Introduction
Business mein har year accounting records ko new financial year ke according maintain karna hota hai. India mein normally financial year 1 April se 31 March tak hota hai.
Example:
Financial Year 2025-26: 1 April 2025 to 31 March 2026
Financial Year 2026-27: 1 April 2026 to 31 March 2027
Tally Prime mein new Financial Year start karne ke liye normally existing Company ko delete ya Recreate karne ki zarurat nahi hoti. Aap Current Period change karke same Company mein New year ki Entries start kar sakte hain.
What is a financial year?
Financial Year ek fixed 12-month accounting period hota hai jisme business apni sales, purchase, expenses, income, GST aur other Accounting transactions record karta hai.
India mein common financial year:
1 April → 31 March
Example
Agar financial year hai:
2025-26
to iska Period hoga:
01-04-2025 to 31-03-2026
TallyPrime Mein Financial Year Change Karne Se Kya Hota Hai?
Jab aap TallyPrime mein Current Period ko new financial year par change karte hain:
- New year ki transactions enter kar sakte hain.
- Previous year ke balances automatically carry forward hote hain.
- Same company data continue kiya ja sakta hai.
- Old year ke reports bhi access kiye ja sakte hain.
- Same masters, such as Ledgers and Stock Items, continue rehte hain.
Important: Sirf Current Period change karne se Company Alteration screen mein Financial Year Beginning From aur Books Beginning From dates automatically change nahi hoti hain.
Tally Prime Mein Financial Year Change Kaise Kare?
TallyPrime Open Karein
Sabse pehle TallyPrime open karein.
Apni required company load karein.
Example:
ARMAN Traders
Gateway of Tally Par Jayein
Company open hone ke baad:
Gateway of Tally
Screen par aayen.
Yahin se aap Company ke Accounting Records ko Manage kar sakte hain.
Alt + F2 Press Karein
Keyboard se:
Alt + F2
press karein.
TallyPrime mein Alt + F2 company ka period change karne ke liye use hota hai.
New Financial Year Enter Karein
Ab Period Screen Open hogi.
Agar aap FY 2026-27 start karna chahte hain, to:
From: 01-04-2025
To: 31-03-2026
Enter karein.
Phir Enter press karein.
ALT+F2
Official TallyPrime Guidance ke according Period Change karne ke liye Gateway of Tally se Alt+F2 (Period) use karke new financial year ki From aur To dates enter ki jati hain.
Practical Example
Maan lijiye aapki company:
Arman Traders
Current Financial Year:
01-04-2025 to 31-03-2026
Ab 1 April 2026 se new financial year start ho raha hai.
Aapko enter karna hai:
| Field | Date |
|---|---|
| From | 01-04-2026 |
| To | 31-03-2027 |
Ab Tally Prime ka Current Period New financial year ke According ho Jayega.
Previous Year ka Balance Kya Hoga?
Ye Bahut important Point hai.
Agar Aap Current Period Change method use karte hain, to Previous Financial Year ke ledger balances new year mein automatically carry forward hote hain.
Example
31 March 2026 ko:
ARMAN Customer Outstanding = ₹50,000
New financial year:
01 April 2026
Par ye Opening Balance ke form mein Continue ho sakta hai.
Isi tarah:
- Cash Balance
- Bank Balance
- Customer Outstanding
- Supplier Outstanding
- Stock Balance
- Ledger Balances
Accounting Records ke According Carry forward hote hain.
Financial Year Change Karne Se Pehle Kya Check Karein?
New financial year start karne se pehle kuch important checks karna useful hai.
Pending Sales Bills Check Karein
Pending sales invoices ko review karein.
Purchase Bills Check Karein
Pending purchase bills verify karein.
GST Data Check Karein
Relevant GST returns/reconciliation complete hai ya nahi, check karein.
Outstanding Check Karein
Customer aur supplier outstanding balances verify karein.
Stock Check Karein
Inventory aur stock balances verify karein.
Backup Zaroor Lein
Financial year change karne se pehle full company data backup lena strongly recommended hai. TallyPrime ki current guidance bhi new financial year move karne se pehle backup lene ko recommend karti hai.
New Financial Year Mein Voucher Numbering
New financial year start hone par voucher numbering ko bhi review karna chahiye.
Example:
Previous year:
INV-001, INV-002, INV-003…
New Year mein Business Practice ke according new numbering series start ki ja sakti hai.
TallyPrime mein voucher numbering ko configure karne ke liye:
Alt + G → Alter Master → Voucher Type
par ja sakte hain.
TallyPrime mein numbering method aur numbering series ko business requirement ke according configure kiya ja sakta hai.
Kya New Company Banani Zaroori Hai?
Nahi, Normally Zaroori nahi hai.
Agar aap same business ki continuous accounting maintain kar rahe hain, to Current Period Change method se same company mein new financial year continue kar sakte hain. TallyPrime official guidance bhi existing data mein period change ko quick method ke roop mein describe karti hai.
