GUIDELINES / INSTRUCTIONS FOR SUBMITTING THE INVESTMENT PROOFS:

Note:
1. Employee ID and Name should be mentioned on each proof/document submitted for easy identification else these will be
ignored.
2. Proof Submission Form (duly SIGNED) should be stapled together with other documents and sent in ONE lot.
3. Do not send monthly reimbursement claims with Savings proofs
4. Investments / Payments made during the current Financial Year-FY (April 2020 to March 2021) alone will be considered for
tax exemption.
5. PAN No. is Mandatory.

Income Range Up to
Income Tax Remarks
from `
2,50,000 Nil For Female 2.5 Lakhs, For Senior Citizen 3 Lakhs
For individuals with income up to Rs 5 lakhs, the tax rebate has been revised from
2,50,001 5,00,000 5% of Income over Rs.2,50,000
Rs 2,500 to Rs 12,500.

5,00,001 10,00,000 Rs.12,500 + 20% of income over Rs.5,00,000  

Above 10,00,000 Rs.1,12,500 + 30% of income over 50 Lakhs to 1 crore 10% surcharge on Tax, Above 1 crore 15% surcharge on Tax.
  Rs.10,00,000

Nature of Payment Section Supporting required to be submitted

House Rent: Employees who have given rent details. 1. A copy of Rent Receipt (as specified in the attachment) needs be
Note: submitted; and/ or
If the rent paid per annum exceeds Rs.1,00,000, PAN of the house 10(13A) 2. Agreement copy, which is valid for the period.
owner / land lord is mandatory. 3. Revenue Stamp is mandatory.
For Rent Receipt Format, Please refer computation sheet.

Copy of Premium receipt paid in the current FY (For Self, spouse, children
*Medical Insurance Premium 80D
and dependent parents)

Page 1 of 4
Nature of Payment
*Expenditure incurred for Medical Treatment, Training
etc. for handicapped dependent.
Deductions of expenses on medical treatment of
specified ailments (Diseases as covered under Rule 11DD of
Income Tax Rules, 1962)
 Repayment of Interest on Education loan taken (fully
exempted), Higher Education for Self, Spouse and
Children.
Section Supporting required to be submitted
1. Details of Dependent (Age / Employed or Unemployed), If employed then details of
employment and Proof of expenditure incurred.
80DD 2. Permanent Physical disability certificate from a physician, a surgeon, or a psychiatrist, as
the case may be working in a Govt. hospital. The certificate should contain the
employee’s name.
You will have to submit Form 10-I/Proof from a specialist doctor confirming the treatment of
the disease.
List of diseases as covered under Rule 11DD of Income Tax Rules, 1962 are as under:
80DDB (i) Neurological Diseases where the disability level has been certified to be of 40% and above,—
Dementia ;Dystonia Musculorum Deformans ;Motor Neuron Disease ;Ataxia ;Chorea ;Hemiballismus
;Aphasia ;Parkinson’s Disease ;(ii) Malignant Cancers ;
(iii) Full Blown Acquired Immuno-Deficiency Syndrome (AIDS) ;(iv) Chronic Renal failure ;(v)
Hematological disorders :Hemophilia ;Thalassaemia.
Copy of Certificate issued by the Bank, Financial Institution showing the interest and
80E
principle separately.

1. Computation Statement duly completed and signed is compulsory for us to give Housing Loan
Interest Deduction.
2. Banker or Loan provider PAN is mandatory.
Interest on
Sec 24 3. Copy of Provisional Interest certification from Bank / bank payment schedule/ certificate OR a
Housing Loan
copy of bank passbook stating clearly the amount of principle and interest separately.
4. Date when the loan was borrowed
5. Date of completion of purchase/ construction of house.
Deduction u/s 80C
Copy of Premium receipt and attach the LIC premium payment consolidation sheet for our easy
validation.
Life Insurance Premium/Pension
a) For the premium falling due after Jan’19, please attach previous year receipt with declaration saying that
plans
the actual premium payment receipt will be submitted on or before 15/03/2020.
Interest charged towards Late payment will not be considered as premium paid.
Contribution to Public Provident Copy of passbook along with the cover page showing investors name/Copy of the challan duly
b)
Fund acknowledged by the Bank during the current FY.
NSC (National Savings scheme
c) Copy of the Certificates purchased during the current FY.
Certificate)
d) Accrued Interest on NSC Copy of Certificates to be enclosed with date of purchase and the amount
ULIP / LIC Mutual Fund
e) Copy of ULIP statement /amount paid Certificate.
certified for 80C
f) Other eligible investments Copy of the Certificate/ Receipt/ Passbook etc

Page 2 of 4

g) Children’s education tuition fees
Section 80CCD (1 B) (National Pension scheme)
Section 80G (For claiming Donation)
Reimbursements(Medical,LTA,Books&
periodicals,Telephone) Don’t combine with tax proofs
Copy of receipts for Tuition Fees and Exam Fees (excluding Donations & Development fees, Transport
fees, Private Tuitions or Tutorial Fees) paid to any University/College/School or Other Educational
Institution in India during the current FY for a maximum of 2 children for full time courses only.
This additional benefit of Rs.50000/- is over and above 1.5 lakhs allowed to be claimed as a deduction
under section 80C.
No exemption in TDS is allowed. You can claim tax refund from IT Department.
a. Original bills to be submitted.
b. Cash / memo bills will not be acceptable
c. For telephone - landline with his/her name is mandatory
d. For medical - no cosmetics bills / health supplements bills are acceptable.
e. For Books - relevant professional journals and periodicals.
Page 3 of 4
Page 4 of 4