How to Enable Professional Tax (PT)

You want to enable Professional Tax (PT) deductions for your employees in SalaryBox. You can do this in bulk for your entire team using the salary import template, or individually for a specific staff member from their profile. Both methods are explained below.

Note: Professional Tax is a state-specific deduction. Make sure you select the correct state for each employee. SalaryBox will automatically calculate and deduct PT based on the selected state’s slab rates.

Method 1: Apply PT in Bulk Using the Salary Template

1. Log in to the SalaryBox web app at web.salarybox.in.
2. Click on My Team from the left menu.
3. Click on the Salary Details tab.
4. Use the Salary Type filter and select Monthly.
5. Click on Update Staff Salary. A dialog box titled Update Multiple Staff Salary will appear.
6. In Step 1, click Download Template. This will download an Excel file containing all your employees and their salary details.
7. Open the downloaded template in Excel. Find the Professional Tax column.
8. For each employee you want to enable PT for, set the value to Yes. For employees who should not have PT, set it to No.
9. In the PT State column, select the applicable state for each employee from the dropdown.
10. Save the file and go back to the Update Multiple Staff Salary dialog.
11.  In Step 3, click Upload Staff Salary. Select your updated template and upload it.

Once the upload is complete, Professional Tax will be enabled for all the selected employees. SalaryBox will automatically calculate the PT amount based on the employee’s salary and the selected state’s slab rates.

Note: If the selected state has a half-yearly deduction cycle (such as Tamil Nadu, Kerala, or Puducherry), SalaryBox will automatically deduct PT only in the applicable months. You do not need to manually track the deduction schedule.

Method 2: Apply PT for an Individual Staff Member

1. Log in to the SalaryBox web app at web.salarybox.in.
2. Click on My Team from the left menu.
3. Click on the employee’s name to open their profile.
4. Go to the Salary Details section.
5. Under Compliances, find Professional Tax in the Employee Contributions section.
6. Select the applicable PT state from the dropdown.
7. Choose the month from which PT should be applicable.
8. Click Update Details to save.

Professional Tax will now be applied for this employee from the selected month onwards. SalaryBox will automatically calculate the PT amount each month based on the employee’s salary and the state’s slab rates.

Note: To check state-wise PT slab rates, visit salarybox.in/professional-tax/