How to Set Up Tally On Cloud: Complete Installation & Configuration Guide

Tally On Cloud setup involves selecting a hosting model, activating your licence, configuring users and security, and testing remote access from your device. Most businesses are operational within 2-4 hours with professional support.

What Is Tally On Cloud and Why Set It Up?

Tally On Cloud is a secure, internet-based way to run TallyPrime accounting software from anywhere. Instead of installing Tally only on your office computer, you access it via Remote Desktop Protocol (RDP) from Windows, Mac, Linux, Android, or iOS devices. This means your accountant, owner, and team can work on the same live data from home, branch offices, or while traveling, without installing software on every machine.

Setting up Tally On Cloud is essential if your business is distributed, if you want automatic daily backups, or if you need 99.9% uptime guarantees. Global IT Care, a Tally 3 Star Certified Partner in Purnea since 2010, helps hundreds of businesses in Bihar and beyond move to cloud safely and quickly.

Choose Your Tally On Cloud Hosting Model

Before you start setup, decide which model fits your budget and team size.

• Bring-Your-Own-Licence (BYOL): You own a TallyPrime Silver or Gold licence (perpetual). You pay only for hosting, from approximately Rs 175-290 per user per month. Best if you already own Tally.
• Cloud-Inclusive Licence: Hosting provider includes a fresh TallyPrime licence in the monthly fee, typically Rs 899-1,299 per month. Best for new businesses or those without existing licences.
• On-Premise with Remote Access: Install Tally on a local server in your office and use VPN or RDP to access remotely. Lower monthly cost but you manage backups and uptime.

Most small and mid-sized businesses in Bihar choose BYOL or cloud-inclusive models for simplicity and compliance peace of mind. Tally On Cloud pricing varies by provider; Global IT Care offers transparent, GST-compliant quotes.

Gather Your Licence Information

If you are using BYOL, you need your TallyPrime licence key and serial number. These are printed on your licence certificate or visible in TallyPrime under Help > About TallyPrime. Write down:

• Licence key (usually 16 characters)
• Serial number
• Licence type (Silver or Gold)
• TSS (Technical Support Service) expiry date

If your TSS has expired, you can still use Tally, but you will not receive updates, connected GST services, or e-invoicing. Renewal costs approximately Rs 4,500 per year for Silver and Rs 13,500 per year for Gold, plus 18% GST. Early renewal adds about one free month; two-year renewal offers roughly 10% discount.

Select and Register with a Cloud Hosting Provider

Choose a reputable Tally hosting partner. Look for:

• 99.9% uptime SLA (Service Level Agreement)
• Daily automated backups
• Secure data centre with encryption
• 24/7 technical support
• Compliance with GST, TDS, TCS, and e-invoicing rules
• Transparent pricing with no hidden charges

Global IT Care is a Tally 3 Star Certified Partner offering secure, GST-compliant Tally On Cloud hosting from our data centre in Bihar. Sign up via our website or contact us directly. You will receive a welcome email with your server IP, RDP credentials, and setup instructions within 24 hours.

Activate Your Licence on the Cloud Server

Your hosting provider will install TallyPrime on the cloud server. If you are using BYOL, provide your licence key and serial number. The provider will activate the licence on the server. If you are using cloud-inclusive, the licence is pre-activated.

Activation requires internet connectivity on the server. The licence server validates your key with Tally's central registry. Once activated, you will see "Licence: Valid" in TallyPrime. If activation fails, check that the server IP and port are correctly set in TallyPrime Server Monitor (accessible via Gateway of Tally > Server Monitor or F1 > Troubleshooting > Server Monitor).

Create and Configure User Accounts

In TallyPrime, set up user accounts for each team member who will access the cloud instance. Go to:

Gateway of Tally > F11 (Features) > User and Security > User IDs

Create a user for each person (e.g., "Amit", "Priya", "Accounts Team"). Assign each a strong password and define their access level:

• Full Access: Can view and edit all data, create reports, configure settings.
• Limited Access: Can enter vouchers and view specific reports only.
• View Only: Cannot modify data; reporting only.

Best practice: Create one admin user (usually the business owner or senior accountant) with full access, and limit other users to what they need. This prevents accidental data corruption and maintains audit trails.

Enable GST and Configure Tax Settings

TallyPrime has homegrown, built-in GST compliance. Enable GST under:

Gateway of Tally > F11 (Features) > Statutory and Taxation > GST

Set your GST registration number, state, and whether you are a regular taxpayer or composition scheme. Configure tax rates for your goods and services. Once enabled, TallyPrime will automatically calculate CGST, SGST, IGST, and UTGST on all invoices.

TallyPrime 6.x added connected GST, which means you can reconcile your GSTR-1 (sales) and GSTR-2B (purchases) directly within Tally. This saves hours of manual reconciliation.

Set Up GSTR-1 and GSTR-3B Filing

GSTR-1 is your sales return, due on the 11th of the next month (or 13th if you file GSTR-3B). GSTR-3B is your summary return, due on the 20th of the next month for regular taxpayers.

