How can admin generate an Income Tax Worksheet report?

An income tax worksheet report is a document that individuals use to organize and calculate their income, deductions, credits, and tax liability.  

To generate an Income Tax Worksheet report, perform the following actions:

1. From your greytHR Admin portal, navigate to Reports > Reports > Reports Gallery. 
2. Under All Reports tab, in the search box, enter Income Tax Worksheet. Select the report from search results. 
3. Select the All Employees option if you want to generate the report for all employees. Select the Selected Employees option if you want to generate the report for individual employees. After selecting the Selected Employees option, you can see the employee list. To select an employee from the list, select the check box adjacent to their name. You can also search for an employee by entering their name in select an employee search box. 
4. Click Generate to generate the report. The report automatically starts downloading to your system. 

Note: Click Options if you want to change and generate the report for a selected Employee Category. You can select your required employee category from the Employee Category drop-down list. You can also select the Show Resigned Employees check box if you would like to see the information of resigned employees in your report. To change the output type of your report, select your required output type from the Report Output Type drop-down list. Click Save to save your changes.

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