Guidelines For Investment

tax declaration
How to Login ?

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Employee can go to “Investment Tax Declaration” by Payroll Module on Employee portal
New Investment tax declaration screen contains Employee information, Investment sections and action
Features of Copy from last year

• It shows approved amount

with section name of last
financial year
• Will work for old employees
as well.
• This screen will not reflect
for employees who have
joined organization in
current financial year.
• Once employee save/submit
investment data, this screen
will not reflect.

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Functionality of Copy from last year
If employee click on “Let’s
Start New”, then previous
year data will not copy
Reflects previous
year approved
amount of
respective sections
Reflects sum of
approved amount of
respective section
For copy previous
financial year data,
employee need to click
on “Yes,Copy”
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Features of Investment Tax declaration screen

DECLARE NOW will

Maximum amount open all sub-sections of
against respective respective section
section
Employee can view
respective Section

Sum of saved Declared

Amount

Sum of Saved
Actual Amount

Employee can submit

Employee needs to accept his/her investment
Employee can cancel his/her
his/her declaration declaration
declaration

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Section Declaration

Employee can
close sub-sections
Guideline for respective
sections Maximum amount
against sub-section

Declare Amount against

sub-section

Pop-up for sections

Actual Amount against

sub-section
File Attachment against
actual amount sub-
section
Information/guideline
against sub-section

Employee can Cancel declaration Employee can save declaration

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POP Up Screen (Employee can fill investment section details in Pop-up)

Add Rows

Delete rows

Employee can
Required Fields attach file

Cancel Request Save Request

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House Rent Details

Required Fields

Select row and click on delete File Attachment

Adding more rows Cancel or save

Request

10
Thank you

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