How to Approve Tax & HRA Declarations in Workwisely

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 HRA
Finance auditing declarations
HR supporting employee queries
✨ WHAT YOU'LL ACHIEVE
Approve tax declarations at scale
Validate HRA with supporting docs
Drive accurate monthly TDS
  1. Navigate to Tax and Statutory Compliances → Tax Declaration.
  2. Choose the appropriate employee record. If the employee has submitted proof for the declared investment category, the Update Status button will be displayed.
  3. Click the Edit icon for each investment category. In the Status dropdown, choose whether to Approve or Reject.
  4. If Approved, enter the Approved Amount and Click Update Status button after reviewing the submitted documents.
  5. The final approved amount updated by the Payroll Admin will be considered for TDS calculation. 
  6. This approval process is mandatory if an employee is relieved during the financial year.

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