User Guide

for uploading Actual Proof of

Investments on MyPayroll
From the Home screen Select Investment -> Actual

House Rental –
Click on House Rental tab to update House Rent details
 Click on “+” (plus) sign to
upload HRA supporting
documents

Select City

Enter Actual Rent Paid

Click on “+” (plus) sign to

fill the Landlord details

Fill the landlord details by clicking the “Add new “tab.

For Metro City - Select the city - Delhi, Kolkata, Mumbai or Chennai
For Non Metro - Select city as “Other” and update City Name. It is mandatory to update City name in case of
Non Metro

Click on the + (plus) sign as shown above to upload HRA supporting documents. Below screen will appear.
 Click on “Browse” to
attach the document &
Uploaded documents then Click on “Upload”
listed here.

Housing Loan Repayment document submission-

Click on the (+) button, to

update & upload Housing
Loan supporting documents.
Property Registration option in Self occupied and Let-out house property is mandatory. Click on the tab
for Property
Registration.

Add the Possession

Letter to avail Housing
Interest every year with
one single Upload

It is mandatory to add the House Property in

the field of Title (“SelfOccupied , Letout”)
(Without Space).
 The Registration for House property for claiming Housing Interest or Let Out property is mandatory,
without registration the amount will be not exempted.

You can upload the Possession Letter to Avail the Housing Interest every year with one single Upload in
the current year.

Update Housing Loan details and upload Housing Loan supporting documents. The document upload
process is same as mentioned above for all sections

Select whether the Loan is on or After 01/04/1999 or Before 01/04/1999.

New Section 80EE – Available for first loan buyer where home loan is sanctioned in current financial year 2016-17 &
Home Loan does not exceed 35 Lakh & Property value does not exceed 50 Lakh, then additional Rs. 50,000/- interest
deduction benefit can be claimed.

To claim 80EE, enter following details:

1. Home Loan Sanction Date

2. Original Home Loan Amount
3. Value of Self Occupied Home Property

New Section 80EEA-

(additional Rs. 1,50,000/- benefit for First time home loan buyer)

a) Home loan is sanctioned in financial year 2019-20 only.

b) Stamp duty value of residential house property does not exceed 45 lakh rupees

c) Assesse does not own any residential house property on the date of sanction of loan.
Chapter VI A
The upload facility is same for all Chapter VI A section. For uploading documents, click on the + (plus) sign to update
amount & upload the supporting documents.

The flags will be automatically selected based on the relationship selected for 80D (Mediclaim) & 80DDB (Treatment
on Specified Diseases).

Relationship to be selected mandatorily, if you select Self, Spouse & Children, the tab (Is Parent Senior Citizen) would
be disabled, If relationship is selected as Parents, then Is Parent Senior Citizen is mandatory.

In 80DDB new tab enabled for Very Senior Citizen were benefit can be availed up to Rs. 100000.

Upload document process remains same for below sections.

Investments under Section 80-C
The upload facility is same for all section 80-C. For uploading documents, click on the + (plus) sign to update amount
& upload the supporting documents.
Amount deducted / Recovered from
payroll will be reflect automatically
here.
Income from Let out House Property-
Click on “+” sign to update your “income from let out House Property”.

Once you click on “+” sign, pop-up window will get open, and then click on “Add New” button.

You will get below screen, fill up require details, then click on “Save” button.

Once you update all Investment details on portal, click on “Save & Go to Tax Simulation Report” to view your
provisional income tax calculation.

Once you have cross checked all investment, exemption & deductions details in Tax Simulation Report follow
below process:

1. Click on “Yes, I Agree” option

2. Select “Save & Go to Form 12BB”
3. After that you will get system generated Form12BB which you need to signed & submit the same.
As per changes in the Income tax act, it is mandatory to submit duly signed Form12BB - Furnishing of evidence of
claims by employee for deduction of tax under section 192.
No need to print the Form12BB. You can download the form & can add the Signature through (Digital/ Jpeg
image).
Then generate the Form 12BB and then save it & then upload on the portal as shown below.

