How to Set and Lock IT Declaration Deadlines for Employees

Lock IT Declaration

TAX COMPLIANCES

Lock IT Declaration

Freeze investment declarations at the end of the declaration window — preventing further edits and triggering proof collection.

Declaration lock
👥 WHO USES THIS
â–¸Payroll admins locking declarations
â–¸Finance enforcing deadlines
â–¸HR managing the transition to proofs
✨ WHAT YOU'LL ACHIEVE
â–¸Lock declarations cleanly at window close
â–¸Move employees to proof submission
â–¸Prevent unauthorized edits

You can manage IT Declaration related preferences like releasing IT Declarations, setting a deadline.

  • Navigate to Settings → Tax and Statutory Compliance → IT Declaration.

  • Set the Lock Date in the field Allow employees to submit IT Declaration until.This defines the last date for employees to submit their IT Declaration.

  • For new employees, enable and configure the number of days (from the date of joining) during which they are allowed to submit their IT declaration.

  • Click Save to apply the settings.

  • After the deadline, employees cannot declare new investment categories. They can only submit proof for already declared categories.

  • By default: The IT Declaration Lock Date is set to 31st December and For new employees, the declaration window is 60 days from the date of joining.

 


Fig: Lock IT Declaration



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