Step-by-Step Guide for Bonus Return Filing

Step-by-Step Guide for Bonus Return Filing

Bonus Return filing is a mandatory annual labour compliance under the Payment of Bonus Act, 1965 for applicable employers in India.
Every eligible establishment must submit a Bonus Return after payment of bonus to employees for the financial year.

This guide explains the complete step-by-step process for Bonus Return filing, including applicability, due dates, required forms, and penalties.


What Is Bonus Return?

Bonus Return is an annual statement filed by employers detailing:

  • Number of employees eligible for bonus
  • Bonus amount payable and paid
  • Set-on and set-off details
  • Compliance under the Payment of Bonus Act

It ensures transparency and statutory compliance with labour authorities.


Applicability of Bonus Return

Bonus Return filing is mandatory if:

  • The establishment employs 20 or more employees
  • Employees earn up to ₹21,000 per month
  • Bonus is paid during the financial year

Applicable to:

  • Companies
  • LLPs
  • Partnership firms
  • Factories
  • Shops & Establishments

Bonus Return Due Date

Return TypeDue Date
Annual Bonus ReturnWithin 30 days from bonus payment
Common PracticeOn or before 30th November

Due dates may vary slightly by state.


Forms Used for Bonus Return Filing

  • Form A – Computation of allocable surplus
  • Form B – Set-on and set-off details
  • Form C – Bonus paid to employees
  • Form D – Annual Bonus Return (commonly required)

Step-by-Step Process for Bonus Return Filing

Step 1: Confirm Bonus Applicability

Verify:

  • Employee strength
  • Salary eligibility
  • Minimum 8.33% bonus paid

Step 2: Prepare Bonus Registers

Maintain:

  • Attendance register
  • Salary & wage register
  • Bonus calculation sheet
  • Employee-wise bonus payment data

Step 3: Fill Prescribed Bonus Forms

Prepare:

  • Form A, B, C (calculations)
  • Form D (annual return)

Ensure figures match payroll records.


Step 4: Login to Labour Compliance Portal

  • Visit state Labour Department portal
  • Login using establishment credentials

(Some states allow physical filing.)


Step 5: Upload Bonus Return

  • Select Bonus Return
  • Enter establishment and FY details
  • Upload filled forms
  • Submit return

Step 6: Download Acknowledgement

  • Save submission receipt
  • Preserve documents for audit and inspection

Common Mistakes in Bonus Return Filing

  • ❌ Incorrect employee count
  • ❌ Salary eligibility mismatch
  • ❌ Bonus percentage errors
  • ❌ Delay after bonus payment
  • ❌ Missing registers during inspection

Penalty for Non-Filing or Late Filing

Non-CompliancePenalty
Late FilingMonetary fine
False InformationProsecution
Non-Payment of BonusImprisonment up to 6 months

Strict compliance is strongly recommended.


Who Is Exempt from Bonus Act?

  • Employees earning above ₹21,000/month
  • Newly set-up establishments (first 5 years, subject to profit)
  • Certain government organizations

How Saving Mantra Helps in Bonus Compliance

Saving Mantra provides complete labour law compliance management, including:

  • Bonus eligibility assessment
  • Bonus calculation & registers
  • Bonus Return filing
  • Audit-ready documentation
  • Labour inspection support

✔ 100% compliance
✔ Automated checklists
✔ Expert-reviewed filings


Frequently Asked Questions (FAQs)

Q1. Is Bonus Return mandatory every year?
Yes, if bonus is applicable and paid during the year.

Q2. Can Bonus Return be filed without paying bonus?
No. Payment of bonus is mandatory if applicable.

Q3. Is Bonus Return applicable to small businesses?
Only if employee count reaches the prescribed limit.

Q4. Can Bonus Return be revised?
Yes, subject to labour department rules.


Disclaimer

This article is for informational purposes only. Labour laws, forms, and filing procedures may vary by state and are subject to amendments. Always consult a qualified labour law professional or the official labour department portal before filing. Saving Mantra shall not be liable for actions taken based on this content without professional consultation.