Taxation & Payroll User Manual Ver-1 - Daffodil...

Taxation & Payroll Management System

User Guide

(Version 1.0)

©: Daffodil Software Ltd.

Taxation & Payroll System User Manual

Version 1.0 Page | 2

1. Company and Product Overview

Overview of Daffodil Software Ltd.

Daffodil Software Ltd. is a custom software services firm based in Bangladesh with the Development and

Support Office in Kuala Lumpur, Malaysia. We have extensive experience in many diverse areas of both software development and hardware management along with systems integration. Our experienced staff of professionals has worked with a wide array of platforms, languages, and tools in the course of our various projects. Daffodil Software is a offshore IT Solution provider. Experienced and talented team of professionals is the core of the company to provide solutions to any small, medium or large corporate business houses. Since 1990 we serve our clients to grow their business and profits using our solutions. Our solution methods are simple as our goal is simpler: we want to help our valuable customers grow more by utilizing their resources to achieve their esteem success. From a small beginning nearly about six years earlier in Malaysia, we are now expanding our wings with our strength to UK, European Union, UAE and America. The innovative and supportive team is here to bond with you to share our success and make you more successful.

Why DSL:

25 years of IT/ITES business experience both in Govt. & Private Sectors Over 100+ projects implemented successfully We use up-to-date Technology Customized Functionalities to fit your business needs. Enabling Integrated data Solution and MIS reporting Secured application and database technology User friendly Interface and environment by WEB based solutions but desktop based feel. Provide efficient solutions in competitive price For details: www.daffodilsoft.com

About Daffodil Computers Ltd.

Daffodil Computers was established in 1990 as a proprietorship concern of Mr. Md. Sabur Khan is considered as one of the leading personalities in the IT sector. Mr. Khan, the Director of Dhaka Chamber of Commerce and Industries & the former President of Bangladesh Computer Society (BCS) started pioneering the emerging IT sector of Bangladesh in the early nineties of the last century. In 1998, the Company was incorporated as a Private Limited Company and named Daffodil Computers Limited (DCL). In 2003, the company became the 1st Public Listed Company as a Purely IT based Company in Dhaka Stock Exchange (DSE) and in 2006 also listed in Chittagong Stock Exchange (CSE). DCL has emerged as the largest computer assembling, marketing and selling firms of Bangladesh. Though core business of Daffodil Computers Ltd. was computer assembling & selling, the Company diversified into computer training and software development by opening a computer training wing (training operated by sister concern) in 1997 and a software development wing in 1998. These two wings were subsequently established as separate entities under the names of Daffodil Institute of Information Technology and Daffodil Software Limited respectively. For details: www.daffodil-bd.com



TableofContents1. Company and Product Overview .......................................................................................................... 2

2. About Taxation & Payroll System v1.0 .................................................................................................. 4

3. Log in To Payroll Management System ................................................................................................. 5

4. Navigation of Taxation & Payroll System .............................................................................................. 5

5. Person Type information ...................................................................................................................... 6

6. Person information ............................................................................................................................... 8

7. Employee Information ........................................................................................................................ 10

8. Navigation of Payroll ........................................................................................................................... 13

9. Allowance and Deduction ................................................................................................................... 14

10. Bonus .............................................................................................................................................. 16

11. Pay Scale Set Up .............................................................................................................................. 17

12. Payroll Configuration for employee ................................................................................................ 20

13. Salary Setup .................................................................................................................................... 20

14. Generate Salary Sheet .................................................................................................................... 21

15. Disbursement & Printout ................................................................................................................ 22

16. Pay Slip ............................................................................................................................................ 23

17. Pay slip pending & Approve list ...................................................................................................... 24

18. Arrear Salary ................................................................................................................................... 25

19. Salary OB ......................................................................................................................................... 27

20. Taxation ........................................................................................................................................... 28

21. Gov’t Rules & Allowance ................................................................................................................. 29

22. Rebates on Investment Govt. Rule ................................................................................................. 31

23. Income tax Scale ............................................................................................................................. 32

24. Deemed Income Setting .................................................................................................................. 33

25. Tax payable Employee list ............................................................................................................... 34

26. Tax Borne Adjustment .................................................................................................................... 36

27. Summary Report ............................................................................................................................. 37



2. About Taxation & Payroll System v1.0

Taxation & Payroll System is a fascinating solution for those, who emphasize on peace of mind, as well as want to adopt technological acceleration. The software is designed with a focus to address the need for any kinds of business. The installation of software is easy and hassle free. It is a web based application, can run from anywhere in the world. It is an integrated System that minimize time, cost, effort, confusion and pain of manual work.

