Configure statutory compliance (PF, ESI, TDS, PT)

What needs to be configured

EPF / PF

Settings → Statutory → EPF

• EPFO Establishment Code (e.g., MH/PUN/12345)
• Employer share %: 12 (default)
• Employee share %: 12 (default)
• Wage ceiling: ₹15,000 (default) — contribution above is voluntary
• Wage components included in PF calc: Basic + DA (recommended)

ESI

Settings → Statutory → ESI

• ESIC code
• Employer share %: 3.25 (default)
• Employee share %: 0.75 (default)
• Wage threshold for inclusion: ₹21,000 gross (default)

TDS (Income Tax)

Settings → Statutory → TDS

• TAN
• Deductor type (Company / Firm / Individual)
• Annexure II location for Form 24Q

Professional Tax (state-wise)

Settings → Statutory → Professional Tax

• Pick your state
• Slabs auto-populate based on state law

POSH

Settings → POSH

• Internal Committee members (chairperson + 2 internal + 1 external)
• Policy effective date
• Annual report scheduling

After setup

The Statutory Returns page (Compliance → Statutory Returns) will show:

• PF ECR ready by 15th of the month
• ESI Challan by 15th
• TDS Q4 by 30th May (etc.)
• Form 24Q (quarterly) and Form 16 (annual) auto-generate at month-end / year-end