How to Configure Voucher Classes in Tally Prime

During high-volume invoice creation, manually selecting tax ledgers (CGST, SGST, IGST) and round-off accounts for every bill is slow and leads to clerical errors. Tally Prime's **Voucher Class** feature allows you to pre-set these allocations. When you create an invoice, Tally applies the tax and round-off rules automatically based on the class selected.

What is a Voucher Class?

A Voucher Class is an automation template applied to a specific voucher type (like Sales or Purchase). It pre-defines:

• Which ledgers can be selected (filtering out unrelated ledgers).
• Default revenue allocation accounts (e.g. Sales Account).
• Tax ledgers that calculate automatically (e.g. GST accounts).
• Automatic round-off addition.

Step-by-Step: Setting Up a Sales Voucher Class

Follow this workflow to configure a class for GST-enabled sales:

1. Go to Gateway of Tally > Alter > Voucher Type.
2. Select the Sales voucher type.
3. Scroll down to the Name of Class field on the right.
4. Type a name (e.g. "GST Sales Auto") and press Enter.
5. In the Class configuration screen:
   • Exclude/Include Groups: Keep blank unless you want to restrict specific debtor lists.
   • Ledger Name (Default allocation): Select your **Sales Account** ledger (with 100% allocation).
   • Additional Ledgers (Auto calculation): List your tax ledgers:
     • Select **CGST** (Calculation Method: **GST**).
     • Select **SGST** (Calculation Method: **GST**).
     • Select **IGST** (Calculation Method: **GST**).
     • Select **Round Off** (Calculation Method: **As Total Amount Rounding**; Rounding Limit: `1`).
6. Press Ctrl+A to save the configuration.

Creating an Invoice with the Voucher Class

Once set up, here is how the class operates:

1. Go to Vouchers > F8 (Sales).
2. Tally will prompt: Voucher Class List. Select GST Sales Auto.
3. Enter the customer name and select the stock items.
4. Tally automatically appends the CGST, SGST, IGST, and Round Off ledgers at the bottom, calculating the exact tax percentages based on item classifications, saving you from adding them manually.

TrulyInvoice: Fully Automated Ledger Allocations

While voucher classes help speed up manual entries, they are still limited. If a client's invoice template contains multiple GST slabs or non-standard charges, Tally's class rules can fail.

TrulyInvoice provides a more dynamic solution:

• Dynamic Tax Split: The engine reads invoice PDFs and automatically determines CGST/SGST vs IGST splits without requiring pre-set voucher classes in Tally.
• Line-Item Level Audits: It checks and calculates taxes for mixed invoices containing different tax slabs (5%, 12%, 18%, 28%) and routes them to correct ledgers.
• Syncs everything directly over localhost port 9000 at a flat subscription of **plans starting at ₹399/month**.

Frequently Asked Questions