Income tax is a tax levied by the government on the income earned by individuals and businesses within a financial year. Maintaining income tax reports is important to ensure compliance with legal obligations.

For accurate and detailed recordkeeping, refer to the following income tax reports:

Income Tax Reports

Income tax reports help in accurate calculation and timely payment of taxes. The reports serve as documentation for audits and financial planning. Accurate reports also help claim deductions and avoid penalties.

Income Tax Statement - Consolidated

To generate an Income Tax Statement - Consolidated Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Income Tax Statement - Consolidated Report. The Income Tax Statement - Consolidated form opens.
From the Financial Year dropdown list, select the relevant financial year.
From the Employee Type dropdown list, select the relevant option.
Click Options to customize the report further.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the Income Tax Statement - Consolidated Report.

Income Tax Worksheet

To generate an Income Tax Worksheet report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Income Tax Worksheet. The Income Tax Worksheet form opens.
Select All Employees/Selected Employees as per your requirement.
Click Options to customize the report.
From the Employee Category dropdown list, select the required category.
Select Show Resigned Employees, if applicable.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the Income Tax Worksheet.

Annual Tax Report

To generate Annual Tax Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Annual Tax Reports. The Annual Tax Reports form opens.
From the Financial Year dropdown list, select the relevant financial year.
Click Options to customize the report.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the Annual Tax Reports.

Form 12BB - IT Savings

To generate a Form 12BB - IT Savings report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Form 12BB - IT Savings. The Form 12BB - IT Savings form opens.
From the Financial Year dropdown list, select the relevant financial year.
From the Pick Savings From dropdown list, select the relevant option.
Select All Employees/Selected Employees as per your requirement.
Click Options to customize the report.
Select the Password Protect email option, if applicable.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the Form 12BB - IT Savings report.

Income Tax - Form 16A

To generate an Income Tax - Form 16A report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Income Tax - Form 16A. The Income Tax - Form 16A form opens.
Select All Employees/Selected Employees as per your requirement.
Click Options to customize the report.
In the Nature of Payment dropdown list, enter the type of payment.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the Income Tax - Form 16A report.

Income Tax - Monthly Statement

To generate Income Tax - Monthly Statement report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Income Tax - Monthly Statement. The Income Tax - Monthly Statement form opens.
From the Employee Category dropdown list, select the required option.
From the Sort Order dropdown list, select the order of the report.
Select the following, if applicable:
1. Include employees who have left the organization
2. Include zero income tax employees
Click Options to customize the report.
Click Include Contract Employees, if required.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the Income Tax - Monthly Statement.

Income Tax Statement

To generate an Income Tax Statement report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search text box, enter Income Tax Statement. The Income Tax Statement page appears.
From the IT Statement as on dropdown list, select the required payroll month.
Select All Employees or Selected Employees as per your requirements.
Click Options.
From the Report Output Type dropdown list, select the required option.
Click Email to generate and email the IT statement to the employee via email.
Click Save to update the changes.
Click Generate to generate the Income Tax Statement report.

IT Landlord Details

To generate an IT Landlord Details report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter IT Landlord Details report. The IT Landlord Details form opens.
From the Financial Year dropdown list, select the relevant financial year.
From the Sort By dropdown list, choose the first column of your report.
From the Employee Type dropdown list, select the relevant option.
Click Options to customize the report.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the IT Landlord Details report.

IT Savings Chapter6 Report

To generate IT Savings Chapter6 Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter IT Savings Chapter6 Report. The IT Savings Chapter6 Report form opens.
From the Financial Year dropdown list, select the required Year.
From the Section dropdown list, select the relevant section.
From the Description dropdown list, select the required description.
From the Sort By dropdown list, select the relevant details.
From the Employees Type dropdown list, select the employees for whom you want to download the report.
Click Options, to customize the report.
From the Report Output Type dropdown list, select the required format.
Click Save, to save the updation.
Click Generate to generate the IT Savings Chapter6 Report.

IT Savings Other Reports

To generate an IT Savings Other Reports, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter IT Savings Other Reports. The IT Savings Other Reports form opens.
From the Report Type dropdown list, select the required option.
From the Financial Year dropdown list, select the relevant financial year.
From the Sort By dropdown list, select the report order.
From the Employee Type dropdown list, select the employee category.
Click Options to customize the report.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the IT Savings Other Reports.

IT Savings Previous Employement Report

To generate IT Savings Previous Employment Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter IT Savings Previous Employment Report. The IT Savings Previous Employment Report form opens.
From the Financial Year dropdown list, select the required Year.
From the Sort By dropdown list, select the required employee details.
From the Employees Type dropdown list, select the employees for whom you want to download the report.
Click Options, to customize the report.
From the Report Output Type dropdown list, select the required format.
Click Save, to save the updation.
Click Generate to generate the IT Savings Chapter 6 Report.

IT Savings Reports

To download the IT Savings Reports, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

Under All Reports tab, in the search box, enter IT Savings Reports. From the search result, select the report.
IT Savings Reports page opens. From the Financial year drop-down list, select the financial year for which you want to generate the report.
Select All Employees or Selected Employees as per requirement.
Click Options button, if you want to customize your IT Savings report. You can customize the following options in your report:
a. Show PF
b. Show declared value
c. Show Age Limit for 80D Section Items
d. Report Output Type
Click Save to save the options in the report.
On IT Savings Reports page, click Generate to generate and download the IT Savings Reports.

Proof Of Investment Declaration

To generate Proof of Investment Declaration report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Proof of Investment Declaration.
From the Financial Year dropdown list, select the required month.
Enable the radio button All Employees/Selected Employees as per requirement.
Click Options to customize the report.
Enable the checkbox List of employees who has declared POI with zero values.
From the Report Output Type dropdown, select the required option.
Click Save to save the customization.
Click Generate to generate the Proof of Investment Declaration Report.

Income Tax Liability Report

To generate an Income Tax Liability report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Income Tax Liability Report. The Income Tax Liability form opens.
Select All Employees/Selected Employees as per your requirement.
Click Options to customize the report.
Select Include Zero Tax Employees, if applicable.
From the Report Output Type dropdown list, select the type of output of the report.
Click Save to save the customizations.
Click Generate to generate the Income Tax Liability Report.

You can also generate and download other customized reports using the Reports Gallery and Query Builder pages as per your requirements.

Related article:

View income tax related reports

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