Deductions Summary
The Deductions Summary report provides an aggregated view of all payroll deductions processed during a selected period. It helps you understand how much has been deducted under each deduction component, including employee and employer contributions, and review the total deduction liability at an organization level.
Access Deductions Summary
To access the Deductions Summary report:
- Go to Reports on the left sidebar.
- Under Report Category, click Deduction Reports and select Deductions Summary.
INSIGHT: You can also search for Deductions Summary using the search bar at the top and navigate directly to the report.
- Use the period selector at the top left to choose the period you want to analyze. You can choose from predefined periods such as This Month, This Quarter, or This Year, or select a Custom date range.
The deduction details for the selected period will be displayed in a tabular format.
Components of Deductions Summary
The following table explains the components displayed in the Deductions Summary report:
| Component | Description |
|---|---|
| Deduction Name | Name of the deduction component, such as Provident Fund, Professional Tax, or other configured deductions. |
| Deduction Type | Type of deduction based on configuration, such as Benefit or Deduction. |
| Employees’ Contribution | Total amount deducted from employees’ salaries for the selected period. |
| Employer’s Contribution | Total amount contributed by the employer for the selected period, if applicable. |
| Total Contribution | Combined total of employee and employer contributions for the deduction component. |
Export Deductions Summary
To export the report:
- Go to Reports.
- Under Report Category, click Deduction Reports and select Deductions Summary.
- Click Export as at the top right.
- Choose the required export format: CSV, XLS, XLSX, or Zoho Sheet.
- To protect the exported file, enable Protect this file with a password and enter a password with at least six characters.
- Click Export.