In this post, we will see the process of PF-ESI Return Generation in Saral PayPack.
To begin with, The PF (Provident Fund) return is a monthly process of generating the required files in Saral PayPack and update the same at the PF portal.
Before moving to PF return file generation, ensure the pre-processes mentioned below:
• Employees are enabled with PF options and the PF deduction is mapped to required salary components
• Required Rate of Deduction, as well as Employee & Employer restrictions, are enabled at PF/ESI editor.
Firstly, on verifying the above details, go to PF/ESI Reports under Statutory Reports in Report Menu.
In the displayed window of PF/ ESI Reports, select the applicable FY and click on e-Return under the Monthly group of Provident Fund.
Note: In case of Different PF Group, select the PF Group and then click on e-Return.
Now you can see the return generation window. Here, select the PF Group (if applicable) for which the return has to be generated and click on Edit.
On click of Edit, the extension window will display were the PF Regional Office has to be selected. The code for the selected office will be displayed which on click on Transfer will be selected to the main window. Now click on Save to save the transferred details.
On saving the details, click on ECR the return file preparation process will be started and the PF e-Return window will be displayed.
In PF e-Return, select the FY and the month for which the return is to be created.
Next, click on Port to port all the month relevant details in the software to the current window.
On display of the successful porting message, click on e-Return to generate the required files.
So, after receiving a success message of file generation, the generated files can be view in Excel and Text format.
Note: Do not change the details of excel or text files after generation through the software.
You can upload this file at PF employer login for return filing.
Similar to PF, even ESI details are uploaded to the ESI portal, every month. To generate the required files from Saral PayPack for ESI details upload, follow the below explained process.
Note: The pre-process to be followed for ESI return file generation are same as that of PF.
To start the process, go to PF/ESI Reports and select the applicable FY. Then, click on ESI Online under the Monthly group of ESI.
In case of Different ESI Group, select the ESI Group and then click on ESI Online.
Now you can see the ESI Monthly Return Online window. Here, select the month and ESI group for which the return has to be filed.
Also, select the type of return i.e. Regular or Supplementary and other options as applicable. After selecting all the applicable options, click on Load. The employee’s details will be listed on the window.
Now, click on Generate to generate the Excel output file which will be uploaded at the ESI portal employer login.
Do not change the details of excel file after generation through the software.
Finally, this completes the process of PF & ESI return file generation through Saral PayPack.