Employee-wise (Declarations and Auditing)
Employee-wise (Declarations and Auditing the proofs)
Go to Employees >> click on Employee Taxes tab >> Search for the concerned Employee >> click on View Declaration.
After Clicking on “View Declaration”, the below-mentioned screen will reflect
- Update the Declarations under the respective Heads as available at the left side
Each of the Heads is explained below
Deduction U/S 16:
In Paybooks, the section 16 components will be exempted by default for all Employees.
Hence Declaration not applicable here.
Employee Previous IT details:
This is applicable only for those Employees who have joined in the middle of the Financial Year
Update Earnings, TDS and PT (from April till joining the current Employer) under Planner
These will be available in the Form 12B issued by the former Employer.
In Paybooks, this is to be updated as under
Gross Earnings + Section 17 Components – Section 10 Components
Whatever TDS updated during that tenure with the Previous Employer
Whatever PT updated during that tenure with the Previous Employer
Exemption Under Section 10:
Update Section 10 amounts under Exemption U/S 10 option under Planner
House Rent Receipt:
Update Rent Declaration under the Planner column.
If rent paid exceeds INR 1.0 Lacs, then it is mandatory to update either of the two
PAN of the landlord
Declaration from the Landlord that he/she does not have PAN
To update the Owner’s information, follow the below steps:
In the declaration page, click “House Rent Receipt”
Tick the “Owner’s PAN Proof/Declaration” checkbox
Click “Add row”
Update the details and “Save”
Deduction Under Chapter 6A:
To update the Chapter 6A components,
Click “Deduction Under Chapter 6A” tab
Update the amounts against the respective sections under the Planner column
To update Other Income, if any,
Click “Other Income” tab
Update the amount under Planner
Income from other sources : Income apart from Salary
Income/Loss From let out House Property : Any Income or Loss from house property
Interest On Self Occupied Home Loan : Interest paid on Home Loan
What is Planner, Actual and Approved
Enter declaration in PLANNED column in the FY starting, same will be considered for tax calculation till IT proof collection starts.
Enter actual bill amount in the ACTUAL column at the year-end while submitting proofs.
Immediately after entering actual bill amount upload the scanned copy of bills in the portal.
- The Admin / HR audits the Proofs submitted by the Employees and updates the amount under this Column
- If any Employee has not submitted any supporting documents, this column for such Employee should be updated as 0 and tick the “Audit” checkbox
- This will be the final amount for IT computation
After updating the amount in the “Approved” column, tick the checkbox under Audit.
Only then, the Approved amount will be considered for IT computation.
Else, the amount under “Planner” column will be considered.
In this field, the name of the documents will reflect which is attached by the Employees.
If there are any remarks, the same can be entered in the Remarks option individually or Overall remarks, the same can be viewed by employees at their end
The file format should be only JPEG, PNG or PDF
The file size should not exceed more than 2MB
Bulk-wise (Declarations and Auditing the proofs)
Go to Employees >> Employee Taxes >> Click on Import tax declaration (not on the drop-down)
The below screen appears
Generate Template by clicking “Download Template here”
Once the template is generated, update the amount in the respective heads
Import the Template under the same path
Controlling ESS Access
Go to Transactions menu >> under Income Tax Compliance >> click on Control ESS Access link
- Admin can import Declarations in bulk by keeping Planner column unlock, same will be considered for tax calculation till IT proof collection starts.
- To import the Actual bill, then lock the Planner.
- To import Approved declarations, then lock the Planner and Actual column, by default audit option will be enabled.