🔴Statutory

1. How to download PTax report?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Under the ‘Statutory’ tab, click on the ‘PTaxReport’ subtab. Fill in the ‘Location’, ‘Month’, ‘Year’ and select the required report type using the respective checkboxes.

Step 3: Select the ‘Payment Details’ and ‘Authorised Person’ details from the respective fields and click on the ‘Download PDF’ or ‘Download Excel’ button. The Ptax report will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Statutory>PTaxReports>fill in required details>Download PDF/Excel

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=PTaxReport

For any queries, contact [email protected]

2. How to download bonus report?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Under the ‘Statutory’ tab click on the ‘Bonus’ subtab. Select the date range, click on the ‘Edit’ radio button and then select the ‘Template Name’ from the respective fields.

Step 3: Select the ‘Category’ and other required details from the respective fields. Click on the ‘Download PDF’ or ‘Download Excel’ button the bonus report will be downloaded accordingly.

Note: If the Template Name is not configured or you face any issues while downloading the report, we suggest you to contact our support agent.

Path: Analytics>Reports>Statutory>Bonus>select date range>Edit>Template Name>select Category and other details>Download Excel/PDF Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavecreditmonthly

For any queries, contact [email protected]

3. How to download Form 3A?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Under the ‘Statutory’ tab, go to the ‘PF Report’ subtab an option and click on the ‘Form 3A’. Select the Category and Year Range from the respective fields and click on the ‘Download PDF’ button. The Form 3A will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Statutory>PF Reports>Form 3A>fill in required details>Download PDF

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=PFForm3A

For any queries, contact [email protected]

4. How to generate or download PF (ECR New) report?

Step 1: Log into the cloud portal, go to ‘Analytics’ menu and click on the ‘Report’ sub-menu.

Step 2: Under the ‘Statutory’ tab, go to the ‘PF Report’ subtab and click on the ‘ECR NEW’ option. Select Month, Year, Category from the respective fields and click on the ‘Generate’ button.

Step 3: The report will be generated, click on the ‘Export ECR’ or ‘Export Excel’ button as needed and you will get the report accordingly.

Path: Cloud Portal > Analytics > Reports > Statutory > PF Report > ECR NEW > enter details > Generate > Export ECR/Export Excel

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=PFECRNEW

For any queries, contact [email protected]

5. How to download Form F for gratuity nomination report?

Path: Analytics > Report > Statutory Report > ESI Reports > Form(F)> Employee Code> Download PDF

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Under the ‘Statutory’ tab, go to the ‘ESI Report’ subtab and click the ‘Form F’ option.

Step 3: From the ‘Employee Code’ field select the required employee and click on the ‘Download PDF’ button. The Form F will be downloaded accordingly.

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=ESIFormF

For any queries, contact [email protected]