Tax Declaration
Tax Declaration
Let employees declare tax-saving investments across Section 80C, 80D, 80G, and more — with live TDS impact visualization.
The Tax Declaration module enables employees to declare their planned investments, expenses, and exemptions for the financial year. These declarations help in estimating the projected tax liability under the chosen tax regime (Old or New) and ensure accurate tax deduction during payroll processing.
Navigate to Tax and Statutory Compliance → Tax Declaration
Click the Add button and choose the employee name from the dropdown list.
A pop-up warning will appear if the employee has chosen the New Regime, stating that declarations will not be considered for tax exemptions.
Click the +Add button under Investment Category.
A pop-up will appear to choose the Investment Category from the dropdown and Enter the declared amount.
At the start of the financial year, the application does not enforce proof submission.Proof will be required based on the configured proof enforcement month.
EPF and VPF are auto-declared by the system and do not require proof.
Click Declare.Repeat the process to add multiple investment categories using the Add button.
Once all investment categories are declared, click Submit Declaration.
The exempted amount will be considered for tax calculation as per Government norms.
To edit the existing declaration, select the required record and click the Edit button.Click the Edit icon for each investment category to make changes.After editing, click Declare and then Submit Declaration.
If an employee is relieved during the financial year, it is mandatory to submit proof for the declared investment categories. In case the proof is not submitted, all investment declarations must be rejected, and the final payroll run will deduct TDS without considering any exemptions.
To submit proof for a declared investment category, select the record and click the Edit button. Then, click the inner Edit icon, choose Add Documents (multiple documents can be uploaded), and finally click Declare followed by Submit Declaration.
Related Articles
Approval for the Tax & HRA Declaration
TAX COMPLIANCES Approval for the Tax & HRA Declaration Review and approve employee tax and HRA declarations with full context — supporting documents, rent receipts, and landlord PAN. Declaration approval 👥 WHO USES THIS ▸Payroll approvers validating ...Tax Compliances
TAX COMPLIANCES Tax Compliances Run a fully compliant Indian payroll tax program — declarations, proofs, TDS, quarterly returns, and year-end filings in one flow. Overview 👥 WHO USES THIS ▸Payroll admins owning tax compliance ▸Finance leaders ...HRA Declaration
TAX COMPLIANCES HRA Declaration Let employees declare rent paid and claim HRA exemption — with landlord PAN capture, metro rules, and proof upload. HRA 👥 WHO USES THIS ▸Employees claiming HRA exemption ▸Payroll admins validating HRA ▸Finance ...NPS Declaration
NPS DECLARATION NPS Declaration Help employees participate in the National Pension Scheme with guided declaration, Section 80CCD tax benefits, and compliant payroll integration. Overview 👥 WHO USES THIS ▸Payroll admins rolling out NPS ▸HR enrolling ...NPS Declaration Settings
NPS DECLARATION NPS Declaration Settings Configure NPS declaration rules, contribution caps, and eligibility for employer and employee contributions. NPS settings 👥 WHO USES THIS ▸Payroll admins enabling NPS ▸HR setting up pension benefits ▸Finance ...