Prepared By - Indrajit Debanth. // Professional Tally Teacher.
// Whatsapp - 8101173695
PAYROLL
TALLY.ERP9
• CREATE COMPANY - Press F11 - F1
• Back to Gateway of Tally
➢ Below Information show Step by Step (How to Create PAYROLL-SHEET
in Tally)
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Step-1
• Employee Category - Create
You can insert category as Per Branch office, or Any Place name where office Exists.
For E.g.
Step-2
• Employee Group - Create
In this Group we can insert Department wise Name (HR DEPT, SALES DEPT, MKT DEPT.,
or any Other name), or if no Department pass only Employee Salary in this section, We
must pass Category in this section to Create Payroll Report.
For E.g.
Example of MKT DEPT. and Sales Dept.
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Step-3
Units (Works) - Create
1. Create HRS (Hours for Calculate Overtime of Employee)
2. Create Minutes (Minutes for Calculate Hours)
3. Create Minutes (Minutes for Calculate Hours)
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Select Compound in TYPE
Pass this Creation selecting HRS of 60 Minutes.
Step-4
Attendance /Production Types - Create
1. Create Leave (Employee Deduction According to Leave Day) - It Reflect in
Payroll Sheet
2. Create Overtime (Employee Extra Income According to Overtime Hours) - It Reflect in
Payroll Sheet
• Pass Above Attendance and Production Types
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Step-5
• Pay Head
Set Pay Head According to Employee
Salary For E.g.
Basic Salary + HRA + TA + DA + Bonus - Leave Amount - PF + Overtime +
Reimbursement
• Basic Salary is User defined Salary (Set by the user in Voucher)
• We can set different % Rate on HRA / TA / DA / PF According to salary criteria
• Bonus (we can set it on % wise Or user Define wise or Flat Rate wise
• PF is Deduction Type into Salary
• Leave Deduction According to Day Wise Deduction
• Overtime Pay According to Hours.
• Reimbursement According to User-Define
1. Basic Salary
• Pass this Pay head and set it above mentioned Screen
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
2. HRA - TA - DA (e.g. If salary above 15k or Less than 15k) Different % wise we can
calculate.
• HRA (House Rent Allowance)
• TA (Transport Allowance)
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• DA (Dearness Allowance)
• Above Pay head ADD in Basic Salary because these are earning for Employee
You can add any other Pay head in this Section.
3. Bonus
We can set it as user define or flat rate / month wise-Weekly as per Company Policy
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
4. PF (Provident Fund - Dedication into salary)
• PF % Rate According to Company Policy Deduction.
5. LEAVE
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
6. OVERTIME
7. Reimbursement
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Step-6
Salary Details - Define - (Select DEPT)
• MKT DEPT
Leave – 350 RS DAY / BONUS – 1000 RS Month / OVERTIME – 80 RS Hour
• Sales DEPT
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Select Start Afresh if Want to Apply salary separate from MKT DEPT.
Step-7
• Employee - Create
(1) KAPIL
After Press 'Yes' Following screen show and select from Employee Group because we already
set Salary in this section, we just only pass this screen.
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Select MKT DEPT
Fill the required details of Employee as Per Document. It show in Salary
Sleep of Employee. If Employee Bank details set to ‘Yes’ It ask for Bank
Account number and IFSC Code Fill the required as per Document.
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
(2) Gaurav Singhal
• Select Sales DEPT
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Pass this screen after select Sales Dept. and fill the required details of Employee
Step-8
Payroll info - Pay Head - Create
(Salary Payable) - It is liability of the company side to pay amount/Salary to Employee
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Step-9
• Payroll info - Voucher Type - Alter - Select Payroll (then Press Enter)
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Pass this Entry and back to Gateway of tally.
