Payroll

Understanding Payroll: PF, ESI, and Professional Tax Calculations

Payroll calculation and payslip generation illustration

Payroll management is one of the most critical responsibilities for any business with employees. Calculating salaries accurately while ensuring compliance with Indian labor laws—including Provident Fund (PF), Employee State Insurance (ESI), and Professional Tax—can be complex and time-consuming.

In this comprehensive guide, you'll learn everything about payroll calculations, statutory deductions, and generating compliant payslips. Whether you're an HR professional, small business owner, or accountant, this guide will help you master employee salary processing.

Understanding Payroll Components

Before diving into calculations, let's understand the key components of an employee's salary structure in India:

Gross Salary

The total amount paid to an employee before any deductions. It includes:

  • Basic Salary: The fixed component, typically 40-50% of gross salary
  • House Rent Allowance (HRA): Usually 40-50% of basic salary
  • Special Allowances: Transport, medical, or other benefits
  • Bonuses and Incentives: Performance-based payments

Deductions

Amounts subtracted from gross salary:

  • Provident Fund (PF): Retirement savings scheme
  • Employee State Insurance (ESI): Medical and cash benefits
  • Professional Tax: State-levied tax on salaried individuals
  • Income Tax (TDS): Tax Deducted at Source
  • Other Deductions: Loans, advances, or penalties

Net Salary (Take-Home Pay)

The actual amount employees receive after all deductions:

Net Salary = Gross Salary - Total Deductions

Quick Fact

Employers must contribute their share of PF and ESI in addition to employee deductions. These employer contributions don't reduce employee take-home but are part of the company's overall payroll cost.

Provident Fund (PF) Calculation

The Employee Provident Fund (EPF) is a retirement savings scheme governed by the Employees' Provident Funds and Miscellaneous Provisions Act, 1952.

Applicability

PF is mandatory for:

  • Organizations with 20 or more employees
  • Employees earning up to ₹15,000 per month (basic + DA)
  • Voluntary for employees earning above ₹15,000

Contribution Rates

Both employer and employee contribute to PF:

Component Employee Contribution Employer Contribution
EPF (Employee Provident Fund) 12% of Basic + DA 3.67% of Basic + DA
EPS (Employee Pension Scheme) - 8.33% of Basic + DA (max ₹1,250)
EDLI (Insurance) - 0.5% of Basic + DA
Admin Charges - 0.5% of Basic + DA

Calculation Example

PF Calculation Example

Given: Basic Salary = ₹15,000

Employee's PF Contribution:
12% of ₹15,000 = ₹1,800

Employer's Contribution:

  • EPF: 3.67% of ₹15,000 = ₹550.50
  • EPS: 8.33% of ₹15,000 = ₹1,249.50 (capped at ₹1,250)
  • EDLI: 0.5% of ₹15,000 = ₹75
  • Admin: 0.5% of ₹15,000 = ₹75

Total Employer Contribution: ₹1,949.50
Deducted from Employee Salary: ₹1,800

Employee State Insurance (ESI) Calculation

ESI provides medical and cash benefits to employees and their families during sickness, maternity, or employment injury.

Applicability

ESI is applicable when:

  • Organization employs 10 or more people
  • Employee's gross salary is ₹21,000 per month or less
  • Coverage includes the employee and their family

Contribution Rates

Contributor Rate Calculated On
Employee 0.75% Gross Salary
Employer 3.25% Gross Salary
Total 4.00% Gross Salary

Calculation Example

ESI Calculation Example

Given: Gross Salary = ₹20,000

Employee's ESI Contribution:
0.75% of ₹20,000 = ₹150

Employer's ESI Contribution:
3.25% of ₹20,000 = ₹650

Total ESI: ₹800
Deducted from Employee Salary: ₹150

Benefits Under ESI

  • Medical Benefit: Free treatment at ESI hospitals and dispensaries
  • Sickness Benefit: Cash payment during certified sickness (70% of wages)
  • Maternity Benefit: 26 weeks of paid leave for women employees
  • Disablement Benefit: Compensation for work-related injuries
  • Dependents' Benefit: Monthly payment to dependents in case of death

Professional Tax Calculation

Professional Tax (PT) is a state-levied tax on professionals, employees, and trades. Rates vary by state, but the maximum annual limit is ₹2,500 as per constitutional provisions.

State-wise Professional Tax Slabs

Professional tax varies by state. Here are examples from major states:

Maharashtra

Monthly Gross Salary PT Amount
Up to ₹7,500 Nil
₹7,501 to ₹10,000 ₹175
Above ₹10,000 ₹200 (₹300 in February)

Karnataka

Monthly Gross Salary PT Amount
Up to ₹15,000 Nil
₹15,001 to ₹20,000 ₹150
Above ₹20,000 ₹200

Important Note

Some states like Delhi, Haryana, Punjab, and Rajasthan do not levy Professional Tax. Always check your state's current PT rules and rates.

