How to Split Company Data in TallyPrime
A complete step-by-step guide to splitting TallyPrime company data year-wise, including backup, data verification, selecting the split period and checking the resulting companies.
To split company data in TallyPrime, first take a complete backup and verify the company data. Then use the Split Company Data option, select the appropriate split point and carefully review the companies created after the split.
Why Split Company Data in TallyPrime?
TallyPrime allows businesses to maintain multiple financial years in the same company. However, when company data becomes large or when separate year-wise data sets are preferred, splitting the company data may be useful.
Better Data Management
Keep current-year working data separate from previous financial years for easier day-to-day management.
Year-Wise Organisation
Maintain separate data sets for completed financial years and the current financial year.
Manage Large Data
Splitting may be considered when a company contains a large volume of transactions and data.
Separate Financial Years
Keep completed financial-year data separate when your accounting or operational requirements call for it.
Important: Splitting company data is not compulsory simply because a new financial year has started. If you want to continue working in the same company, you can normally change the Current Period instead.
See our detailed guide: How to Change Financial Year in TallyPrime →
What to Check Before Splitting Tally Data
Data splitting is an important data-management operation. Take a backup and verify the company before proceeding.
- Take a complete backup of the Tally company data.
- Keep the backup in a safe and accessible location.
- Make sure the company data can be opened correctly.
- Run Verify Company Data.
- Resolve any data errors before performing the split.
- Make sure there is a stable power supply during the operation.
How to Split Company Data in TallyPrime
Follow these steps carefully when splitting your TallyPrime company data year-wise.
Take a Backup of Your Tally Data
Create a fresh backup of the company before proceeding. This gives you a recovery point in case you need to refer back to the original data.
Learn How to Backup Tally Data →Open the Required Company
Start TallyPrime and open the company whose data you want to split.
Select Split Company Data
From the Company Information options, select Split Company Data.
TallyPrime provides this utility to separate company data based on the selected split point.
Verify Company Data
Before performing the actual split, verify the integrity of the company data.
If TallyPrime reports errors, stop the process and resolve them before continuing.
Select the Split Point
Return to the split company option and select the appropriate company and split point.
Carefully review the financial year and dates before
confirming the operation.
Complete the Split and Review the Companies
Once the split is completed, return to the Gateway of Tally and review the resulting companies.
Rename the companies appropriately if required so that users can easily identify the relevant financial year.
Example: Splitting Tally Data Financial Year-Wise
Consider a company containing transactions from multiple financial years. The company can be split at the appropriate financial-year boundary when separate data sets are required.
Example Data Structure
The exact split point should always be selected according to the company's accounting records and the financial year being separated.
What Should You Check After Splitting Tally Data?
Do not consider the process complete immediately after the split. Review the resulting companies and verify important accounting information.
- Confirm the new company names.
- Check the financial period of each company.
- Open important accounting reports.
- Verify opening balances where applicable.
- Check important ledgers and transactions.
- Check inventory reports where inventory is maintained.
- Confirm that the current-year company is ready for normal accounting operations.
- Keep the original backup safely stored.
How to Split Company Data in Tally
Prefer a visual walkthrough? Watch the video below for a practical demonstration of the Tally company data splitting process.
Common Mistakes When Splitting Tally Data
Skipping the Backup
Always preserve a reliable copy of the original company data before starting the split.
Ignoring Data Errors
If Verify Company Data reports errors, resolve them before attempting the split.
Choosing the Wrong Split Date
Carefully check the financial year and split point before confirming the operation.
Not Checking the Result
Open the resulting companies and verify important reports instead of assuming everything is correct.
Tally Data Split – FAQs
What is data splitting in TallyPrime?
Why should I split company data in Tally?
Should I take a backup before splitting Tally data?
Should I verify Tally data before splitting?
What happens after Tally data is split?
What should I check after splitting company data?
What if Tally shows errors during Verify Company Data?
Can Anita International help with Tally data splitting?
Related TallyPrime Guides
These guides can help you manage your Tally data safely around financial-year changes and data-management activities.
Need Help With Tally Data?
Data splitting should be performed carefully. If you are unsure about the process, speak with our Tally support team before making changes.
This guide is intended for general product education. Features and menu options may vary depending on your TallyPrime release and configuration.