Annual Professional Tax Report
The Annual Professional Tax Report provides a consolidated view of professional tax (PT) calculated and deducted for employees based on their work location across a selected fiscal year. This report helps you review year-wise PT liability and supports statutory audits and annual compliance requirements.
Access Annual Professional Tax Report
To access the Annual Professional Tax Report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select Annual Professional Tax Report.
INSIGHT: You can also search for Annual Professional Tax Report using the search bar at the top and navigate directly to the report.
- Select the required work location from the Work Location dropdown at the top left.
- Use the Fiscal Year dropdown to choose the year you want to analyze.
- Optionally, filter by Pay Run Status: Approved or Paid.
The professional tax details for the selected criteria will be displayed in a tabular format.
Components of Annual Professional Tax Report
The following table explains the components displayed in the Annual Professional Tax Report:
| Component | Description |
|---|---|
| Period | Month or period within the selected fiscal year for which professional tax is calculated. |
| Number of Employees | Total number of employees for whom professional tax is applicable during the period. |
| PT Amount | Total professional tax amount calculated for the period based on the selected work location. |
Export Annual Professional Tax Report
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select Annual Professional Tax Report.
- Click Export as at the top right.
- Choose the required export format: CSV, XLS, XLSX, or Zoho Sheet.
- To protect the exported file, enable Protect this file with a password and enter a password with at least six characters.
- Click Export.