Covering Letter for Previous Employment Income

Emp. Name
Current employer Emp No
Employee Pan No
Residential Status
Previous Employer Name
Employer Tan
Employer Permanent Account No

Period of Employment

Particulars

Taxable Salary Income (after reducing exemptions, before Profesional Tax

deduction and excluding Perquisite if any)

Professional Tax deduction

Provident Fund Deduction (Please add Voluntary PF also if any)

Income Tax Deduction (Salary)

Perquisite (if any)

Input Fields

Note:
1 The details updated in this form would automatically get updated in the Form 12B
2 After this form is filled in, please take print of the Form 12B and upload it across after the signature
3 The Previous employment Income and deduction details should be only for during the current FY 2021-
4 In case if there are more than one previous employment during the current FY-2021-22, please submit
5 Along with the Form 12B employee need to submit must and should the Final tax computation sheet of
as a supporting document
6 Submit NIL Form 12B with signed copy incase if you do not have any previous employment income & de
the current employment
ment Income

Amount

the Form 12B

oad it across after the signature
ly for during the current FY 2021-22
urrent FY-2021-22, please submit separate Form 12B for each employment
he Final tax computation sheet of your previous employment

previous employment income & deduction before Joining

 Annexure – B

Form No 12C
[See rule 26B]

Form for sending particulars of Income under section 192 (2B) for the Financial Year ending 31 st
March, 2022

1 Name of the Employee

2 PAN

3 Residential Status

4 Particulars of Income under any head other than “Salaries” received in the FY 2021-22
(i) Interest on Securities
(ii) Income from House Property (Including Loss)
(iii) Profits and Gains in Business or Profession
(iv) Capital Gains
(v) Income from other sources
(a) Dividends
(b) Interest
(c) Other incomes (Specify)
Aggregate from (i) to (v) -

5 TDS [enclose certificate(s) issued under section 203]

Place :
Date :

Verification

I, do hereby declare that

whatever is stated hereabove is true and complete to the best of my knowledge and belief.

Verified today, the day of 2021-22

Place :
Date :
(Signature)
cial Year ending 31 st

the FY 2021-22

y declare that
and belief.

2021-22

(Signature)
 Employee Self Declaration
(On submission of Savings Proofs for the FY 2021-22)

Employee Name
Emp Id
PAN
Mobile Number

I,
do confirm that I shall be making the following Investments / Savings between 01st January
2022, February 2022 and 31st March 2022.
I also confirm that I shall attach the statements pertaining to the previous FY wherever
deemed necessary.

Sl No Particulars of payments Amount

(between 01st January 2022 to 31st March 2022)
1 LIC / any other Insurance Premium
2 Total Rent Payable
3 Mediclaim Insurance Policy Premium
4 SIP (Systematic Investment Plan)

I add that my Employer shall not be responsible for non-payment of the above by me on or
before 31st March 2022.
Any Tax liability arising out of non-payment of the above will be paid to the Income Tax
Department by me separately.
I finally confirm that any additional Investments (apart from what have been submitted
along with the Proofs before the Due Date) made during the above said period, if any shall
not be considered by my Employer.

And any refund arising out of these shall be claimed by me while filing IT Returns.

Place :
Date :
(Signature)
 (Co-borrower Declaration on Housing Loan)

Date:

To,
The Assisstant Commissioner of Income Tax,

Sub: Declaration for Claiming of Principal and Interest on Housing Loan

I, Mr / Ms / Mrs son / daughter / spouse

of Mr / Ms / Mrs do hereby declare that
I have / have not claimed any exemption on principal component of Rs
(Rupees
and the Interest component of Rs
(Rupees
on the Housing Loan sanctioned in his / her name for the Assessment Year 2022-23 by Bank / Financial Institutions

Mr / Ms / Mrs has claimed / not claimed

exemption on entire / part of Principal and Interest in his / her IT Returns for the Assessment Year 2022-23.

Hence, request you to allow exemption of the principal and Interest on the HL to Mr / Ms / Mrs
for the Assessment Year 2022-23

Please update the details as under

HL A/c No and amount Name of the Bank & Branch Address of the Property

Declaration: I hereby declare that the details furnished above are true and correct to the best of my knowledge a
belief. In case any of the above information is found to be false or untrue, I am aware that I may be held liable fo

Thanking you,

Warm Regards,

(Co-borrower's Signature) (Employee's Signature)

Name Name
PAN PAN
on / daughter / spouse
o hereby declare that

only)

only)
Bank / Financial Institutions.

as claimed / not claimed

ssment Year 2022-23.

