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    10-Pay Roll Tally Prime Notes PDF

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    Saikumar Timmaraju
    1) The document outlines the steps to set up payroll in Tally Prime, including creating a company, employees group, pay heads, attendance/production types, and employees. 2) Details on creating payroll vouchers like attendance and payroll are provided. Attendance values are entered for the month of May 2021 for each employee. 3) The document concludes with instructions on generating various payroll reports in Tally to view salary information.

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    10-Pay Roll Tally Prime Notes PDF

    Uploaded by

    Saikumar Timmaraju
    23K views7 pages
    1) The document outlines the steps to set up payroll in Tally Prime, including creating a company, employees group, pay heads, attendance/production types, and employees. 2) Details on creating payroll vouchers like attendance and payroll are provided. Attendance values are entered for the month of May 2021 for each employee. 3) The document concludes with instructions on generating various payroll reports in Tally to view salary information.

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    1) The document outlines the steps to set up payroll in Tally Prime, including creating a company, employees group, pay heads, attendance/production types, and employees. 2) Details on creating payroll vouchers like attendance and payroll are provided. Attendance values are entered for the month of May 2021 for each employee. 3) The document concludes with instructions on generating various payroll reports in Tally to view salary information.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    23K views7 pages

    10-Pay Roll Tally Prime Notes PDF

    Uploaded by

    Saikumar Timmaraju
    1) The document outlines the steps to set up payroll in Tally Prime, including creating a company, employees group, pay heads, attendance/production types, and employees. 2) Details on creating payroll vouchers like attendance and payroll are provided. Attendance values are entered for the month of May 2021 for each employee. 3) The document concludes with instructions on generating various payroll reports in Tally to view salary information.

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    You are on page 1of 7

    Payroll Tally Prime

    CREATE A NEW COMPANY :


    F3 : Company > Create
    F11: Company Features > Payroll
    Maintain Payroll : Yes

    ADD CAPITAL IN COMPANY


    F6 (Receipt ) Add Capital of 10,0000
    Dr Cash
    Cr Capital (under Capital Account)

    CREATE EMPLOYEES GROUP


    Gateway of Tally > Create > Payroll Masters > Employees Group
    Group Under Define Salary Details
    Marketing Primary No
    Sales Primary No
    Account Primary No
    HR Primary No

    CREATE UNITS (WORK)


    Gateway of Tally > Create > Payroll Masters > Units (works)
    Unit Type Symbol Name
    Simple Hrs Hours
    Simple Days Number of Days
    Compound First Unit : Days, Conversion -8, Second unit : Hrs

    CREATE ATTENDANCE / PRODUCTION TYPE


    Gateway of Tally > Create > Payroll Masters > Attendance/ Production Type
    Name Under Attendance Type Unit
    Present Primary Attendance / Leave with pay Period Type : Days
    Overtime Primary Production Days of 8 hrs

    CREATE PAY HEADS


    Gateway of Tally > Create > Payroll Masters > Pay Heads

    NAME :BASIC PAY


    Pay Head Type: Earning for Employees
    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : Yes
    Calculation Type : On attendance
    Attendance with Pay : Present
    Calculation Period : Months
    Basis of calculation : As per calendar period
    Rounding Method : Normal rounding

    NAME : HRA
    Pay Head Type: Earning for Employees
    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : As computed value
    Rounding Method : Normal rounding
    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Type : Percentage
    Value : 20 %

    NAME : DA
    Pay Head Type: Earning for Employees
    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : As computed value
    Rounding Method: Normal rounding

    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Rate : Percentage
    Value : 40 %

    NAME :TRANSPORT ALLOWANCE (TA)


    Pay Head Type: Earning for Employees
    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : As computed value
    Rounding Method: Normal rounding
    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Rate : Percentage
    Value : 10 %

    NAME : BONUS
    Pay Head Type: Earning for Employees
    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : Flat Rate
    Calculation Period: Monthly

    NAME :PROVIDENT FUNS (PF)


    Pay Head Type: Deduction from Employees

    Under : Current Liability


    Affect Net Salary : Yes
    Calculation Type : As computed value
    Rounding Method : Normal rounding

    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Rate : Percentage
    Value : 12%

    NAME : ESIC
    Pay Head Type: Deduction from Employees
    Under : Current Liability
    Affect Net Salary : Yes
    Calculation Type : As computed value
    Rounding Method : Normal rounding
    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Add Pay Head : DA
    Slab Rate : Percentage
    Value : 3%

