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We are a team of Professionals
We are a team of Professionals

PF & ESI Filings

    • Overview
    • Benefits
    • Documents Required
    • Procedure
    • Key Deliverables

    PF:

    Employees Provident Fund Compliance is the compliance laid down by EPF Laws which needs to be followed by the company.

    Employees Provident Fund (“EPF”) is a scheme which provides the benefits to employees in terms of savings for their future. Essentially, employers as well as employees contribute to the EPF. Employers (Companies) will need to mandatorily file the PF Challan and returns on the monthly basis on or before 15th day of the succeeding month by simply visiting to Unified Portal.

    ESI:

    ESIC is governed under the Employee’s State Insurance Corporation Act,1948. ESI provides the medical facility to its registered employees where they can visit the nearest empanelled hospitals and avail the benefits.

    Therefore, ESIC law mandates every organisation employing more than 10 employees to obtain ESI registration and do monthly compliances. Companies needs to obtain state wise registration if they are having the employees working in multiple states. Employers needs to contribute 3.25% of Gross Salary and employees needs to contribute 0.75% of the Gross Salary on a monthly basis.

     

    Benefits of PF Filing:

    1. Retirement Savings: EPF contributions enable employees to build substantial savings for their retirement, ensuring financial security in their later years and fostering a sense of motivation among them.
    2. Credibility and Transparency: Timely EPF compliance enhances the employer’s credibility in the eyes of employees. They can verify their PF passbooks at any time, promoting transparency and trust in the organization.
    3. Insurance Coverage: EPF compliance provides insurance benefits to employees as they are covered under the Employees’ Deposit Linked Insurance (EDLI) Act. This coverage offers financial protection to employees and their beneficiaries in the event of the employee’s demise.

    Benefits of ESI Filing:

    1. Medical Insurance: ESI provides registered employees with access to medical treatment. This not only benefits the employees but also extends the same benefit and facility to their family members, ensuring comprehensive healthcare coverage.
    2. Maternity Benefits: ESI offers additional benefits during the maternity period for female employees. This includes financial support and access to necessary medical care, contributing to the well-being of working mothers.
    3. Additional Benefits: ESI provides various supplementary benefits to employees, such as unemployment cash benefits, rehabilitation stipends, and coverage for specific illnesses related to various diseases. These additional benefits enhance the overall welfare of employees and provide a safety net during challenging circumstances.

    Documents required for PF filing:

    1. Unified Portal Login Credentials
    2. Form-11 for newly joined employees
    3. Form-2 for employee nominations
    4. Monthly payroll summary
    5. Digital Signature of the authorized signatory
    6. EPF Challan for the past three months (if applicable)

    Documents needed for ESI filing:

    1. ESIC Portal Login Credentials
    2. Form-1 for newly joined employees, along with KYC proofs
    3. Monthly payroll summary
    4. Digital Signature of the authorized signatory
    5. ESIC Challan for the past three months (if applicable)

    Procedure for PF Filings:

    1. Access the Unified Portal and log in using the provided credentials.
    2. Generate UAN (Universal Account Number) for newly joined employees, if applicable.
    3. Prepare the Electronic Challan cum Return (ECR) sheet, including the necessary employee details and contributions.
    4. Upload the ECR sheet to the payment section of the portal.
    5. Generate the PF Challan based on the uploaded data and proceed to make the payment.

    Procedure for ESI Filings:

    1. Visit the ESIC portal and log in using the provided credentials.
    2. Create Insurance Number (IP) for newly joined employees, as required.
    3. Prepare the Monthly Contribution (MC) sheet, including relevant employee information and contributions.
    4. Upload the MC sheet to the portal for verification.
    5. Once the numbers are verified, generate the ESI Challan based on the uploaded data and proceed to make the payment accordingly.

    Key Deliverables:

    a. Payment Challans: You will receive payment challans for PF and ESI contributions. These documents show proof of the payments made by your company for these schemes.

    b. Return Copies: You will receive return copies for PF and ESI filings. These documents contain important information about the contributions made by your company and employees. They serve as a record of your compliance with PF and ESI regulations.

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