You have the option to lock/unlock the Employee tax declaration in ESS. This will prevent the employee from making any changes to their declaration after the payroll cut-off date to ensure the correct amount of declaration is considered.
Generally, employees plan their Income Tax savings at the beginning of the financial year and provide actuals at the end of the year. The employees have the option to update their planned declarations under the “Planned” column and actuals under the “Actuals” column.
You can enable/disable the update of the declarations in the Planned and actual columns by the employees in ESS.
The “Planner “as well as the “Actuals” can be locked location-wise or employee-wise.
Below are the steps to open and close the Tax declaration feature for all employees:
On the Home Page click “Compliance”.
Click “Income Tax”.
Click “Control ESS access” under “Process, workflows”.
Here select the “Financial Year”.
Select the “Location”.
You have the option to lock/unlock the Planner, Actual, and IT processes.
Lock Planner- The employee will not be allowed to enter/update any declarations in the Planned column.
Lock Actual- The employee will not be allowed to enter/update any actual investment done under the “Actual” column.
Lock IT Process- This will not allow any further updates/edits of all IT-related processes at the end of the financial year.
Click “Click here to lock/unlock for specific employees”.
Check the box against the specific employee for whom you want to lock/unlock.
You can also select Active and Resigned employees.
You can use the “Import’ option to upload the details for employees in bulk.
Click “Download Template here”.
Update the file with the details and save it to the local drive.
Click “Choose File”.