    NAME : OVER TIME


    Pay Head Type: Earning for Employees
    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : On production
    Production type : Over time
    CREATE EMPLOYEES
    Gateway of Tally > Create > Payroll Masters > Employee
    Employee Creation Window
    Name : Rajesh Saxena
    Under : Marketing
    DOJ : 1st April 2021
    Define Salary Details : Yes
    Salary Detail Window
    Pay Head
    Basic Pay :20000
    DA:
    HRA:
    Transport Allowance (TA) :
    Bonus : 1000
    Overtime : 50 ( Rate )
    Provident Fund (PF)
    ESIC

    Employee Number : M111


    Designation : Manager
    Function : Marketing Management
    Location : Delhi
    Gender : Male
    DOB : 01-April-1990
    Blood Group : A Positive
    Father Name : Rohit Saxena
    Spouse Name : Reena
    Address : Muzaffarnagar
    Phone Number : 9876543433
    e-mail : xyz@gmail.com
    Provide Bank Detail – Yes
    Bank Details window appear
    Account Number : 123456767788
    IFSC code: ABCD0123456
    Bank Name : Specify Bank Name
    Bank Name : State Bank of India
    Transaction Type : e-fund transfer
    PAN Number : ASDFG1234C
    Aadhar number :1234567891234567
    PF Account number : ABCD11334
    PRAN : 576778788
    ESI NUMBER : 5654433
    ESI DISPENSARY : DELHI
    Gateway of Tally > Display more Reports> Payroll Reports>Employee Profile

    Gateway of Tally > Create > Payroll Masters > Employee


    Name Under Basic Pay Bonus Overtime Emp Number Designation
    Rate
    Rajesh Saxena Marketing 20000 1000 50 M111 Manger
    Sunil Saini Account 20000 1500 100 A001 Manager
    Irfan Account 22000 1000 50 A002 Clerk
    Ajay Gulia HR 25000 1000 80 H001 Head
    Ravi Raj HR 15000 1000 70 H002 Executive
    Sameer Marketing 9000 1000 45 M001 Manager
    Jyoti Tyagi Marketing 11000 000 30 M002 Executive
    Payal Marketing 12000 1000 40 M003 Clerk
    Rajesh Sales 25000 2000 50 S001 GM
    Sunita Sales 15000 1000 45 S002 Manager
    Sumit Sinha Sales 10000 1000 60 S003 Clerk
    Sabu Sales 8000 1000 50 S004 Salesman
    Shivam Sales 8500 1000 50 S005 Salesman
    Raveena Sales 8000 1000 50 S006 Salesman
    Ankur Jha Sales 9000 500 50 S007 Salesman
    Anup Kumar Sales 9200 1000 50 S008 Salesman
    Note : Over time rate to be filled for each employees at salary details
    PAYROLL VOUCHERS

    ATTENDANCE BOUCHER CREATION


    Gateway of Tally > Voucher > F10: Other Vouchers > Payroll vouchers > Attendance
    Change Voucher Date 31 -05-2021
    Ctrl + F (Auto fill)
    Attendance Auto Fill Window
    Voucher Date : 31-05-2021
    Employees Group : All Group
    Attendance Type : Present
    Default value : 0
    Sort by : Employees Name
    Fill the value : Number of Present days for each individual

    Month May (1-5-2021 to 31-5-2021)


    Name Under Present Overtime
    (hrs)
    Rajesh Saxena Marketing 25 10
    Sunil Saini Account 28 20
    Irfan Account 31 0
    Ajay Gulia HR 25 25
    Ravi Raj HR 15 0
    Sameer Marketing 30 10
    Jyoti Tyagi Marketing 31 5
    Payal Marketing 31 0
    Rajesh Sales 31 0
    Sunita Sales 20 0
    Sumit Sinha Sales 31 12
    Sabu Sales 31 15
    Shivam Sales 31 12
    Raveena Sales 27 20
    Ankur Jha Sales 31 30
    Anup Kumar Sales 28 40
    Repeat for above step for attendance type : Overtime

    PAYROLL BOUCHER CREATION


    Gateway of Tally > Voucher > F10: Other Vouchers > Payroll vouchers > Payroll
    Ctrl +F (Auto fill)
    Payroll Autofill window
    Process for : Salary
    From : 01-05-2021 To: 31-05-2021
    Employees Group : All Items
    Sort by : Employees Name
    Payroll Ledger : Cash
    Accept
    DISPLAY THE SALARY INFORMATION
    Gateway of Tally> Display more report >Payroll reports >
    Payslip
    Pay Sheet
    Attendance Sheet
    Payroll Register
    Attendance Register
    Employee Profile
    Employee Head count

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