Payroll User and System User can upload Employee's Investment declaration in the system. Once IT declarations are uploaded by Payroll user, employee will get exemption in TDS calculation according his declaration uploaded.
To upload employee's IT declaration go to PreProcess Menu –> IT Declaration.
Step 1:
Step 2 : Select the employee and click on the blue hyperlink shown for each Section.
Step 3 : Click on the “Add New” button.
Step 4 : Select the sections, Enter the amount and remarks and save it.
Once Saved, you will be able to see the declared and the approved amount.
Approve IT Declaration Submitted by Employee from his ESS portal:
If employee submitted his/her Investment and Income declarations from ESS portal, it will go to the Payroll User for approval. Follow below steps to approve such declaration requests:
Step 1 : Payroll user needs to click on PreProcess Menu – IT Declarations:
Step 2: You will be able to see the amount in the pending Amount. In the actions, you will have the option to approve it.
Step 3 : Select the sections and click on “Next” Button.
Step 4 : Select the section, enter amount, remarks and click on “Approve Section”.
Once approved, you will be able to see the declared and the approved amount.
