Process of Generate and Upload

How to download 24Q:
Navigate: C.P>Payroll>Form 24Q>Select FY>Select Quater>Search employee/Select employee>click on Export option below Action option.

How to add/ update Deductor details in the system:
>Fill in the information for the deductor details, select the entity and click on Update/Submit button. In case the deductor details are already filled in and you want to update the details, click on the Deductor Details button located at the top right-hand corner.
>Update the deductor details and click on the Submit button to save the information.
>Note: In here the Deductor details added would for the specific entity chosen. The Form24Q if generated for a specific entity, would pick the specific details added.

How to download Salary details of the employees in the selected quarter: 
Navigate to: Control Panel->Payroll->Form 24Q, a new page will open up.
Select the Financial year and the quarter, available on the left corner of the page.
Now, click on the drop down of Generate FVU and select the option ** Annexure 2** button. Click on the button to download the Form 24Q Annexure 2 in CSV format.


How to add Challan and assign it to the employees:
>Navigate to: Control Panel->Payroll->Form 24Q-> + Challan button.
>Fill in all the Challan information, select the entity and click on the Submit button.
>The entity added will be referred for the deductor details added for the specific entity.
>Once the Challan information is added, it will be shown in the Form 24Q details page. Click on the Challan number from the Challan Column.
>Download the Chalan: click on the drop-down button and select file to download in the required format.
>Assign the Challan: please select the employees and click on the button.
>Import Challan: click on the Import Challan button in grey color located at the top right corner of the Deduction Detail table. Importing challan will show all the employees that have their payroll run for the selected period. Then, select the employees by ticking the tick box. Click on the Assign button.

How to generate FVU file:
>Navigate to: Control Panel->Payroll->Form 24Q, a new page will open up.
>Now make sure the Deductor details are filled in and Challan added and assigned to the employee. Select the entity on the title bar above, right before your profile details. The entity selected will help the system to pick up the entity-specific deductor details added in the system.
>Now on the top right corner above Generate FVU option, select the financial year and also, the specific quarter. Kindly note in the quarter and the financial year is not selected, it will not allow you to generate the FVU file. Now click on Generate FVU option, it will direct you to a new page where fill information and update the 15-digit token number (Provisional Receipt Number) of the last return and click on Generate FVU file.

Steps to download challan input file (CSI file):

>Click the link https://tin.tin.nsdl.com/oltas...
>Choose the TAN Based view option.
>Enter the TAN number (qwer12345a) in the text box and select the challan start (Aug 31, 2022) and end date (Aug 31, 2022) from the datepicker and enter the captcha as shown in the form.
>Click on the download challan file button.

Steps to download File Validation Utility (FVU):

>Click the link https://www.protean-tinpan.com.
>Click on e-TDS/TCS FVU.exe (Version 8.0 or newer)
>Extract the Zip file downloaded in step 2.
>Open the TDS_STANDALONE_FVU_7.6.jar
>In the TDS/ TCS Input File Name with Path, choose the file (Form24Q) that has been generated by the HawkHR.
>In the Challan Input File Name with Path, choose the CSI file that has been downloaded in the above step.
>In the Error/ Upload & statistics Report File Path, choose the path to save the file which has been generated by the utility.
>After generating all these details, we need to submit it to TIN-FC


12B: Form 12B is required to be furnished as per Rule 26A by a person joining any organization in the middle of the year and is a form for furnishing the details of income earned from the previous employer. It is a form required to be submitted by the employee to the employer and requires details like
Admin level: 
>Navigate to: Control Panel->Payroll->Form 12B
>A new page opens up where the list of employees who have submitted the Form 12B, and those who have not updated, are available in separate tables.
>Click on +Add new button on the top right side, and update the Form 12B, details for the employee, and click on Submit option.
>Clicking on Save option will allow the employee to update/edit the details if required until the form is submitted.

Employee level:
Navigate to: Main panel -> Compensation -> Investment Declaration
>Click on Form12B option on the top right side of the page, this button visible only to those employees whose date of joining is in the mid of the financial year.
>Once click on the button, Form12B will be open, fill all the details and click on Submit button.


Generate Rent receipt:
>Navigate to main panel>below option>select month and date and upload.
>Click on Generate rent.

Form-16: Form 16 is essentially a certificate employer issue their employees. It validates the fact that TDS has been deducted and deposited with the authorities on behalf of the employee. Form 16 has two components Part A and Part B. Form 16 Part A needs to be downloaded from TRACES website while the Part B of Form 16 is to be generated by the employer. After generation of Part B, it has to be published in order to get downloaded by the employee.

 Refer to the following steps to generate form 16 Part B:

>Navigate to: Control Panel -> Payroll -> Form 16
>Click on Generate Part B button (given in the page action bar) to generate form 16 b for the employee.
>A new page will open showing fields to fill the details of person responsible for the deduction of TDS in the organization.
>Select employees for whom you would want to generate Form 16 Part B.
>Click on Generate button (given towards the bottom of the page)
N. B- A notification of successful generation of form 16 will be shown and entry will appear in the list of employees with generated/ uploaded form 16. You can publish the form 16 of respective employee by clicking on the publish icon (given under Actions column). The employee can download it in Main Panel -> Compensation -> Income tax computation.

> For employee: Download form16 Navigate to Main Panel>compensation>tax computation>=form 16 click on top and click on attach symbol for download.


How to update Previous Employers Details:
Navigate to: C.P>PAYROLL>12B>Add New>Update Previous Employers Details.
>Details of your previous employer like his PAN No, TAN No.
>Break up of salary like Basic + DA, Perquisites, House rent allowance, leave encashment, leave travel allowance etc.
>Deduction and accreditation with respect to provident fund and details of Rent-free accommodation (if any)
>Deduction if any under Section 80C, Section 80G, Section 80E, Section 80D, Section 24
>TDS on salary deducted by the previous employer.
>Professional tax (if any) paid by the employee.