Payroll in Tally.ERP 9 - Tally Solutions Provider

1 Buy or Move 9 Payroll 9 Like the other modules of 9, the Tally Payroll module also covers a wide gamut of functions as given below: Benefits of using 9 Create and maintain the employee database viz. name, address, contact details, persona details like blood group etc., family details, bank account details, statutory details like PAN, PF account nos, ESI account nos. etc., EXPAT details like passport, Visa and work permit details. Employee group or department wise categorization. Attendance, overtime, leave or production details can be recorded. Multiple salary structures can be created for different group of employees. For example, department wise salary structures and salary processing. Support Salary revision and arrear calculation both as prospective and retrospective change. Tracking of loans and advance paid to employees and defining multiple criteria for recovery of such advances.

2 The loan / advances can be recovered in complete or a number of installments from employee s salary. Complete support to implement Provident Fund and Employee Insurance Schemes along with Professional Tax calculation. Supports Gratuity as per the specified criteria. Time spent on processing salaries, manual and paper work can be cut down to a great extent. Accurate and timely salary processing. Tracking and reviewing of employee s absence and salary calculation as per the attendance is much easier. Generate the Payment Advice to instruct the bank for salary payment. Payslips can be printed, exported to Excel or emailed to the respective email accounts of the employees. All Payroll related reports can be generated with a click of a button. Above all, the Payroll feature is completely integrated with Accounts. Payroll 9 Payroll Reports Statements of Payrollm The Payslip option in 9 facilitates the users to view the payslip, configure content and appearance based on the requirement and then print, export or email the The default report contains all earnings and deduction details for a given month or period with a number of options to reconfigure the appearance of rows and columns.

3 Format of the pay sheet report can also serve asa salary/ wage register when required. The selection of data can be filtered based on agiven category or group of Payroll Statement report allows generating the report for a specific pay head/ The Payment Advice report is used to generate payment advice / bank transfer lettersto transfer salary amount from a specific bank account to the respective bank accountsof the employees based on the salary payment voucher. m Payroll register is a month-wise transaction summary report displaying payrollvouchers, similar to display statistics in the accounting module. Though the registerprimarily displays Payroll vouchers, new columns for any other voucher type can alsobe This report is similar to a Payroll Statement for a selected pay head, with a differencethat, in this report, opening balance, credit / debit transaction and closing balance forthe selected period would be displayed as This report displays a group wise summary of the transactions and closing balancefor the selected employee.

4 Drill down to specific ledger of the group, to the monthwise summary and up to voucher, is available in this Pay Sheet Payroll Statement Payment Advice Payroll Register Employee Pay Head Breakup Pay Head Employee Breakup The Attendance Sheet report is similar to Pay Sheet report, and displays a pre-formattedreport with columns, related to your Attendance/Production data. This report is similar to Payroll Register and displays the summary report of theattendance vouchers. The configuration and button functionality are the same as in otherPayroll Register report. The Expat reports provide comprehensive information about foreign nationals who areemployed (regular or contract employees) on short/long work assignments. It displaysseparate reports on Passport/ Visa/ Contract Expiry dates along with the date of joiningwith respective Passport/ Visa numbers etc. both at an individual employee level as wellas at the group Sheet Attendance Register Expat Reports Statutory Reports in 9 Professional Tax ReportsGratuity Reports Professional Tax (PT) Computation Report is monthly which provides the details of the PT amount that the employer is liable to pay to the professional tax department during the given month.

5 Professional Tax (PT) Monthly Statement is MIS report showing the employee wise PT contribution details for the given month. The Gratuity summary report provides comprehensive information on the gratuity eligible salary and the total gratuity amount to be given to the employees for a given Period or Till 9 Payroll Fund ReportsThe Provident Fund reports are sub divided into the Monthly and Annual based on the period: PF Combined Challan contains the details of the PF amount that needs to be deposited in the Bank during the given month. PF Form 5 provides the details of the employees newly joining the Provident Fund scheme during the given month. PF Form 10 provides the details of the employees exiting from the Provident Fund scheme during the given month. PF Form 12A provides the details of the PF Payments made to the respective PF accounts of the employees during the given month. PF Monthly Statement is an MIS report which provides the details of the amounts contributed by the employees and employer towards the PF Accounts during the given month/ Monthly:3 PF Form 3A is an employee wise annual report for the amounts deducted/ contributed by the employee and the employer towards the EPF, VPF and EPS Accounts.

6 PF Form 6A is the detailed annual statement of contribution towards the different PF accounts for the given currency Annual:3 Employee State Insurance ReportsThe Employee State Insurance reports are sub divided into the Monthly and Half yearly on the period: ESI Challan contains the details of the ESI amount that needs to be deposited in the Bank during the given month. ESI Form 3 is a Return of Declaration form to be submitted during each month with the details of the Employees falling in the purview of ESI during the given month. Form 3 can be generated separately for Male and Female employees. ESI Monthly Statement is an MIS report which provides the details of the amounts contributed by employees and employer towards the ESI Account during the given month. m Monthly:3 There is a lot more to explain on how 9 addresses Payroll to assist you. We recommend you to see a 9 demonstration and experience the power.

7 Visit to schedule an online demo or locate a Tally Partner near you and request for a demo at your ESI Form 5 is a Return of Contribution form to be submitted half yearly with details of employee wise ESI contribution made on a monthly basis. ESI Form 6 is Register of Employees falling under the purview of ESI with detailed monthly information on the worked days, wages received and Employees contribution towards the 9