digital signature are the same across all three.

186.     Under Export/Print Settings → File Format, select PDF (for printing, you can alternatively set the printer to Microsoft Print to PDF).

187.     Go to the Digital Signature section and select the required digital signature/profile from the list of certificates installed on your computer.

188.     Set Ask before signing to Yes if you want a confirmation prompt each time.

189.     Configure the Format of Signature: choose Only Text or Text & Image (for Text & Image, set the Image Path and Image File Name of your signature/stamp).

190.     Set Include name of Signatory to Yes/No as needed.

191.     Press Ctrl + A (or Enter) to save this configuration.

18.3 Signing a Single Invoice/Report

192.     With the digital signature configured, press E (Export), P (Print), or the WhatsApp/E-mail send option as required.

193.     If Ask before signing was set to Yes, confirm Yes when prompted.

194.     Enter the User PIN provided by your Certifying Authority when prompted, and click OK.

195.     TallyPrime generates a digitally signed PDF, which is then printed, exported, or sent via e-mail/WhatsApp as configured.

18.4 Signing Multiple Vouchers at Once (Multi-Voucher)

196.     From a voucher/report list, press Alt + P → Others, type/select Multi-Voucher, and press Enter.

197.     Press C (Configure) to set your preferred export options for the batch.

198.     Press F8 to configure the digital signature, if not already set up.

199.     Press E (Send) — TallyPrime signs each voucher and exports the entire batch as a single combined PDF.

18.5 Verifying a Digitally Signed Document

200.     Open the signed PDF in Adobe Reader or any PDF viewer that supports digital signatures.

201.     Click the digital signature block on the document to view the Signature Validation Status.

202.     A valid, untampered signature confirms the document's authenticity and that it hasn't been altered since signing.

18.6 Points to Remember

●        The person whose DSC is used to sign a document bears responsibility for its authenticity — don't share your DSC PIN/token.

●        You may need to re-enter your User PIN if you close TallyPrime or disconnect the dongle.

●        One valid DSC token can be used across multiple companies in TallyPrime (subject to your CA's/business's own signing policy).

●        If your certificate expires, contact your DSC provider to renew it — the same token can then be reused with TallyPrime.

●        Digital signatures are not mandatory for every document but are required for specific statutory filings (e.g., certain GST/MCA/DGFT submissions) and recommended for shared, audit-relevant invoices.

TallyPrime's latest release (7.0, with 7.1 in beta) continues to focus on practical, compliance-driven improvements — AI-assisted invoice entry, deeper bank connectivity, faster search, and safer, automated backups — rather than surface-level redesigns. Combined with keyboard-first navigation, these updates are aimed at cutting the time accountants and business owners spend on routine data entry, letting them focus more on analysis and compliance accuracy.

Note: Shortcut assignments and exact menu paths can vary slightly by screen context and release version. Always verify current bindings via Help (F1) inside your installed TallyPrime version, since Tally periodically refines shortcuts and workflows with new releases.