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Tally Accounting Services for Indian Businesses - CA-Managed Setup and Compliance

Reviewed by CA and CS Team, Patron Accounting LLP ICAI & ICSI Registered| 15+ Years Experience| Last Updated: 15 January 2024 Verify Credentials →

TallyPrime 7.0 Setup: Correct chart of accounts, GST ledger configuration, HSN/SAC mapping, tax groups, and opening balance entry

Connected GST Compliance: GSTR-1 upload from TallyPrime, GSTR-3B filing, GSTR-2B reconciliation, and IMS for real-time ITC management

E-Invoicing and E-Way Bill: IRN generation from TallyPrime for businesses above Rs 5 crore; automatic e-way bill on stock movements

CA-Managed Monthly Service: Monthly bookkeeping review, GST return filing, TDS quarterly returns, and annual ITR - all from your TallyPrime data

250+ businesses on TallyPrime managed by Patron Accounting | 4.9 star rating | Pan-India service

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Real Stories from Real People

Hear how teams across industries use Patron to save time, cut costs, & stay in control.

Fetching latest Google reviews…
Our TallyPrime was badly configured - wrong GST ledgers, missing HSN codes, and 8 months of unreconciled GSTR-2B. Patron Accounting cleaned everything up, corrected our returns, and now manages our monthly GST compliance. Not a single GST notice since.
TD
Trading Company Director
Mumbai
★★★★★
2 months ago
We upgraded from Tally ERP 9 to TallyPrime 7.0 with Patron's help. They migrated our data, set up the new GST features including IMS, and configured e-invoicing. Everything working within two weeks.
MF
Manufacturer
Pune
★★★★★
1 month ago
I am a freelancer using TallyPrime for basic invoicing but not filing GST returns properly. Patron set up my Tally correctly, reconciled two years of GSTR-2B, filed amended returns, and now handles everything monthly.
IC
IT Consultant
Bangalore
★★★★★
3 months ago
Our CA firm manages 40+ client TallyPrime files. Patron provides white-label support for monthly close, GSTR-2B reconciliation, and reporting. Their CA team understands TallyPrime deeply.
CP
CA Partner
Delhi NCR
★★★★★
4 months ago
E-invoicing was giving us errors every day - wrong GSTIN, tax mismatches. Patron configured our TallyPrime e-invoicing correctly, tested in sandbox, and now IRN generation works flawlessly on every invoice.
RO
Retail Owner
Ahmedabad
★★★★★
5 months ago

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Tally Accounting Services - Overview

📌 TL;DR - Tally Accounting Services at a Glance

TallyPrime is used by 7 million+ Indian businesses. Patron Accounting provides CA-managed TallyPrime setup, monthly bookkeeping, connected GST (GSTR-1, GSTR-3B, GSTR-2B reconciliation, IMS), e-invoicing, TDS returns, and ITR filing. TallyPrime 7.0 is the current version (December 2025). Silver licence Rs 22,500 + GST; Gold Rs 67,500 + GST. CA services from Rs 2,999/month.

TallyPrime is India's most widely used accounting software - trusted by over 7 million businesses across 36+ years. Used correctly, TallyPrime gives real-time financial reports, automated GST returns, e-invoicing, e-way bill generation, IMS-based ITC reconciliation, and payroll in a single platform. Used incorrectly, it becomes a compliance liability.

Patron Accounting LLP bridges this gap: our CA team sets up your TallyPrime correctly, maintains your books monthly, and handles all GST returns, TDS filings, and ITR - so your Tally data is always clean, current, and compliant.

Content is reviewed quarterly for accuracy.

What is Tally Accounting?

Tally accounting refers to the use of TallyPrime - developed by Tally Solutions Pvt. Ltd., Bangalore - for recording, managing, and reporting a business's financial transactions. Founded in 1986, Tally evolved over 36 years into a full-featured business management platform. TallyPrime (current version 7.0 as of December 2025) covers accounting, inventory, GST compliance, e-invoicing, e-way bill, payroll, banking, and business reporting.

For Indian businesses, TallyPrime is powerful because it is built around India's tax requirements: all six GST slabs pre-configured with automatic CGST/SGST/IGST application, direct GST portal connectivity for GSTR-1 upload and GSTR-2B download, built-in e-invoicing (IRP) and e-way bill generation, IMS for real-time ITC management, and TDS/TCS calculation with threshold monitoring.

Patron Accounting provides CA-managed TallyPrime services: correct setup, monthly bookkeeping, and all GST, TDS, and ITR compliance using your TallyPrime data as the single source of truth.

