📍 When to use this template
- Monthly EPF contribution deposit + return.
- Worker onboarding (UAN linkage).
- Worker exit (claim + transfer).
- Audit + statutory inspection.
Sections & fields
Preview of the template structure. Download Excel to fill on site.
1Registration4 fields
Establishment Code
_____________
Date of Registration
_____________
EPF Office (Regional Office)
_____________
Authorized Signatory
_____________
2Monthly Contribution7 fields
Month + Year
_____________
Total Workers Eligible
_____________
Total Wages Subject to EPF
_____________
Worker Contribution @ 12 %
_____________
Employer Contribution @ 12 % (8.33 % EPS + 3.67 % EPF + 0.5 % EDLI + 1.10 % admin)
_____________
Total Remittance
_____________
Challan Number + Date
_____________
3Wage Limits4 fields
EPF Wage Limit (₹ 15,000 per month basic salary)
_____________
EPF Contribution Cap (above limit, contribution voluntary)
_____________
Statutory Bonus on Wages
_____________
Pension Wage Cap (₹ 15,000)
_____________
4Returns Filed4 fields
Monthly Return (ECR - Electronic Challan + Return) Filed Date
_____________
Annual Return (Form 5 / 10) Filed
_____________
ECR Verification Status
_____________
Late Filing Penalty (if any)
_____________
5Worker Lifecycle4 fields
Worker Joined (UAN issued)
_____________
Worker Transfer / Exit (Final Settlement)
_____________
Worker Claim Status (Form 19 / 10C / 31)
_____________
Pension Claim (if 58 years)
_____________
💡 Sample filled excerpt
May 2026. Eligible workers: 145. Wages subject to EPF: ₹17.4 lakh (₹12,000 avg basic × 145). Worker contribution @ 12 %: ₹2.08 lakh. Employer contribution @ 12 %: ₹2.08 lakh + admin charges. Total remittance: ₹4.16 lakh + admin. ECR filed 15-Jun-2026. UAN issued for 8 new workers.
⚖ Compliance notes
- EPF mandatory for establishments employing > 20 workers per EPF Act 1952.
- Contribution rate: 12 % each from worker + employer (total 24 % of basic + DA).
- ECR filing mandatory by 15th of next month; late filing penalty 1 % per month + interest.
- EPF wage limit ₹ 15,000 basic; above this, contribution can be capped or voluntary.
- UAN (Universal Account Number) for each worker — portable across employments.
- Pension benefits per Employees' Pension Scheme 1995 — based on average wages.