📄Income Tax
Last updated
Last updated
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want run income tax details and system will take you to their profile.
Step 3: Under the ‘Income Tax’ tab click on the ‘IncomeTax Process’ subtab. Select ‘Month’ and click on the ‘Process’ button.
Path: Cloud Portal>Employee>Employee List>select employee>Income Tax>IncomeTax Process>Month>Process
Note:
If Employee have updated the Proof select the ‘Proof wise process’ option.
To delete the Income Tax click on the ‘Delete’ button and select the ‘Proof wise process’ option if you ran income tax process with proof.
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to delete approval matrix manager and system will take you to their profile.
Step 3: Under the ‘Income Tax’ tab click on the ‘Income Tax Declaration’ subtab. ‘Select Transaction Type’ as ‘Declaration Entry’ and click on the ‘Proceed’ button.
Step 4: HR or admin can view or edit the details as need and scroll down to click on the ‘Save’ button.
Path: Cloud Portal>Employee>Employee List>select employee>Income Tax>Income Tax Declaration>Declaration Entry>Proceed>view or edit details>Save
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to run (TDS) income tax declaration and system will take you to their profile.
Step 3: Under the ‘Income Tax’ tab click on the ‘IncomeTax Process’ subtab. Select ‘Month’ and click on the ‘Process’ button.
Path: Cloud Portal>Employee>Employee List>select employee>Income Tax>IncomeTax Process>Month>select other required details> Process
Note:
If Employee have updated the Proof select the ‘Proof wise process’ option.
Employee can also submit their (TDS) income tax declaration from their ESS portal.
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to make changes and system will take you to their profile.
Step 3: Under the ‘Income Tax’ tab click on the ‘Income Tax Declaration’ subtab. ‘Select Transaction Type’ as ‘Declaration Entry’ and click on the ‘Proceed’ button.
Step 4: Make the required changes in the details and click on the ‘Save’ button. The changes will be saves accordingly.
Path: Cloud Portal>Employee>Employee List>select employee>Income Tax>Income Tax Declaration>Proof Entry >Proceed> edit details>Save
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to delete approval matrix manager and system will take you to their profile.
Step 3: Under the ‘Income Tax’ tab click on the ‘Income Tax Declaration’ subtab. Select radio button for the ‘Proof Entry’ and click on the ‘Proceed’ button.
Step 4: Enter ‘Authorised Value’ for the respective entries and scroll down to click on the ‘Authenticate’ button. Investment proof will be approved accordingly.
Path: Cloud Portal>Employee > Employee List > Income Tax > Income Tax Declaration > Proof Entry > Proceed >Enter ‘Authorised Value’ > ‘Authenticate’
Note:
Before authorising go the https://cloud.pockethrms.com/itax/utilities/webpost and do ‘Import Proof from Self Service Portal’.
After authorising go to https://cloud.pockethrms.com/itax/utilities/webpost and do ‘Export to Self Service Portal’ to update the authorized value in employee employee’s ESS profile as well.
For any queries, contact support@pockethrms.com
