Seven steps for IT companies, CA and law firms, agencies and consultancies: bank transfer, PF, income tax (TDS), Form 16 and expense claims.
7 steps · About 25 minutes · Free for up to 10 employees
IT companies, CA and law firms, agencies and consultancies pay salaried teams by bank transfer, with PF, monthly income tax (TDS) and Form 16.
This guide shows how to set up BizlumoAI for a professional services firm in seven steps, plus expense claims.
The whole setup in one video (18 min), from sign-up to the first payroll, step by step. Every step below is in it.
Pick IT / Professional services 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 Employees is picked for you. Employees get house rent and other allowances, and earned leave. 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, from the office or from home. 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 →
Open a person on the Employees page and click Edit. Type the account holder name, account number and IFSC, then save. Every month BizlumoAI makes one salary file for all staff to upload to your bank’s net banking.
More in the user guide →
Go to Payroll → Statutory. PF and income tax (TDS) are switched on for a professional services firm. Tax is worked out under the regime each person picks. 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, who sees payroll and expenses. Each role sees only what it needs.
More in the user guide →
Not part of the checklist, but most professional services firms use this every month.
Staff send travel, meal and other 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 · HRMS software · A Zoho People alternative
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