📄Income Tax
This page provides a step by step guide for FAQs related to 'Income Tax' menu in the Cloud portal
1. How to create a new financial year?
How to do financial year end transfer? or How to change financial year?
Step 1: Go to the ‘Income Tax’ and under the ‘Utilities’ click on the ‘Year End Transfer’

Step 2: Select the ‘Company Name’ and then click on the ‘Transfer’ button.

Next, you need to do section updation so that the financial year change will be reflected in the ESS portal properly.
Step 3: Go to ‘Income Tax’ menu, under the ‘Utilities’ click on the ‘Web Post’.

Step 4: Select the ‘Section Updation’ option, and click on the ‘Section Updation’ button and new financial year will be created.

Note: Ensure that the payroll for all the months of previous year are successfully processed
Path: Cloud Portal>Income Tax>Utilities>Year End Transfer
Link: https://cloud.pockethrms.com/ITax/Utilities/YearEndTransfer
For any queries, contact [email protected]
2. What is the web post in the Pocket HRMS?
In Pocket HRMS Webpost, is about updating the Income Tax module with respect to section updates, and managing the flow of declarations/proof entries between the ESS (Employee Self-Service) portal and the cloud portal. It can be approached using the following four options:
Section Updation:
This involves updating the income tax sections within the HRMS to reflect the latest changes in tax laws and limits. This step ensures that the system is aligned with current tax regulations for accurate tax calculation.
Import from Self Service Portal:
This option imports employees' income tax declarations from the ESS portal into the cloud-based HRMS. This allows HR to centralize and review declaration data submitted by employees directly through the ESS.
Import Proof from Self Service Portal:
Through this option, you can import proof of declarations (such as rent receipts, medical bills, etc.) that employees have submitted on the ESS portal into the cloud HRMS. This provides a streamlined approach for HR to verify and process proof submissions in one place.
Import Proof Documents from Self Service Portal:
This option imports any attached proof documents that employees have uploaded on the ESS portal. It’s especially useful for tracking and maintaining supporting documents for tax declarations. It helps HR to keep records compliant and accessible.
Export to Self Service Portal:
This option allows the export of any updates or verified income tax data from the HRMS back to the ESS portal. Employees can then view their updated declaration status, verification outcomes, and overall tax position in real-time on the ESS portal.

Path: Cloud Portal>Income Tax>Utilities>Web Post Link: https://cloud.pockethrms.com/itax/utilities/webpost
For any queries, contact [email protected]
3. How to add/edit/change/update any PF tag, ESI tag or wage tag?
If you need to add or make any changes in the PF tag, ESI tag or wage tag, we suggest you to contact our support agent.
For any queries, contact [email protected]
4. How to add previous employer (company’s) income tax details (TDS) for new joined employee or current employees?
Step 1: Log into the cloud portal, go to the ‘Income Tax’ menu and under the ‘Transaction’ click on the ‘Previous Employers Tax’ option.

Step 2: Click on the ‘View’ button and you will see list of all employees whose tax details are not updated.

Step 3: You can enter employee code in the ‘Select Employee’ field for whom you want to update previous employer detail and click on the search button.
Step 4: Enter the required value in the ‘Tax’ column and click on the ‘Save’ button. The previous employer’s tax details will be updated accordingly.

Path: Cloud Portal >Income Tax>Transaction>Previous Employers Tax>View or Select Employee>Search >add the value in Tax column >Save
Link: https://cloud.pockethrms.com/Itax/transaction/PreviousEmployerTDS
For any queries, contact [email protected]
5. How to process income tax in bulk?
Step 1: Log into the cloud portal, go to the ‘Income Tax’ menu and under the ‘Utilities’ click on the ‘Income Tax Process’ option.

Step 2: Click on the ‘All Employees’ button at upper right corner of the screen, select Month and Year. Tick the ‘Proof wise’ option if required and click on the ‘Process’ button. The income tax will be processed in bulk accordingly.

Path: Cloud Portal>Income Tax>Utilities>Income Tax Process>select required details>Process
Link: https://cloud.pockethrms.com/itax/transaction/incometaxprocess
For any queries, contact [email protected]
6. How is income tax calculated on the salary?
Income tax is calculated based on the selected tax regime, the salary earned, and the declarations made by the employee. The tax is determined after considering exemptions, deductions, and applicable tax slabs for the individual.
For any queries, contact [email protected]
7. How to change financial year?
When it comes to changing the financial year,
You can do the year end transfer & then
You can change or edit the configurations for the financial year.
Note: Close all the income tax declarations proof entries and import the same from self-service portal. Ensure that payroll is processed for all moths with income tax if needed.
8. How to approve employee’s investment proof?
Depending on your company policies you can approve investment proof
From cloud portal as admin
From ESS portal as manager (if assigned for TDS proof entry)
For any queries, contact [email protected]
9. How to check the TDS calculation of the employee?
To check the TDS calculation of employees you need to download the worksheet and check the TDS details.
If you find any mistakes in the TDS details please check the factors listed below to ensure accurate TDS.
Recheck the declaration, proof, authorised entries in employee’s profile to verify the details.
Make sure to run the payroll under financial year with income tax.
If employee fill declaration with proof then payroll should be processed with proof.
You can process income tax separately if payroll is already procced without income tax.
After ensure above points download the employee worksheet to check TDS calculations again
For any queries, contact [email protected]
10. How to create, add, change the financial period 2024 to 2025
When it comes to changing the financial year,
You can do the year end transfer & then
You can change or edit the configurations for the financial year.
Note: Close all the income tax declarations proof entries and import the same from self-service portal. Ensure that payroll is processed for all moths with income tax if needed.
For any queries, contact [email protected]
11. How to Download Declaration Proof For the Last Financial Year FY 2024-25?
Before downloading the declaration export, ensure the financial year report you require is set as default or not
Follow the link below to know the process download Income Tax declaration details report:
For any queries, contact [email protected]
12. How can I download the TDS declaration for the financial year 2024-25 or for a previous financial year?
Before downloading, ensure that the financial year is set to 2024-25 as the default. Follow the link below to know the process:
Alternatively, you can download the tax declaration by following the steps mentioned in the link below:
https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/income-tax#id-2.-how-to-download-export-income-tax-declaration-details-report Note- If you are downloading for the financial year 2024-25, please confirm that this financial year is selected as default.
To check the current financial year, follow the link below:
For any queries, contact [email protected]
13. How to Export Declaration Details for FY-2024-25?
Before downloading any TDS or Tax reports make sure to check/change default year is set correctly for the year you want to download the report.
To know the process of export declaration details please follow the link below:
For any queries, contact [email protected]
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