Once the employees submit the proofs for the Income Under Section 24 for Self-Occupied and Rented, as payroll admin you need to either approve or reject them. To do this,

• Navigate to Tax and Statutory Compliances → Tax Declaration → Proof of Investment.

• For both Self-Occupied and Rented, you can view separate cards displaying the status along with the number of employees in each category: Declared, Applied, Returned, Approved, Reopened, and Rejected.

• Declared – The employee has declared the investment category but has not submitted the proof.The Payroll Admin can send a notification by clicking the Notify button.A pop-up window will appear with a default subject and body for the email.If required, the content can be edited before clicking Send.All concerned employees will receive the notification in their work email.

• Applied – The employee has declared and submitted proof, and it is awaiting approval.

• Returned – The Payroll Admin has reviewed the submission and provided comments. The employee needs to take action and resubmit.

• Reopened – The Payroll Admin has reopened the investment category to allow the employee to update the details.

• Approved – The submitted proof has been verified and accepted by the Payroll Admin.

• Rejected – The submitted proof has been reviewed but not accepted, and the claim stands rejected.

Approving Investment Proofs

• Click on the Applied card. A pop-up window will appear showing the list of employees who have submitted their proof.

• Select the required employee and click the Proceed button.

• Review the proof submitted and update the Approve amount.

• Based on the verification, choose one of the following actions: Approve, Reject, or Return.

Fig: Approve or Reject or Return

Fig: Mail Notification