Investment Declaration & Proof Upload

To select your tax regime:

1. Log in to the

   Payroll Dashboard

   .

2. Navigate to

   Tax Deductions
   from the left menu.

3. On the Tax Deductions FY page, click SWITCH REGIME to change your tax regime.

   

   For your consideration, Payroll also suggests which regime you can choose based on your income and declarations.

4. Click CONFIRM SELECTION to finalise your tax regime.

You have successfully changed your tax regime. This is a one-time setting. Contact your HR/Administrator for further details.

Some organisations may have an approval mechanism. In such cases, the following message is displayed until your declarations are approved. Post-approval, the TDS is recalculated.

House Rent Allowance (HRA) is an Income Tax department-mandated expense allocated towards an employee's residential accommodation. Know more about

To declare HRA:

1. Go to Current home rent (as on date) and click EDIT.

2. On the Paying home rent? page, click +ADD ANOTHER HOUSE RENT.

3. Enter the Monthly Rent Amount, From and To Month, Landlord Name, Landlord PAN, Landlord Address. Select the check box in Metro if you live in a Metro city.

   

4. Click Upload proofs when the proof upload window is open. In the Upload proofs pop-up modal, click Choose file(s) and upload the rent receipts.

   Watch Out!

   Rent receipts must be signed by the landlord.

5. Click CONTINUE.

You have successfully uploaded proofs to claim HRA exemption.

Section 80 in the Income Tax Act of 1961 allows employees/taxpayers to reduce their taxable income by investing in tax-saving instruments. Know more about

To declare Section 80 investments:

1. Go to
   Tax Deductions
   and click EDIT against Section 80 deductions.
2. On the Section 80 deductions page, enter the Declared amount.
3. Click CONTINUE. You have successfully declared your investments.

To upload proofs:

1. Go to
   Tax Deductions
   and click EDIT against Section 80 deductions.
2. Click Upload proofs against the respective Section 80 deductions.
3. Click CONTINUE. This successfully uploads proofs for the respective investments.

To declare interest on home loan as a tax-saving instrument:

1. Go to
   Tax Deductions
   and click EDIT against Interest on home loan.
2. Enter the amounts in the relevant heads on the Deductions Under House Property page.
3. When the proof upload window is open, click Upload proofs to upload the receipts/documents.
4. Click CONTINUE. This successfully declares/uploads your proofs.

Leave Travel Allowance (LTA) is partially tax-exempt under certain conditions. Know more about

To add leave and travel declaration when the window is open:

1. Enter the exemptions you already claimed for the current block in the text box.

2. If you already claimed exemptions, choose if you have claimed any exemption in the current financial year. Select Yes or No from the drop-down menu.

   
   • If you selected Yes, you cannot claim exemptions for the current financial year.
   • If you selected No:
     1. Choose the Travel Start Date from the calendar pop-up modal.
     2. Enter the Origin Destination and the Final Destination. Enter the names of domestic cities only. For example, Bengaluru, Chennai, Mumbai.
     3. Enter an amount in the Declared Travel Amount text box.
     4. Click CONTINUE.

This successfully updates your LTA exemptions. When the proof upload window opens, you can upload the travel receipts and make a portion of your salary tax-free.

Sometimes, you may receive an email from Payroll indicating changes or removal of your tax declarations. This happens because:

• You have not uploaded any investment proofs for your tax declaration before the due date.
• The amount in the proofs uploaded does not match your declarations.

To resolve this:

1. Navigate to
   Tax Deductions
   on your Dashboard.
2. Upload the correct proofs.

Your organisation's Payroll administrators must approve the corrected proofs. Payroll then updates your tax declarations.