Zoho Payroll's Latest Updates : March 2023

Zoho Payroll's Latest Updates : March 2023

At the heart of our work is our customers. We aim to provide payroll software that not only fulfills your needs but also surpasses your expectations. We believe in constantly challenging ourselves to create functional and appealing software, providing you with an intuitive experience.

With this philosophy in mind, we are thrilled to share the latest features developed throughout February. Our team has worked hard to introduce TDS liabilities, Challans, and Form 24Q, alongside other enhancements such as renaming the termination process to the exit process, adding departments and designations, rehiring options for terminated employees, and significant improvements to our Zoho Payroll mobile app.

Department and Designations

Departments and Designations in Zoho Payroll allow you to better organize your workforce according to different divisions or units such as Marketing, Sales, HR, Finance, and Operations, as well as the job titles of employees within each department.

Organizations can streamline their payroll processes, improve data management, and gain valuable insights into their workforce by creating and managing departments and designations.

Departments and Designations make it easier for you to manage your data more efficiently. This helps you save time and effort when processing payroll. Learn More.


Screenshot 2023-02-27 at 2.17.52 PM.png
Here's how you can create Departments/Designations in Zoho Payroll: Click Settings > Departments/Designations > + New Departments/Designations.

Updated Termination Terms in Zoho Payroll

We have revised the terminologies relating to employee termination. Termination Process has been renamed to Exit Process, and Termination Payroll has been renamed to Final Settlement Payroll. We believe that this simple change reflects a more positive approach to managing employee exits.

With improved filtering capabilities, you can now filter exited employees by their reason for exit, making it easier for you to list the employees who have left your organisation. Learn More.



Rehire Exited Employees

This feature allows you to easily rehire an employee who has previously exited. When you rehire a terminated employee, their details for this financial year will be available in Zoho Payroll. If the employee has access to the employee portal, they can also view their previous payslips and forms that were recorded in Zoho Payroll. 

Screenshot 2023-03-01 at 8.27.27 PM.png

TDS Liabilities, Challans, and Form 24Q

As per Indian tax laws, employers are responsible for deducting tax at source (TDS) from their employees' salaries and remitting it to the government. This ensures that taxes are paid promptly and efficiently. In Zoho Payroll, the TDS Liabilities, Challans, and Form 24Q are all interconnected and play a crucial role in ensuring accurate and timely TDS payments.

Pre-Requisite: You must enable the feature to view the TDS Liabilities, Challans, and Form 24Q modules. To do this, click View Details on the left sidebar and click Enable.



TDS Liabilities

TDS Liabilities refer to the total amount of TDS that an employer is liable to deduct from their employees' salaries. This amount is calculated based on the employees' income tax slab and their eligible deductions under the Income Tax Act. In Zoho Payroll, the TDS liabilities are calculated automatically for each employee based on their salary and tax deductions. Learn More.

Pre-Requisite: You can view the TDS liabilities only if you have submitted and approved your pay run.



To view the TDS liabilities in Zoho Payroll: Go to Taxes and Forms > TDS Liabilities > View Details.

Challans

Challans are payment receipts that are generated when an employer remits their TDS liabilities to the Government. These challans are proof of payment and must be recorded in Zoho Payroll. Learn More.

Once you’ve viewed the TDS Liabilities, you can record the challan for it. Here’s how: Go to Taxes and Forms > Challans > Click Record Challan.



Form 24Q

Form 24Q is a quarterly statement that employers should submit to the Government. This statement details the TDS liabilities, the tax deducted from each employee's salary, and the amount remitted to the Government. In Zoho Payroll, you can generate the text file based on each employee’s salary and TDS information.

Once you generate the text file, you’ll have to attach the text file and generate the .fvu file using the FVU tool provided by the Tax Information Network. Once you generate the .fvu file, you can submit it to the Indian Government through an online portal. Learn More.

Here’s how you can view Form 24Q details in Zoho Payroll: Go to Taxes and Forms > Click Form 24Q > Select the quarter for which you’ve processed the pay run > Click View Details.


