How to override professional tax

Sometimes, professional tax (PT) needs to be overridden, especially when employees move between states with different tax rates or for other reasons.

Steps to Override PT for an Employee:

1. Go to Payroll ➔ Payroll Admin ➔ Operations.

2. Under Overrides, click on PT Deductions Override.

   

3. Select the Pay Group and Financial Year from the drop-down.

4. Click + Add Employee and search for the employee.

   

5. Choose the Override date range (From and To), enter the Override amount, add comments, and click Save.

   

6. A pop-up message will confirm the successful PT override.

Steps to Import PT Overrides in Bulk:

1. Go to Payroll ➔ Payroll Admin ➔ Operations ➔ Overrides (Salary Components/Contributions/TDS) ➔ PT Deduction Override ➔ Import PT Overrides.

   

2. Click Download the Excel Template, make necessary updates, and save the file.

3. Upload the updated Excel file using the Upload Excel File button and follow the instructions.

   

Steps to Override PT for the Current Payroll Month:

1. Go to Payroll ➔ Run Payroll, and select the relevant Pay Group and Current Payroll Month.

2. Scroll down to Run Payroll section and click on Override (PT, ESI, TDF, LWF).

   

3. In the PT Override section, click + Add Employee and search for the employee.

   

4. Enter the PT Override Amount and add a relevant Comment, then click Save & Continue.

   

5. Perform Process Payroll to update the override information in the system.