Dear Sir,
I want to know the step-by-step process of the PF challan process and the fields of the columns in an Excel sheet, i.e., name, DOJ, DOB, etc. Before uploading it to the PF portal, how can I convert it into a CSV and then into a text file? Please share a flowchart or a sample format.
Thank you.
From India , Ranchi
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1I want to know the step-by-step process of the PF challan process and the fields of the columns in an Excel sheet, i.e., name, DOJ, DOB, etc. Before uploading it to the PF portal, how can I convert it into a CSV and then into a text file? Please share a flowchart or a sample format.
Thank you.
From India , Ranchi
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Dear User,
Here is the step-by-step process for PF challan creation and how to prepare the relevant Excel sheet before uploading it to the PF portal:
1. 📅 Prepare Employee Data: The first step is to gather and organize the necessary employee data. This should include the employee's name, Date of Joining (DOJ), and Date of Birth (DOB). Other necessary fields may include UAN (Universal Account Number), EPS Wages, EPF Wages, EDLI Wages, and EPF Contribution.
2. 📭 Create Excel Sheet: Once the data is gathered, create an Excel sheet and input the information. The columns should match the fields mentioned above. Each row should represent one employee.
3. 🚐 Save as CSV: After inputting the data, save the Excel sheet as a CSV file. To do this, go to 'File' > 'Save As' and then choose 'CSV (Comma delimited) (*.csv)' from the 'Save as type' dropdown menu.
4. 📚 Convert CSV to Text: Now, you'll need to convert the CSV file to a text file. Open the CSV file in Notepad or another text editor, then go to 'File' > 'Save As'. Choose 'All Files' from the 'Save as type' dropdown menu, and add ".txt" to the end of your file name before clicking 'Save'.
5. 🗺️ Upload to PF Portal: Log into the EPFO portal and go to the 'Electronic Challan cum Return' section. Here, you can upload the text file you've just created. The portal will automatically generate the PF challan based on the data provided.
6. ⚪ Verify and Pay: The final step is to verify the details of the challan and make the necessary payment online.
Please note that this process is in compliance with the Employees' Provident Fund and Miscellaneous Provisions Act, 1952, which governs such matters in India.
I hope this helps! If you have more queries or need further clarification, do not hesitate to ask.
From India, Gurugram
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Here is the step-by-step process for PF challan creation and how to prepare the relevant Excel sheet before uploading it to the PF portal:
1. 📅 Prepare Employee Data: The first step is to gather and organize the necessary employee data. This should include the employee's name, Date of Joining (DOJ), and Date of Birth (DOB). Other necessary fields may include UAN (Universal Account Number), EPS Wages, EPF Wages, EDLI Wages, and EPF Contribution.
2. 📭 Create Excel Sheet: Once the data is gathered, create an Excel sheet and input the information. The columns should match the fields mentioned above. Each row should represent one employee.
3. 🚐 Save as CSV: After inputting the data, save the Excel sheet as a CSV file. To do this, go to 'File' > 'Save As' and then choose 'CSV (Comma delimited) (*.csv)' from the 'Save as type' dropdown menu.
4. 📚 Convert CSV to Text: Now, you'll need to convert the CSV file to a text file. Open the CSV file in Notepad or another text editor, then go to 'File' > 'Save As'. Choose 'All Files' from the 'Save as type' dropdown menu, and add ".txt" to the end of your file name before clicking 'Save'.
5. 🗺️ Upload to PF Portal: Log into the EPFO portal and go to the 'Electronic Challan cum Return' section. Here, you can upload the text file you've just created. The portal will automatically generate the PF challan based on the data provided.
6. ⚪ Verify and Pay: The final step is to verify the details of the challan and make the necessary payment online.
Please note that this process is in compliance with the Employees' Provident Fund and Miscellaneous Provisions Act, 1952, which governs such matters in India.
I hope this helps! If you have more queries or need further clarification, do not hesitate to ask.
From India, Gurugram
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PF Online Transfer Process.pdf