If you choose to use our software in the middle of a financial year, you should import the PF wages and the contributions made to date to ensure the PF compliance is correctly considered for the current Financial Year.
Since the Financial year for PF to be followed is March to Feb, you can import the March PF details for the current year.
On the Home Page click “Transactions”.
Scroll down to Utilities.
Click “Legacy Data”.
Click “Import Previous PF” under “Import”.
Select the “Month” from the drop-down menu.
Click “Generate Template”
Update the details under the “Import Previous PF” sheet in the generated Excel workbook and “save” the file.
Click on “Choose file” select the file and click on “Import”.
Click “Save”
Note: The video outlining the process is attached for your reference.