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GUIDE

India payroll month-end checklist

A practical checklist for PF, ESI, PT and New Tax Regime TDS runs before you lock pay.

Last updated 2026-10-13

Before you prepare

Confirm active / on-leave headcount and new joiners mid-month.

Close attendance exceptions and approved leave that affect payable days.

Queue garnishments or off-cycle items that belong in this month.

Statutory sanity checks

PF: wage ceiling and employee/employer shares match the tenant policy for this run.

ESI: gross threshold applied only where eligible.

Professional Tax: correct state slab for each work location.

TDS: New Tax Regime path configured for employees on that regime.

After approve

Export bank advice, PF ECR and ESI return only from Paid/Locked records.

Publish payslips and keep the run immutable.

Note: external portal acceptance of ECR/ESI/bank files still depends on establishment credentials and format verification.