In this post, we will see the process of Importing Employee Declaration information for Tax Computation from Excel to Saral PayPack.
Importing the Employee Tax declaration from excel to software will reduce the work of the pay processing officer as well as will have accurate computation based on the information given by the employee.
In Saral PayPack, to import the details, first export the declaration form in excel format. To export the declaration form, go to Export option under Declaration Form in TDS Details Menu.
The excel file can be exported to the required path/folder or email to the required employees. Along with excel file, Form 12BB can also be exported with prefilled data from the software.
The Excel file will have a different sheet for the employee to fill their declaration. The first sheet being the general declaration like HRA, Home Loan, Health insurance etc., with pre-filled information from the software.
The second sheet will have a declaration regarding investment done by the employee in various types of schemes which can be seen in the dropdown list.
Similarly, the next sheet is of any donations made by the employee. List of donations eligible for tax declaration will be available in the dropdown list.
The next sheet will have an entry on NSC purchased by the employee (if any).
The last sheet is the Information sheet containing the details of savings/investments/exemptions already available in the software. The employee need not include these details during declaration entry.
Note: Make sure that the employees enter the required details in the proper sheet.
On receiving the filled excel from the employees, save all excel files in a single folder and then import the same to the software.
To import, go to Import option under Declaration Form in TDS Details Menu.
Select the folder in which all the excel files are saved and click on Load. The required files will be listed. Select the required employee details and click on Import.
The details will be imported into the respective windows in the software. The imported details can be viewed in More Employee Details window.
You can also learn about Reimbursement in general here:
This completes the process of Importing Employee Declaration to Saral PayPack for Tax Computation.