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Print PF Form 5 Using TallyPrime (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.

  • Gateway of Tally > Display More Reports > Payroll Reports > Statutory Reports > Provident Fund > Form 5.
    Or
    Gateway of Tally > Display More Reports> Statutory Reports > Payroll Reports > Provident Fund > Form 5.
    Press C (Configure) to specify the details in the Print Configuration screen as shown:
  • Period: Enter the Period in the respective fields as shown above.
  • Employees/Employee Group: Select the required Employee Category, Employee/Group.
  • Date: Enter the Date of Printing.
  • Display name for Employees: Select the Display Style for the Employee Names, like Name Only, Alias Only, etc.
  • Sorting Method: Select the required Sorting Method from the list.
  • 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 Company code of the Factory/Establishment as specified in the Payroll Statutory Features screen of the Company Features Alteration screen.
  • 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.

 

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