Please enable JavaScript.
Coggle requires JavaScript to display documents.
Income Tax Flows, Company Settings, Staff Details, Staff Side - Coggle…
Income Tax Flows
Company Settings
Payroll and Tax
Compliant Payroll
(Show enabled / disabled status upfront)
"Enable PF, ESI, LWF, SB and other payroll settings"
Income Tax (Show the enabled/disabled status upfront)
Enable automatic income tax calculation for your staff
Option to enable auto income tax computation
This would enable income tax declaration for your monthly staff. Current income tax regime being used on Workex is new tax regime.
This setting can be enabled only if compliant payroll is enabled for your comapany,
Clicks on enable
Show further settings that can be enabled
Message bar to show if for all staff, total income tax deducted till date has been updated.
Also show message - "You can upload this information for accurate income tax computation otherwise the system would account for income only from {{enabledMonth}} onwards.
On clicking, show the list of staff for whom it has not been updated with redirection to staff details
This will come only if the date of enabling this is not April of the given financial year.
Deducted income tax for 2/8 staff since Apr'22 is not yet updated. CTA - Update here
Also show message - "This income tax computation would begin from this month and include the till date deducted income tax as updated by you"
For web panel, flow to bulk update total income tax till date and total taxable income till date
Option to enter total income tax deducted from Apr'22 till {{enabledMonth-1}} for any staff and option to enter Gross salary from Apr'22 till {{enabledMonth-1}}
Confirmation message on each staff that the info is updated and income tax computation would be done based on this information
IT Declaration Proof Submission
IT declaration proof submissions due on {{day, month}} of the Financial Year
Checkbox: Require Staff to submit proof of declaration
IT Declaration
Staff will be allowed to declare Income tax savings {{every month, individual selection of months ordered by fin year}}
Show save button on edit
Declared amount will be auto accepted until next declaration period or submission of proofs if enabled
Allow staff to opt for new regime of income tax computation (checkbox)
Show income tax slabs for pf based staff
Show TDS percentage for IC based staff
Show message - "By enabling this, all your payslips till previous month will get auto approved. Confirm to continue enabling this setting. You can contact our support team at
support@workex.xyz
if you want to update all previous payslips with proper payslip details."
Staff Details
Income Tax
Income tax declaration
Same view as that on staff side
Financial Year Selector
Approve or reject declaration (reason for rejection)
View for locked or approved tax declaration
Income tax computation
Show some information related to launch
Total income tax deducted between Apr'22 and {{UpdatedMonth}} as updated by {{OwnerOrManagerName}} is {{Amount}}
Total taxable income deducted between Apr'22 and {{UpdatedMonth}} as updated by {{OwnerOrManagerName}} is {{Amount}}
Staff Side
My Finance
Payslips
Bonus & Deductions
Income Tax
Section wise declarations
Declared vs accepted amount
Option to opt for new regime if setting enabled on business side
Message that computation is being done as per new or old regime
Always option to edit amount
Always present option to edit proofs
If edited
Income tax computation
