👨‍🏫Income Tax

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

Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.

Income Tax | Pocket HRMSdocs.pockethrms.com

Path: Analytics>Reports>Income Tax>Declaration Details Export>select Category/Month>Entry Type (Declaration/Proof)>Select Tax Section as required>Export Excel (download)

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.

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

For any queries, contact [email protected]

2. How to download income tax proof details report?

Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.

Income Tax | Pocket HRMSdocs.pockethrms.com

Path: Analytics > Reports > Income Tax > Declaration Details Export > select details > Proof > User/Authorised Entry > tick ‘Tax Section’ > Export Excel

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’ subtab.

Step 3: Select Category, Month, Year, Proof, User/Authorized Entry options as required.

Tick the checkboxes for the ‘Tax Section’ as required and click the ‘Export Excel’ button and the report will be downloaded accordingly.

Note: Proof entry is available only in the Excel format and not in PDF format.

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

For any queries, contact [email protected]

3. How to Check the Income Tax Declaration in One Excel Sheet for the All Employees?

Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.

https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-year

To download the income tax declaration of all the employees in one Excel sheet, please follow the below path:

Path: Cloud > Analytics > Report > Income tax > Declaration detail export > Fill in details such as category, month, year, entry type (declaration), at least one selection from the ‘Tax Section’> Click Export Excel.

Step 1: Login to ‘Cloud portal’, go to ‘Analytics’ menu, and select ‘Report’ submenu.

Step 2: Select ‘Income tax’ tab, click on ‘Declaration Detail Export’, fill in details such as ‘Category’, ‘Month’ (for which you want the declaration Excel), ‘Year’ (for which you want the declaration Excel), ‘Entry Type’ (click on radio button of declaration), at least one selection from the options in ‘Tax Section’ and click ‘Export Excel’.

Note: You can find the Excel file in the download location of your system.

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

For any queries, contact [email protected]