🔴Income Tax

1. How to download worksheet for months?

How to download tax computation/calculation report or tax worksheet for employee?

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 [e-mail]

2. How to download/export income tax declaration details report?

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)

Link: https://www.figma.com/design/mSQQU8o4zS2R7dCDfR1GPu/Shital?node-id=991-9&node-type=frame&t=sZol1t5zcNcrOrU7-0

For any queries, contact [e-mail]

3. How to download/get TDS worksheet for a month /monthly/year/yearly basis/year-wise?

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 [e-mail]

4. How download/get form 16?

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 [e-mail]