Same Company Method
Existing Company → Alt+F2 → New Period → Continue Accounting
Ye method simple aur practical hai.
Financial Year Change Karne ke 3 Main Methods
TallyPrime mein New financial Year par move karne ke liye broadly ye approaches available hain:
Change Current Period
Same company mein new year continue karein.
Best for: Continuous accounting aur easy year-to-year reporting.
Create New Company
New company create karke required masters/opening balances set up karein.
Best for: Restructuring ya clean setup ki requirement.
Split Company Data
Company data ko financial years ke basis par split kiya ja sakta hai.
Best for: Older data ko separate rakhna ya data size manage karna.
TallyPrime official documentation in methods ko different business situations ke according explain karti hai.
Company Alteration Se Financial Year Change Karein?
Yahan beginner ko special care rakhni chahiye.
Sirf new year start karne ke liye Company Alteration screen mein Financial Year Beginning From date ko change karna generally recommended method nahi hai.
New financial year mein move karne ke liye Gateway of Tally → Alt+F2 (Period) method use karna safer and simpler approach hai. TallyHelp specifically warns against casually changing financial-year/books-beginning dates from Company Alteration because it can cause data issues/loss depending on the change.
Financial Year Change Example – Complete Practical Case
Suppose:
Company: Arman Traders
Previous Year:
01-04-2025 to 31-03-2026
Customer:
ABC Ltd
Outstanding on 31 March 2026:
₹75,000
New Financial Year:
01-04-2026 to 31-03-2027
Process:
Gateway of Tally
↓
Alt + F2
↓
From: 01-04-2026
↓
To: 31-03-2027
↓
Enter
Ab aap new financial year ki:
- Sales
- Purchase
- Receipt
- Payment
- Journal
- Contra
- GST transactions
record kar sakte hain.
Previous year ke balances accounting records ke according carry forward ho jayenge.
Important Shortcuts
| Shortcut | Use |
|---|---|
| Alt + F2 | Change Company Period |
| F2 | Change Date/Period in relevant screens |
| Alt + K | Company menu |
| Alt + G | Go To |
| Ctrl + A | Accept/Save |
| Alt + Y | Data menu |
Tally Prime ke official shortcut reference mein Alt+F2 ko company period change karne ke liye listed kiya gaya hai.
Common Mistakes
Mistake 1: Wrong From Date
Agar new financial year 1 April se start hota hai, to correct start date enter karein.
Mistake 2: Backup Na Lena
Year change se pehle backup zaroor rakhein.
Mistake 3: Voucher Numbering Ignore Karna
New year ke invoice/voucher numbering setup ko review karein.
Mistake 4: Outstanding Check Na Karna
Customer aur supplier balances verify karein.
Mistake 5: Stock Balance Check Na Karna
Inventory maintain karne wale businesses ko closing stock verify karna chahiye.
Mistake 6: Company Alteration Mein Dates Change Kar Dena
Normal year-to-year movement ke liye Alt+F2 → Period method ko prefer karein.
Frequently Asked Questions – FAQ
Q1. Tally Prime mein Financial Year kaise change karein?
Answer: Gateway of Tally par jaakar Alt+F2 (Period) press karein aur new financial year ki From aur To dates enter karein.
Q2. TallyPrime mein FY 2025-26 ki date kya hogi?
Answer: India ke normal financial-year cycle ke according:
01-04-2025 to 31-03-2026
Q3. Kya new financial year ke liye new company banana zaroori hai?
Answer: Nahi. Same company mein Current Period change karke new year continue kiya ja sakta hai.
Q4. Previous year’s closing balance ka kya hoga?
Answer: Current Period method use karne par previous financial year ke balances automatically carry forward hote hain.
Q5. Financial Year change karne ka shortcut kya hai?
Answer: Alt + F2.
Q6. Kya Financial Year change karne se old data delete ho jata hai?
Answer: Sirf Current Period change karne se old data delete nahi hota. Aap same company data mein previous periods ke reports dekh sakte hain.
Q7. Financial Year change karne se pehle backup lena chahiye?
Answer: Yes. Full backup lena recommended hai
Pro Tip
Financial Year change karna aur Company ka Financial Year Beginning From change karna same thing nahi hai.
Normal new-year accounting start karne ke liye:
Gateway of Tally → Alt+F2 → Period
use karein.
Quick Revision
TallyPrime Financial Year Change:
Gateway of Tally
↓
Alt + F2
↓
From Date: 01-04-2026
↓
To Date: 31-03-2027
↓
Enter
↓
New Financial Year Ready
Conclusion
Tally Prime mein New financial year start karna difficult nahi hai. Agar aap same company ka accounting data continue karna chahte hain, to Current Period change karna generally easiest method hai.
Year change karne se pehle backup, GST data, outstanding, stock aur pending transactions check karna good accounting practice hai. New year start hone ke baad voucher numbering ko bhi review karna chahiye.
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