Professional Tax Summary
The Professional Tax Summary report provides an employee-wise summary of professional tax (PT) calculated and deducted for a selected period. It helps you review PT amounts based on employees’ work locations and ensures accurate statutory compliance across applicable states.
Access Professional Tax Summary
To access the Professional Tax Summary report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select Professional Tax Summary.
INSIGHT: You can also search for Professional Tax 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 professional tax details for the selected period will be displayed in a tabular format for each employee.
Components of Professional Tax Summary
The following table explains the components displayed in the Professional Tax Summary report:
| Component | Description |
|---|---|
| ID | Unique identifier assigned to the employee. |
| Name | Name of the employee for whom professional tax is calculated. |
| Work Location | Employee’s work location based on which professional tax is determined. |
| PT Amount | Professional tax amount deducted for the employee during the selected period. |
Export Professional Tax Summary
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select Professional Tax Summary.
- 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.