TaxTMI 
TaxTMI 
Online Returns for any exempted establishment or class of establishment or employee or class of employee
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.... Data entry Fields for I (i) to (viii) will be displayed. ii. Relaxation order date Data entry iii. issued by Selection from a drop down list iv. Relaxation with effect from Data entry v. Notification number Data entry Mandatory field. vi. Notification date Data entry Mandatory fields. vii. Issued By Selection from a drop down list viii. Notification with effect from Data entry I. In case of exemption under paragraph 27, Order number These fields will appear if the section under SL H is paragraph 27. The employer is required to enter the first order granting exemption to a member. i. Order date Data entry These fields will appear if the section under SL H is paragraph 27. The employer is required to enter the first order granting exemption to a member. Link shows the list of separate code/sub code which is updated in Form 5A. ii. With effect from Data entry iii. Issued by J. Branches having separate/sub- code Click here link The employer is also required to list out all i....
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....ing been granted any separate exemption). Select CPF Trust if the Trust is handling contributions from other participating units also. M. Details of establishment having the parent trust (In case L is common PF Trust) The fields will be as follows: In case the establishment that is filling the return enters own code number as the Establishment handling the Trust, it will be able to enter the details in Part E and F. In case the Trust is handled by another code and the establishment filing the unit, he will be able to view the data in Part E and F if entered by the Parent Trust. A link to view the compliance by the Branch post March 2012 will also appear. There will be facility to add row for more branches. N. Details of Chairman Following fields will be there Name Data entry Aadhaar/PAN/UAN of Chairman Data entry Designation Data entry O. Details of representatives Following fields will be there The details of the representatives from the establishment which is filling the return may be entered. Name Data entry ....
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.... previous month Data entry One-time data entry (only in the first return). On the next month the number of employees as on close of previous month is automatically displayed. B. Number of employees who joined in the current month Data entry C. Number of employees who left during the current month Data entry Sum of (A+B+C) All types of employees are included. D. Number of employees as at the end of current month Display E. Number of excluded employees out of D above Data entry F. Number of employees for whom establishment has to comply Display F=A+B-E G. Contract employee details Complying under trust Data entry Complying as unexempted under another code of establishment Complying through respective code of contractor H. Employees on direct payroll of establishment As exempted employee Data entry The sum of G and H should be equal to F. As unexempted employee I. Number of International Workers Data entry J. Number of disabled workers Data entry K. Number of inoperative accounts ....
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........................ Interest (Rs.) upto the month............................... PART E: INVESTMENT DETAILS (MONTHLY PART by PARENT TRUST ONLY) Sl. No. Field name Field type Remarks A. Securities Auto display Display the face value of opening balance after data entry in the first return through link (securities). In subsequent month, auto display Details of securities Data entry Unique attributes of Securities including ISIN etc. B. Cash Data entry One time data entry C. Total Auto display It will display the amount by adding securities and cash i.e.(A+B) RECEIPTS D. PF Contribution Data entry E. Refunds (loans and advances) Data entry F. Transfer in Data entry G. Other receipts Data entry H. Recoup by employer in For capital loss on investment Data entry I. Case of loss by trust For revenue loss on account of interest shortfall Data entry Return from Investments: J. Interest Previous due Data entry One-time data entry. On next month it will be automatically displayed. ....
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....Opening balance as on first return Matured during The month Invested during the month closing balance Closing Balance %age of types of securities Deviation %age of investments Remarks Sl. No. Data Entry Face value Face value Face value Deal value Accrued Interest Paid Accrued Interest Received Face value a b c d e f g h i The face value of closing balance is auto display the amount by using the formula face value of opening balance- face value of mature + face value of investment i.e. (CD+E) 1. Central Government security item (i) of the notification One time data Data entry Data entry Data entry Data entry Data entry Auto display 2. State Government securities/SOL item (II) (a) of the notification One time data Data entry Data entry Data entry Data entry Data entry Auto display 3. Central/State Government guaranteed securities Item (ii) (b) of the notification One time data Data entry Data entry Data entry Data entry Data entry Auto displa....
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....isplay 16. Category (ii)(a)Listed Debt securities One time data entry Data entry Data entry Data entry Data entry Data entry Auto display 17. Category (11)(b) Basel III Tier 1Bonds One time data entry Data entry Data entry Data entry Data entry Data entry Auto display 18. Category (ii)(c)Rupee Bonds of IBRD, IFC and ADB One time data entry Data entry Data entry Data entry Data entry Data entry Auto display 19. Category (ii)(d)Term Deposit Receipts (TDRs)not less than one year duration. One time data entry Data entry Data entry Data entry Data entry Data entry Auto display 20. Category (ii) (e)Debt Mutual Funds One time data entry Data entry Data entry Data entry Data entry Data entry Auto display 21. Category (ii) (f) Infrastructure debt. Instruments One time data entry Data entry Data entry Data entry Data entry Data entry Auto display....
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....um Sum Sum Sum Sum Sum Scrip Register: Sl. No. Transaction ID Transact ion date Value date TT IS N Code Face Value Purchase Price Accrued interest YTM Maturity Date Remarks- Description of security category Cost Ref- Fund manager Two more hyperlinks from Part E 1. Regarding the claim settlements in the establishment and on the grievance redressal. The pop up screen will ask each month the following data. Sl. No. Data field CLAIMS 1. Opening Balance of Claims One time data entry 2. Claims received in the month Data entry 3. Total claims workload in the month Display 1 plus 2 4. Claims disposed within 20 days Data entry 5. % of claims settled in the month within 20 days Display 4 *100/3 6. Claims disposed beyond 20 days Data entry 7. % of claims settled in the month beyond 20 ....