Ms / Mrs
sment Year 2022-23

ddress of the Property

the best of my knowledge and

that I may be held liable for it
 FORM NO.12B
[See rule 26A]
Form for furnishing details of Income under section 192[2] for the year ending 31 st March, 2020

Name and address of the employee 0

Permanent Account No. 0

Residential status 0

Particulars of salary as defined in section 17,

paid or due to the employee during the year

Total amount
of house rent
allowances to Value of
Total amount the extent perquisites
of salary chargeable to and amountof Amount deduction in
excluding tax [see accretion to respect of life Total amount of
amounts section exmployee’s Insurance premium tax deduction
TAN of the Permanent required to be 10(13A) read provident fund fund during the
employer( Account shown in with rule 24 account[give Total of contribution,which year(enclose
Serial Name and address s) allotted Number of the Period of colums 7 and and section details in the columns 6,7 section80C applies certificate under Professional Tax
Number of the employer(s) by the ITO Employer(s) employement 8 10[(14)] Annexure) and 8 (Give details) section 2(13) deduction Remarks
1 2 3 4 5 6 7 8 9 10 11 12 13

1 0 0 0 12/30/1899 0 0 0 0 0 0 0

………………………….
Signature of the employee

Verification

I, ………………….. do hereby declare that what is stated above is true to the best of my knowledge and belief.
Verified today, the ………….. day of …………….. 2020/21

………………………….
Place : Signature of the employee
 ANNEXURE
[See column 8 of Form No. 12B]

Particulars of value of perquisites and amount accretion to employee's provident fund account

Name and address of the employee 0

Permanent Account No, 0

Name of TAN/PAN of the Value of rent-free accomodation or value of any concession in rent for the accomodation provided by the Whether any Remuneration Value of free or Estimated value of Employe Interest Total of
the employer Where Where accomodation is furnished Rent, if any, Value of conveyance has paid by employer concessional any other benefit rs credited to columns 9
employee accomodat Value as if Cost of furniture Perquisite Total of paid by the perquisite been provided by for domestic passages on or amenity contribut the to 15
ion is accomodation (including value of columns 4 and employee (column 3 the employer free or and/or personal home leave and provded by the ion to assessee's carried to
unfurnishe is unfurnished television sets, furniture 6 minus column at a concessional services provided other travelling employer, free of recogniz account in columns 8
d radio sets, (10% of 8 or column 7 rate or where the to the employee to the extent cost or at ed recognized of Form
refrigerators, column 5) OR minus column employee is allowed (give details) [See chargeable to concessional rate providen provident No. 12B
other household actual hire 8 as may be the use of one or rule 3(g)] tax (give not included in the t fund in fund in
appliances and charges applicable) more moter cars details) [See preceding columns excess excess of
air-conditioning payable owned or hired by rule 2B read (give details), of the the rate
pland or the employer, with section e.g., supply of rate fixed by
equipment) OR estimated value of 10(5)(ii)] gas, electricity or fixed by the
hire charges, if perquisite (give water for the Central
hired from a details) [See rule household Cnetral Governme
third party 3(c.)] consumption, free Govern nt [See
education facilit ment Schedule
[See IV - Part
Schedule A]
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

0 0
0

________________________________
Signature of the employee

Verification

I, , do hereby declare that what is stated above is true to the best of my knowledge and belief.

Verified today, the ________________ day of ____________________, 2020/21

Place :
________________________________
Signature of the employee
 Format to be used for Consolidated Rent Paid for a Specified Period

CONSOLIDATED RENT RECEIPT

Land Lord PAN:……………………….

Note: This is to bring to your notice that the CBDT vide Circular No
8/2013 dated 10/10/2013 has made it mandatory for the employees,
claiming exemption in respect of House Rent Allowance, to report PAN of
the Landlord to employer in case rent payment to the landlord exceeds
Rs.8333/- PM or declaration singed by the landlord if PAN is not
available.

Received Rs. (
)

residing
From Mr. / Mrs.
at

……………………………………………………………………………………………..

……………………………………………………………………………………………..

……………………………………………………………………………………………..

towards RENT for the period FROM…………….TO……………..where rent per

Month is Rs………………..

