Year-end and salary tax coordination

Start the year-end work before year-end.

Help employees and payroll owners understand what is needed, when it is needed and who reviews it. We coordinate the agreed salary-tax inputs and annual working data so missing records and reconciliation questions can be addressed earlier.

Sound familiar?

The everyday challenges this service helps organise.

  • Employee declarations or proofs arriving close to the last payroll.
  • Year-to-date salary and tax records spread across systems.
  • Unclear ownership of reconciliation, Form 16 data and employee queries.
Give year-end a head start
THE WORK, MADE CLEAR

What’s included.

A practical starting scope. We confirm the applicable activities and deliverables for your business in the proposal.

  1. 01

    Agree declaration, proof-collection, review and year-end cutoffs with your payroll owners.

  2. 02

    Coordinate the collection status of employee declarations and proof submissions through an approved channel.

  3. 03

    Compile approved previous-employment, taxable benefit and salary adjustment inputs where applicable.

  4. 04

    Prepare salary-tax working data using the agreed rules, employee choices and reviewed inputs.

  5. 05

    Reconcile salary and deduction totals with available TDS records and flag differences for resolution.

  6. 06

    Coordinate Form 16 source-data preparation and the agreed handover to the authorised issuing process.

A GOOD HANDOVER WORKS BOTH WAYS

Clear inputs.
Useful outputs.

Agree the source records and the expected results before the work begins. Share employee records only through the secure channel agreed during onboarding.

WHAT WE NEED FROM YOU

Your inputs

  • Year-to-date payroll and available TDS return or challan records.
  • Employee declarations, approved proof-review results and relevant tax choices.
  • Previous-employment information or benefit records where applicable.
  • Your tax reviewer, authorised issuer and annual communication calendar.
WHAT YOU CAN EXPECT

Agreed deliverables

  • Declaration and proof-collection status tracker.
  • Approved salary-tax working and exception schedules.
  • Annual salary and TDS reconciliation data.
  • Form 16 preparation handover and distribution-status support where agreed.

Formats, frequency, cutoff dates and authorised recipients are confirmed in your engagement.

CLEAR RESPONSIBILITIES, FROM DAY ONE

We prepare the work.
You keep the control.

A useful service scope says who does what. Your business retains the decisions and approvals, with any additional activities agreed explicitly.

  1. 01

    Your designated reviewer approves proof eligibility, policy decisions and final tax working data.

  2. 02

    Taxation support and TDS return filing are included in the base plan. Authorised signing and Form 16 issuance follow the employer’s annual process; employee access follows issuance.

  3. 03

    Individual income-tax returns, personal tax planning and legal tax opinions require separate professional advice.

LET’S GET INTO THE DETAILS

Good questions.
Clearer answers.

Have a more specific requirement?
Tell us about your business

Do you issue Form 16?

We can coordinate source-data preparation and the agreed process. Actual issuance, signing, portal access and distribution responsibilities must be explicitly defined with the employer and authorised tax professional.

Can you support employees who joined during the financial year?

Where included, we incorporate the approved previous-employment and year-to-date information supplied through your process. Missing or inconsistent records are raised for review before final calculations.

Do employees receive personal tax advice?

Standard coordination covers the agreed employer payroll process and input queries. Advice on individual returns, investments or personal tax positions is a separate professional service.

LET’S DEFINE YOUR SCOPE

The right support starts
with the right conversation.

Tell us your headcount, locations and priorities. We’ll discuss the scope, responsibilities and pricing that fit your business.

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