How to Split Tally Data in TallyPrime – Complete Guide to Safe Data Splitting, Steps & Precautions (2025)

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As your business grows, your Tally data grows with it. Over time, a single company’s data may become too large, slow, or difficult to manage—especially after several financial years. To solve this, TallyPrime provides a powerful feature called Data Split, which allows you to split the data financial-year-wise without losing continuity.

Splitting data helps keep your books clean, organized, and fast. This guide explains everything you need to know:

• What data split means
• When you should split
• How it affects your books
• Step-by-step splitting process
• Mistakes to avoid
• Frequently asked questions

1. What Does “Split Data” Mean in TallyPrime?

Splitting data means dividing a single company’s data into two or more financial years, such as:

• 2022–23
• 2023–24
• 2024–25

Tally automatically creates new companies for each year and carries forward opening balances.

After splitting:

• All ledgers and items continue smoothly
• Opening balances are automatically transferred
• Both years remain separate but linked

It is a safe and recommended feature for long-term Tally users.

2. When Should You Split Data? (Right Time)

You should consider splitting Tally data when:

✔ Financial years change

Example: You completed FY 2024–25 and want a fresh FY 2025–26 file.

✔ Data file becomes too large

Large data slows down:

• Reports
• GST summary
• Inventory tracking
• Backup and restore

✔ Audit for previous year is completed

After the books are finalised.

✔ To reduce data corruption risk

Smaller files → less chances of errors.

✔ When migrating servers or cloud hosting

Some hosting services prefer yearly split companies.

3. Important Precautions Before Splitting Data

Splitting is safe, but you must prepare properly.

1. Take Full Backup

Gateway → Backup → Save
Always create a ZIP file of your company.

2. Ensure No Unadjusted Differences

Check:

• Trial Balance
• Stock Summary
• GST Summary
• Bank Reconciliation

3. Finalise previous year

Avoid splitting if:

• Audit pending
• Ledger corrections pending
• Closing entries incomplete

4. Suspend Synchronization

If the company is synced with branches, stop it temporarily.

5. Remove incorrect voucher dates

Incorrect dates like 01-01-2099 can create errors during splitting.

4. How to Split Tally Data in TallyPrime (Step-by-Step)

Follow these simple steps:

Step 1: Open Your Company

Load the company you want to split.

Step 2: Go to “Data” Menu

Top right → Click Data

Step 3: Choose “Split Data”

Select:

Data → Split → Split Data

Step 4: Select Company

Choose the active company whose data you want to split.

Step 5: Enter the Split Date (Financial Year Date)

For example:
If you are splitting FY 2024–25 into FY 2025–26:
Enter 1-Apr-2024 as the split point.

Step 6: Tally Validates Your Data

Tally checks for:

• Voucher date errors
• Opening balance mismatches
• Negative stock
• Incomplete configurations

Fix errors if prompted.

Step 7: Confirm the Split

Once validated, press Enter to confirm.

Tally will create new companies:

• Company 2023–24
• Company 2024–25

Both companies will appear in Company List.

5. What Happens After Splitting Data?

✔ New company gets created for each financial year

For example:
XYZ Pvt Ltd (2023–24)
XYZ Pvt Ltd (2024–25)

✔ Opening balances roll forward

All:

• Ledgers
• Stock items
• Cost centres

are carried into the new year.

✔ Masters remain intact

No need to recreate ledgers or items.

✔ Past data remains available

You can open the old year anytime.

✔ Company GST returns become easy

Separate yearly GST data improves accuracy.

6. Benefits of Splitting Tally Data

1. Better Performance

Small-sized companies run faster:

• Ledger reports
• Inventory valuation
• GST summary
• Trial balance

2. Reduced Data Corruption

Long files are more prone to corruption—splitting reduces the risk.

3. Faster Backup & Restore

Each year’s data becomes smaller and easier to manage.

4. Cleaner Books

Auditors prefer yearly split companies for clarity.

5. Easier Cloud Hosting

Cloud servers run more smoothly with smaller company files.

6. More Accurate Reporting

Old adjustments no longer affect current year.

7. Mistakes to Avoid While Splitting Data

❌ Splitting before finalising the previous year

Close all books and confirm trial balance.

❌ Splitting without backup

Anything can go wrong—backup is compulsory.

❌ Wrong split date

Use 1st April of the next financial year.

❌ Having vouchers after the split date in the old year

Remove or correct wrongly dated vouchers.

❌ Using split data in synchronisation

Disable branch sync before splitting.

8. Frequently Asked Questions (FAQ)

Q1: Will I lose any data after splitting?

No. All vouchers remain safely split into their respective years.

Q2: Can I continue making entries in both years?

Yes.

Q3: Can I merge the data again?

No—splitting is one-way.
But you can restore backup if needed.

Q4: Will GST reports work separately for each year?

Yes. Splitting improves GST calculation accuracy.

Q5: Can I split mid-year?

Technically yes, but not recommended unless necessary.

Conclusion

Splitting Tally data in TallyPrime is a smart and essential practice for businesses managing large volumes of accounting and inventory data. It improves software performance, reduces errors, speeds up reporting, and keeps each financial year clean and organized.

By following the correct steps—taking backups, checking mismatches, fixing voucher dates, and validating data—you can safely split any company and maintain accurate records year after year.

Whether you’re a growing business, a GST consultant, a CA firm, or a company using cloud-hosted Tally, splitting data ensures your system runs faster, smoother, and more efficiently.

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