Company details and settings in Saral PayPack Cloud

Previously we saw how to log in to Saral PayPack Cloud. In this post, we will learn how to do the company details and settings in Saral PayPack Cloud. Follow the steps to know the further procedure.

Steps for company details and settings in Saral PayPack Cloud

First, we will do the company master setting. Go to Master and select Company option.

Company details and settings in Saral PayPack Cloud 1

If you want to edit the details, click on Edit Company at the top right hand of the screen. Clicking on this option will enable editing.

Company details and settings in Saral PayPack Cloud 2

In this screen, we can edit details and settings at the company-level. This can be details such as company address and contact, and PF, ESI, PT and TDS applicability and their details.

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Now, before creating the branches, we have to update the company statutories. Note that even if there is only one branch, you have to verify and update the settings.

Company Statutories:

Next, go to Master and select Company Statutories option.

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Here you can create PF, ESI and PT groups. Click on the top right hand Add New PF Group option to create a new PF group.

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Enter the name, company PF number, and address. You can also enter the e-seva login details so that you can directly login to the PF portal and file your ECR returns. Click on Create PF Group to save the details.

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Once saved, come to the PF Rate screen and select the effective-from month. If you want to restrict employer share of PF to Rs. 15,000, enable that and click Create PF Group Rate.

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Repeat the process for every branch to be created with the PF details.

Similarly, you can update the ESI group and its rates. Go to ESI Group under Company Statutories.

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Click on the top right hand Add New ESI Group option to create a new ESI group.

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Enter the name, company ESI number, and address. You can also enter the ESI department login details so that you can directly login to the ESI portal and file your returns. Click on Create ESI Group to save the details.

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Once saved, come to the ESI Rate screen and select the effective-from month. You can enter the cut off amount for ESI to Rs. 21,000 and click Create ESI Group Rate

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Repeat the process for every branch to be created with the PF details.

When you come to create a new PT group, along with basic details, you also have to select the return period. The rest of the process remains the same. Go to PT Group under Company Statutories.

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Click on the top right hand Add New PT Group option to create a new PT group.

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Select the State; enter the name, company PT certificate number and PTO Circle No, and the applicable Return Period. If the Details have to be locked from editing, enable the option PT Lock. Click on Create PT Group to save the details.

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Once saved, come to the PT Rate screen and select the effective-from month and click Create PT Group Rate.

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Once created, come to the settings under Slab and click on Fill Default option. Based on the state mentioned during creation, the rates will be filled. If you want, you can also manually enter the PT rates by entering the related details like Minimum amount, PT applicable etc. after entering the details, click on Create PT Rate.

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Repeat the process for every branch to be created with the PT details.

This completes the company statutories part.

This ends the post on Company details and settings in Saral PayPack Cloud. If you have any questions or doubts kindly comment below