Date:

Place:

Landlord Name:

Landlord Address:
Employee Name:
Employee Number:
Company:
Landlord
Signature
 Rent Payment

Eligibility Limits / Supporting Documents needed Remarks

Coverage /
Exemptions
Only for those As per IT Rules 1 Original Rent Receipts covering The Rent receipt should clearly con
residing in Rented all months. following
1 information
Accommodations
2
3
Payment made other than Rent are
2 PAN of the Landlord if the here for e.g. Maintenance Fee, Utili
Monthly Rent exceeds Rs 8333/-
t

Remarks

The Rent receipt should clearly contain the

following
Nameinformation
and address of the Landlord and the
Employee.
Address of the Accommodation
Month and Year for which rent is paid
Payment made other than Rent are not covered
here for e.g. Maintenance Fee, Utility charges like
 Exemptions under Section 80C

Sl No Description Eligibility Limit / Coverage Supporting Document

1 LIC Premium Rs 1.5 Lacs Premium should 1
not exceed 10%
of sum assured 2

2 Unit Linked Insurance Premium Rs 1.5 Lacs Receipt copies

(ULIP)
3 Fixed Deposits in Scheduled Banks Rs 1.5 Lacs Receipt copies
for more than 5 years
4 Subscription to National Savings Rs 1.5 Lacs NSC Receipt copies
Certificates (VIII Issue)
5 Tax Saving Mutual Funds (MFs) Rs 1.5 Lacs Copy of MF Investment sta
6 Contribution to Public Provident Rs 1.5 Lacs Payment made challan and
Fund (PPF) Book
7 Principal Repayment on Home Rs 1.5 Lacs Copy of the Provisional / P
Loan Certificate issued by the B
8 Deposits in Home Loan Account Rs 1.5 Lacs Copy of Deposit paid certif
9 Subscription to National Savings Rs 1.5 Lacs Copy of NSS Certificate
Schemes (NSSs)
10 Subscriptions to Equity Linked Rs 1.5 Lacs Copy of ELSS paid receipt
Savings Schemes (ELSS)
11 Any other Notified Securities Rs 1.5 Lacs Copy of Bond / paid receip
12 Children Tuition Fees Rs 1.5 Lacs Maximum for 2 Copy of the Receipt issued
Children Educational Institution

13 Pension Plan Rs 1.5 Lacs Copy of Premium paid rece

14 5-years PO Term Deposit Account Rs 1.5 Lacs statement
Copy of Certificate issued
15 Sukanya Samriddhi Account Rs 1.5 Lacs Office
Copy of Premium paid rece
Scheme statement
16 Sr Citizen Savings Schemes Rs 1.5 Lacs Copy of Post office Savings
17 Stamp Duty on Regn Charges for Rs 1.5 Lacs or statement
Copy of Registration Fee /
Home Loan paid receipt
ons under Section 80C

Supporting Documents needed Remarks

1 Copy of Premium paid receipts Late Payment fees are disallowed if included
and Bond.
In case of Quarterly / half yearly / If receipts of previous FY furnished, the same to
Annual Premium Payments, copies be updated in the Employee Self Declaration
of previous FY receipts can be Form
furnished as proof wherever
applicable
Receipt copies

Receipt copies Should be for a maximum of Rs 1.0 Lacs and a

period of more than 5 years in a scheduled
NSC Receipt copies Nationalized Banks taken under schemes eligible

Copy of MF Investment statement In case of SIP, Assessee to submit the statement

Payment made challan and bank Pass
Book
Copy of the Provisional / Paid
Certificate issued by the Bank / FI
Copy of Deposit paid certificate
Copy of NSS Certificate
as on date and update balance SIP payable till
If the Property is in a Joint account, then a
Declaration to be given by the co-borrower as
to whether claiming it or not

Copy of ELSS paid receipt

Copy of Bond / paid receipt

Copy of the Receipt issued by the 1 Amount paid towards Tuition Fees,
Educational Institution Semester Fees and Term Fees
2 Amount paid towards Donation,
Maintenance, Transportation, Library,
etc disallowed
Copy of Premium paid receipt /
statement
Copy of Certificate issued by the Post
Office
Copy of Premium paid receipt /
statement
Copy of Post office Savings Pass book
or statement
Copy of Registration Fee / Stamp duty
paid receipt
 Exemptions under Chapter VIA

