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Print PF Form 5 in TallyPrime (Payroll)

PF Form 5 is a monthly report that provides details of employees who newly join the Provident Fund scheme during the specified month.

  • Gateway of Tally > Display More Reports > Payroll Reports > Statutory Reports > Provident Fund > Form 5.
  • Press C (Configure) to specify the print configurations.
    • Specify the Period in the respective From and To fields.
    • Select the required Employee Category, Employee/Group, Sorting Method, and Display name for Employees, and press Enter.
  • Press I (Preview) or P (Print).

Column Details:

  • Account No.: Displays the PF account number for each employee as specified in the Employee Master.

  • Name of Employee (in block Letters): Displays the employee’s name as specified in the Employee Master.

  • Father’s Name or Husband’s name (in case of married women): Displays the father’s or husband’s name for each employee as specified in the Employee Master.

  • Date of Birth: Displays the date of birth of each employee as specified in the Employee Master.

  • Sex: Displays the gender (Male/Female) of each employee as specified in the Employee Master.

  • Date of Joining the Fund: Displays the PF joining date as specified in the Employee Master.

  • Total period of previous service as on the date of joining the Fund (Enclose Scheme certificate if applicable): Enter the period of previous service, if applicable, when the employee continues with the same PF number.

  • Remarks: Enter any additional remarks, if required.

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