Defining Year End Reports

This section discusses different Form datas.

Page Name

Definition Name

Usage

Create ECR File IND Page

GPIN_ECR_RC

Create Electronic Chellan Cum Return (ECR) text file. This file is a consolidated return for for all the monthly and yearly returns.

Define Form 3A Data IND Page

GPIN_YE_F3A

Define the report for the annual statement of individual payees detailing provident fund contributions and other information during the currency period.

Define Form 5 Data IND Page

GPIN_YE_F5

Define the report containing details of contributions and remittances to the profession tax authorities for the financial year.

Define ESI Form 5 Data Page

GPIN_YE_F6

Define the report for consolidated detailing of contributions and other information for the currency period to the employee state insurance authorities.

Defining Form 12BA Reports

GPIN_YE_F12BA

Define the report submitted to the statutory authorities containing details of perquisites that are provided by the employer to the employees and their valuation and tax status.

Form 24 and Form 16 Reports Page

GPIN_YE_F24_F16

Define the report for:

  • The annual return for income tax that is submitted regarding salaries paid to all the payees during the preceding financial year.

  • The annual statement that contains details of the remuneration paid and tax deducted and remitted during the previous year by an employer.

Define Form 24Q Data IND Page

GPIN_QT_F24Q_DTL

Define tax receipt data for Form 24Q quarterly return and statement.

Use the Create ECR File IND Page (GPIN_YE_F3A) to create Electronic Chellan Cum Return (ECR) text file.

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Global Payroll & Absence Mgmt > Authority Correspondence > Create ECR File IND

Image: Create ECR File IND page

This example illustrates the controls and defenitions of Create ECR File IND page.

Create ECR File IND page

Field or Control

Definition
Calender Group

Select the calendar group ID that is associated with the pay run for which the ECR file needs to be created.
Establishment Code

Select the Establishment code for which you need to create the ECR file.
Generation Mode

Required flag for running the process in lead ECR data mode in generate ECR file mode.
ECR File Name

Mandatory field to generate ECR file mode.

Note: The employees, who are covered under The Employee’s Provident Funds and Miscellaneous Provisions Act, 1952, are required to register their establishment on EPFO (Employee Provident Fund Organization) website for filing Electronic Chellan Cum Return (ECR). This return is a consolidated return for all the monthly and yearly returns (Form 5/10/12A, 3A and 6A) which the employees used to file earlier separately.

Use the Define Form 3A Data IND page (GPIN_YE_F3A) to define the report for the annual statement of individual payees detailing provident fund contributions and other information during the currency period.

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Global Payroll & Absence Mgmt > Year-End Processing > Define Form 3A Data IND > Define Form 3A Data IND

Image: Define Form 3A Data IND page

This example illustrates the fields and controls on the Define Form 3A Data IND page. You can find definitions for the fields and controls later on this page.

Define Form 3A Data IND page

Field or Control

Definition
Claim Date

Enter the date of the availing advance.
Amount

Enter the amount of the advance amount taken.
Days

Enter the number of days of noncontribution service.

Use the Define Form 5 Data IND page (GPIN_YE_F5) to define the report containing details of contributions and remittances to the profession tax authorities for the financial year.

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Global Payroll & Absence Mgmt > Year-End Processing > Define Form 5 Data IND > Define Form 5 Data IND

Image: Define Form 5 Data IND page

This example illustrates the fields and controls on the Define Form 5 Data IND page. You can find definitions for the fields and controls later on this page.

Define Form 5 Data IND page

Field or Control

Definition
Total Tax Payable for the Year

Enter the total tax payable for the year.
Tax Paid

Enter the tax paid for the year.
Balance Tax Payable

Enter the tax balance that still needs to be paid for the year.
Tax Paid Under Challan

Enter tax paid under challan.
Challan Date

Enter the challan date.
Month

Select the month for which taxes are deducted and remitted.
Tax Deducted

Enter the amount of tax deducted.
Tax Paid

Enter the tax paid for the specific month.
Balance Tax

Enter the tax balance.
Check No (check number)

Enter the number of the check used to pay the tax.
Check Date

Enter the date of the check used to pay the tax.