Key Terms for Tally Accounting:

  • TallyPrime 7.0: Current version (December 2025) with smarter reconciliation dashboards, enhanced IMS, GSTR-2B API v4, advanced bank reconciliation, and multi-GSTIN support
  • Connected GST: TallyPrime feature for direct GSTR-1 upload, GSTR-2B download, and return signing without visiting GST portal separately
  • IMS (Invoice Management System): TallyPrime 6.1+ feature - Accept, Reject, or mark Pending on supplier invoices for real-time ITC control
  • TSS (Tally Software Services): Annual subscription for updates and connected services; Silver Rs 4,500 + GST/year; Gold Rs 13,500 + GST/year
  • Silver vs Gold Licence: Silver (single user, Rs 22,500 + GST) vs Gold (multi-user LAN, Rs 67,500 + GST); both include complete feature set
  • E-Invoicing (IRP): Built-in IRN and QR code generation for businesses above Rs 5 crore turnover directly from TallyPrime
Tally Tally Accounting
India's #1 Accounting Software TallyPrime Expert CA Team

Who Needs Tally Accounting Services in India

TallyPrime is ideal for Indian businesses of virtually all sizes, but maximum benefit requires correct setup and disciplined maintenance:

  • Small businesses and retailers with TallyPrime installed but using only basic invoicing - need CA to configure for GST compliance and monthly filing
  • Manufacturers and traders needing integrated inventory and accounting - stock groups, godowns, batch tracking, linked to financial books
  • Service businesses using TallyPrime for billing, expenses, and TDS who need CA-prepared quarterly and annual returns
  • Businesses upgrading from Tally ERP 9 to TallyPrime 7.0 needing data migration, feature reconfiguration, and TSS renewal
  • New businesses setting up TallyPrime from scratch needing correct chart of accounts and GST structure before recording transactions
  • CA firms managing multiple client data files in TallyPrime needing structured monthly close, GSTR-2B reconciliation, and consolidated reporting
  • Businesses receiving GST notices for GSTR-1 vs GSTR-3B mismatches or ITC discrepancies needing CA reconciliation of TallyPrime data with portal data

GST in TallyPrime - How Patron Configures and Manages It

ServiceWhat We Do
GST Ledger ConfigurationOutput and input CGST/SGST/IGST/CESS ledgers linked to correct tax groups and GSTR return sections (B2B, B2C, RCM, export). Ensures GSTR-1 and GSTR-3B auto-populate correctly
HSN and SAC Code AssignmentEvery stock item mapped to correct HSN code, every service ledger to SAC code. 6-digit HSN mandatory for businesses above Rs 5 crore. Prevents GSTR-1 upload validation errors
GSTR-1 Filing from TallyPrimeDirect upload via TallyPrime Connected GST Exchange; signing via DSC or EVC without logging into GST portal. CA reviews B2B/B2C classification, GSTIN matches, and HSN summary
GSTR-3B and ITC ManagementAuto-calculated monthly summary of outward supplies, ITC available (IGST on imports, other ITC), ITC reversed, and net GST payable. Reconciled against bank statement and GSTR-2B
GSTR-2B Reconciliation and IMSOne-click GSTR-2B download and auto-reconciliation with purchase records. IMS review: Accept (confirm ITC), Reject (exclude ineligible), or Pending. Actions flow into GSTR-3B automatically
E-Invoicing in TallyPrimeBuilt-in IRN generation and QR code embedding for businesses above Rs 5 crore. Error handling for inactive GSTIN, tax mismatch, or date out of range. Sandbox testing before go-live
E-Way Bill from TallyPrimeAuto e-way bill on qualifying stock movements above Rs 50,000. Pin-to-pin distance auto-calculation. Extension, cancellation, and E-Way Bill 2.0 portal support
Our Process

What Patron's Tally Accounting Service Includes - 3 Phases

From TallyPrime setup and configuration through monthly ongoing service to quarterly and annual compliance - a complete outsourced finance function for Indian SMEs.

Step 1

Company Creation and GST Setup

Company creation in TallyPrime with correct GST registration details, financial year settings, and base currency. Chart of accounts designed for your industry with correct GST tax type and TDS section linkages.

Company created in TallyPrime GST ledgers configured
Setup Complete01
Step 2

HSN/SAC Codes and Inventory

HSN and SAC code assignment to all stock items and service heads. Inventory configuration: stock groups, godowns, units of measure, opening stock, and reorder levels.

HSN/SAC codes mapped Inventory configured
Codes Assigned02
Step 3

Opening Balances and User Setup

Opening balance entry as of go-live date with 3-way reconciliation against prior records. User creation with security levels: who can create vouchers, view reports, access payroll.