Complete Salary Calculation Example

Let's calculate a complete payslip with all statutory deductions:

Complete Payroll Calculation

Employee Details:

  • Name: Rahul Kumar
  • Designation: Software Developer
  • Location: Mumbai, Maharashtra
  • Working Days: 26

Earnings:

  • Basic Salary: ₹15,000
  • HRA: ₹6,000
  • Special Allowance: ₹4,000
  • Gross Salary: ₹25,000

Deductions:

  • PF (12% of ₹15,000): ₹1,800
  • ESI (0.75% of ₹25,000): Not applicable (gross > ₹21,000)
  • Professional Tax (Maharashtra): ₹200
  • Total Deductions: ₹2,000

Net Payable Salary: ₹25,000 - ₹2,000 = ₹23,000

Step-by-Step: Generating Payslips with PixelWebP

Creating professional payslips with accurate calculations is easy with PixelWebP's free payslip generator:

Step 1: Access the Payslip Generator

Go to PixelWebP and select the Payslip Generator from the Financial Tools section. No registration or software installation needed.

Step 2: Upload Company Logo

Add your company logo for a professional branded payslip. Recommended size: 200×80 pixels.

Step 3: Enter Company Information

Fill in business details including company name, address, and pay period (month and year).

Step 4: Add Employee Details

Enter employee information:

  • Name and Employee ID
  • Designation and department
  • Date of joining and date of birth
  • EPF and ESIC numbers
  • Bank account details

Step 5: Input Earnings

Enter salary components:

  • Number of working days
  • Basic salary
  • HRA and special allowances

The tool automatically calculates the total earnings.

Step 6: Input Deductions

Enter statutory deductions:

  • PF amount
  • ESI amount (if applicable)
  • Professional tax
  • Any other deductions

Total deductions are calculated automatically.

Step 7: Preview and Generate

Click "Update Payslip" to see a real-time preview. The net payable amount is calculated and displayed prominently.

Step 8: Download PDF

Once satisfied with the preview, click "Download PDF" to save the professionally formatted payslip ready for printing or email distribution.

Ready to Generate Professional Payslips?

Create compliant payslips with automatic calculations using PixelWebP's free tool!

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Common Payroll Mistakes to Avoid

1. Incorrect PF Base Calculation

PF should be calculated only on Basic + DA, not on gross salary. Including allowances inflates the PF amount incorrectly.

2. Wrong ESI Wage Ceiling

ESI applies only when gross salary is ₹21,000 or less. Deducting ESI from higher-paid employees is incorrect.

3. Outdated Professional Tax Rates

PT slabs change periodically. Using outdated rates leads to under or over-deduction, causing compliance issues.

4. Missing Statutory Deadlines

PF and ESI contributions must be deposited by the 15th of the following month. Late deposits incur penalties and interest.

5. Incomplete Payslip Information

Payslips must clearly show all earnings and deductions. Ambiguous or missing information can lead to employee queries and trust issues.

Compliance and Record-Keeping

Mandatory Records

Maintain the following for each employee:

  • Monthly payslips for at least 3 years
  • EPF and ESI contribution receipts
  • Form 16 (annual TDS certificate)
  • Leave and attendance records

Reporting Requirements

  • EPF Return: Monthly ECR filing through EPFO portal
  • ESI Return: Half-yearly returns via ESIC portal
  • PT Return: State-specific, usually monthly or quarterly

Frequently Asked Questions

Is PF deduction mandatory for all employees?

PF is mandatory for employees earning up to ₹15,000 per month (basic + DA) in organizations with 20+ employees. It's voluntary for higher earners.

Can an employee opt out of ESI?

No, ESI coverage is mandatory for eligible employees earning ₹21,000 or less per month. Employees cannot opt out.

Who pays Professional Tax?

Employers deduct PT from employee salaries and remit it to the state government. The employee bears the cost, not the employer.

What happens if PF is not deducted?

Non-deduction or non-deposit of PF is a violation of law, leading to penalties, interest charges, and possible legal action against the employer.

Can PF be withdrawn before retirement?

Partial withdrawal is allowed for specific purposes (home purchase, medical emergency, education). Full withdrawal is possible after 2 months of unemployment or at retirement.

Is payslip generation mandatory?

Yes, under the Payment of Wages Act, employers must provide wage slips to employees detailing earnings and deductions.

Conclusion

Accurate payroll calculation with proper statutory deductions is essential for legal compliance and employee satisfaction. Understanding PF, ESI, and Professional Tax calculations ensures you meet your obligations as an employer while maintaining transparent communication with employees.

With PixelWebP's free payslip generator, you can automate these calculations, reduce errors, and generate professional payslips in minutes. The tool handles all complex calculations, ensuring compliance while saving you valuable time.

Start managing your payroll more efficiently today—generate accurate, compliant payslips with PixelWebP's secure, easy-to-use tools!

About PixelWebP

PixelWebP offers free online payroll and HR tools including payslip generator, payroll calculator, invoice generator, and quotation maker. All tools use client-side processing to ensure complete privacy and data security.