Use the Define ESI Form 5 Data page (GPIN_YE_F6) to define the report for consolidated detailing of contributions and other information for the currency period to the employee state insurance authorities.

Navigation

Global Payroll & Absence Mgmt > Year-End Processing > Define ESI Form 5 Data > Define ESI Form 5 Data

Image: Define ESI Form 5 Data page

This example illustrates the fields and controls on the Define ESI Form 5 Data page. You can find definitions for the fields and controls later on this page.

Define ESI Form 5 Data page

Field or Control

Definition
Challan Date

Enter the date on which the challan was submitted.
Amount

Enter the amount paid.

Use the Define Form 12BA Data IND page (GPIN_YE_F12BA) to define the report submitted to the statutory authorities containing details of perquisites that are provided by the employer to the employees and their valuation and tax status.

Navigation

Global Payroll & Absence Mgmt > Year-End Processing > Define Form 12BA Data IND > Define Form 12BA Data IND

Image: Define Form 12BA Data IND page

This example illustrates the fields and controls on the Define Form 12BA Data IND page. You can find definitions for the fields and controls later on this page.

Define Form 12BA Data IND page

Field or Control

Definition
Period ID

Enter the period ID for the period on which you want to report.
Amount Paid by the Employee

Enter the amount to be paid by the employee.
Taxable Amount

Displays the amount of the perquisite that is taxable.

Use the Form 24 and Form 16 page (GPIN_YE_F24_F16) to .

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Global Payroll & Absence Mgmt > Year-End Processing > Define Form 24 and 16 Data IND > Form 24 and Form 16

Image: Form 24 and Form 16 page

This example illustrates the fields and controls on the Form 24 and Form 16 page. You can find definitions for the fields and controls later on this page.

Form 24 and Form 16 page

Field or Control

Definition
Period ID

Enter the period ID for the period on which you want to report.
Amount Deducted

Enter the remittance amount.
Voucher Number andVoucher Date

Enter the remittance voucher number and date.
Bank ID andBank Branch ID

Select the bank ID and bank branch ID for the bank branch from which the monthly remittance was transferred to the central government account. The description appears after you select a bank ID and bank branch.

Use the Acknowledgement Details page (GPIN_QT_F24Q_DTL) to define tax receipt data for Form 24Q quarterly return and statement.

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Global Payroll & Absence Mgmt > Authority Correspondence > Define Form 24Q Data IND > Define Form 24Q Data IND.

Image: Define Form 24Q Data IND page

This example illustrates the fields and controls on the Define Form 24Q Data IND page. You can find definitions for the fields and controls later on this page.

Define Form 24Q Data IND page

Field or Control

Definition
Serial Nbr (sequence number)

Enter a sequence number for each line item in the report.
Period ID

Select the period ID. The begin date and end date appear as soon as you select the period ID. A period ID is created for each reporting period, such as monthly or annual. If the reporting is monthly, create a period ID for every month for reporting purposes.

Select Tax Deduction u/s 197 Details in the Section tab.

Image: Define Form 24Q Data IND Page

The screenshot illustrates the Define Form 24Q Data IND Page that shows the employee tax deduction details under section 197.

Employee Tax Deduction Details US197

The Employee Tax Deduction Details u/s 197 lists all the employees’ PAN details for the selected establishment. For employees not having PAN and the field for the PAN is not updated, the PAN field is pre-populated with value PANAPPLIED and tax deduction at higher Rate. The Admin user has to enter the tax deduction details of employees for each and every period defined in Define Form24Q Data IND page. The tax deduction details and Define Form24Q Data IND pages need to be saved for the changes to take effect in Form24Q - Annexure I file.