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Chapter - V (ADVANCE TALLY APPLICATION) - MODULE - 1(MULTIPLE TAXATION)

ADVANCE TALLY APPLICATION

MODULE - 1

(MULTIPLE TAXATION- ONE BILL-MULTIPLE ITEMS-MULTIPLE TAX)


In our daily day to day transaction we do purchase from a supplier and sale to a customer various items which may attract various GST. But that does not mean that multiple purchase/sales bills have to be generated. In real field all the items plus the added (multiple) tax is being given in a single purchase or sale bill. 

So after company creation, in the gateway of tally section create multiple ledgers for purchase , sales, input GST and output GST etc. For this go to ACCOUNTING INFO menu – select ledger- choose create option-start creating ledgers. Such as :-

1   1.Supplier ledger.

Put the name of the respective supplier in the name box , put it under sundry creditor group, give the basic details like address , GST reg. no. etc., accept it and save it by pressing enter key.
 

1   2.Customer ledger.

Put the name of the respective customer in the name box , put it under sundry debtor group, give the basic details like address , GST reg. no. etc., accept it and save it by pressing enter key.
Screenshot for customer ledger.

     3.Bank ledger.

Put the name of the respective bank in the name box , put it under bank account group, give the basic details like address , GST reg. no. etc., accept it and save it by pressing enter key.

     4.Purchase ledger@12%

Put the rate of purchase( purchase@12%) in the name box , put it under purchase account group, give the basic details like GST applicability, purchase classification(purchase taxable), define the rate of IGST(CGST+SGST) accept it and save it by pressing enter key.


4   5.Sales ledger@12%

Put the rate of sales( sales@12%) in the name box , put it under sales account group, give the basic details like GST applicability, sales classification (sales taxable), define the rate of IGST (CGST+SGST) accept it and save it by pressing enter key.

      6.Purchase ledger@18%

Put the rate of purchase( purchase@18%) in the name box , put it under purchase account group, give the basic details like GST applicability, purchase classification(purchase taxable), define the rate of IGST(CGST+SGST) accept it and save it by pressing enter key.


     7.Sales ledger@18%

Put the rate of sales( sales@18%) in the name box , put it under sales account group, give the basic details like GST applicability, sales classification (sales taxable), define the rate of IGST (CGST+SGST) accept it and save it by pressing enter key.

      8.Input CGST@6% ledger.

Put the rate of cgst (cgst@6%) in the name box  , where the rate of purchase tax is 12%, put it under Duties & Taxes group, give the basic details like type of duty as GST, nature of tax as CGST ,  applicable % of tax, accept it and save it by pressing enter key.


     9.Input SGST@9% ledger.

Put the rate of sgst (sgst@9%) in the name box  , where the rate of purchase tax is 18%, put it under Duties & Taxes group, give the basic details like type of duty as GST, nature of tax as SGST ,  applicable % of tax, accept it and save it by pressing enter key.


      10.Output CGST@6% ledger.

Put the rate of cgst (cgst@6%) in the name box  , where the rate of sales tax is 12%, put it under Duties & Taxes group, give the basic details like type of duty as GST, nature of tax as CGST ,  applicable % of tax, accept it and save it by pressing enter key.

      11.Output SGST@9% ledger.

Put the rate of sgst (cgst@9%) in the name box  , where the rate of sales tax is 18%, put it under Duties & Taxes group, give the basic details like type of duty as GST, nature of tax as SGST ,  applicable % of tax, accept it and save it by pressing enter key.


      12.Electricity Bill A/c ledger.

Put the name as Electricity Bill A/c in the name box , put it under indirect expense group, give the basic details as it is ( no change) accept it and save it by pressing enter key.



4    13.Telephone Bill A/c ledger.

Put the name as Telephone Bill A/c in the name box , put it under indirect expense group, give the basic details as it is ( no change) accept it and save it by pressing enter key.



