ECR Preparation

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Procedure for ECR Preparation:

1. The ECR is prepared in MS Excel or other similar software (such as Lotus, Open Excel etc). Here we have opted to prepare ECR on MS Excel (as it is the most widely used Excel utility) 2. First of all open a blank excel sheet. 3. In the sheet prepare the following format.

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ECR Preparation 4. The format given above in Point 3 is to be filled as follows. Fill employee a/c no. here Fill employee Name here Wages paid to employee on which EPF deducted Wages paid to employee on which EPS deducted Max Rs 6500. These six details are to be filled if any. Otherwise fill Zero (0). Fill father/spouse (husband or wife) in case of new employee only

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Mention relation of employee. F for father & S for spouse DOB of new employee in given format

Amt of EPF to be deducted Amt of EPF deposited Amt of EPS to be deducted. Max Rs 541. Amt of EPF deposited

Difference between EPF & EPS due. And Diff between EPF & EPS deposited

Gender of new employee. Date of joining of EPF and EPS for new employee Details regarding employees who left the organization or exited from EPF and EPS. Reason are to be filled as per code provided by EPFO

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ECR Preparation

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5. The above excel sheet is to be saved in CSV (Comma Delimited format) using save as function of excel.

Go to save as option.

Select Other format option from it.

Then select CSV (Comma Delimited format) option from drop down menu box and click on Save As Button.

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ECR Preparation

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6. After saving the file in required format open it in Notepad by right clicking the mouse and selecting option Open with and selecting Notepad option as shown below.

7. The file now will open in notepad. Now you have to replace all ,(commas) appearing in the file with #~# (Hash Tilde Hash). For this you have to go to Edit Option in Menu bar and select Replace option from it.

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ECR Preparation

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The Replace dialogue box will appear. Type , (Comma) in Find What and #~#(Hash Tilde Hash) in Replace with. Now click on Replace All button.

8. After this (Step 7) your file will now look like this.

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ECR Preparation 9. Now Select the first row of the file which contains the heading and Delete it.

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10. Your file will now look like this. Save it in the notepad.

11. Your file is now ready to be uploaded on EPFO online portal.

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