Submitting Tax Proofs

Select the “Submit Tax Proofs” link from the left pane, OR
Select the hyperlinked employee name in the “Select Employee to Authorize Submitted Tax Proofs” screen in the “Authorize Submitted Tax Proofs” activity, OR
Select the “Authorize Submitted Tax Proofs” link after entering the employee code in the “Select Employee to Authorize Submitted Tax Proofs” screen in the “Authorize Submitted Tax Proofs” activity.

The “Submit Tax Proofs” page appears.

The system displays the following:

Employee Code	The unique code of the employee.
Employee Name	The name of the employee.
Date	The system displays the current date.
Employment Unit	The employment unit of the employee.
Date Format	The date format that is applicable to the login user. Tell me more
Employee Tax Data Unit	The employee tax data unit of the employee.

The system displays the instructions for submitting the tax proofs in the “Instructions” group box.

Enter the following in the “Tax Declaration Details” group box:

Tax Year

From the drop-down list box, select the tax year for which you require to retrieve the tax proof details.

Select the “Get” pushbutton.

The system displays the following:

Status

The system displays any one of the following statuses:

“Fresh” indicates the tax proof details are being recorded for the first time.
“Draft “indicates the tax proof details were saved as a draft.
“Authorized” indicates the tax proof details has been authorized by the administrator.

Enter the following in the “Tax Declaration Details” group box:

Permanent Account Number (PAN)

The Permanent Account Number (PAN) of the employee. If you do not have a PAN Number, you must enter “PANNOTAVBL”.

The system displays the five tabs namely, “Rent and Children Education Details”, “Income/(Loss) from House Property and Other Income”, “Deductions Under Chapter VI A”, “Income from Previous Employer” and “View and Confirm” in the “Investment Proof Details” group box:

Rent and Children Education Details

Select the “Rent and Children Education Details” tab in the “Submit Tax Proofs” screen.
Enter the following in “Rent Paid Details” group box:

City	From the drop-down list box, select the city where the employee is residing.
Rent Paid Amount	The standard amount of rent paid by the employee for a month.

Select the “Default” pushbutton.

The system defaults the rent paid amount for all the months in the “Rent Paid Amount” field of the “Monthly Rent Paid Details” multiline.

The system displays the following in the “Monthly Rent Paid Details” multiline:

Month

The month in the financial calendar (April to March).

Enter the following:

City	From the drop-down list box, select the city in which the employee is residing.
Rent Paid Amount	The amount of rent the employee paid for the month.
Receipt Enclosed	From the drop-down list box select either “Yes” or “No” option to indicate whether rent receipt has been enclosed or not.
Employee Remarks	Any remarks of the employee.
Authorized Rent Amount	The authorized rent amount against the month for the employee. Note: The authorized amount can be entered only by the administrator/authorizer.
Processor Remarks	Any remarks entered by the authorizer/administrator.

Enter the following in the “Children Educational Details” group box:

Exemption Item	The system displays the following options for which the tax exemption will be given: No. of Children for Education Allowance No. of Children for Hostel Allowance
Claimed For	The number of children to claim for the educational allowance/hostel allowance.
Employee Remarks	Any remarks of the employee.
Authorized	The number of children of the employee authorized to avail the educational allowance/hostel allowance. Note: The authorized amount can be entered only by the administrator/authorizer.
Processor Remarks	Any remarks entered by the administrator/ authorizer.

Select the “Save As Draft” pushbutton.

The system updates the status to “Draft”.

The system updates the following below the “Monthly Rent Details” multiline:

Total

The system displays the total rent amount paid by the employee for the tax year.

Total Authorized

The system displays the total authorized rent amount applicable for the employee in the tax year.

Note: This value will be displayed only when the administrator/authorizer recorded the authorized amount in the multiline.

Income/(Loss) from House Property and Other Income

Select the “Income/ (Loss) from House Property and Other Income” tab in the “Submit Tax Proofs” screen.
Enter the following in the “Income/(Loss) from House Property and Other Income” group box:
Enter the following in the “House Property - Self Occupied” multiline:

