Six steps for NGOs, trusts and societies: staff and field workers, PF, income tax (TDS), Form 16 and expense claims for donor reports.
6 steps · About 25 minutes · Free for up to 10 employees
NGOs, trusts and societies pay staff and field workers with PF and TDS, and need clean expense records for donor reports.
This guide shows how to set up BizlumoAI for an NGO in six steps: field workers, PF, income tax, Form 16 and expense claims.
The whole setup in one video (12 min), from sign-up to the first payroll, step by step. Every step below is in it.
Pick NGO / Trust / Society as your business type when you sign up. It switches on the right features and makes the usual staff groups for you. You can change all of it later in Settings.
After you log in, a setup checklist stays in the corner of every page. Each step ticks itself when it is done, and clicking a step opens the right page.
Go to Employees and click Add Employee. Type the name, email and a password for the BizlumoAI app. Pick the department and position. The staff group Staff is picked for you. Field workers and consultants have their own groups. Add the rest of your team the same way, or upload them all from an Excel or CSV file.
More in the user guide →
Staff check in from the BizlumoAI app on their own phone, at the office or out in the field. The Attendance page shows who came in and when. You can also type a day in by hand: open the person on the Employees page and click Record Punches.
More in the user guide →
Go to Payroll → Statutory. PF and income tax (TDS) are switched on for an NGO. The rates follow the rules: PF is 12% of basic pay, and ESI applies to anyone earning up to ₹21,000 a month. Pick your state for Professional Tax and click Save Statutory Settings.
More in the user guide →
On the same page, type your PAN and TAN, and the name, designation and place of the person who signs Form 16. Income tax (TDS) is then worked out every month, and Form 16 is ready at the end of the year.
More in the user guide →
Go to Payroll, pick the month and click Generate All. Everyone’s pay is worked out from the days they worked, with PF and income tax taken off. Open any payslip to check it, then download them all, the bank file.
More in the user guide →
Go to Admin Users and click Add Admin. Type their name, a username, email and a first password, and pick a role. For example your accountant. Each role sees only what it needs.
More in the user guide →
Not part of the checklist, but most NGO or trusts use this every month.
Staff send travel and programme bills from the app with a photo of the bill. They wait on the Expense Claims page. Click approve, and the person sees it on their phone straight away.
More in the user guide →
Free forever, not a trial. All features are included. No card needed. See all plans.
Read more: Payroll software for India · Field worker attendance · HRMS software
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