Under Description Eligibility Limits / Coverage / Exemptions

Section
Mediclaim Insurance Medical Insurance premium 1 Self and family - Upto
Premium & Annual Health paid for policies taken from Rs.25000/-
Checkup GIC / other IRDA approved
Insurers 2 Self and family + parents-
upto Rs.50000/-
80D 3 Self and family + senior
citizen parents - upto
Rs.75000/-
4 Self (senior citizen) and
family + senior citizen
parents - upto Rs.100000/-
Maintenance / Medical 1 Any expenditure for 1 Up to Rs 75000/-, if
Treatment of Handicapped Medical, Nursing & disability is less than 80%
Dependent relatives Rehabilitation incurred
on dependent relative
suffering from
permanent Physical
Disability
80DD
2 Deposits under LIC, UTI's 2 Up to Rs 125000/-, if
Scheme & other IRDA disability is more than 80%
approved Insurers for
the benefit of Physically
Handicapped dependent
(eg LIC's Jeevan Aadhar)

Medical Treatment of Self 1 Actual expenditure 1 Up to Rs 40000/-.

or Dependent or a Member
of HUF Suffering from
Terminal Disease – u/s
80DDB
80DDB
incurred on medical
treatment of Self or
dependent relative or a
member of HUF
suffering from terminal
disease like, Cancer,
AIDS, neurological
diseases, Chronic Renal
failure, etc.

2 For Sr Citizens 2 Up to Rs 100000/-

Persons suffering from Persons suffering from 1 Rs 75000/-
Permanent Physical permanent physical 2 Rs 125000/- in case of
80U Disability disability as specified in Rule severe disability exceeding
11D of Income Tax 80%
Repayment of Interest on Payment made only towards No Limit
80E
Education Loan Interest
For on Education
a maximum periodLoan
of 8
Donations to Trusts, etc years from year in which
Donations made to firms as 100%
80G
other than Religious & per Donations Excel sheet
 80G
other than Religious & Donations made to firms as 50%
Charitable Institutions to per
Employee Contribution Donations
Up to Excel sheet
Rs 50000/- Up to Rs 50000/-
National Pension Scheme
80CCD (1) (Only if directly paid by
Employee to Bank)
Additional deduction on Up to Rs 150,000/- Up to Rs 150,000/-
80EEA home loan first time
buyers
Deduction on interest Up to Rs 150,000/- Up to Rs 150,000/-
80EEB payment for purchase of
Electric Vehicle
apter VIA

Supporting Documents Remarks

needed
1 Copy of Mediclaim From FY 2012-13 onwards, documents
Insurance Premium paid under Mediclaim and Annual health
Document Checkup expenses incurred for Self
2 Copy of health Checkup and dependent family are also
paid receipts included u/s 80D to the extent of Rs
5000/-; however the maximum limit
remains the same. Any contribution
made to the CGHS or such other
scheme as may be notified by Central
Government (Finance Act 2013)

Certificate from Categories of Assessees entitled are

Government Hospital / Individuals / Hindu Undivided Families
Chief Medical Officer to the - Please refer the attached Form 10 IA
authenticity of disability. format along with this document

Individuals suffering from permanent

disability including Blindness, Mental
Retardation, Autism, Cerebral
Paralisys, Multiple disabilities. Etc

Original bills and receipts, Includes even Premium paid for the
Certificate from a Doctor in maintenance with any insurance
Government company in any specified schemes of
Hospital/Private. the insurance companies.

Certificate from a Doctor in Attached Format.

Government /Private
Hospital as to the
authenticity of disability.
Copy of Interest paid
certificate from Bank /
Financial Institutions
Copy of receipts and proof
that it is exempt under 80G
Higher Education means any course of
study pursued after passing the SSC or
its equivalent
Donations from any School,
to Charitable Trusts /Board
Institutions can't be routed through
Donation paid receipts
Copy of Paid Certificates
1.Copy of the Provisional /
Paid Certificate issued by
the Bank / FI 2.
2. Copy
Copy of Sale Deed
the Provisional /
Paid Certificate issued by
the Bank / FI
Click here to view the list of donations which are to be routed through Employer for
If Employee paid the NPS to Bank
directly is acceptable
a).This deduction is allowed only for
the user who is a first time buyer
during the FY 19-20,and the house
property should beisRs
a).This deduction 45 lakhs
allowed or on
only less
the interest paid on a loan availed for
buying an electric vehicle and the
Loan should be sanctioned between
 Home Loan
Limits/Coverage/
Eligibility Supporting Documents needed
exemption
As per Employee's 1 If Loan is availed 1
Declaration before 1st April 1999,
exemption allowed is
Rs 30000/-
2 If Loan is availed 2
after 1st April 1999,
only Interest 3
component of Rs 2.00
Lacs is considered.
4