In TallyPrime, generate GSTR-1 and GSTR-3B under:

Gateway of Tally > Display More Reports > GST Reports > GSTR-1 (or GSTR-3B)

Or use the shortcut Alt+G and navigate to GST reports. Review the data for errors, then export to JSON and file on the GST portal (gst.gov.in). TallyPrime will show you unmatched invoices and help you correct them before filing.

Enable e-Invoicing for Compliant Billing

If your annual turnover exceeds Rs 20 crores (or Rs 10 crores from 1 October 2023), e-invoicing is mandatory. TallyPrime supports e-invoicing natively.

To enable:

Gateway of Tally > F11 > Statutory and Taxation > e-Invoicing > Yes

Ensure your TSS (Technical Support Service) is active. When you create a B2B invoice, TallyPrime will automatically generate an IRN (Invoice Reference Number) and QR code via the IRP (Invoice Registration Portal). The invoice flows to GSTR-1 automatically.

If TSS is expired, e-invoicing will not work. Renew your TSS to keep connected services active.

Configure e-Way Bill Integration

e-Way bills are mandatory for movement of goods worth more than Rs 50,000 (or Rs 100,000 in certain states). TallyPrime can generate e-Way bills for your delivery notes.

Enable under:

Gateway of Tally > F11 > Statutory and Taxation > e-Way Bill > Yes

When you create a delivery note (or invoice with movement), TallyPrime will prompt you to generate an e-Way bill. The system will fetch vehicle and transporter details and file the bill on the e-Way bill portal (ewaybillgst.gov.in). This ensures your logistics are compliant and auditable.

Set Up TDS (Tax Deducted at Source) and TCS (Tax Collected at Source)

If you are a contractor or vendor paying bills, you may need to deduct TDS. If you are a retailer or service provider collecting tax, you may need to collect TCS.

Configure TDS under:

Gateway of Tally > F11 > Statutory and Taxation > TDS

Configure TCS under:

Gateway of Tally > F11 > Statutory and Taxation > TCS

TallyPrime will auto-calculate and deduct/collect tax on qualifying transactions. You can then file TDS and TCS returns (Form 24Q, 27Q, etc.) directly from Tally. This saves manual calculation and reduces compliance errors.

Back Up Your Existing Tally Data

If you are migrating from a local Tally installation to cloud, back up your current data first.

In your local TallyPrime:

Gateway of Tally > F1 (Help) > Troubleshooting > Backup

Or use Alt+Y (Data) > Backup. Save the backup file to a USB drive or email it to yourself. This file contains all your companies, masters, vouchers, and reports. You will restore it on the cloud server.

Migrate Data to the Cloud Server

Once your cloud server is ready, restore your backup data.

On the cloud server, open TallyPrime and go to:

Gateway of Tally > F1 > Troubleshooting > Restore

Or Alt+Y (Data) > Restore. Select your backup file and restore. TallyPrime will recreate all your companies and data on the cloud server. Verify that all masters (customers, vendors, items, accounts) and vouchers have migrated correctly.

Your hosting provider can assist with this step if you are unsure. No data is lost in migration; TallyPrime is designed for seamless data portability.

Test Remote Access from Your Device

Now that Tally is running on the cloud server, test remote access. You will use RDP (Remote Desktop Protocol) to connect.

On your Windows PC, open Remote Desktop Connection (search "Remote Desktop" in Windows). Enter the server IP and port provided by your hosting provider. Log in with the RDP credentials you received.

On Mac, download Microsoft Remote Desktop from the App Store. On Linux, use Remmina or xfreerdp. On Android or iOS, download Microsoft Remote Desktop app. Enter the same IP, port, and credentials.

Once connected, you will see the cloud server desktop. Open TallyPrime and log in with the user account you created earlier (e.g., "Amit"). If you can create a test voucher and see it in reports, your setup is complete.

Verify Network Stability and Bandwidth

RDP works best on stable, high-speed internet. Test your connection speed at speedtest.net. Aim for at least 5 Mbps download and 2 Mbps upload for smooth Tally operation.

If your internet is slow or unstable, Tally will feel sluggish. Consider upgrading your internet plan or switching to a wired Ethernet connection instead of WiFi. If you are on a shared office network, ask your IT team to prioritize Tally traffic or allocate bandwidth.

Your hosting provider's 99.9% uptime SLA covers their data centre. Your responsibility is to ensure your local internet is stable.

Set Up Automated Daily Backups

Your hosting provider typically offers automated daily backups as part of the service. Verify this in your hosting agreement. Backups should be taken at least once per day, preferably at off-peak hours (e.g., 11 PM).

Ask your provider:

• How many days of backups are retained?
• Can you restore a backup if data is accidentally deleted?
• Are backups encrypted and stored off-site?
• What is the recovery time objective (RTO) if the server fails?

Global IT Care retains 30 days of backups and can restore any point-in-time backup within 2 hours. This protects you against ransomware, accidental deletion, and hardware failure.

Configure Multi-User Access and Role-Based Permissions

If multiple team members need access, set up role-based permissions in TallyPrime to prevent unauthorized changes.

