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    Payroll Tally Notes With Assignment

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    dmrravet
    This document discusses setting up payroll information in Tally including: 1. Creating employee categories, groups, units of work, attendance/production types, and pay heads 2. Defining salary details for individual employees such as pay heads, bank details, and statutory deductions 3. Creating attendance and payroll vouchers to process payroll for the month

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    Payroll Tally Notes With Assignment

    Uploaded by

    dmrravet
    253 views10 pages
    This document discusses setting up payroll information in Tally including: 1. Creating employee categories, groups, units of work, attendance/production types, and pay heads 2. Defining salary details for individual employees such as pay heads, bank details, and statutory deductions 3. Creating attendance and payroll vouchers to process payroll for the month

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    This document discusses setting up payroll information in Tally including: 1. Creating employee categories, groups, units of work, attendance/production types, and pay heads 2. Defining salary details for individual employees such as pay heads, bank details, and statutory deductions 3. Creating attendance and payroll vouchers to process payroll for the month

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    253 views10 pages

    Payroll Tally Notes With Assignment

    Uploaded by

    dmrravet
    This document discusses setting up payroll information in Tally including: 1. Creating employee categories, groups, units of work, attendance/production types, and pay heads 2. Defining salary details for individual employees such as pay heads, bank details, and statutory deductions 3. Creating attendance and payroll vouchers to process payroll for the month

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    © All Rights Reserved
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    Payroll Tally Notes With Assignment

    Create Employees Category

    GOT -> Payroll Info -> Employees Category -> Create

    Head Office
    Regional Office

    Allocate Revenue Items – Yes

    Create Employees Group

    GOT -> Payroll Info -> Employees Group -> Create

    Category – Head Office


    Category Name – Marketing
    Under – Primary
    Define salary details – No

    Create below given employees groups:-

    1. Marketing
    2. Sales
    3. Account
    4. HR
    Create Units (Work) : Payroll Tally Notes

    GOT ->Payroll Info -> Units (work)

    Create

    Type : Simple
    Symbol : Hrs
    Name : hours

    Type : Simple
    Symbol : Min
    Name : Minutes
    Type : Simple
    Symbol : Days
    Name: Number of Days

    Type : Compound
    First Unit : Hrs, Conversion -60, Second unit : Min

    Type : Compound
    First Unit : Days, Conversion -8, Second unit : Hrs

    Check in display

    Create Attendance / Production Type

    GOT->Payroll info-> Attendance

    Create

    Name : Present
    under : Primary

    Attendance type : Attendance / Leave with pay

    Name : Overtime
    under : Primary

    Attendance type : Production


    Unit : Compound ( Day of 8 hrs)

    Display

    Payroll Tally Notes for Training Purpose

    Pay Heads in Tally Payroll


    GOT->Payroll info-> Pay Heads

    Create

    Name : Basic Pay


    Pay Head Type: Earning for Employees
    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : Yes
    Calculation Type : On attendance
    Attendance with Pay : Present
    Calculation Period : Months
    Basis of calculation : As per calendar period
    Rounding Method : Normal rounding

    Name : HRA

    Pay Head Type: Earning for Employees


    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : As computed value
    Rounding Method : Normal rounding

    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Type : Percentage
    Value : 20 %

    Name : DA

    Pay Head Type: Earning for Employees


    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : As computed value

    Rounding Method: Normal rounding

    Computation Info

    Compute : On specific Formula


    Add Pay Head : Basic Pay
    Slab Rate : Percentage
    Value : 40 %

    Transport Allowance

    Pay Head Type: Earning for Employees


    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : As computed value
    Rounding Method: Normal rounding

    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Rate : Percentage
    Value : 10 %

    Name : Bonus

    Pay Head Type: Earning for Employees


    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : Flat Rate
    Calculation Period: Monthly

    Name : PF Employer

    Pay Head Type: Employer’s statuary contribution


    Statuary Pay Type : PF Account
    Statuary Pay Type : PF Account
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Calculation Type : As computed value
    Rounding Method : Normal rounding

    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Rate : Percentage
    Value : 12%

    Name : ESIC Employer

    Pay Head Type: Employer’s statuary contribution


    Statuary Pay Type : Employee State Insurance
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Calculation Type : As computed value
    Rounding Method : Normal rounding

    Computation Info
    Compute: On current Sub-total
    Slab Rate: Percentage
    Value : 3.25%

    Name : PF Employee

    Pay Head Type: Employee’s statuary deduction


    Under : Current Liability
    Affect Net Salary : Yes
    Calculation Type : As computed value
    Rounding Method : Normal rounding

