Income Tax | Pocket HRMS

Last updated 1 month ago

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1. How to run income tax details for single employee?

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.

2. How to open/view or make changes in income tax declaration entry for the employee (gtax entry)?

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 view income tax entry 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

3. How to fill in or submit TDS or income tax declaration for employee from the cloud portal?

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.

4. How to modify or make changes in the investment proof?

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

5. How to approve investment proof form the cloud portal?

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 approve investment proof 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:

For any queries, contact support@pockethrms.com

6. How to add income tax or investment proof details for employees from cloud portal?

Step 1: Log into the cloud portal, go to ‘Employee’ menu and select the ‘Employee List’ submenu.

Step 2: Select the employee for whom you want to change the tax regime.

Step 3: Click on the ‘Income Tax’ tab, followed by ‘Income Tax Declaration’ subtab.

Step 4: Select the ‘Proof Entry’ option and then click on the ‘Proceed’ button.

Step 5: Enter the required values in the respective fields, upload the documents manually and scroll down to click on the ‘Save’ button. The income tax proof declaration details will be saved accordingly for the employee.

Path: Cloud Portal > Employee > Employee List > select employee > Income Tax > Income Tax Declaration > Proof Entry > Proceed > add proof values > upload documents if required > Save

Step 1: Log into the cloud portal, go to ‘Employee’ menu and select the ‘Employee List’ submenu.

Step 2: Select the employee for whom you want to change the tax regime.

Step 3: Click on the ‘Income Tax’ tab, followed by ‘Income Tax Declaration’ subtab.

Step 4: Select the ‘Proof Entry’ or ‘Declaration Entry’ option and then click on the ‘Proceed’ button. And the employee’s tax sheet for the employee will be visible.

Path: Cloud Portal > Employee > Employee List > select employee > Income Tax > Income Tax Declaration > Proof Entry > Proceed

8. How to download tax deduction documents uploaded by employee?

Path: Cloud Portal>Employee>Employee List>select employee>Income Tax>Income Tax Declaration>Proof Entry >Proceed> click ‘Eye Icon’>click ‘Download Icon’

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: Click on the respective ‘Eye Icon’ for the respective document. Then click on the ‘Download Icon’ over the document’s icon and the file will be downloaded.