Navigating Monthly PF Returns: Deadlines, Required Forms, and Submission Details?

Hi, is there anyone who can help me with the following topics?

Submission of Monthly Returns

When do we need to submit the monthly return by the 25th of the following month using Form 12A, along with Form 5 and 10 (if applicable), and a copy of the challan?

Do I also need to submit the list of employees along with the individual contribution details of the employees as well as the employer (PF, EPS, and EMP-PF) with the 12A monthly return?

Please also inform me whether the monthly return is submitted in a single copy or in duplicate. If it is submitted in a single copy, what records should we keep?

Thank you.

Submission of Monthly Returns

No need to submit individual contribution details of the employee and employer. Submit one copy of Forms 12A, 5, and 10 along with a covering letter. Please take a receipt acknowledgment on another copy of the covering letter for your reference.

Regards,
Atul

Thank you, Atul, for your valuable information. Can you please clarify about Form 10? Let the company have a total of 50 employees in the month of Apr'2011. On the 15th of May 2011, one of them left the company. We are required to submit the return by the 25th of June 2011. Please advise if we should submit Form 10 in the month of June 2011 return by the 25th of June 2011 along with 12A (as his contribution is for 15 days in May 2011), or should it be submitted when we file the return for the month of June 2011 in July 2011.

Best Regards,
Pooja

Submission of Employee Details

Left employee's details will be submitted in June 2011. Always remember that when anybody leaves a job, you must submit Form 10 in the following month. Keep it up.

Regards,
Kalpesh

If an employee left in May, we have to submit this information on Form 10 by the 25th of June 2011.

Regards,
Atul

If an employee left in May (1st to 31st), we should reflect this in the June Form 10 returns only. Why are you waiting until June 25th? We should prepare the challan on June 1st or 2nd and then remit the challan by June 6th or 7th. Submitting the returns earlier would be more efficient.

Regards,
Suresh Babu
[Phone Number Removed For Privacy Reasons]

Dear Pooja, We need the following PF forms for returns:

- Form 5: To submit the monthly PF return, which includes new employee details.
- Form 10: To submit the monthly PF return, which includes details of employees who have left.
- Form 12A: This form is used for the same purpose and contains consolidated details of that particular month, including new joiners, employees who have left, and employer-employee PF contributions.
- Form 3A: Used for annual PF returns.

You can find more details about the PF Act and sample challan or calculation sheet on the following website: nehaspeakshr.blogspot.com

Hope it will help you.