3 Ownership 5

Note.
For claiming housing loan benefit, employee need to submit housing loan lender details like lender type, lend
**********The maximum deduction amount allowed would be Rs. 2 Lakhs(Even if there multiple house proper
 Home Loan

Supporting Documents needed Remarks

If self-occupied, furnish the Provisional / Paid 1 Only Income / Loss form House
Certificate issued by the Bank / Financial Property shall be considered for
Instititions. TDS purpose.

If Let-out, furnish Form 12C and House Property
Computation along with the above.
Computation sheet on House property to be
updated and submitted along with the other
documents.
Incase any Pre-EMI is paid, furnish those details
along with the Document under Sl No 1
To assess ownership, if the Property is in joint name
(as appearing in the provisional certificate) will take
only co-barrower declaration from the co-barrower /
owner based on which will give the exemption.
2 Employees to take care of of
other Incomes (like Dividends,
Capital Gains, etc at their ends
while filing individual IT Returns.
3 In case if the co-borrower
certificate is not furnished the
deduction would be
proportiantely given for
exemption

yee need to submit housing loan lender details like lender type, lender name, address and PAN
t allowed would be Rs. 2 Lakhs(Even if there multiple house properties)**********
 Exemptions on Donations u/s 80G of the IT Act

No Exemption should be allowed by the DDO for Tax Computation in respect of any Donations made for
Charitable Purposes.

The Tax Relief on such Donations as admissible under section 80G of the Income Tax Act, will have to be
claimed by the Assessee / Tax Payer at the time of filing IT Returns.

However, on due verification, the DDO may allow exemptions on Donations to the following Trusts /
Bodies to the extent as mentioned therein.

Trusts / Bodies, donations to which get 100% exemptions

1 National Defence Fund
2 The Prime Minister's National Relief Fund
3 The Prime Minister's Armenia Earthquake Relief Fund
4 The Africa (Public Contributions - India) Fund
5 The National Foundation for Communal Harmony
6 The Chief Minister's Earthquake Relief Fund - Maharashtra
7 National Blood Transfusion Council
8 State Blood Transfusion Council
9 Army Central Welfare Fund
10 Indian Naval Benevolent Fund
11 Air Force Central Welfare Fund
12 The Andhra Pradesh Chief Minister's Cyclone Relief Fund - 1996
13 The National Illness Assistance Fund
14 The Chief Minister's Relief Fund or Lieutenant Governor's Relief Fund in respect of any State
or Union Territory as the case may be, subject to certain conditions.
15 The University or Educational Institution of National eminence approved by the Prescribed
Authority
16 The National Sports Fund to be set up by Central Government
17 The National Cultural Fund set up by the Central Government
18 The National Trust for Welfare of persons with Autism, Cerebral Palsy, Mental Retardation
and Multiple Disabilities
19 The Fund for Technology Development and Application set by the Central Govt

Trusts / Bodies, donations to which get 50% exemptions

1 The Jawaharlal Nehru Memorial Fund
2 The Prime Minister's Drought Relief Fund
3 The National Children's Fund
4 The Indira Gandhi Memorial Trust
5 The Rajiv Gandhi Foundation
 Donations made for

x Act, will have to be

ollowing Trusts /

respect of any State

by the Prescribed

Mental Retardation

al Govt
 Sample Computation of Income / Loss from House Property

Property I Let out

Total Rent received (Per Annam) -
Less : Munciple Taxes Paid -
Less : Standard Deduction -
Less : Interest paid to the Bank -
Income / Loss from House Property I

Property II Let out

Total Rent received (Per Annam) -
Less : Munciple Taxes Paid -
Less : Standard Deduction -
Less : Interest paid to the Bank -
Income / Loss from House Property II

Total Income / Loss from House Property

This amount will be considered for Tax computation.

Input fields
erty