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https://help.tallysolutions.com/docs/te9rel55/Data_Migration/Post_Migration_Payroll_Data.htm

Payroll Data in Tally.ERP 9 Post Migration

Migrating payroll data from Tally 7.2 to Tally.ERP 9 organizes the data in the respective payroll components. Therefore, for you to use the payroll data successfully without any failure, after payroll data migration, you must configure the settings for the pay heads in Tally.ERP 9.

To configure settings for pay heads

1.    Go to Gateway of Tally > F11: Features > F3: Statutory Feature. The Statutory and Taxation screen appears as shown below:

2.    Set Enable Payroll Statutory to Yes.

3.    Set Set/Alter Payroll Statutory Details to Yes. The Payroll Statutory Details screen appears as shown below:

4.    Enter the details in the Provident Fund section in the Payroll Statutory screen.

5.    Enter the Employees State Insurance details in the Payroll Statutory screen.  

6.    Press Enter to accept, and return to the Statutory & Taxation screen.

7.    Select the Pay Heads, Pay Type, Group, Calculation Type and provide Computation Info.

 

8.    Press Enter to save.

Changes in Payroll data after migration

Payroll Components

Changes

Duties and Taxes

The payroll deduction ledgers created under the group Duties and Taxes in Tally 7.2 are migrated as Pay Heads grouped under Current Liabilities.

Direct or Indirect Expenses

The payroll deduction ledgers created under the group Direct or Indirect Expenses in Tally 7.2 are migrated as Pay Heads grouped under Current Liabilities.

Loans & Advances (Assets)

The payroll deduction ledgers created under the group Loans & Advances (Assets) in Tally 7.2 are migrated as Pay Heads grouped under the pay head type Loans and Advances.

Attendance type

Any attendance type created with unit month will appear prefixed with ATTD- followed by the name of the attendance type.

Attendance entries for current month

The entries for migrated data containing attendance entries for the current month and payroll yet to be processed, are considered under Production Type Entries. Re-enter attendance entries for the current month after migration, and then process the payroll.

Prefix with ATTD

After migration, the attendance types will change to production types. Therefore, the YTD details are not retained, and the migrated attendance types are pre-fixed with ATTD-.

To generate a payslip with YTD Details for any of the earlier months

1.    Create or alter the attendance voucher for the respective month.

2.    Select the employee name.

3.    Select the ATTD- prefixed Attendance Type, and enter the Cur Bal value with a negative sign in the value field, to nullify the YTD details.

4.    Select the Employee, and the Attendance type.

5.    Enter the Cur Bal amount as the Value, and accept the voucher.

To generate a Payslip with YTD Details from the current month onwards:

1.    Create or alter the attendance voucher for the previous month.

2.    Select the employee name.

3.    Select ATTD- prefixed Attendance Type, and enter the Cur Bal value with a negative sign in the value field, to nullify the YTD details.

4.    Select the Employee, and the Attendance type.

5.    Enter the Cur Bal amount as the Value, and accept the voucher.
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