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.
Related Articles
HRA Declaration
TAX COMPLIANCES HRA Declaration Let employees declare rent paid and claim HRA exemption — with landlord PAN capture, metro rules, and proof upload. HRA 👥 WHO USES THIS ▸Employees claiming HRA exemption ▸Payroll admins validating HRA ▸Finance ...Tax Declaration
TAX COMPLIANCES Tax Declaration Let employees declare tax-saving investments across Section 80C, 80D, 80G, and more — with live TDS impact visualization. Tax declaration 👥 WHO USES THIS ▸Employees planning tax savings ▸Payroll admins enabling ...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 ▸Payroll admins locking declarations ▸Finance ...Investment Declaration User Manual
Step-by-step user manual Investment Declaration User Manual A walkthrough of how to submit your investment declaration inside Workwisely — from logging in to attaching proofs — so TDS is calculated accurately. ⏱ 8 min read 👥 All employees 📄 PDF • ...Tax Compliances
TAX COMPLIANCES Tax Compliances Run a fully compliant Indian payroll tax program — declarations, proofs, TDS, quarterly returns, and year-end filings in one flow. Overview 👥 WHO USES THIS ▸Payroll admins owning tax compliance ▸Finance leaders ...