Selecting Employee To Record Tax Declaration

Select the “Record Tax Declaration - Admin” link from the left pane.

The “Select Employee To Record Tax Declaration” page appears. The system displays the following.

Date Format

The date format that is applicable to the login user.

Specify the following details:

Employee Tax Data Unit	Select the employee tax data unit from the “Employee Tax Data Unit” drop-down list box, to record the tax declaration details. By default, the system displays with “Select” Value.
Tax Year	The tax year for which the tax declarations of the employees must be recorded. By default, the system displays the current tax year. The drop-down list box lists all the tax years defined in the “Create Tax Year” activity.
	Current tax year indicates the year in which the system date falls within the start and end date of the tax year. If such tax year is not defined, the system will default with “Select” value.

Select the employee record, either through the “Direct Entry” group box or through the “Search Criteria” group box

To select through direct entry

Use this method if you know the complete employee code of the required employee.

Enter the complete code of the employee whose file you want to record, in the “Employee Code” field.
Select the “Record Tax Declaration” hyperlink beside.

The “Record Tax Declaration” page appears. All the details of the selected record are displayed.

To select through search criteria

Use this method if you know only a few characters of the employee code. In the search option, you can specify search criteria, with or without wild cards, for a range of employee details. The system fetches the employee records that match the combination of search criteria specified.

For example, if you specify search parameters for the name and code of the employee, the system fetches the records that match these criteria. If in addition, you specify the dates to indicate the probable period during which the employee joined the organization, you can narrow your search to the closest matching records. To further simplify the search, you can search among records with a specific employee type. To increase the probability of finding the closest matching records, specify values for as many details as possible.

Enter the following search criteria values, in some or all of the following fields.

Employee Code	To view all the employee codes containing specific characters, type in the starting character or characters of these employee codes.
	Alternatively, type in these characters in any combination with wild cards. Example: ECC1, will search for those employee codes that start with ECC1. Other examples are ECC1 and EC*C1.
Employee Name	To view all the employee names containing specific characters type in the starting character or characters of these employee names.
	Alternatively, type in these characters in any combination with wild cards. Example: To get Jonathan, type in JO, to search for those employee names that start with JO. Other examples are NATHAN, JOAN, and JONATH.
Employment Unit	The employment to which the employee belongs. The drop-down list box lists all the employment units that are mapped to the selected employee tax data unit and is defaulted with “Select” value.
PAN	The PAN (permanent account number) of the employee. This number is issued by the Income Tax Department to the employee.

Select the “Search” pushbutton.

Note: If only one search criteria value is entered, the system will fetch the records that satisfy this value.
If more than one search criteria value is entered, the system will fetch the records satisfying all the specified values.
If you do not enter any value in the search criteria group box and select the “Search” pushbutton, the system will fetch all the records that are available for the selected employee tax data unit.

The system displays the following details depending on the search criteria.

Employee Code	The unique code identifying an employee.
Employee Name	The name of the employee.
Employment Unit	The employment unit to which the employee is mapped.
PAN	The PAN (permanent account number) of the employee. This number is issued by the Income Tax Department to the employee.

6 Hyperlinked topics below

Page Objective

Use this page to select an employee to record the tax declaration for a tax year.