• Goto Transaction -Press Enter on 'Payroll Voucher'
• Example of Salary calculation of July Month and pass Leave and
overtime at the end of month – day. Press F2 - Select Date 31-july (You
can choose According to Month wise)
• Press (Ctrl+F5)
• Select KAPIL (Leave) = 4 Days and overtime 14 Hours and
• Select again Gaurav (Leave) = 3 Days and Overtime 5 Hours and
pass this voucher
• Now the time is to calculate salary at the end of the month 31st July.
Same as we calculate salary next month as so on…
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Payroll Voucher
Press (Ctrl+F4) then select class - Payroll
• 1st time we insert Basic salary of Employee and then 2nd time we
calculate further Allowance or deduction (Salary), because further
allowance and deduction is based on Basic salary so our 1st priority is
to set the basic salary in voucher at the end of the month.
• Press (Alt+A) after select class in the voucher. (* Date as per
Current Year)
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Fill Employee Basic salary and Reimbursement Amount
o Gaurav – 12,000 and Reimbursement – 400 RS
o KAPIL – 16,000 and Reimbursement – 100 RS
• Again press Ctrl+F4 and select class - Payroll and press
(Alt+A) Salary (for calculate further Allowance or deduction)
• It auto calculate the allowance and deduction as per details.
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
Now salary calculation process of July Month is complete - To see Report
(Salary)
• Gateway of Tally - Display - Payroll Report - Statement of
Payroll Pay Slip - Single Pay Slip - Select Employee name
(Press Enter)
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Gaurav Salary July Month
• KAPIL Salary July Month
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Attendance Register Report
• Pay sheet: - We can check total Payment including All Employee Report.
• Payroll Statement: - We can check single pay head amount wise report.
• Employee Profile : - Here we can check Details of Employee
• Employee head : - Check Salary Branch wise
• Pay head Employee Breakup: Check Report Employee wise (deduction / Liability
etc...)
You can print anyone by pressing ALT+P for print Report.
1. Video Help (Payroll Calculation) → Click here
2. Video Help (Payment to Employee ) → Click here
3. Video Help (Advance salary & Attendance ) → Click here
Payroll – Practice Question
Q- Calculate net salary of ABC Employee – Office Branch
• Calculation on Allowances as per criteria
Allowance Percentage
HRA 8%
TA 12%
DA 20%
• Deduction as per following criteria
Deduction Percentage
PF 3%
ESI 2.5%
Prepared By - Indrajit Debanth. // Professional Tally Teacher. // Whatsapp - 8101173695
• Leave Deduction
DEPT Amount
Sales DEPT. 300
MKT DEPT 400
Clerk DEPT. 250
• Overtime (Per Hour) and Bonus Sheet As per DEPT
DEPT BONUS Overtime (Per Hour)
Sales DEPT. 3000 110
MKT DEPT 4000 90
Clerk DEPT. 2500 80
• Employee name, Basic Salary List, Overtime and Leave in a
month Details for August month.
Name DEPT Leave Overtime Basic Salary
(Hours)
Prabhakar SALES DEPT 2 8 15600
Maneet MKT DEPT 0 7 18000
Kapil SALES DEPT 3 6 22000
HImanshu Clerk DEPT 1 8 25000
Naresh Clerk DEPT 6 6 18400
Geeta MKT DEPT 2 4 24000
Calculate Salary of August month for following employee, and Total Salary
Generated in August month by Firm.
Solution –
Name Basic Leave Overtime Bonu HRA TA DA PF ESI Net
Salary Amount Amount s Salary
Prabhakar 15600 600 880 3000 124 1872 3120 468 390 24262
8
Maneet 18000 0 630 4000 144 2160 3600 540 450 28840
0
Kapil 22000 900 660 3000 176 2640 4400 660 550 32350
0
HImanshu 25000 250 640 2500 200 3000 5000 750 625 36515
0
Naresh 18400 1500 480 2500 147 2208 3680 552 460 26228
2
Geeta 24000 800 360 4000 192 2880 4800 720 600 35840
0
