Creating a Group

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Go to Gateway of Tally > Accounts Info. > Groups > Create (under Single Group)

The Group Creation screen displays


Name of Group

Enter the name of the Group to be created. For example, Administrative Expenses.


Enter an alias name to allow access to the group using the Alias in addition to its name or leave it blank. For example, for Administrative expenses, you can enter Office Expense or even an alphanumeric code, say E001, as an alias


Specify under which existing (Parent) group the sub-classification is required. If it is a new primary group, select Primary (requirement of a new primary group is very rare, but the option exists). You can also create a new Parent Group by using Alt+C.

Note: Creation of new Primary Group is not allowed if Allow Advanced entries in Masters is set to No in F12: Configure.

Additional Information

If a group (e.g Printing) is created under Primary, you must select the appropriate option from the list whether it is an asset, liability, income or expenses. If you select an income or expenses you should specify whether it will affect the gross profits or not by suitably setting the option Does it affect Gross Profits? to Yes/No.

You can use this concept when you wish to segregate your profits into Operative Profit and Net Profit. This helps you when you want to consider other revenue accounts in addition to Direct instead of Gross and Net Profit).

Normally, Tally calculates Gross Profit using Opening Stock, Purchase Accounts, Direct Expenses, Sales Accounts, Direct Incomes and Closing Stock only. To make other accounts contribute to this, without classifying under these reserved heads, set this option to Yes.


Group behaves like sub-ledger?

This option is applicable to Sundry Debtors group, you can set this to Yes to display Sundry Debtors without Ledger break-up in statements. Normally, Sundry Debtors will have a large number of ledger accounts under it and it can be expanded during display to show ledger balances. To disable this detailed display set this option to No.

Nett Debit/Credit Balances for Reporting?

Setting this option to Yes will display either the net debit or credit balance in the report (whichever is higher). If this is set to No, both debit and credit balances will displayed in the report.

Used for Calculation (e.g. taxes, discounts)?

Set this option to Yes if ledgers under this group would have percentages for discounts/taxes to be used for invoice entry. This gets reflected while passing voucher entry in Invoice mode, it uses the automatic calculation capability.

Method to allocate when used in purchase invoice

Select the appropriate allocation method from the list. This is used to allocate the expense of the Item in the ratio of the quantity or value.

Buttons in single group screens

F3: Company

This button helps you to open a different company. In the creation mode, you can create groups in the other company. In alter mode, you can copy the information by accepting the screen (enter or Ctrl+A). The old company's information remains. This feature is not available in Display mode.

Groups, Ledgers, Cost Categories, Cost Centres, Voucher Types, Currency, Budgets

This button enables you to switch to the appropriate area without quitting from the current screen.

F11: Features

This allows you to set or modify the company features.

F12: Configure

This enables you to set or modify configuration of the master screen.

Note: Configuration changes affect all companies and changes made in Features affect only the current company.