Address	The address of the house property owned and occupied by the employee.
Location Status	From the drop-down list box, select any one of the following location statuses: “Same City” indicates the employee is residing in the same city “Relocated” indicates the employee has relocated to a new location.
Ownership Status	From the drop-down list box, select any one of the following ownership statuses: “Single” indicates the house is owned by the employee “Joint” indicates the house is jointly owned by the employee and another person.
Percentage	The percentage of the ownership of the house owned by the employee.
Date of Loan	The date on which the loan was sanctioned to the employee.
Date of Completion or Occupation	The date on which the employee occupied the house after completion.
Principal	The principal amount of the loan.
Interest	The interest amount of the loan (EMI).
1/5^th	The 1/5^th amount of the loan amount.
Total Interest	The total interest amount of the loan.
Employee Remarks	Any remarks of the employee pertaining to the house owned and occupied by the employee.
Authorized Principal	The authorized principal amount of the loan. Note: This value can be entered only by the administrator/ authorizer.
Authorized Interest	The authorized interest amount of the loan. Note: This value can be entered only by the administrator/ authorizer.
Processor Remarks	Any remarks entered by the administrator/ authorizer.

Select the “Calculate” pushbutton.

The system computes and displays the following below the “House Property - Self Occupied” multiline:

Total	The total interest amount of the loan.
Authorized Total	The authorized total interest amount of the loan.

Enter the following in the “House Property – Let Out” multiline:

Address	The address of the house property rented by the employee.
Location Status	From the drop-down list box, select any one of the following location statuses: “Same City” indicates the rented house is in the same city. “Relocated” indicates the rented house is in a different location.
Percentage	The percentage of the ownership of the house owned by the employee.
Date of Loan	The date on which the loan was sanctioned to the employee.
Date of Completion or Occupation	The date on which the employee rented the house after completion.
Rental Income	The monthly income earned by the employee for the house rented.
Municipal Tax	The municipal tax to be paid for the house rented.
Principal	The principal amount of the loan.
Interest	The interest amount of the loan (EMI).
1/5th	The 1/5th amount of the loan amount.
Total Interest	The total interest amount of the loan.
Employee Remarks	Any remarks of the employee pertaining to the house owned and rented by the employee.
Authorized Principal	The authorized principal amount of the loan. Note: This value will be entered by the administrator/ authorizer.
Authorized Interest	The authorized interest amount of the loan. Note: This value will be entered by the administrator/ authorizer.
Processor Remarks	Any remarks entered by the administrator/ authorizer.

Enter the following in the “Income from Others” multiline:

Source of Income	The source of income.
Income Amount	The amount of income earned against the source.
Employee Remarks	Any employee remarks pertaining to the other income of the employee.
Authorized Amount	The authorized amount against the source of income. Note: This value will be entered by the administrator/ authorizer.
Processor Remarks	Any remarks entered by the administrator/ authorizer.

Select the “Save As Draft” pushbutton.

The system updates the status to “Draft”.

Deduction Under Chapter VIA

Select the “Income/ (Loss) from House Property and Other Income” tab in the “Submit Tax Proofs” screen.

The system displays the following in the “Deductions Under Chapter VI A” group box:

Employee PF Contribution	The amount of provident fund to be contributed by the employee.
Employee VPF Contribution	The amount of VPF contributed by the employee.

Enter the following in the Investment Details” multiline:

Investment Items	From the drop-down list box, select the Investment Item for which you require to record the investment details. The system displays all the Section 80 items other than Section 80E details such as Mediclaim, Public Provident Fund, Contribution to Certain Pension Funds etc;
Policy No.	The policy number of the investment item.
In the Name Of	From the drop-down list box select the relation with the employee for whom the investment is applicable.
Annual Invested Amount	The amount invested for the tax year against the corresponding investment item.
Sum Assured	The amount assured for the investment item. This value is applicable only for the LIP and UIP investment items.
Eligible Amount	The eligible amount applicable for the investment item.
Employee Remarks	Any employee remarks pertaining to the investment details of the employee.
Authorized Amount	The authorized amount against the investment item. Note: This value can be entered by the administrator/ authorizer.
Processor Remarks	Any remarks entered by the administrator/ authorizer.

Enter the following in the “Section 80 E Details” multiline:

Course	From the drop-down list box, select the course for which the employee has availed loan.
Fulltime	From the drop-down list box, select either “Yes” or “No” option to indicate whether it is a fulltime course or not.
Loan Taken For	From the drop-down list box select the relation with the employee for whom the loan was taken to complete the course.
Total Interest Amount	The total interest amount applicable for the loan taken to complete the course.
Employee Remarks	Any employee remarks pertaining to the course details.
Authorized Amount	The authorized amount applicable for the completion of the course. Note: This value can be entered by the administrator/ authorizer.
Processor Remarks	Any remarks entered by the administrator/ authorizer.

Select the “Save As Draft” pushbutton.

