EPF Summary
EPF Summary Report
The EPF (Employees’ Provident Fund) Summary Report provides a consolidated overview of all provident fund contributions made during a selected period. It helps HR, payroll, and accounts teams ensure statutory compliance with EPF regulations by capturing both employee and employer contributions in a clear, organized format.
This report serves as a ready reference for monthly/quarterly returns, audits, and financial planning related to provident fund obligations.
Key Features
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Displays employee-wise and employer-wise PF contributions.
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Summarizes total EPF contributions for the selected month or date range.
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Tracks both statutory and voluntary contributions (if applicable).
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Provides department- or branch-wise filtering for easy analysis.
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Export options in Excel/PDF for submission to EPFO or internal records.
Report Fields
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Employee ID – Unique code assigned to each employee.
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Employee Name – Full name of the employee.
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UAN Number – Universal Account Number assigned by EPFO.
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Basic / Wages (₹) – Eligible wages on which EPF is calculated.
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Employee EPF Contribution (₹) – PF amount deducted from employee salary (typically 12%).
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Employer EPF Contribution (₹) – PF amount contributed by employer.
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mployer EPS Contribution (₹) – Employer’s share allocated to Employees’ Pension Scheme.
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Total EPF Contribution (₹) – Combined contribution (Employee + Employer).
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Month/Period – Reporting period of contribution.
Sample Data
| Employee ID | Employee Name | UAN Number | Basic Wages (₹) | Employee EPF (₹) | Employer EPF (₹) | Employer EPS (₹) | Total Contribution (₹) | Month |
|---|---|---|---|---|---|---|---|---|
| EMP001 | Anil Sharma | 100245678901 | 25,000 | 3,000 | 2,500 | 1,500 | 7,000 | Jul-2025 |
| EMP002 | Priya Mehta | 100245678902 | 28,000 | 3,360 | 2,800 | 1,750 | 7,910 | Jul-2025 |
| EMP003 | Ravi Kumar | 100245678903 | 20,000 | 2,400 | 2,000 | 1,200 | 5,600 | Jul-2025 |
Benefits
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Ensures compliance with EPF statutory requirements.
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Provides a ready summary for EPF challan preparation and e-filing.
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Helps management monitor company’s liability towards EPF.
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Enables employees to verify correct deductions and contributions.
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Supports audit readiness with clear and transparent data.
✅ This report is typically used in conjunction with
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Payroll Summary Report (overall salary & deductions).
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ESI Summary Report (if applicable for medical contributions).
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Statutory Compliance Report (for consolidated view of all statutory dues).