Gateway of Tally > F11 > User and Security > User IDs

For each user, define:

• Which companies they can access
• Which voucher types they can create (e.g., sales only, no purchase)
• Whether they can view cost centre reports
• Whether they can modify masters or only enter vouchers

This prevents junior staff from accidentally changing customer details or deleting accounts. It also creates an audit trail: Tally logs who created or modified each voucher and when.

Enable Audit Trail and Data Integrity Checks

TallyPrime has built-in audit logging. Enable it under:

Gateway of Tally > F11 > User and Security > Audit Trail > Yes

Tally will then record the user ID, date, time, and action for every voucher created, modified, or deleted. You can view the audit trail under:

Gateway of Tally > Display More Reports > Audit Trail Report

This is essential for GST compliance (GST rules require audit trails) and for detecting fraud or errors. If a voucher is deleted or modified, you can see who did it and when.

Perform Data Repair if Needed

If you notice errors in your data after migration (e.g., missing vouchers, incorrect balances), run Tally's data repair utility.

Alt+Y (Data) > Repair

Or F1 (Help) > Troubleshooting > Repair. Back up your data first. Tally will scan for inconsistencies and fix them automatically. Most repairs complete in a few minutes.

If repair fails or data is severely corrupted, your hosting provider can restore from a previous backup and you can retry the repair.

Set Up Firewall and Security Rules

Your hosting provider manages the server firewall. However, you should also secure your local network.

• Use a strong password (at least 12 characters, mixed case, numbers, symbols) for RDP access.
• Change the default RDP port (3389) to a non-standard port to reduce brute-force attacks.
• Enable two-factor authentication (2FA) if your hosting provider offers it.
• Restrict RDP access to known IP addresses if possible (e.g., your office and home IP).
• Use a VPN to encrypt your RDP connection if you are accessing Tally from public WiFi.

Tally On Cloud security depends on both your provider and your practices. Global IT Care implements encryption, firewalls, and intrusion detection on all servers.

Train Your Team on Cloud Access and Best Practices

Before going live, train your team on how to access Tally On Cloud and follow best practices:

• Never share RDP credentials; each user should have their own login.
• Log out after each session to prevent unauthorized access.
• Do not leave the RDP session idle for long periods; close it when done.
• Report any suspicious activity (e.g., vouchers you did not create) immediately.
• Back up critical reports (e.g., GSTR-1, trial balance) at month-end.
• Keep your internet connection stable; avoid WiFi if possible.

Your hosting provider and Global IT Care can offer live training sessions via video call to ensure your team is confident.

Monitor Performance and Uptime

After setup, monitor Tally On Cloud performance weekly. Check:

• RDP connection speed and responsiveness
• Tally report generation time (should be under 10 seconds for most reports)
• Any error messages in Tally logs
• Server uptime (your hosting provider should provide a dashboard)

If performance degrades, contact your hosting provider. Common causes are network congestion, server resource shortage, or background processes on the server. Your provider can optimize and resolve within hours.

Plan for License Renewal and TSS Maintenance

If you are using BYOL, note your TSS expiry date. TallyPrime Silver TSS costs approximately Rs 4,500 per year; Gold costs Rs 13,500 per year, plus 18% GST. Renew TSS before it expires to keep receiving updates and connected services (GST, e-invoicing, e-Way bills).

Early renewal adds about one free month; two-year renewal offers roughly 10% discount. Plan renewal in advance to avoid service interruption.

If you are using cloud-inclusive licensing, your hosting provider typically includes TSS in the monthly fee. Confirm this in your contract.

Compare On-Cloud vs On-Premise Hosting

Tally On Cloud vs on-premise is a common question. Here is a quick comparison:

Feature	Tally On Cloud	On-Premise (Local Server)
Monthly Cost	Rs 175-1,299/user	Rs 0 (one-time licence only)
Uptime SLA	99.9% guaranteed	Depends on your hardware
Backups	Daily, automated, off-site	Your responsibility
Internet Dependency	Required for remote access	Not required for local users
Setup Time	2-4 hours	1-2 days
Compliance & Updates	Provider manages	Your responsibility
Scalability	Easy (add users anytime)	Limited by hardware

For most small and mid-sized businesses in Bihar, Tally On Cloud is the better choice because it eliminates hardware management, ensures compliance, and offers automatic backups.

Get Professional Setup Support from Global IT Care

Setting up Tally On Cloud involves many steps: licence activation, user configuration, GST setup, e-invoicing, data migration, and security hardening. Mistakes can lead to compliance issues or data loss.

Global IT Care, a Tally 3 Star Certified Partner in Purnea since 2010, offers end-to-end Tally On Cloud setup and support. We handle licence activation, user creation, GST and e-invoicing configuration, data migration, team training, and ongoing monitoring. Our team is available 24/7 to resolve issues.

We also offer Tally On Cloud with licence packages starting from Rs 899 per month, which includes hosting, licence, TSS, and daily backups. No upfront licence cost; just pay monthly.

Contact Global IT Care today at +91 75469 00951 via WhatsApp or call to discuss your Tally On Cloud setup. We will assess your needs, provide a transparent quote, and have you operational within 2-4 hours. Your data is safe, your team is compliant, and your accounting is always accessible.