Investment declarations and proofs
Employees declare 80C, HRA and other savings, upload proofs, and HR verifies them.
For employees in the old tax regime, declared investments reduce monthly TDS.
Employees
In My Tax Declaration, they fill in amounts under 80C, 80D, HRA (rent) and others, and upload proofs (PDF or photos) whenever they have them.
HR
In Payroll Management → Investment Declarations, open each person and mark each line approved or rejected. Payroll uses the declared amounts until proofs are verified, then the approved ones.
Not working?
TDS didn't go down after declaring. The employee is on the new regime, where these deductions don't apply. Check their profile.
The proof won't upload. Files up to 5 MB, PDF, JPG or PNG. Ask them to take a clearer, smaller photo.
Frequently asked questions
When should employees declare?
At the start of the financial year, and send proofs by the date your company sets (usually January).
