Step-by-Step Guide to Configuring Salary TDS in Payroll Settings

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Settings" option highlighted in red.
• This will direct you to the settings page where you can manage various configurations.
• Ensure you are ready to proceed to the next step for "Payroll Settings."

STEP 2: Click on "Payroll Settings"

• Navigate to the Payroll Settings option in the sidebar menu.
• Click on the Payroll Settings link to access the payroll configuration options.
• Ensure you have the necessary permissions to modify payroll settings.
• After clicking, you will be directed to the payroll settings page for further adjustments.

STEP 3: Select "Salary TDS"

• Click on the "Salary TDS" tab in the Payroll Settings section.
• This will display the relevant salary components related to TDS.
• Ensure to review the listed components for accuracy before proceeding.
• Next, you can click on "Add New Salary TDS" to continue.

STEP 4: Click on "Add New Salary TDS"

• Navigate to the Payroll Settings page.
• Locate the Add New Salary TDS button highlighted in red.
• Click on the button to proceed to the next step.
• Ensure you have the necessary information ready for the upcoming fields, especially Annual Salary From.

STEP 5: Enter "Annual Salary From"

• Click on the "Annual Salary From" field to input your data.
• Ensure to fill this field as it is marked with an asterisk (*), indicating it is required.
• After entering the value, proceed to the next field, "Annual Salary Upto."

STEP 6: Enter "Annual Salary Upto"

• Click on the "Annual Salary Upto" field (marked with a red border).
• This field is mandatory (indicated by the asterisk '*').
• Ensure you have entered a valid salary amount before proceeding.
• After filling in, continue to the next step by entering "Salary Percent".

STEP 7: Enter "Salary Percent"

• Click on the "Salary Percent" field (marked with an asterisk) to input the percentage.
• Ensure to fill in this field as it is mandatory.
• Review the previous entry for "Annual Salary Upto" to ensure accuracy.
• After entering the percentage, proceed to the next step by clicking the "Save" button.

STEP 8: Click on "Save" to Finalize Salary TDS Settings

• Ensure all required fields are filled:
  • Annual Salary From (mandatory)
  • Annual Salary Upto (mandatory)
  • Salary Percent (mandatory)
• Click the Save button at the bottom right to save your entries.
• After saving, proceed to the next step by clicking on Salary TDS Status.

STEP 9: Click on "Salary TDS Status"

• Navigate to the Payroll Settings page.
• Locate and click the "Salary TDS Status" button to access TDS settings.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review the Salary TDS table for existing entries before proceeding.

STEP 10: Click on "Apply If Annual Salary is More Than (₹ INR)"

• Locate the highlighted area labeled "Apply If Annual Salary is More Than (₹ INR)".
• Click on the field to enter the desired annual salary amount.
• Ensure that the field marked with an asterisk (*) is filled, as it is required.
• After entering the value, proceed to the next step by selecting "Financial Year Start Month (₹ INR)".

STEP 11: Select "Financial Year Start Month (₹ INR)"

• Click on the "Financial Year Start Month (₹ INR)" field.
• Choose the appropriate month from the dropdown menu.
• Ensure the field is marked with an asterisk (*) indicating it is required.
• Proceed to the next step by turning on the "Status" toggle.

STEP 12: Click on "Status" to Enable or Disable

• Locate the "Status" toggle in the "Edit Salary TDS" dialog.
• Click on the toggle to switch it on or off.
• Ensure that the toggle reflects your desired status before proceeding.
• Review other fields:
  • Apply If Annual Salary Is More Than (₹ INR)*
  • Financial Year Start Month (₹ INR)*
• After adjusting, proceed to the next step by clicking the "Save" button.

STEP 13: CLICK on "Save Button"