Update a PT Establishment ID after receiving final registration details

If PT was not deducted for previous months, you can update the PT Establishment ID and employee PT details and include the applicable PT arrears while processing the current payroll.

How to update the PT Establishment ID

Go to Payroll → Settings → Pay Groups.

Select the required pay group and navigate to Filing Details → PT Details.

Update the PT Establishment ID with the registration details received from the CA.

If the actual registration details are not yet available, you can enter a temporary Establishment ID if permitted for the configuration. Once the actual registration details are received, update the Establishment ID with the correct details.

How to update PT details for employees

Go to Payroll → Payroll Admin → Employee Statutory Info.

Add or update the required PT details for the applicable employees. You can update the details for multiple employees in bulk.

How to calculate PT arrears

For months where PT was not deducted, review the applicable PT amount for each pending month and include the corresponding arrears in the current payroll.

For example, if the applicable PT deduction is ₹200 per month and PT needs to be recovered from April 2026 to August 2026:

PT Arrears = Monthly PT × Number of pending months

₹200 × 5 = ₹1,000

Therefore, the total PT arrears to be recovered would be ₹1,000.

If the PT amount varies based on the employee's applicable slab, calculate the arrears using the PT amount applicable for each respective month.

For example:

• April: ₹200
• May: ₹200
• June: ₹200
• July: ₹200
• August: ₹200
• Total PT Arrears: ₹1,000

The applicable arrears can then be considered while processing the current payroll.

Validate the PT deduction and arrears amount for sample employees before finalising payroll to ensure that the applicable PT is being calculated correctly.