You can override the system calculated income tax by manually entering the tax amount that you want to deduct by following the below-mentioned steps.
1. Go to, Run Payroll wizard >> in Run Payroll page >> click on Override Income Tax button to override Income Tax manually.
2. In the employee search box select employee, on selecting employee record will show in the grid list, against selected employee record enter Income Tax amount which needs to be overridden and click on Save.
You can also make changes in income tax amount in bulk by clicking on 'Import list to override Income Tax' to download the tax update template, making changes in it and importing it.
Note: Override Income Tax will work only if Income Tax Computation is chosen as 'Compute for this month’ OR ‘Use previous month's TDS’ options.
In Paybooks 1.0
In this screen, TDS amount of a particular employee can be overridden, also enabling and disabling of IT declaration lock and Form 16 can be performed.
Ø Go to Transactions menu >> IT Compliance >> click Edit/Control
Ø To override TDS amount, edit the amount in Monthly Deduction column at employee level and click on Save.
Ø Re-Run the Payroll
Please use IMPORT option to Override IT Amount for multiple employees records in bulk.
Note: Ensure, only PAY check box is selected while processing the payroll, do not to select the IT check box option, as system ignores the Overridden Income Tax amount
Ø To open planned IT declaration for individual employees, UN-select the check box in Lock Planner column either individually/bulk employees and click on save.
Ø To disable IT declaration option for a particular employee mark /tick the check box in IT declaration Lock Actual column at employee level, for enabling unmark the check box and click on Save.
Ø To enable Viewing of Form 16 for a particular employee mark/check the check box in Form 16 column, for disabling unmark the check box and click on Save.