Payroll facilitate to maintain Allowance and Deduction Info, View Allowance and Deduction Info, Create Bonus

Info, View Bonus Info, Create Pay Scale/Grade Info, Create Pay Scale (Allowance/Deduction), View Pay Scale and

Allowance Info, Enable Payroll to Employee, Create Salary setup Info, Generate Monthly Salary Sheet, Preview

Generated Monthly Salary Sheet, Generate Festival Bonus, Preview Generated Bonus report, Preview Pay Slip

Report, Acknowledge Pay Slip, Approve Pay Slip, Disburse Monthly Salary Sheet, Preview Disbursed Monthly Salary

report, Disburse Festival Bonus, Preview Disbursed bonus report and generates payroll related reports.

Self-service portals can streamline communication and approval processes, saving HR professionals’ time and reducing the likelihood of errors or communication gaps. Allowing employees to access and have some degree of control over their own information can also help to boost feelings of empowerment and engagement.

Special Features:

Up-to-date calculations and automatic regulatory updates

Prior- and current-year tax calculations help you effectively manage audits, adjustments, and back-tax engagements

Automatically retrieving time and attendance data for payroll processing

Calculating pay (including gross-to-net)

Generating direct deposit files, pay checks, and direct deposit advices for BD banks, which is great for large enterprise organizations

Run payroll online from anywhere, as often as you like at no additional charge.

Accurate Payroll and Tax Calculations

Unlimited users

Secure, anywhere, anytime Web access

Save reports as text, spreadsheet, or PDF file



3. Log in To Payroll Management System

Set User Id (S1) & Password (S2) then click on ‘Login’ button (S3).

Figure 1: Log in window

4. Navigation of Taxation & Payroll System

Figure: Navigation different Modules of Taxation & Payroll System

S2

S1

S3



This user interface guide to user navigates different Modules of Taxation & Payroll System. Navigation events are given below:

a. Click on the PMIS for performing Personal management information system (PMIS) functions. b. Click on the Attendance for performing Attendance Management System functions. c. Click on the Payroll for performing Payroll Management System functions. d. Click on the Leave for performing Leave Management System functions.

5. Person Type information

a. Click on ‘Person Type’ menu from PIMS to view all information of Person Type. b. Search for specific Person type by providing search value (S1) in search box then click on

‘Search ’ button.

c. To add a new Person type- click on ‘Add New’ button from the left corner of the window. Fill (S2) fields by related data and click on ‘Save’ (S3) button.

S2

S1

S1



d. To update an existing Person Type Information –Double click on person Information (S1). Then click on ‘Save’ (S2) button.

S3

S2

S1

S2



e. To Delete an existing Person Type Information –Double click on person Information (S1). Then click on ‘Delete’ (S2) button.

6. Person information

a. Double click on ‘Person Information’ menu from PIMS to view all information of Person Information.

b. Search for specific Person type by providing search value (S1) in search box then click on ‘Search’ (S2) button.

S1

S1

S2

S1



c. To view all person Information click on ‘Search’ (S1) button without putting any word/ search data in search area.

d. To add a new Person Information- click on ‘Add New’ button from the left corner of the window. Fill (S2) fields by related data & click on ‘Save’ (S3) button.

S2

S3

S1

S1



7. Employee Information

a. Click on ‘Employee Information’ menu from PIMS to view all information of Employee Information.

b. Search for specific Employee Information by providing ‘Branch’ & search value (S1) in search box then click on ‘Search’ button.

c. To add a new Person type- click on ‘Add New’ button from the left corner of the window. Fill (S2) fields by related data and click on ‘Save’ (S3) button.

S2

S1

S1

S1



d. To Update an existing Person Type Information –Double click on person Information (S1).

After Editing, click on ‘Save’ (S2) button.

S3

S1

S2

S2



e. To Delete an existing Person Type Information –Double click on person Information (S1).

Then click on ‘Delete’ (S2) button.