The system updates the status to “Draft”.

The system displays the following below the “Investment Details” multiline:

Principal Repayment of Housing Loan (80C) Invested	The principal repayment amount of the housing loan (80C).
Principal Repayment of Housing Loan (80C) Authorized	The authorized principal repayment amount of the housing loan (80C).
Interest Accrued on NSC (80C) Invested	The accrued NSC interest amount against the amount invested by the employee.
Interest Accrued on NSC (80C) Authorized	The authorized accrued NSC interest amount against the amount invested by the employee.

The system displays the following below the “Section 80 E Details” multiline:

Total Section 80C Invested	The total invested amount against the elements on Section 80 C.
Total Section 80C Authorized	The total authorized invested amount against the elements on Section 80 C.
Total Section 80 D	The total invested amount against the elements on Section 80 D.
Total Section 80 D	The total authorized invested amount against the elements on Section 80 D.

Income from Previous Employer

Select the “Income from Previous Employer” tab in the “Submit Tax Proofs” screen.
Enter the following:

Income from Previous Employer - Details

From the drop-down list box, select either “Yes” or “No” option to indicate whether you received income from the previous employer for the tax year.

Note: If Yes, the Form 16 of previous employer must be attached.

Select the “Save as Draft” pushbutton.
Enter the following in the “Income from Previous Employer - Details” multiline:

Employer’s Name	The name of the previous employer.
Employer’s PAN	The Permanent Account Number (PAN) of the employer.
Employer’s TAN	The Tax Account Number (PAN) of the employer.
Employment From	The date from which the employee worked in the organization.
Employment To	The date until which the employee worked in the organization.

Select the “Save Employer Details” pushbutton.
Enter the following:

Select Previous Employer

From the drop-down list box, select the previous employer to record the salary details. The system loads the drop-down list box with the employer names entered in the “Income from Previous Employer - Details” multiline.

The system displays the following in the multiline:

Salary Details

The salary details as mentioned in the Form 16 applicable for the selected previous employer. Example, Income Tax Deducted, Provident Fund.

Enter the following in the multiline:

Submitted Amount

The amount against each entity/ element of the salary details.

Employee Remarks

Any remarks pertaining to the previous employment income details.

Authorized Amount

The authorized amount against each entity/ element of the salary details.

Note: The authorized amount can be entered only by the administrator/authorizer.

Select the “Save as Draft” pushbutton to save the previous employment details as a draft.

The system updates the Status to “Draft”.

View and Confirm

Select the “View and Confirm” tab in the “Submit Tax Proofs” screen.

The system displays the following in the “Summary” multiline:

Tax Item	The system displays the tax item for which the employee has entered the proof details.
Submitted Amount	The submitted amount against the tax item for which the employee has entered the proof details.
Authorized Amount	The authorized amount against the tax item.

The system updates the following below the “Summary” multiline:

Total Section 80C Invested	The total invested amount against the elements on Section 80 C.
Total Section 80C Authorized	The total authorized invested amount against the elements on Section 80 C.
Total Section 80 D	The total invested amount against the elements on Section 80 D.
Total Section 80 D	The total authorized invested amount against the elements on Section 80 D.

Select the checkbox to acknowledge/certify the amounts invested by employee are chargeable to income-tax during the financial year and the information given is correct and complete.
Select the “Submit” pushbutton.

The system updates the status to “Pending for Authorization”

The system displays the following in the “Other Exemption U/S 10” multiline:

Note: The administrator/authorizer can only view/record the details in the “Other Exemption U/S 10” multiline

Exemption Items

The other exemption items under U/S 10.

Enter the following in the “Other Exemption U/S 10” multiline:

Amount Earned (Outside Payroll)	The amount earned by the employee apart from the regular payroll.
Amount Exempted	The amount exempted from tax payment.

To authorize the employee’s tax proofs

Select the “Authorize” pushbutton.

The system updates the Status to “Authorized”.

Note: Only the administrator/authorizer can authorize the tax proof details

To reject the employee’s tax proofs

Select the “Reject” pushbutton.

The system updates the Status to “Rejected”.

Note: Only the administrator/authorizer can reject the tax proof details.

To unauthorize the employee’s tax proofs

Select the “Unauthorize” pushbutton.

The system updates the Status to “Pending for Authorization”.

Note: Only authorized records can be Unauthorized. Only the administrator/authorizer can unauthorize the tax proof details entered.

6 Hyperlinked topics below

Page Objective

Use this page to submit and authorize/reject/unauthorize the tax proofs.