PF, ESI and professional tax files

# PF, ESI and professional tax files

Pop Books does not know the current rates and wage limits. You type them and confirm them. Until you do, the files stay locked.

Rates

Open India: GST, TDS and payroll files, Payroll files, Rates. Type each rate and limit from the current rules, or press Fill with the starter figures and then check each one. Tick the box that says you checked them and press Save the rates. The starter figures are examples and can be out of date.

Employees

Each employee needs a UAN for PF and an ESIC number for ESI, and switches saying whether PF, ESI and professional tax apply.

One month at a time

Open Payroll files, Monthly. Choose the month and press Show. For each person you see the days paid, days without pay (loss of pay), PF number, ESI number and UAN. The PF number starts from the PF establishment code on the Rates page; the ESI number and UAN start from the employee details. Change them for the month if you need to. Press Save the month. These rows are kept apart from the pay rates.

Professional tax slabs

Open Payroll files, Professional tax. The starter slabs cover common states, including Tamil Nadu, and each is marked Verify until you have checked it. Add, edit or delete a slab; replace the word "verify" in its note when you have checked it.

Tamil Nadu's slabs are half-yearly. Every other state's starter slabs are monthly. The monthly report shows a Tamil Nadu half-yearly amount at one sixth for the month.

The files

• PF ECR: pick a posted pay run on PF and ESI and download the text file. Upload it on the EPFO employer portal.
• ESI: the same page makes the contribution sheet for the ESIC portal. People above the wage limit are listed.
• Professional tax: the report shows tax taken in pay runs, by state, for the dates you pick. Enter your state slabs first.

Check totals against your pay run before you upload.

Verify with your tax adviser. Last reviewed 2026-11.