Opening balances reconciled Users and security set
Balances Set03
Step 4

Monthly Voucher Review and Bank Reconciliation

All sales, purchase, payment, receipt, journal, and contra vouchers reviewed for correct tax treatment. TallyPrime smart bank reconciliation matches every bank statement entry.

Vouchers reviewed Bank reconciled
Books Clean04
Step 5

GSTR-1 Upload, GSTR-2B Reconciliation, and IMS

GSTR-1 verified and uploaded via TallyPrime Connected GST Exchange. GSTR-2B downloaded and auto-reconciled. IMS review: Accept, Reject, or Pending on supplier invoices.

GSTR-1 uploaded from Tally IMS reviewed
GSTR-1+ IMS
GST Filed05
Step 6

GSTR-3B Filing and GST Payment

GSTR-3B auto-calculated from TallyPrime data: outward supplies, ITC available, ITC reversed, net GST payable. Reconciled against bank and GSTR-2B before filing by 20th.

GSTR-3B filed by 20th Net GST paid
GSTR3B
Payment Done06
Step 7

Monthly MIS and TDS Compliance

P and L, balance sheet, cash flow, and key metrics shared with business owner. TDS on vendor payments flagged and recorded; quarterly 26Q and 24Q filed.

MIS delivered by 10th TDS returns filed
Reports Ready07
Step 8

Annual: GSTR-9, ITR, and Tax Audit

GSTR-9 annual return compiled from TallyPrime. ITR filed using TallyPrime-generated financials. Tax audit (Form 3CD) supported with TallyPrime voucher-level audit trail. TSS renewal managed.

GSTR-9 and ITR filed Audit trail provided
Year Complete08

CA-Managed TallyPrime Bookkeeping and Payroll Services

CA-Managed TallyPrime Bookkeeping

  • Monthly voucher entry review: sales, purchase, payment, receipt, journal, and contra vouchers checked for correct tax treatment and GST section classification
  • Bank reconciliation using TallyPrime smart bank matching - every bank statement entry matched against recorded vouchers
  • Vendor bill posting and GSTR-2B matching with correct HSN codes, tax treatment, and ITC eligibility
  • Outstanding follow-up: aged receivables and payables reports reviewed monthly; overdue invoices flagged
  • MIS reporting: monthly P and L, balance sheet, cash flow, and top customer/supplier reports from TallyPrime
  • TDS applicability review: vendor payments crossing thresholds flagged, TDS recorded in TallyPrime, included in quarterly 26Q

Payroll Management in TallyPrime

  • Pay head setup: basic salary, HRA, conveyance, special allowance, LTA, medical reimbursement, variable components
  • Statutory deductions: PF (12% each on basic + DA up to Rs 15,000), ESI (Employee 0.75%, Employer 3.25% on gross up to Rs 21,000/month), Professional Tax per state slab
  • TDS on salary (Section 192): monthly calculation on estimated annual income, reflected in TDS ledger for Form 24Q
  • Payslip generation and payroll-to-accounts integration: journal entries auto-post to salary expense, PF/ESI/TDS payable ledgers

Common TallyPrime Problems Patron Accounting Solves

ChallengeImpactHow Patron Accounting Solves It
Incorrect GST ledger structureMigrated Tally ERP 9 ledgers with wrong GST types causing GSTR-1 classification errors and upload failuresCA-led GST ledger audit and restructuring; correct tax group and return section mapping
Missing HSN codesStock items without HSN fail GSTR-1 HSN summary validation, generating portal errors on the 11th every monthComplete HSN/SAC mapping for all stock items and service heads
GSTR-2B mismatches uncheckedClaiming ITC that suppliers have not filed leads to excess ITC claims and GST demand notices under Section 61/74Monthly GSTR-2B one-click reconciliation with supplier follow-up on incomplete filings
IMS not configuredBusinesses on TallyPrime 6.1+ missing real-time ITC visibility; may be claiming ineligible creditsIMS setup and monthly Accept/Reject/Pending review before GSTR-3B filing
Bank reconciliation backlogCash and bank balances diverge from actual; GSTR-3B payment calculations become unreliableMonthly smart bank reconciliation with investigation of all unmatched entries
E-invoicing not enabledBusinesses above Rs 5 crore sending invoices without IRN face Rs 10,000 penalty per invoice under Section 122 CGST ActE-invoicing configuration, sandbox testing, and monthly IRN error monitoring

