Employee-wise Professional Tax Report
The Employee-wise Professional Tax Report provides a detailed view of professional tax (PT) calculated for employees based on their work location and applicable tax slabs. This report helps you analyze PT deductions at an employee level or by tax slab for a selected period, ensuring accurate location-specific statutory compliance.
Access Employee-wise Professional Tax Report
To access the Employee-wise Professional Tax Report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select Employee-wise Professional Tax Report.
INSIGHT: You can also search for Employee-wise Professional Tax Report using the search bar at the top and navigate directly to the report.
- Select the required work location from the Work Location dropdown at the top left.
- Use the period selector 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.
- Use the additional filters to refine the report:
- Pay Run Status: Approved or Paid
- View By: Employees or Tax Slabs
The professional tax details for the selected criteria will be displayed in a tabular format.
Components of Employee-wise Professional Tax Report
The components displayed in the report vary based on the View By option selected.
View By: Employees:
| Component | Description |
|---|---|
| ID | Unique identifier assigned to the employee. |
| Name | Name of the employee. |
| PT Wages | Portion of the employee’s wages considered for professional tax calculation. |
| PT Amount | Professional tax amount calculated for the employee for the selected period. |
View By: Tax Slab
| Component | Description |
|---|---|
| Slab Range | Income range defined under the professional tax slab for the selected work location. |
| Number of Employees | Number of employees falling under the specified tax slab. |
| Rate of Tax | Professional tax rate applicable for the slab. |
| PT Amount | Total professional tax amount calculated for employees under the slab. |
Export Employee-wise Professional Tax Report
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select Employee-wise Professional Tax Report.
- Click Export as at the top right.
- Choose the required export format: PDF, 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.