Tally Prime provides the option to generate detailed employee-wise salary reports. These reports give a clear picture of the salary details for each employee, including their earnings, deductions, and net pay. This article will guide you through the steps to generate employee-wise salary reports in Tally Prime, along with real examples.
1. Enabling Payroll Features in Tally Prime
Before generating employee-wise salary reports, you need to ensure that payroll features are enabled in Tally Prime. Follow these steps:
Go to Gateway of Tally → F11: Features → Payroll Settings.
Set Enable Payroll to "Yes".
Press Enter to save the changes.
2. Creating Employee Master Records
To generate employee-wise salary reports, you must first create employee master records in Tally Prime. Follow these steps to create an employee master record:
Go to Gateway of Tally → Payroll Info → Employees → Create.
Enter the following details:
Employee Name: John Doe
Alias: JD001
Designation: Software Engineer
Pay Head: Salary, Bonus, HRA
Press Enter to save the employee record.
Example: Creating Employee Master Record for John Doe
Employee Name: John Doe
Alias: JD001
Designation: Software Engineer
Pay Head: Salary, Bonus, HRA
3. Recording Employee Salary Details
Once the employee master records are created, you need to enter salary details for each employee. Here's how you can do it:
Go to Gateway of Tally → Accounting Vouchers → Payroll Voucher.
Select the employee for whom the salary is to be entered.
Enter the salary details under the respective pay heads such as Basic Salary, HRA, Bonus, etc.
For example, John Doe's salary entry might include:
Basic Salary: $2,000
HRA: $500
Bonus: $300
Press Enter to save the salary entry.
Example: Salary Entry for John Doe
Employee Name: John Doe
Basic Salary: $2,000
HRA: $500
Bonus: $300
Total Salary: $2,800
4. Generating Employee-wise Salary Reports
After entering salary details for the employees, you can generate employee-wise salary reports in Tally Prime. Follow these steps:
Go to Gateway of Tally → Display → Payroll Reports → Employee-wise Salary Details.
In the report, you will see the list of employees along with their salary details such as earnings, deductions, and net pay.
Use the Period option to filter the salary report for a specific period (e.g., monthly, quarterly).
To view the report for a specific employee, select the employee’s name.
Example: Employee-wise Salary Report for John Doe
Employee Name: John Doe
Basic Salary: $2,000
HRA: $500
Bonus: $300
Total Salary: $2,800
5. Customizing the Employee-wise Salary Report
You can customize the employee-wise salary report in Tally Prime to display the information that is most relevant to you. Here’s how you can customize the report:
Press Alt + F1 to view the detailed report.
Use F12: Configure to customize the report.
Enable or disable columns such as Employee Number, Designation, Department, etc.
Set filters to show salary details for a specific period or group of employees.
Press Enter to apply the customizations and generate the report.
Example: Customizing the Report
Show Period: Monthly
Columns to Display: Employee Name, Basic Salary, HRA, Bonus, Total Salary
6. Printing the Employee-wise Salary Report
Once you have customized the report, you can print the employee-wise salary details. Follow these steps:
Go to the employee-wise salary report screen.
Press Alt + P to print the report.
Select the printer and configure the printing settings.
Press Enter to print the report.
Example: Printing the Employee-wise Salary Report
Employee Name: John Doe
Salary Details: Basic Salary $2,000, HRA $500, Bonus $300, Total $2,800
7. Conclusion
Employee-wise salary reports in Tally Prime offer a comprehensive view of each employee’s salary details, including earnings, deductions, and net pay. By following the steps outlined in this guide, businesses can easily generate these reports and gain better insights into their payroll. With the ability to customize, view, and print the reports, Tally Prime makes salary management efficient and straightforward.