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
Navigate to Tax and Statutory Compliances → Tax Declaration.
Choose the appropriate employee record. If the employee has submitted proof for the declared investment category, the Update Status button will be displayed.
Click the Edit icon for each investment category. In the Status dropdown, choose whether to Approve or Reject.
If Approved, enter the Approved Amount and Click Update Status button after reviewing the submitted documents.
The final approved amount updated by the Payroll Admin will be considered for TDS calculation.
This approval process is mandatory if an employee is relieved during the financial year.