User Guide

for uploading Investment Proofs

Important pointers to upload investment proofs
• Ensure that the scanned documents have clear visibility (i.e. all fields must be visible).

• Only .jpg, .jpeg, .gif, .png, .pdf, Doc, Docx files can be uploaded. Files in any other formats will not be accepted.

• File size should not exceed 2MB.

• Do not upload password protected files. The same will be rejected.

• The document upload facility is same for all sections.

• It is mandatory to upload documents separately for each and every entry which employee wish to be submitted as per the
tabs provided. If all documents are uploaded in any one section, the investments will not be considered and will get
rejected.

• User can modify files till the status is “Pending”. Once the Investment is sanctioned, files cannot be modified.

• Please refer “Investment Guideline for the FY 20-21” for more details.
Steps to follow for uploading actual Investment documents
Welcome to Home Page
 Select grid button
to view
investment proof
upload option

 Select payroll to
open the tab for
investment proof
submission
Steps to follow for uploading actual Investment documents
Investment proof submission tab • Click on
“Investment
Declaration tab to
upload proofs
Steps to follow for uploading actual Investment documents
Investment Declaration Under Section 80C,80CCC,80CCD, 80D and Other Chapter VIA
Click on “ Add “
button to upload
investment document
Steps to follow for uploading actual Investment documents
After Clicking on
“Add” sign, Select
investment type
Steps to follow for uploading actual Investment documents
Click on the “Browse”
button, to insert a a
document
Steps to follow for uploading actual Investment documents
• Fill all the necessary
House Rent Allowances Exemptions : U/S 10 (13A) details
• Ensure to select “Metro”
or “Non Metro” option
• Upload only relevant
documents
• Kindly Note if annual rent
amount is exceeding of Rs
1,00,000 then landlord
PAN is necessary
• Please select rent amount
month wise do not enter
total rent amount against
any particular month.
Steps to follow for uploading actual Investment documents
• To Add previous
Previous Employer Income employer income please
click on “Previoous
Employee Salary tab” and
click on “+” sign to fill the
details
Steps to follow for uploading actual Investment documents
Previous Employer Income • After clicking on “+” sign
please fill all the
necessary details which is
Taxable Salary, PF, PT and
Income Tax of previous
employer
Steps to follow for uploading actual Investment documents
• Click on “Submit” button
after completion of filling
the detail of Investment
proofs
Steps to follow for uploading actual Investment documents
• Once Investment are
submitted, form 12BB
can be downloaded to
check details of
investment proof
submitted.
Steps to follow for uploading actual Investment documents
• In case if you wish to
delete the entry, you can
click on the Delete icon
Thank you