      14.House Rent A/c ledger.

Put the name as House Rent A/c in the name box , put it under indirect expense group, give the basic details as it is ( no change) accept it and save it by pressing enter key.



      15.Staff Salary A/c ledger.

Put the name as Staff Salary A/c in the name box , put it under indirect expense group, give the basic details as it is ( no change) accept it and save it by pressing enter key.


        16.Petty Cash Expense A/c ledger.

Put the name as Petty Cash Expense A/c in the name box , put it under indirect expense group, give the basic details as it is ( no change) accept it and save it by pressing enter key.


The ledgers discussed above are some of the examples of the basic ledgers . But in the real field multiple ledgers of similar types has to be created. Such as more than one supplier, customer, purchase, sales, tax ledgers as per the requirement has to be created. 

Next after the necessary ledger creation , press escape key to back to the gateway of tally again where select inventory info menu and start creating multiple stock groups, multiple stock categories, multiple stock units, multiple stock godown and finally multiple stock items. Actually the main intention here is to create the items database of which you are going to purchase and sale. For this you have to define the proper group, category, godown , unit and finally the item or the name of the product that you are going to purchase or sale. 


Next after the accounting and inventory database creation , in the gateway of tally section go to transaction section and there select accounting voucher section where start creating vouchers like purchase, sales, receipt , payment , journal and contra.


      1.Purchase voucher

In the accounting voucher section press F9 key to get the purchase voucher creation screen. Next press F12 key to get purchase voucher configuration screen where make common ledger account for item allocation option to no. After that in the purchase voucher screen define the voucher no, date, put the supplier name under party account name , put the name of the item under item heading, specify the godown name , put the quantity, the rate, put discount if any, classify the individual tax rate for the item, add the necessary GST , give the proper narration as required , accept it and save it by pressing enter key.

     2.Sales voucher

In the accounting voucher section press F8 key to get the sales voucher creation screen. Where define the voucher no, date, put the customer name under party account name , put the name of the item under item heading, specify the godown name , put the quantity, the rate, put discount if any, classify the individual tax rate for the item ,add the necessary GST , give the proper narration as required , accept it and save it by pressing enter key.


    3. Receipt voucher

In the accounting voucher section press F6 key to get the receipt voucher creation screen. Where define the voucher no, date, define the receipt a/c as cash or bank , put the name of the customer under particular heading, specify the amount received( against reference-receiving full payment from the party or on account-receiving part payment from the party) give the proper narration as required , accept it and save it by pressing enter key.


    4. Payment voucher

In the accounting voucher section press F5 key to get the payment voucher creation screen. Where define the voucher no, date, define the payment a/c as cash or bank , put the name of the supplier under particular heading, specify the amount paid ( against reference-giving full payment to the party or on account-giving part payment to the party) give the proper narration as required , accept it and save it by pressing enter key.


      5.Payment voucher for indirect expenses

In the accounting voucher section press F5 key to get the payment voucher creation screen. Where define the voucher no, date, define the payment a/c as cash or bank , put the name of the expense heading(like electricity bill, telephone bill, house rent, staff salary ,petty cash expense a/c etc.) under particular heading, specify the amount paid ( against reference-giving full payment to the party or on account-giving part payment to the party) give the proper narration as required , accept it and save it by pressing enter key.

     
After the required accounting vouchers creation we can find out the balance sheet and the profit & loss account of the concerned company. For this in the gateway of tally section , go to the balance sheet and profit & loss a/c section by selecting the required options in the report section.
Screenshot for Balance sheet



Summary of Balance Sheet

Summary of Profit & Loss Account


Points to remember

1.   Display – Daybook


  1. Creation , Display and alteration of ledgers, items etc.
  2. Deletion of Ledgers, Vouchers .
  3. Finding out the bank and the cash balance at the end of the transactions.
  4. Process of Bank reconciliation
  5. Stock summary
  6. Statutory Report






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