Step-by-Step Guide to Accessing and Reviewing Payroll and TDS Reports: A Comprehensive Walkthrough

STEP 1: Click on "Payroll" to Access Payroll Dashboard

• Navigate to the sidebar menu.
• Click on the Payroll option highlighted in red.
• This will direct you to the Payroll Dashboard for further actions.
• Ensure you have the necessary permissions to access payroll-related features.

STEP 2: Click on "Reports" to Access Reporting Section

• Locate the "Reports" option in the sidebar menu.
• Click on the "Reports" link to navigate to the reporting section.
• Ensure you are on the correct dashboard page before proceeding.
• After clicking, look for the next options available for report generation.

STEP 3: Click on "Company Tds Report"

• Navigate to the "Reports" section.
• Click on the Company Tds Report highlighted in the navigation.
• Review the Total TDS Paid and the Month Wise TDS Calculation table below.
• Ensure to check the TDS values for each month listed.

STEP 4: Click on "Total TDS Paid" to View Report

• Navigate to the "Total TDS Paid" section.
• Click on the displayed amount to view detailed TDS calculations.
• Review the month-wise TDS calculation table below for specific months.
• Ensure to check for any additional details or notes provided in the report.

STEP 5: Click on "Employee Tds Report"

• Navigate to the highlighted area labeled "Employee Tds Report."
• Click on the "Employee Tds Report" to access detailed TDS information for employees.
• Ensure you have completed the previous step by viewing the "Total TDS Paid."
• Review the month-wise TDS calculation displayed below for further insights.

STEP 6: Click on "Choose Member"

• Click on the "Choose Member" dropdown to select a member.
• Ensure to review any required fields marked with an asterisk (*).
• After selection, proceed to view the "TDS Charged" information.
• Verify that all necessary inputs are filled before moving to the next step.

STEP 7: Click on "TDS Charged" to View Details

• Navigate to the highlighted area labeled "TDS Charged."
• Click on the "TDS Charged" section to view the relevant details.
• Ensure you have selected a member from the "Choose Member" dropdown prior to this step.
• The current value displayed is "0," indicating no TDS has been charged yet.