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

PF & ESI Compliance Checklist

A checklist to keep EPF and ESIC obligations fully compliant every month.

PF & ESI COMPLIANCE CHECKLIST

EPF and ESIC registration, contribution and return obligations

Registration & Coverage

  • ☐ Register establishment under EPF (20+ employees)
  • ☐ Register under ESIC (10+ employees, notified areas)
  • ☐ Enrol all eligible employees and generate UAN
  • ☐ Collect Form 11 and nomination (Form 2)
  • ☐ Issue ESIC e-Pehchan / IP number to workers

Monthly Contributions

  • ☐ Deduct EPF at 12% of eligible wages
  • ☐ Deduct ESIC at 0.75% employee, 3.25% employer
  • ☐ Prepare and upload EPF ECR before due date
  • ☐ Generate ESIC challan for the contribution period
  • ☐ Deposit both dues on or before the 15th

Records & Updates

  • ☐ Maintain wage register and contribution register
  • ☐ Update KYC (Aadhaar, PAN, bank) on UAN portal
  • ☐ Mark date of exit for separated employees
  • ☐ Reconcile contributions with payroll monthly

Filings & Inspection

  • ☐ File any half-yearly / annual returns as required
  • ☐ Display EPF / ESIC registration and abstract notices
  • ☐ Keep challans and returns ready for inspection
  • ☐ Track and process employee claims / transfers

Note: Non-payment of deducted PF is treated seriously and can attract prosecution, so never delay deposits.

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.