Tally Accounting Service Fees 2026

Fee ComponentAmount
Patron Accounting Professional FeesStarting from INR 2,499 (Exl GST and Govt. Charges)
StarterRs 2,999/month (monthly bookkeeping review + GSTR-1 + GSTR-3B + bank reconciliation; up to 100 transactions/month)
GrowthRs 5,999/month (Starter + TallyPrime GST setup + e-invoicing + GSTR-2B reconciliation + IMS + TDS quarterly 26Q)
ScaleRs 9,999/month (Growth + setup from scratch + payroll + GSTR-9 + ITR + tax audit support + dedicated CA)
EnterpriseCustom pricing (multi-company setup, inventory, cost centres, MIS dashboards, transfer pricing, virtual CFO)

All fees and charges listed are indicative only and do not constitute a binding offer. Final amounts may vary depending on the volume of work and the complexity involved.

Professional service charges for drafting, filing, and representation are separate from the statutory fees. The exact fee depends on the complexity of the case, disputed amount, and number of hearings required. Contact us for a detailed quote.

Get a free Tally Accounting consultation - Call +91 945 945 6700 or WhatsApp us. No-obligation assessment.

TallyPrime Compliance Calendar 2026

StageEstimated Timeline
11th of next monthGSTR-1 filing - upload from TallyPrime Exchange and sign via DSC or EVC
14th of next monthGSTR-2B available - one-click download and auto-reconciliation in TallyPrime
20th of next monthGSTR-3B filing and GST payment - verify IMS actions, confirm ITC, file and pay
7th of next monthTDS deposit - extract TDS payable from TallyPrime and generate ITNS 281
31 July (quarterly)TDS return Form 26Q (Q1) - export TDS data from TallyPrime
31 July (annual)ITR filing for non-audit cases - P and L and Balance Sheet from TallyPrime
30 September (annual)Tax audit Form 3CD - TallyPrime general ledger and voucher-level audit trail
31 December (annual)GSTR-9 annual GST return - compiled from TallyPrime annual data

Important: GSTR-1 and GSTR-3B have strict monthly deadlines (Rs 50/day late fee). GSTR-2B reconciliation should be performed on the 14th-15th when GSTR-2B becomes available. TSS must remain active for connected GST services. Patron Accounting manages all filing calendars and sends advance reminders for every deadline.

Key Benefits

Why Choose Patron Accounting for TallyPrime

CA-Managed, Not Data Entry

Every engagement is led by a Chartered Accountant who understands both TallyPrime and Indian tax law - not just a data entry operator.

End-to-End Compliance

We set up TallyPrime AND manage GSTR-1, GSTR-3B, GSTR-9, TDS returns, and ITR - no need for separate software vendor and CA.

GST and IMS Expertise

GSTR-2B reconciliation, IMS management, e-invoicing error handling, and GSTR-9 annual reconciliation by experienced CAs.

TallyPrime Version Current

We stay current with TallyPrime releases (currently 7.0) and ensure your configuration is updated when new compliance features are added.

Industry-Specific Setup

Separate TallyPrime configurations for trading, manufacturing, services, retail, and hospitality - not one-size-fits-all.

Clean Data Guarantee

Monthly bookkeeping review ensures your TallyPrime data is complete, correct, and reconciled before any return is filed.

What Our Tally Clients Say

250+ businesses on TallyPrime managed by Patron Accounting | 4.9 star rating | CA team with hands-on TallyPrime experience | Offices in Pune, Mumbai, Delhi, Bangalore | GST, TDS, and ITR compliance from your TallyPrime data

TallyPrime Versions and Licensing - 2026 Pricing

ParameterSilver (Single User)Gold (Multi-User LAN)TallyPrime Server
One-Time LicenceRs 22,500 + 18% GSTRs 67,500 + 18% GSTCustom pricing
Monthly RentalRs 750 + GST/monthRs 1,800 + GST/monthNot available
TSS Annual RenewalRs 4,500 + GST/yearRs 13,500 + GST/yearCustom
2-Year TSS (Save 10%)Rs 8,100 + GSTRs 24,300 + GSTCustom
Users1 user, 1 PCUnlimited on LANEnterprise scale
Best ForSmall businesses, single accountantTeams with multiple concurrent usersLarge data volumes, multi-company

Related Services

Patron Accounting also provides these complementary services:

