Next duePayroll
31 OCTForm 24Q / 26Q · TDS return · Jul–Sep 2026in 13 days 7 NOVTDS / TCS deposit · Deducted in Oct 2026in 20 days 15 NOVPF & ESI · Contributions · Oct 2026in 28 days 15 JUNForm 16 · Salary TDS certificate · FY 2026-27in 240 days 20 OCTGSTR-3B · Summary return · Sep 2026in 2 days 21 OCTTax Audit Report · Form 3CA/3CB · AY 2026-27 · extended from 30 Sepin 3 days 30 OCTAOC-4 · Financial statements · FY 2025-26in 12 days 11 NOVGSTR-1 · Outward supplies · Oct 2026in 24 days
All due dates
Checklist

Employee Exit & Full-and-Final Settlement Checklist

A checklist to process an employee separation and settle all dues correctly and on time.

EMPLOYEE EXIT & FULL-AND-FINAL SETTLEMENT CHECKLIST

Separation, clearance and settlement formalities

Resignation & Notice

  • ☐ Receive resignation letter and confirm last working day
  • ☐ Verify notice-period served or recovery of shortfall
  • ☐ Conduct exit interview and record feedback

Clearance

  • ☐ Handover of pending work and responsibilities
  • ☐ Return laptop, access card, SIM and assets
  • ☐ IT to revoke system, email and application access
  • ☐ Obtain no-dues from Finance, Admin, IT and Manager
  • ☐ Recover advances, loans and travel dues, if any

Full & Final Settlement

  • ☐ Compute salary up to last working day
  • ☐ Encash unavailed leave as per policy
  • ☐ Add gratuity if 5 years of continuous service completed
  • ☐ Deduct notice-pay recovery, if applicable
  • ☐ Deduct final TDS and issue Form 16
  • ☐ Release F&F within stipulated timeline

Statutory & Documents

  • ☐ Mark date of exit in EPF and stop ESIC contribution
  • ☐ Guide employee on PF withdrawal / transfer via UAN
  • ☐ Issue relieving letter and experience certificate
  • ☐ Update payroll, attendance and HR records to inactive

Note: Settle gratuity within 30 days of the last working day to avoid interest liability under the Payment of Gratuity Act.

Before you use it — fill in / check

  • Business/entity
  • Date
  • Responsible person

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.