Everything You Need To Know About PF Return Filing

The PF Balance Return Filing is the process of filing your PF Balance account statement with the Internal Revenue Service. It is done at least once every year, and you can do it yourself or use a tax preparer to help you file it properly.

The PF Balance Return is a document containing details of your income and how much you have paid into the account.

What is PF?

EPF is a tax-saving scheme where you get to deduct your contribution from your income and pay less tax. It’s widely used by salaried professionals, self-employed people, old-age pensioners, and income tax filers. To avail of this scheme, you need to open a EPF account or an NSC (National Savings Certificate) each year. However, if you are not eligible for any other schemes, opening one and contributing money to it every month to reduce your taxable income when filing your return with the Income Tax Department (ITD) would be beneficial.

Monthly PF Balance Return Filing

Form 2

The employer uses this form to report the amount of EPF you have earned and other deductions and contributions during a particular month. You must file your EPF return to receive your monthly tax refund.

  • Form 2 – Part A

The significance of this form is to detail the nominees of the EPF account holder. Employees with PF balance accounts mention recipients of the EPF amount. Who will receive the accumulated funds in the event of the account holder’s dying.

  • Form 2 – Part B

This form will contain the following fields, which an employee must fill with EPF account balance.

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  • Form 5

Form 5 is the final form to be filled by an employee with a EPF account balance. This form will contain the following fields, which an employee must fill with a PF account balance. 

  • Form 10

It is a monthly report filled by the employer. 

  • Form 12A

Form 12A is a monthly report detailing the employer’s monthly payments to employee’s individual EPF accounts.

Annual PF Balance Return Filing

  • Form 3A

Form 3A is also known as the member’s annual contribution card.

The information contained within this form is mandatory for every subscriber of the EPF scheme. Furthermore, the form, with fields (as mentioned below), must be filled, signed, and stamped by the employer.

  • Form 6A

Form 6A is more of a consolidated annual statement that contains the contributions made towards every subscriber’s PF account in an organisation. As mentioned below, the fields in the form must be filled by the employer without fail.

How to use a UAN Passbook?

UAN Passbook is a digital passbook that you can use to check your EPF balance, transfers, and withdrawals. You can also use UAN Passbook to check your PF claims status and EPF account details.

To open the app on your mobile device, log into the App Store or Google Play store for each platform. Once you have downloaded it onto your device, access “PF” from within any other app to access this service

UAN Passbook

A UAN passbook is an important document that will help you keep track of your EPF account. It provides information about your EPF account, including the name of your company and its UAN number, as well as details about contributions made by it. You can also use it to find out how much money has been deducted from your salary for EPF payments.


If you are unsure of your options or need help, we recommend speaking with a tax professional specialising in personal finance returns.

You can quickly learn how to file PF returns online. You can also use UAN Passbook to check your EPF balance and claim status.

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