S1

S2



8. Navigation of Payroll

Figure 2: Process Flow Navigation of Payroll

This user interface guide to user navigates the Payroll System sequentially. Navigation events are given below:

a. Click on the “Allowance and Deduction” for viewing and storing “Allowance and Deduction” related information.

b. Click on the “Bonus” for viewing and storing bonus information. c. Click on the “Pay Scale setup” for viewing and storing “Pay Scale setup” information. d. Click on the “Payroll Configuration for Employee” to initialize “Disbursement and Printout”. e. Click on the “Salary Setup” for salary setup related data transaction. f. Click on the “Generate Salary Sheet” for generating Salary related information. g. Click on the “Disbursement and Printout”. h. Click on the “Pay Slip” for view and acknowledge Pay Slip related information. i. Click on the “Pay Slip Pending and Approve List” for view and approve employee salary information. j. Click on the “Arrear Salary”. k. Click on the “Salary DB” to view or perform.



9. Allowance and Deduction

a. Click on the Allowance or Deduction Menu from Payroll. b. To View all Information Related to Allowance & deduction click on ‘Search’ (S1) button.

c. To add a new Allowance or Deduction - click on ‘Add New’ button from the left corner of the window. Fill (S2) fields by related data and click on ‘Save’ (S3) button.

S1

S3

S2

S1



d. To Update an existing Allowance or Deduction –Double click on Allowance or Deduction (S1).After Editing, click on ‘Save’ (S2) button.

e. To Delete an existing Allowance or Deduction –Double click on Allowance or Deduction (S1). Then click on ‘Delete’ (S2) button.

S1

S2

S2

S1



10. Bonus

a. Click on the Bonus Menu from Payroll to View related information.

b. To add a new Bonus - click on ‘Add New’ (S1) button from the left corner of the window. Fill (S2) fields by related data and click on ‘Save’ (S3) button.

c. To Update an existing Bonus–Double click on Bonus Item (S1).After editing, click on ‘Save’ (S2) button.

S1

S3

S2

S1

S1

S2



d. To Delete an existing Bonus –Double click on Bonus Information item (S1). Then click on ‘Delete’ (S2) button.

11. Pay Scale Set Up

a. Click on the pay Scale Setup Menu from Payroll to view related information.

S2

S1

S1



b. To add a new Pay Scale Set up Information- click on ‘Add New’ (S1) button from the left corner of the window. Fill (S2) fields by related data and click on ‘Save’ (S3) button.

c. To Update an existing Bonus–Double click on Bonus Item (S1).After editing, click on ‘Add’ (S2) button.

S3

S2

S1

S1

S2



d. To Delete an existing Bonus –Double click on Bonus Information item (S1). Then click on ‘Delete’ (S2) button.

S2

S1



12. Payroll Configuration for employee

13. Salary Setup

a. Double click on Salary Setup from Payroll menu. b. Click on the icon to select an employee (S1) then double click to select an employee (S3). c. Click on ‘Calculate Tax’ (S4) button for Tax calculation. d. Click on ‘Print’ (S5) button for Print tax calculation information.

S2

S3

S4

S5

S1



14. Generate Salary Sheet

a. Click on ‘Generate Salary Sheet’ from Payroll menu.

b. Double click on an employee to select (S3) then fill all required field (S4) & click on ‘Generate salary report’ (S5).

S1

S2

S3

S4

S5



15. Disbursement & Printout

a. Double Click on Disbursement & Printout Then Select an Employee (S1). Then fill all required field.

b. Click on ‘Generate Disbursement’ (S2) to Generate. c. Click on ‘Print Disbursement’ (S3) to Print.

S3

S2

S1



16. Pay Slip

a. Click on ‘Pay slip’ from Payroll menu (S1). b. Click on the icon to open employee list (S2). c. Click on ‘Search’ button to view all Employee information for Pay slip (S3).

d. Double click on an employee item to select an employee.

S1

S2

S3

S4



e. Fill all the required field then click on ‘View Pay Slip’ button (S5) to View slip of

payment. f. Fill all the required field then click on ‘Tax Computation’ button (S6) to Calculate Tax.

17. Pay slip pending & Approve list

a. Click on ‘Pay slip pending & Approve list’ from payroll menu. b. Fill the required field (S2) & click on ‘Load’ button(S3) to View all the information.

S5 S6

S1

S3

S2



18. Arrear Salary

a. Click on ‘Arrear Salary’ from Payroll menu (S1). b. Click on ‘Search’ button (S2) to view all employee list (To search – put search value & click

on ‘Search’ button). c. Double click on an employee (S3) to open Arrear Salary Setup.

d. Select any Allowance item (S3) & Click on ‘Pay Arrear Salary’ (S5) for Payment.

