🔴Income Tax
1.How to download worksheet for months?
How to download tax computation/calculation report or tax worksheet for employee?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘Worksheet’ submenu. select the details as required and click on the ‘Download’ button to download the worksheet.
Note:
You can click on the ‘Send Email’ button to get the worksheet sent to the set email id.
Select the employee from the ‘Employee Code’ field if you want to download worksheet for an individual employee.
At one time you can download a worksheet for one month only. Repeat the process to download worksheet for multiple months.
If you want WorkSheet report with the Work Sheet Annexure report you need to activate that option.
Path: Cloud Portal>Analytics>Report>Income Tax>Worksheet>enter details>Download Link: https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=WorkSheet
For any queries, contact [email protected]
2. How to download/export income tax declaration details report?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘Declaration Details Export’ submenu. Select the details such as Category, Month, Year, Entry Type (Declaration/Proof) and Tax Section from the respective fields as required and click on the ‘Export Excel’ button and the income tax declaration report will be downloaded accordingly.
Path: Analytics>Reports>Income Tax>Declaration Details Export>select Category/Month>Entry Type (Declaration/Proof)>Select Tax Section as required>Export Excel (download)
For any queries, contact [email protected]
3. How to download/get worksheet for a month /monthly/year/yearly basis/year-wise?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Note: TDS worksheet can be downloaded for a month at a time. Repeat the process to download worksheet for multiple months or for year.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘Worksheet’ submenu. Select ‘Category’, ‘Month’ and other details as required
Step 3: Select employee from the ‘Employee Code’ field if you want to download TDS worksheet for an individual employee or else leave it vacant, click on the ‘Download’ button and the TDS worksheet will be downloaded accordingly.
Path: Cloud Portal>Analytics>Report>Income Tax>Worksheet>fill in details>Download Link: https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=WorkSheet
For any queries, contact [email protected]
4. How download/get form 16?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘Form 16’ submenu. Select Category, Employee and other required details in the respective tabs and click on the ‘Download’ button. The From 16 will be downloaded accordingly.
Note: To download Form 16 you need to ensure that the payroll is processed with income tax for all the months in the respective financial year.
Path: Cloud Portal>Analytics>Report>Income Tax>Form 15>fill in details>Download Link: https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=Form16
For any queries, contact [email protected]
5. How to download TDS statement report or TDS deduction report?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘TDS Statement’ subtab. Select Category, TDS Deduction Month and click on the ‘Download PDF’ or ‘Download Excel’ button. The TDS statement report will be downloaded accordingly.
Path: Cloud Portal>Analytics>Report>Income Tax>TDS Statement>select details>Download PDF/Excel
Link: https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=TdsStatement
For any queries, contact [email protected]
6. How to download the 12BA form?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘Form 12BA Report’ subtab.
Step 3: Select Category, Employee Code and the ‘TDS Print Date’ from the respective fields. Click on the ‘Download’ button and the Form 12BA Report will be downloaded accordingly.
Path: Cloud Portal>Analytics>Report>Income Tax>Form 12BA Report>select required details>Download
Link:
https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=Form12BAReport
For any queries, contact [email protected]
7. What is Form 12BA report?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Form 12BA is an income tax form used to report perquisites (like free housing or travel) provided by an employer. It is required if the employee's annual salary exceeds Rs 1,50,000. Form 12BA is an essential annexure to Form 16, detailing the valuation of perquisites provided to an employee. For any queries, contact [email protected]
8. How to download income tax proof details report?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Path: Analytics > Reports > Income Tax > Declaration Details Export > select details > Proof > User/Authorised Entry > tick ‘Tax Section’ > Export Excel
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: under the ‘Income Tax’ tab, click on the ‘Declaration Details Export’ subtab.
Step 3: Select Category, Month, Year, Proof, User/Authorized Entry options as required.
Tick the checkboxes for the ‘Tax Section’ as required and click the ‘Export Excel’ button and the report will be downloaded accordingly.
Note: Proof entry is available only in the Excel format and not in PDF format.
For any queries, contact [email protected]
9. How to Download the Worksheet of Last or any Past Financial Year?
To download the worksheet of last or any past financial year, you need to change the default financial year to the year for which you need the report.
After changing the default year, follow the below process to download TDS worksheet:
Path: Cloud> Analytics> Report> Income tax tab> Worksheet> Select category, month and other details > select employee from employee code> Download
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘Worksheet’ submenu. Select ‘Category’, ‘Month’ and other details as required.
Step 3: Select the employee from the ‘Employee Code’ field if you want to download the TDS worksheet for an individual employee or leave it vacant. Click on the ‘Download’ button, and the TDS worksheet will be downloaded accordingly.
Note: you can only download a worksheet for one month at a time. Repeat the process to download worksheets for multiple months.
Note: After downloading the report kindly reset the default year to current financial year by repeating the first process of changing the default financial year.
Link: https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=WorkSheet
For any queries, contact [email protected]
10. How to Check the Income Tax Declaration in One Excel Sheet for the All Employees?
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
To download the income tax declaration of all the employees in one Excel sheet, please follow the below path:
Path: Cloud > Analytics > Report > Income tax > Declaration detail export > Fill in details such as category, month, year, entry type (declaration), at least one selection from the ‘Tax Section’> Click Export Excel.
Step 1: Login to ‘Cloud portal’, go to ‘Analytics’ menu, and select ‘Report’ submenu.
Step 2: Select ‘Income tax’ tab, click on ‘Declaration Detail Export’, fill in details such as ‘Category’, ‘Month’ (for which you want the declaration Excel), ‘Year’ (for which you want the declaration Excel), ‘Entry Type’ (click on radio button of declaration), at least one selection from the options in ‘Tax Section’ and click ‘Export Excel’.
Note: You can find the Excel file in the download location of your system.
For any queries, contact [email protected]
11. How to check income computation for the year?
Please verify the computation settings by navigating to the link below:
https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-6.-how-to-activate-work-sheet-annexure-month-wise-option-for-the-tax-setting-projection-for-tax-comp To view the income computation for the year ,Follow the link below to know the process, Doc Link: https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/income-tax
For any queries, contact [email protected]
12. Where to get the TDS worksheet?
To check TDS worksheet kindly refer link below for more information:
For any queries, contact [email protected]
13. How to file TDS return for the financial year 2024-2025?
To file the TDS, return for the financial year 2024-25, you need to ensure that the financial year is set to 2024-25 as the default. Here’s how you can do it: https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-year Once the default financial year is set, you can proceed to download the TDS declaration or worksheet as needed. Actual TDS returns cannot to be filled from the system For detailed steps on downloading the TDS declaration, you can follow this link: [Download TDS Declaration] https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/income-tax#id-2.-how-to-download-export-income-tax-declaration-details-report
For any queries, contact [email protected]
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