P9A Tax Deduction Card Setup
This guide explains the process of mapping salary components to the P9A Tax Deduction Card Type in a Frappe-based system. Follow these steps to configure and manage the salary components effectively.
- Access to either Frappe Cloud or Self-hosted site.
- Site with Frappe HR Application Installed.
- Basic knowledge of salary components and tax deduction cards.
- Log into your Frappe instance i.e., site with your credentials.
- On the Awesome Search Bar, search for "Salary Component".
- Click on "Salary Component List" to view and manage the components.
- Create a new salary component in the system.
- Click on "Add Salary Component " to add a new component.
- Component Name: Fill in the component name.
- Type: Choose whether it's an earning or deduction (based on your payroll structure).
- P9A Tax Deduction Card Type: Set this field using the value from the "P9A Tax Deduction Card Type" column.
- Set other fields like "Do Not Include in Total", "Exempted from Income Tax", "Is Income Tax Component", etc., based on your organizational requirements and the data provided.
- Once all relevant fields are filled, save the new salary component.
- Repeat the process for each component.
- After all components are created, verify that they are correctly mapped and appear as expected in the payroll process.
- Test the payroll calculations to ensure the formulas are working correctly and the tax deductions are being applied as per the P9A card types.
- Ensure that the formulas are correctly adapted to your Frappe system’s syntax.
- Double-check the P9A tax deduction card types to ensure compliance with your local tax regulations.
- Update the system documentation to reflect any changes made during this process.