Generating Trial Balance¶
1. Steps to Generate Trial Balance in Tally Prime¶
Generating a Trial Balance in Tally Prime is simple and can be done in a few steps:
Step 1: Open Tally Prime¶
- Launch Tally Prime and select the company for which you want to generate the Trial Balance.
Step 2: Navigate to Trial Balance¶
- From the Gateway of Tally, go to:
-
Display more reports > Accounting > Trial Balance.
-
Alternatively, you can use the shortcut Alt + G
to open the Go To menu and type "Trial Balance" to access it directly.
Step 3: Set the Reporting Period¶
- By default, the Trial Balance report will show the balances for the current financial year. However, you can change the reporting period by pressing
Alt + F2
and specifying the From and To dates. - Example: To view the Trial Balance for the month of April, set the period from
1-April-YYYY
to30-April-YYYY
.
Step 4: View the Trial Balance¶
-
After selecting the period, the Trial Balance report will display all the ledger accounts along with their Debit and Credit balances.
-
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