Zoho Payroll Mobile App Updates

  • Extended Support for New States: One of our recent updates is the addition of support for several new states in the US edition of our Android app. Specifically, we have added support for South Dakota, New Hampshire, Nevada, Alaska, Utah, Georgia, Minnesota, Montana, and Wyoming. With this update, businesses in these states can now use Zoho Payroll to manage their payroll processes with ease.
  • Tax Withholding: The tax withholding module in Zoho Payroll has been revamped for the US Edition. The new system offers an improved user experience and makes it easier for employers to manage tax withholding for their employees.
  • Reimbursements: Zoho Payroll offers a convenient way for users to create reimbursement claims for expenses incurred on behalf of the company for the Indian edition. With the Share Extension feature, users can easily share their bills from any app to create reimbursement claims in the Zoho Payroll app.

That's a wrap for now! We are always eager to hear your suggestions so we can help you better. If you have a feature request, please share it in the comments below.

If you require assistance, please write to us at support@zohopayroll.com, and we'll get back to you. Stay tuned for more updates from Zoho Payroll!

Regards,
The Zoho Payroll Team

    • Sticky Posts

    • Zoho Payroll | Quarterly Product Updates For 2024

      As we navigate through the ever-changing payroll landscape, we bring you the latest updates that span the first quarter of 2024, tailored to meet the diverse needs of employers and employees in India, the UAE, and the US. From useful integrations to refined
    • Introducing Academy 🎉: your go-to hub for all things payroll

      Hello! We're thrilled to launch our newest payroll resource hub - Academy by Zoho Payroll [for India] - the information repository where you can go to learn everything about payroll. Introducing Academy by Zoho Payroll Why did we build Academy? Payroll
    • Recent Topics

    • Enable Conversation Context Retention for SalesIQ Answer Bots

      Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either provides
    • Automatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: Simple
    • Should I Add Leads in Bigin?

      ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list.  if I enter them I can track them (I understand
    • Zoho Books - Perform a validation check before an invoice is marked as sent or sent

      Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)
    • Flow error "given url is wrong"

      when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."
    • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

      Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.
    • Bigin Android app update: Email filters enhancement, change owner for related records.

      Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter
    • How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

      Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information
    • AI & Zoho Recruit

      Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation
    • Workdrive and ChatGPT Team Synced Connectors

      Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition
    • widget url 404'ing

      I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE
    • Unable to Edit Pick-List Items in Custom Project Field(s)

      I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,
    • How to display results from zoho.crm.searchRecords in message window

      Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the
    • Domain Transfer

      Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.
    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
    • New User - Opening Stock Aging Report

      I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory
    • Bulk Receive Multiple Purchase Orders

      Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.
    • Manual Invoice

      How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector
    • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

      I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
    • Merging contacts and or accounts

      Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the
    • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

      I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a
    • Zoho Learning Management System - Certificate Upload by Employees

      We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
    • Button or Links order

      Is there a way to re-order the buttons or links that are created?
    • Adding Multiple Products (Package) to a Quote

      I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
    • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

      It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at
    • Request for Subform Support in Zoho CRM Webforms

      Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely
    • Formatting Mailing Labels

      I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random
    • Maxima Address on FSM Customer

      Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?
    • How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

      Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts
    • View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

      In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho
    • How to Create a YTD vs Last YTD Comparison Report in Zoho Analytics?

      Hi everyone, I'm trying to build a report that compares Year-to-Date (YTD) metrics from this year to last year. I’m struggling to get accurate results using custom formulas or aggregate functions. Has anyone successfully created a YTD vs LYTD comparison
    • Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

      ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto
    • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

      Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
    • Mails are not being sent from custom Deluge function

      We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"
    • Currency transition

      We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.
    • Notes and Attachments visibility can now be restricted based on profiles

      Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
    • Zoho webinar--hard for agencies

      So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content
    • Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service

      Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like
    • Banking > Import statements with a csv file

      Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.
    • Next Page