ESTABLSIHMENT DETAILS You are on the Screen where the details of the establishment are to be entered.

This function can be used by the Admin user as well as by the users created by admin. The establishment id cannot be edited as you have already added this establishment and the database has been created in the Apps_Code folder with this id. In case you find that the id is not correct or that you had wrongly added the establishment with incorrect code (Region or Office code or the code number or extension number), then do not use this added establishment and add another establishment with the correct id. Go back to the Add Establishment Screen for adding it with the correct id. Do not use the incorrect establishment. Details on the ID have been explained in the Help on that screen. Note: For permanently removing the wrongly added establishment, you can go to the Apps_code folder, delete the ret<estt id>.mdb file of the wrong establishment, and also delete the establishment name and the file name from the est_master table under the est.mdb file. Do not delete any other file such as Form3A.mdb and ret.mdb. In case the establishment id is correct, Go Ahead through following steps: STEP 1 Click EDIT Button and then the fields will be enabled for entry, and if some data is already entered by you, then editing can be done. STEP 2 Enter the name and address details of your establishment. It will appear in all the returns generated through the software. STEP 3

The phone number and email etc fields are there but now they are not necessary as the Employer e-Sewa started by the EPFO is collecting such details at the time of registration. STEP 4 Then check the exemption status of your establishment. In case it is Un-exempted under all three Schemes, no need to change the status. By default the status of the exemption under the three schemes remains as Un- Exempted. IMPORTANT: If your establishment is exempted under any of the Schemes, then change the status to Exempted for that Scheme by clicking the radio button. The dues under the five accounts are displayed by the software based on the exemption status of your establishment. In case of EDLI Exemption, if you click to change the status as Exempted, then additional fields will open to enter Notification Number (not mandatory), From Date and To date (both are mandatory and period should be at least 3 years between the two dates). The From date is used by the software to ensure that in the months prior to the from date month, the software will treat the establishment as unexempted and the EDLI Contributions will be calculated along with administrative charges. From the month of From Date, only Inspection charges for EDLI will be calculated. However for the returns after the To date, the establishment will still be treated as exempted, but from within two months of the expiry of the To date a message will be flashed on the home page reminding the user to get the exemption renewed. In case Exemption period under EDLI has expired and you are not willing to get it extended & wish to comply as Un-exempted establishment, then after generating the challan and 12A for the month up to the To Date month, change the status as Un exempted. STEP 5

Then enter the date of coverage. For establishments that were allotted code number long back somewhere in 1980s, there may be a different date for Pension Scheme. So, if the Applicable date for Pension Scheme in respect of your establishment is different, please enter that date. Otherwise if you just press TAB button after the entry of Date of coverage the same date will be populated in the field for Applicable date for Pension Scheme. Click SAVE button to save the changes and then BACK to go to Menu Screen. You can now use the software for upload of the data and generation of the returns. Entry in this function is required to be done before using the other functions for data entry.