PF Form 5 (Payroll)

PF Form 5 is a monthly report which provides the details of the employees newly joining the Provident Fund scheme during the given month.

1. Go to Gateway of Tally > Display > Payroll Reports > Statutory Reports > Provident Fund > Form 5 .

Go to Gateway of Tally > Display > Statutory Reports > Payroll Reports > Provident Fund > Form 5 .

The print Configuration for the PF Form 5 appears as shown below:

2. Enter the Period in the respective fields as shown above.

3. Select the required Employee Category, Employee/Group , and Sorting Method .

4. Enter the Date of Printing .

5. Press Enter . The printed Form 5 appears as shown:

● Name and Address of the Factory/Establishment : The name of the Company as specified in the Company Creation screen appears in this field.

● Code No. of the Factory/Establishment : The Code No. of the Factory/Establishment as specified in the F11: Statutory & Taxation screen appears in this field.

● Based on the Period and date specified in the print Configuration screen, the month and date are printed in the Form 5.

Column Details in table

Particulars	Description
Sl. No.	Displays the serial no.
Account No.	Displays the PF Account No. for each employee as specified in the Employee Master.
Name of Employee (in block Letters)	Displays the name of the Employees as specified in the Employee Master.
Father’s Name or Husband’s name (in case of married women)	Displays the Father’s/Husband’s name of each Employee as specified in the Employee Master.
Date of Birth	Displays the Date of Birth for each Employee as specified in the Employee Master.
Sex	Displays the Sex (Male/Female) for each Employee as specified in the Employee Master.
Date of Joining the Fund	Displays the Date of Joining the PF Account mentioned in column 2 as specified in Employee Master.
Total period of previous service as on the date of joining the Fund (Enclose Scheme certificate if applicable)	The user can manually enter the period of the previous service if the Employee is continuing with the same PF number.
Remarks	The user can enter his remarks manually.