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.

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. 

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

• Topic Participants

• Bennet Noel L

  

• jdrake

• 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

• Task and Milestones - Dependency feature needed

  I'm sure we're not the first to bring this up. We've been using zoho project for a while. Every project manager knows that to manage a successful project you need option to stack tasks and milestones and be able to create dependencies between tasks and milestones. I think you get the idea... Can you let us know if this feature is in the making or not? any chance we'll see this in future releases? If you need customer feedback about this feature or other enhancements, we'll be happy to test new products

• How to update task start date when project start date changes?

  Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

• ZOHO DESK | SET PERMISSION NOT TO ALLOW SPECIFIC AGENTS TO CREATE TICKET

  Hi Zoho Team, I have a question regarding this: "Team Desk are the ones to have the permission to create a ticket, Team OPS resolvers must not create a ticket." - How to set permission to Team OPS resolvers for not creating a ticket? Only Team Desk should

• On success Workflow not triggering from external Zoho Form submission

  Hello everyone, I'd really appreciate your help. I'm building a system, where I'm using Zoho Creator as a crm/spreadsheet to manage movements of inventory. I have 3 "forms" or tables, where one is a main table for obersving status on all inventory, another

• Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

  Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current

• Tax is missing in expense unable to submit report

  Im getting the above error when submitting a report with an expense. Its complaining about the Tax is missing but there is no Tax area just "Amount". And if I try to Itemize the amount to break out the tax portions with the initial product portion it

• Time-based Automations updates does not trigger Webhook

  Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-based

• Can't find parent child ticketing

  Hi I can't find parent child ticketing under tickets in this new organization... I have in the past on other organizations

• Filtering Parent and Child Tickets in Analytics

  Hello Zoho Support Team, We’ve noticed that when checking our ticket analytics in Zoho Desk, the data merges both parent and child tickets for key metrics like the number of new tickets, closed tickets, and first response time. This results in inaccurate

• Link Zoho Inventory Sales Order with Zoho Desk Ticket

  I'd like to, in a Zoho Inventory Sales Order, see linked/related Zoho Desk tickets. When I'm in Zoho Desk, I can look up related tickets to the sales order, but I can't seem to do it in the reverse manner (where when I'm in a Zoho Inventroy Sales Order,

• Shopify integration

  I need to integrate Shopify with Zoho Books

• Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

  Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on

• Can't type latin characters Mac x Windows

  I access a Win XP machine using Chrome on Mac OS X High Sierra and I can't get special characters like á é ó â ê ô ã õ à í ú to work. I tried a few different keyboard layout setups, but nothing worked. I end up having to type a lot of stuff in a local notepad for further copy and paste, which is not convenient at all. Am I missing anything? How can I make this work? Thanks.

• Zoho People & Zoho CRM Calendar

  Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 

• How to add Leave Type Permission Start Time

  Hi, I have a requirement to add Leave Type : Permission Start Time on the email template to which is end to the reporting manager. But I am unable to find the field in the list of fields. How to achieve this?

• How to get batch number of item by api?

  Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item

• Questions about ACH in Zoho Billing

  We have ACH enabled for subscriptions in Zoho Billing and we have the option enabled for users to be able to log in to their bank to add the account to their payment methods. Questions: 1) If the user's bank isn't supported via the log-in method, will

• Zoho Writer Default Publish Setting for Mail Merge

  Hello, I was thinking of using Mail Merge to create documents from CRM and automatically link them. However, I noticed the "publish" function and it seems the default is "to the world". This creates some anxiety as it is not clear what this "to the world"

• Contacts Profile

  Is there a way to add a picture to my contacts profile? You have an outline of a person but no way I can see to import a picture.

• Tip 46: View resource allocation while adding or editing tasks

  Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity.  Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task.  ​ Assign the task to team members and the calendar in the Start Date field will display

• Switching Between Multiple Zoho One Organizations in New UI

  Here’s a polished version in English that you can use on Zoho’s support or community forum: Subject: Switching Between Multiple Zoho One Organizations in New UI Hello Zoho Community / Support Team, I’m currently managing two independent Zoho One organizations.

• .ds import error from .ds file

   Problem encountered while creating the application Exception occured while publishing message to the topic :: [DataModelTopic]

• Fully functional FSM workflow

  I am using Books, FSM, Begin and Desk. At this moment, FSM is not fully functional even on its own. For example, Customer A buys 4 air-cons and 3 brackets from us. We are fine to create WO manually in FSM. This should be the full loop for a FSM workflow:-

• Connect Woocommerce new order to zoho books via zoho flow

  Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?

• What's New in Zoho Invoice | April - June 2025

  Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email

• PROJECTS - More flexibility with task and pricing

  Hi Everyone, I would like to use PROJECTS in my Zoho Booking app but it does not fit into my business. For example: I charge per sessions fixed price. My session usually are 2 hours and I bill the customer on the end of the month. My session can have

• Is it possible to change default payable account for a bill?

  We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)

• how to upload a reviewed price list in zoho to replace the existing price list

  Price list upload for my zoho books

• Company details and emails

  Our company has recently been rebranded and we have new email address - How do I update information for users. I have tried to re invite users with new email but it sends me to organization and there is no where I can change the email or invite with new

• Linking Resale Certificates to Customer Locations

  Florida Resale Certificates must be on every customer invoice. We have customers with multiple locations and each location has a seperate FL Resale Certificate. The FL Resale Certificate makes the transaction EXEMPT from Sales Tax. Can FL Resale Certificate

• Notebook App Not Opening

  I love this app but for the last 2 days it recuses to open. My phone tells me the app is bugged and I must wait for a new update. Is anyone else having this problem or is something going on with me? I have many important notes that I can't necessarily

• Admin and Dispatcher Users show as Field Technicians in Dispatch Module?

  Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. How

• Copy Sales Order Reference# to Purchase Order#

  Hello, We use our customer's purchase order number as the order number on our purchase order to the supplier.  We direct ship everything from our suppliers and the customers then see their PO number on the packing notes (instead of a sequentially-generated one). Therefore, is it possible to use automation to copy the Sales Order Reference# (customer PO) to the respective Purchase Order# (our PO) when converting the Sales Order to a Purchase Order?

• Free webinar: Zoho Sign in Q2 2025: A quick walkthrough

  Hi there! We’re halfway through the year—and Zoho Sign has some exciting enhancements to show for it! Join us in our upcoming webinar to discover what's new and what you can look forward to. What will this session cover? Explore the newest features introduced

• Using a Webhook as an Action

  I have been able to setup where I can use a webhook as a Trigger, but I am wondering how I can use a webhook as an Action. In the Zoho Flow Builder when using Zoho CRM as a trigger, I do not see a way to invoke a URL to POST json data that can be used

• Adding commas to a numeric value

  Hi, I want to add commas to numeric values so that they look like money E.g 1234.56 to 1,234.56 12345.67 to 12,345.67 12345678.90 to 12,345,678.90 How do you do that in Deluge? Thanks for the help

• Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)

  Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.

• Custom Bulk Select Button

  Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

• Tiktok and Instagram Carousel with Music

  Is it possible to add music or sound (can be downloaded or uploaded or attached) when we upload carousels in IG and Tiktok?

• [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

  Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books

• Next Page