S1

S2

S3

S4

S5



e. To Delete- select an item then click on ‘Delete’ button (S7). f. To Update- Double click on an item (S6) & edit the required field such as ‘Amount’ or

‘Allowance’ then click on ‘Add’ button (S8).

S7 S8

S6



19. Salary OB

a. Click on ‘Salary OB’ from Payroll menu (S1). b. Click on ‘Search’ button (S2) to view all employee list (To search – put search value & click

on ‘Search’ button). c. Double click on an employee (S3) to open Salary OB Setup.

d. To Delete- select an item (S4) then click on ‘Delete’ button (S5). e. To Update- Double click on an item (S4) & edit the required field such as ‘Amount’ or

‘Allowance’ no of ‘Month’ then click on ‘Add’ button (S6).To save all change click on ‘Save’ button (s7).

S1

S2

S3

S4

S5 S6

S7



20. Taxation

a. Click on ‘Taxation’ menu.

Figure 3: Process Flow Taxation

This user interface guide to user navigates the Taxation System sequentially. Navigation events are given below:

a. Click on the “Govt. rules & Allowance” for viewing and storing “Govt. rules & Allowance” related information.

b. Click on the “Rebate on Investment Govt. Rule” for viewing and storing Rebate on Investment Govt. Rule information.

c. Click on the “Income Tax Scale” for viewing and storing “Income Tax Scale” information. d. Click on the “Deemed income setting” to initialize “Deemed income setting”. e. Click on the “Tax payable Employee List” for viewing “Tax payable Employee List”. f. Click on the “Tax Borne Adjustment” for viewing Tax Borne Adjustment information. g. Click on the “Summary Report” to view summary.



21. Gov’t Rules & Allowance

a. Double Click on ‘Gov’t Rules & Allowance’ (S1) from Taxation menu to view all rules (S2).

S1

S2



b. To Edit/Update an existing allowance rules, double click on an item (S1) then edit required field (S2) then click on ‘Save’ button (S3).

c. To add a New Item Click on ‘New’ button (S1) & Fill all the require field (S2) & Click on Save button (S3).

S3

S1

S2

S1

S2

S3



22. Rebates on Investment Govt. Rule

a. Double click on ‘Rebate on Investment Govt. Rule’ & Select a ‘Rebate Slab range’ (S1) to view information (S2) as per ‘Rebate Slab range’.

b. To add New Range- Click on ‘New range’ (S3) button & Fill all field (S4) & click on ‘Save’ (S5) button.

c. To add new Information- Fill all required field & click on ‘Save’ button.

S1

S2

S2

S1

S3

S4

S5



23. Income tax Scale

a. Double click on ‘Income Tax Scale’ to Open Tax Setting window. b. To View an existing information select ‘Tax setting’ (S1). c. To Edit/Update an existing information edit the required field (S2) & click on ‘Save’ button (S3).

c. To add a new information – Click on ‘New’ (S1) button, fill all the required field (S2) & click on ‘Save’ (S3) button.

S3

S1

S3

S2

S1

S2



d. To Delete – Select ‘tax Setting’ (S1) & click on ‘Delete ’ (S2) button.

24. Deemed Income Setting

a. Double click on ‘Deemed Income Setting’ (S1) to view related information. b. To add New Deemed Income fill all required field (S2) & click on ‘Save’ (S3) button.

b. To Update an item select the specific item and double click on it (S1) then edit/modify if needed & click on ‘Save’ (S2) button

S1

S2

S1

S2

S3



c. To delete an Item – select the specific item and double click on it (S1) & click on ‘Delete’ (S3) button.

25. Tax payable Employee list

a. Double click on ‘Tax payable Employee list’ to view Employee list. To Search any employee put a search value in search box then click on ‘search’ button (S2).

S1

S3 S2

S1

S2



b. To Print Email Payroll Detail- Double click on an employee (S1) then click on ‘Print’ button (S2).

S1

S2



26. Tax Borne Adjustment

a. Double click on ‘Tax Borne Adjustment’ from taxation menu.

b. To Update Tax Borne Adjustment Double click on a selected employee from list (S1) then edit/modify all required field (S2) & click on ‘Save’ button (S3).

S1

S1 S2

S3



27. Summary Report

a. To Print a summary Report- Double click on ‘Summary Report’ from Payroll menu (S1). Select/ fill required field (S2) then click on ‘Print’ button (S3).

Figure 4: Print format of summary report

S1

S3

S2

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