How to approve IT declaration proofs?

To reduce their net payable tax amount, employees can declare certain expenses under different sections. However, to ensure the authenticity of the declared amount and prevent tax manipulation, employees must upload bills or proofs of expenditure. The employer then checks and approves or rejects the proofs. If valid and justified, the employer approves them. If there is any discrepancy, the employer requests that the employee resubmits them.

To approve the proof of IT declaration that the employees have submitted, navigate to Payroll (1) >> Payroll Admin (2). Make sure that you're on the Operations (3) tab

Now scroll down to find the Income Tax Declarations section and select Income Tax Declarations Approvals.

Select the relevant Pay Group in the Income Tax Declarations Approvals page if you have multiple pay groups set up. Also, select the right Financial year. If you want to filter down the list of employees further, you can choose the applicable Location, Business Unit, Department, Employment Status, Cost Center, or Proof Submission Status. Once you have applied the necessary filters, click Run.

Click on Review Claims to view the documents submitted by the employee.

Review the declaration details that were submitted by the employee and then click on Approve/Reject

Through these steps, you can approve or reject the bills or proof of IT declaration that the employees have submitted.

Failure to approve an employee's declaration proof may result in the deduction of previously unpaid taxes at the end of the financial year, reducing the employee's net pay for that month.

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