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Print ESI Form 5 Using TallyPrime (Payroll)

ESI Form 5 is a Return of Contribution form to be submitted half yearly with details of employee wise ESI contribution made on a monthly basis.

1. Gateway of Tally > Display More Reports > Statutory Reports > Payroll Reports > Employee State Insurance > Form 5.
2. The Print Configuration for the ESI Form 5 is displayed as shown:
   
   
   • The required period can be specified in the From and To fields. By default the values are pre-filled with the Contribution Period based on the last data entry date.
   • Employee Category: You can select the required Cost Category when there is more than one Payroll/Cost categories.
   • Employee/Group: You can print the report for a specific group or All Items.
   • Sorting Method: Select the required Sorting Method from the list.
   • Appearance of Employee Names: Select the required display Name style name
   • Place: The name of the place where the organisation is located has to be provided against this field to print the same in the Form 5.
   • Date of Printing: The user can specify the desired date of printing, by default the actual date of printing will be selected.
   • Authorised Signatory: Name of the signing authority should be entered in this field.
   • Designation: The designation of the authorised signatory in Form 3 needs to be entered in this field.
   • Residential Address: Enter the residential address of the authorised signatory in this field.
3. The printed Form 5 – page 1 is displayed as shown:
   
   
   • Name of Branch Office: This displays the ESI branch office for the Company as specified in the F11 (Feature)  screen while enabling Payroll Statutory features.
   • Employer’s Code No.: This displays the ESI Code of Employer as specified in F11 (Feature) screen while enabling Payroll Statutory features.
   • Name & Address of the Factory/Establishment: This displays the Company name & address.
   • Employer’s Code: This displays the ESI Code allotted to Employer as specified in the F11: Statutory & Taxation screen while enabling ESI.
   • Particulars of Principal Employers (Name, Designation and Residential Address) are printed as specified in the Print Configuration screen.
   • Period From and To is printed as specified in the Print Configuration screen.
   • Total ESI amount contributed with the break-up of Employer’s share and Employees’ share is displayed based on the calculations.

Column Details in table

• Place: The Name of the place as specified in the Print Configuration screen is displayed in this field.
• Date: The Date of Printing as specified in the Print Configuration screen is displayed in this field.
• Designation: The Designation of the signing authority is displayed in this field.
  The printed Form 5 – page 2 is displayed as shown:
  
  The Page 2 contains the required instructions and CA Form.
  

• Column 2: Insurance number (ESI number) assigned to each employee as entered in the Employee Master is displayed in this column.
• Column 3: The name of Insured person (Employee) appears is displayed in this column.
• Column 4: The total number of days for which the wages/salary is paid during the selected period to each employee is displayed in this column.
• Column 5: The amount of wages (regular income considered for ESI calculation) for the selected period is displayed in this column for each employee.
• Column 6: The Employee’s contribution towards ESI during the given period for each employee is printed in this column.
• Column 7: The average daily wages calculated based on the total wages divided by the number of working days, is printed in this column.
• Column 7(A): Shows whether the employee is still working with the company and still eligible for the ESI benefits,
• Column 8: Name of the ESI dispensary as entered in the Employee Master to which the each employee is associated is printed in this column.
• Column 9: The remarks needs to be entered manually in this column.

Column Details in table

Note: Facility is provided to print only the duplicate copies of ESI Form 3, Form 5 and Challan.