KEY ACTION POINTS TO REMEMBER

1. Please give attention to read the Proof submission guidelines carefully and save your income
tax deductions as per provisions allowed.

2. You shall be fully responsible for wrong submissions / proofs which don’t qualifies for tax
benefits. No re-submission is allowed & Tax will be deducted accordingly

3. Mandatory Submission: As per the Form 12BB requirement, PAN of the Landlord for claiming
HRA Exemption if the rent amount exceeds 8333 INR per month and Lender PAN for claiming
Housing Benefit is Mandatory; proof will not be considered PAN is not available. Even system
will not allow you to submit the details in the IPSF screen.

4. No hard copy proof submission: Only scan image upload including rent receipts. No Changes
can be done after submitting the IPSF online, so please be carefully before submitting and
before uploading of documents.

5. Rejection of Proof: Signed IPSF covering sheet with annexures (Form 12BB) should be part of
the scan image upload, without which the entire proof will be rejected.

6. Do not upload Secured Proof / Password Protected Proofs: LIC premium receipt soft coy
receipt from LIC of India will be secured with the encryption. In the file header, it will be
mentioned as “Secured”. System will not allow to upload such files. You can see “SECURED”
on the LIC document top left-hand side. Such proof/document should be scanned and upload.
TAKE CARE of this before you upload IPSF, also don’t encrypt with Password / don’t upload
Password protected file.

7. Original Proof: Keep all original Investment proof securely and you shall be fully responsible
to produce the necessary further evidence in original to this effect, if required to do so, either
to the company, Internal/External Auditors or to the Income-Tax authorities.

8. Actual Proof Consideration: Income Tax Calculation for December 2019 salary process is based
on the Investment Declaration done by you earlier, even if you have submitted actual
investment proof in December 2019. However, your actual investment proof will be
considered in January 2020 payroll process.

9. Previous Employer Details: If your date of joining in this organization is after 1st April 2019
and would like to declare your previous employment Income, you should also upload the soft
copy of Form 12B that gets generated with the IPSF. (Even if you have already submitted, you
are required to re-submit the same along with the relevant investment proof i.e. copy of
current FY 2019-20 Form 16 / Tax computation and other investment proofs as per guidelines)

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10. Inter Entity Transfer - Employees who are transferred from one entity to another entity in
the current FY: 2019-20, then no need to provide Previous Employment details (i.e., Form
16/ Tax computation Sheet). Excelity will take care of the same, but investments like
(Housing Loan Interest/Principle, Chapter VIA Deductions and u/s 80C proofs) will have to be
re-submitted by uploading proof in the current entity (for the entire period for Apr '19 to
Mar '20 along with Signed IPSF covering sheet with annexures.

11. ESS Portal Access: Managers are requested to inform their Team Members who do not have
access to e-mails and to employees who are on Maternity leave or on long leave, as the site is
accessible from outside as well.

12. ESS Portal Slowness: Do not submit the proof during the last cut-off date, otherwise; ESS portal
will have slowness with intermittent accessibility issue due to high number of concurrent hits
during the last minute.

13. Donation u/s 80G: Tax exemption for Donations will not be considered and the same can be
claimed while filing your individual return.

14. IPSF Status (Approval & Rejection) report communication will be sent to you during 2nd week
of January 2020 post validating the proof.

15. There is no further extension of cut-off date or re-upload options. Please do it right at the first
time and avail tax benefits as per I T rules. Else there are chances for higher income tax
deduction as per applicable tax rates