INCOME TAX DECLARATION – PAPERLESS 1

DOCUMENT: PAPERLESS INCOME TAX DECLARATION

AUTHOR: HR-BIS
USERS: GAIL EMPLOYEES
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Contents
IT Declaration – Navigation ................................................................................................................... 3
Declaration of Taxation Method ............................................................................................................. 5
Section 80C Deductions / Section 80 Deductions................................................................................... 7
Housing (HRA/CLA/COA) .................................................................................................................. 13
INCOME FROM OTHER SOURCES ................................................................................................. 14
FORM 12BB ......................................................................................................................................... 16
Previous Employment Tax .................................................................................................................... 19
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IT Declaration – Navigation

New ESS -> Benefits & Payments

Benefits & Payments -> IT Declaration

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Click on ‘Create’ to create a specific type of IT Declaration

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Declaration Types available are:

1. Form 12BB Declaration
2. Declaration of Taxation Method (Always auto-approved)
3. Housing (HRA / CLA / COA)
4. Income From Other Sources
5. Previous Employment Tax Details
6. Section 80C Deductions
7. Section 80 Deductions

Declaration of Taxation Method

If an employee wants to switch to ‘New Tax Regime’ or vice-versa

If no such declaration is made, system will continue Tax Regime of the

Previous FY (financial Year).
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*To check the previous tax-regime, local HR/F&A needs to check InfoType
0588 Sub Typ. 0008
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Section 80C Deductions / Section 80 Deductions

Proposed Declaration (Any time during Financial Year)
Initially, all declarations are Tentative/Proposed. No Approval is required by
F&A. All requests are auto-approved.
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During ‘Proposed’ state only ‘Proposed Amount’ column is editable

You can also add a Remark by clicking on ‘Enter Remarks’ button (Optional)
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You can also add supporting documents by clicking on ‘Upload’ button

(However, Document upload may not be performed/required during Proposed
Phase.)

To view the document uploaded, select the item and press ‘Download’ button
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Press ‘Next’ to review and then submit

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In ‘Proposed’ State all request are auto-approved

Actual IT Declaration (Near close of the Financial Year)

Window for ‘Actual IT Declaration’ will be notified by CO-F&A near the end
of Financial Year (FY).
During ‘Actual IT Declaration’, all requests are forwarded to concerned local
F&A for approval.
At the time of ‘Actual Declaration’, ‘Proposed Amount’ column will become
non-editable and ‘Actual Amount’ column becomes editable
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ADD Remarks (if Any)

Upload Supporting Documents

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Press ‘Next’ to Review and then Submit

Housing (HRA/CLA/COA)
RENTED ACCOMODATION
PAN CARD (if any) should always be in proper Format ‘XXXXX0000X’
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Upload Rent Receipts

Submit by Pressing Next Button at the top of the screen

INCOME FROM OTHER SOURCES

OTHER SOURCES
Only 3 options are enabled for entry –
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A Income from Dividend

B Income from Interest
C Other Income (Unspecified)

HOUSING PROPERTY
A Property Possession Certificate, Property Details including Address, Interest Certificate etc. (whichever is
applicable) to be provided as part of attachment

B If there are multiple lenders then multiple records should be created for the same/multiple property

C In the following screenshot, ‘Change House Property’ is not mandatory field. If nothing is filled, it will
consider property type as ‘Property Type’. Otherwise it will overwrite the value of ‘Property Type’
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FORM 12BB
After final IT Declarations are approved by F&A, Form 12BB will be generated
automatically based on the declarations. On communication from CO-F&A, Form 12BB
generation will be enabled. Only we have to follow the following 3 steps
(1) Download 12BB Form
(2) Sign the Document
(3) Upload 12BB Form
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Download 12 BB Form

Select the Tax Year / Fin. Year for which the 12 BB FORM is to be downloaded

The marked area (below screenshot) is Download / Print

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Upload 12 BB Form

Check the FY & Upload the signed Document

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Previous Employment Tax

This option is applicable only when employee joins in the middle of the Financial Year
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THANK YOU