Lock IT Declaration

TAX COMPLIANCES

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

Declaration lock

👥 WHO USES THIS

▸Payroll admins locking declarations

▸Finance enforcing deadlines

▸HR managing the transition to proofs

✨ WHAT YOU'LL ACHIEVE

▸Lock declarations cleanly at window close

▸Move employees to proof submission

▸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

How to Set and Lock IT Declaration Deadlines for Employees