TallyPrime for Different Industries

IndustryTallyPrime ConfigurationKey Compliance Features Used
Trading and DistributionStock groups, godowns, units of measure, reorder levels, purchase/sales order tracking, batch and serial numbersInventory linked to GSTR-1 and GSTR-3B; HSN-wise stock summary; purchase register auto-reconciliation with GSTR-2B
ManufacturingBill of Material (BOM), manufacturing journals, production cost centres, scrap and rejection recordingManufacturing costs flow to finished goods valuation and COGS; real-time gross margin per product line
Service BusinessesSAC codes on all service ledgers, cost categories for project-wise expense tracking, professional fee receiptsTDS on Section 194J receipts recorded; quarterly 26Q data export; service-wise profitability reports
Retail and POSPOS voucher types, payment modes (cash/card/UPI), shift-wise cash reconciliation, daily sales postingPOS data flows to accounting ledgers for daily cash position, bank deposits, and real-time inventory deduction

Legal Framework: Section 128(1) Companies Act 2013 requires companies to maintain books of account (penalty: imprisonment up to 1 year or fine Rs 50,000 to Rs 5 lakhs). Rule 3 Companies (Accounts) Rules 2014 permits electronic records if accessible in India. Section 44AA Income Tax Act 1961 requires prescribed books for business turnover above Rs 25 lakhs. CGST Act 2017 Section 35 requires registered persons to maintain accounts of inward/outward supply, stock, and ITC. E-invoicing per Notification 17/2022-Central Tax mandatory for turnover above Rs 5 crore.

Frequently Asked Questions - Tally Accounting

Get answers about TallyPrime vs Tally ERP 9, Silver vs Gold licences, TSS renewal, GSTR-1 filing from Tally, IMS, and GSTR-2B reconciliation.

Quick Answers

What is Tally accounting?
Tally accounting is the use of TallyPrime software to record and manage financial transactions - invoices, expenses, GST, payroll, inventory, and tax compliance - used by 7 million+ Indian businesses across 36+ years.

Tally mein GST kaise bhare?
TallyPrime mein GSTR-1 direct upload hota hai GST portal par bina alag se login kiye. Gateway of Tally > Exchange > Upload GST Returns. GSTR-3B bhi TallyPrime se calculate hota hai. Patron Accounting ka CA team yeh sab monthly manage karta hai Rs 2,999/month se.

Is TallyPrime better than Tally ERP 9?
Yes. TallyPrime has connected GST (direct GSTR-1 upload, GSTR-2B download), IMS for ITC control, e-invoicing, e-way bill, and a redesigned interface. Tally ERP 9 no longer receives statutory updates. TallyPrime 7.0 is the current version (December 2025).

TallyPrime 7.0 - What Changed (December 2025)

TallyPrime 7.0, launched on December 19, 2025, introduces major enhancements focused on automation, AI-assisted workflows, and deeper compliance connectivity:

  • Smarter reconciliation dashboards for faster bank and GSTR-2B matching
  • Enhanced IMS (Invoice Management System) workflows for real-time ITC control
  • Improved GSTR-2B API Version 4 integration for more accurate data downloads
  • Advanced connected banking with smart bank reconciliation
  • Better multi-GSTIN support for businesses with multiple state registrations
  • Architecture improvements making TallyPrime more responsive for high transaction volumes

Upgrade to TallyPrime 7.0 with CA support - Call +91 945 945 6700 or WhatsApp us for a free consultation.

Start Your CA-Managed Tally Accounting Today

TallyPrime is India's most widely used accounting software for a reason - it covers accounting, GST, inventory, e-invoicing, e-way bill, payroll, and reporting in a single platform built for Indian tax requirements. But TallyPrime's power only works when configured correctly and maintained consistently. Misconfigured GST ledgers, missing HSN codes, unchecked GSTR-2B mismatches, and IMS not used properly create compliance risk.

Patron Accounting LLP provides CA-managed TallyPrime services: correct setup, monthly bookkeeping, connected GST filing, GSTR-2B reconciliation, IMS management, TDS returns, and annual ITR - all using your TallyPrime data as the single source of truth. Whether you need a fresh setup or help fixing existing problems, our CA team delivers.

250+ TallyPrime businesses managed | 4.9 star rating | Starting from Rs 2,999/month | TallyPrime 7.0 ready

Book a Free Consultation - No Obligation.

Tally Accounting Services Across India

Patron Accounting provides CA-managed TallyPrime setup, GST compliance, and bookkeeping services across major Indian cities.

Content Created: 15 January 2024  |  Last Updated: 15 January 2024  |  Next Review: March 2027  |  Reviewed By: CA & CS Team, Patron Accounting LLP

This page is reviewed annually or when TallyPrime releases a major version update or pricing revision. Next review: March 2027. TallyPrime 7.0 launched December 19, 2025.

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