    Computation Info
    Compute : On specific Formula
    Add Pay Head : Basic Pay
    Slab Rate : Percentage
    Value : 12%

    Name : ESIC Employee

    Pay Head Type: Employee’s statuary deduction


    Under : Current Liability
    Affect Net Salary : Yes
    Calculation Type : As computed value
    Rounding Method : Normal rounding

    Computation Info
    Compute: On current Sub-total
    Slab Rate: Percentage
    Value : 0.75%
    Name : Over Time

    Pay Head Type: Earning for Employees


    Income Type : Fixed
    Under : Indirect Expenses
    Affect Net Salary : Yes
    Use for Calculation of Gratuity : No
    Calculation Type : On production
    Production type : Over time

    Note : Over time rate to be filled for each employees at salary details

    Employees
    GOT -> Payroll Info -> Employees -> Create

    Single Employee

    Employee Creation Window

    Category : Head Office


    Name : Ajay Gulia
    Under : Marketing
    DOJ : 1st April 2021
    Define Salary Details : Yes

    Salary Detail Window

    Pay Head

    Basic Pay : 20000


    DA:
    HRA:
    TA :
    Bonus : 1000
    Overtime : 50 ( Rate )
    PF Employer
    PF Employee
    ESIC Employer
    ESIC Employee
    Employee Number : M001
    Designation : Manager
    Function : Marketing Management
    Location : Delhi
    Gender : Male
    DOB : 01-April-1990
    Blood Group : A Positive
    Father Name : Rohit Saxena
    Spouse Name : Reena
    Address : Shernagar, Muzaffarnagar
    Phone Number : 9876543433
    e-mail : xyz@gmail.com

    Provide Bank Detail – Yes


    Bank Details window appear
    Account Number : 123456767788
    IFSC code: ABCD0123456
    Bank Name : Specify Bank Name
    Bank Name : State Bank of India
    Transaction Type : e-fund transfer

    PAN Number : ASDFG1234C


    Aadhar number :1234567891234567
    PF Account number : ABCD11334
    PRAN : 576778788
    ESI NUMBER : 5654433
    ESI DISPENSARY : DELHI

    CTRL + A

    GOT->Payroll Info ->Employees -> Single employee -> Display

    GOT -> Payroll Info -> Employees

    Create

    Category : Head Office


    Basic Emp
    Name Under Bonus Overtime Designation
    Pay Number

    Sunil Saini Account 20000 1500 100 A001 Manager

    Irfan Account 22000 1000 50 A002 Clerk

    Ajay Kumar HR 25000 1000 80 H001 Head

    Ravi Raj HR 15000 1000 70 H002 Executive

    Sameer Marketing 9000 1000 45 M001 Manager

    Jyoti Tyagi Marketing 11000 000 30 M002 Executive

    Payal Marketing 12000 1000 40 M003 Clerk

    Rajesh
    Sales 25000 2000 50 S001 GM
    Chauhan

    Sunita Sales 15000 1000 45 S002 Manager

    Sumit Sinha Sales 10000 1000 60 S003 Clerk

    Sabu Mahato Sales 8000 1000 50 S004 Salesman

    Shivam Sales 8500 1000 50 S005 Salesman

    Raveena Sales 8000 1000 50 S006 Salesman

    Ankur Jha Sales 9000 500 50 S007 Salesman


    Anup Kumar Sales 9200 1000 50 S008 Salesman

    Payroll Vouchers

    GOT ->Transactions ->Payroll Vouchers

    Attendance Voucher Creation

    Change Voucher Date 31 -05-2021

    Ctrl + F4 (Payroll) ->ctrl+F5 (attendance) -> Alt A Attendance Auto fill)

    Attendance Auto Fill Window

    Voucher Date : 31-05-2021


    Employee Category : Head Office
    Employees Group : All Group
    Attendance Type : Present
    Default value : 0
    Sort by : Employees Name

    Fill the value : Number of Present days for each individual

    Repeat for attendance type : Overtime

    Payroll Boucher Creation

    Ctrl F4 (Payroll) -> Alt A (Payroll Auto fill)

    Payroll Autofill window

    Process for : Salary


    From : 01-05-2021
    To: 31-05-2021
    Employees Category : Head Office
    Employees Group : All Items
    Sort by : Employees Name
    Payroll Ledger : Cash
    Include Emp Bank details : Yes
    Accept

    Display the Salary Information

    GOT -> Display ->Payroll reports -> statements of Payroll -> Payslip ->Single
    Payslip

    Select the name for Pay slip of Individual

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