Click on “+” to upload

signed copy of
Form12BB

You will not be able to save the Investments if duly signed Form12BB is not uploaded on the portal. Below
message will appear asking for Form12BB
Once duly signed form12BB is uploaded on the portal,

Click on Save & Go to Tax Simulator Report to check whether all investments are appearing on the simulated
report and compare tax applicability as per old tax regime and new tax regime and view Tax Simulator.

You can also view the Proof submission summary by clicking Save & Show Proof Summary button as shown
above.
PROCESSED ACTUAL INVESTMENT SUMMARY

Once your investments are verified you will receive auto-generated email. You can click on Processed Actual
Investment Proof Summary tab. Complete summary will be shown as below along with Admin remarks if any

VERY IMPORTANT:

As shown below in Tax simulator report employee now can compare tax applicability based on his/her Earnings &
Investment Declaration updated.

Note : Please select the option to be opted for Either “Old Regime or New Regime” which you have selected at
the time of Investment Declared.

*** As per CBTD notification, the regime option once selected cannot be modified during the year. Employee
can review and change the option thereafter, only at the time of filling ITR.

If no option is selected, employer will continue to deduct tax as per old regime.

Click Submit to submit the record.

Note:

a) The tax calculation shown on simulator is tentative and might change as per actual earnings and
deduction
b) Tax for April onwards will be calculated based on the Regime selection hence employees are requested to
check the comparison between Old and New regime and then select appropriate regime
 Old Regime or New Regime option will be auto selected on the basis of tax on total income.
 Employee can change tax regime option on tax simulator screen.
 Employee need to submit selected tax regime option by selecting “Yes, I Agree” option.
 When we over mouse on “Tax on total income” value in new regime and old regime column then tax
calculation pop-up will appear.
 Major Budget Highlight for Financial Year 2022-23

1. Budget has given new option to tax with reduced rate forgoing exemption and deduction currently applicable.

The tax rates are tabulated Below –

Income Slabs New Regime Old Regime

Income From Income To Rate Surcharge Rate Rate Surcharge Rate

- 250,000 0 0 0 0

250,000 500,000 5 0 5 0

500,000 750,000 10 0 20 0

750,000 1,000,000 15 0 20 0

1,000,000 1,250,000 20 0 30 0

1,250,000 1,500,000 25 0 30 0

1,500,000 5,000,000 30 0 30 0

5,000,000 10,000,000 30 10 30 10

10,000,000 20,000,000 30 15 30 15

20,000,000 50,000,000 30 25 30 25

50,000,000 And above 30 37 30 37

There is no change in Health and Education cess which remains @ 4% of Tax plus Surcharge
2. Exemption/deduction forgone New Regime are tabulated below:

New Old
Sr. No. Exemption/Deduction IT Provision
Regime Regime

1 Leave Travel Assistant 10 (5) No Yes

2 House Rent Allowance 10 (13A) No Yes

Allowances (CEA, Uniform

,Reimbursement Like Books and
3
periodicals , Telephone fuel
,Driver etc as applicable)* 10 (14) No Yes

4 Non Taxable Perquisite# 17 No Yes

5 Loss from Self Occupied property 24 No Yes

6 Loss from Let out Property 71B No Yes

7 NPS Employer Contribution 80CCD(2) Yes Yes

80 CCD (1B) 80D,

8 All Deduction under Chapter VI-A 80DD,80E and 80 C
and 80C etc. No Yes

3. Standard Deduction of INR 50000 and Professional Tax deduction will not be available in New Regime.

4. Perquisite added if employer contribution to PF + NPS + Superannuation exceeds Rs. 750000/- for a year in
New Regime.

Important Notes:

 Only HRA Rent receipts are to be submitted in Originals and same has to be uploaded on the web portal.
 Employee has to update all documents on the portal only.
 Do not upload password protected files.
 Only .jpg, .jpeg, .gif or .pdf files can be uploaded. Files in other formats will not be accepted. Only Files
less than 5 MB will be accepted.
 The document upload facility is same as mentioned above for all sections. The tabs are also similar to the
Declaration tabs.
 It is mandatory to upload documents for each and every section separately as per the tabs provided. If all
Documents are uploaded in any one section, the investments will not be considered and might get
rejected.
 It is advisable to attach separate files for Separate policies
 User can delete files till the status is “Pending”. Once the Investment is approved, files cannot be deleted.
 Amounts cannot be modified once the Investment is “Approved”.