User Guide for EPSF (Employee) – Standard Document

Ascent Consulting Services Pvt. Ltd.

User Guide for Employee Proof Submission

Standard Document

(Employee Perspective)

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 User Guide for EPSF (Employee) – Standard Document

Copyrights
Copyright © Ascent Consulting Services Private Limited. All rights reserved. The following
are trademarks of AscentHR:

In addition, AscentHR images, logos, headers, icons not to be used in any manner by anyone
without prior permission from AscentHR. All other trademarks not owned by AscentHR are
the property of their respective owners.

Disclaimer
This document might include technical inaccuracies and is subject to correction and other
revision without notice. It asserts that no warranties or representations are given in rel ation
to the legal information and it seeks to exclude any liabilities that may arise out of the use or
misuse of the information. AscentHR is not responsible for, and expressly disclaims all liability
for, damages of any kind arising out of use, reference to any information contained within the
document.

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 User Guide for EPSF (Employee) – Standard Document

About Ascent Consulting Services Private Limited

People Management is a key business function that has a direct impact on competitiveness,
efficiency of operations, and long-term profitability of an organization. Which is why,
organizations have been investing enormous time and resources in the HR function, which
diverts focus from the organization’s core business.

Ascent Consulting precisely addresses this anomaly through its 360 degree HR Management
Solutions that transform the HR service delivery. While these solutions accomplish cost
reduction, greater efficiencies and improved quality, our larger effort is aimed at improving
organizational efficiency and not just creating incremental change.

AscentHR has achieved this by building the right mix of skills and knowledge required for an
effective Outsourced HR Management function. Our solutions employ a matrix of technology,
domain expertise, streamlined business workflow, and highly skilled people to create,
tangible, measurable, performance improvements throughout the client's organization.

AscentHR is recognized as one of the most trusted partners in this business by clients around
the world. We work as an extension of our client's business. Our management and delivery
teams are passionate about building efficiencies in our client’s business.

Our bespoke technology solutions for HR Needs are unique in the industry and are backed by
the best of industry practices in Data management, Information Security, Data Privacy,
anywhere access and very user friendly processes.

At AscentHR automation of all the functions is achieved through a robust, configurable and
comprehensible HRMS application which caters to diverse organizational strategies and
standards.

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 User Guide for EPSF (Employee) – Standard Document

Preface
About this Manual
This manual provides guidelines for the user on EPSF – Employee can fill all the details like
personal details, Previous employment, House Rent Receipt Submission (HRA), Housing
loan/House Property Income or Loss, Other income (Bank interest, etc.), Tax saving
Investments Under Section 80C, Other Permitted Exemptions successfully in the application

Document Conventions
In this manual, certain words are represented in different fonts, sizes.

Bold indicates the name of menu items, options, dialog boxes, windows and functions.

Additionally this document has different strategies to draw User attention to certain pieces
of information. In order of how critical information is to your system, these items are marked
as a note, tip.

Icon Purpose
Note

Tip

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 User Guide for EPSF (Employee) – Standard Document

Table of Contents
Login to the application ............................................................................................................. 9

Employee submits EPSF details in the application ................................................................... 10

After login to the portal, employee views Welcome page .................................................. 10

Employee selects Tax regime before filling the EPSF Details ............................................... 11

Employee clicks Start button to fill the EPSF Details ............................................................ 12

For employees who has opted for New Tax Regime ............................................................ 13

For employees who has opted for Old Tax Regime .............................................................. 13

Employee fills the Personal Details in the application ......................................................... 14

Employee clicks HRA tab and fills the details in the application .......................................... 19

Employee uploads the document in the application ........................................................... 20

Employee fills Housing loan/House Property Income or Loss details in the application......... 21

Employee fills House Property Income/(Loss) - Let Out Property (Sec 24(b)) ..................... 22

If employee clicks Submit and Preview button .................................................................... 25

Employee fills Interest on Housing Loan-Self Occupied Property (Sec 24(b)) details .......... 32

Employee Fills Interest on Interest House property (Sec 80EE) ........................................... 33

Employee fills 80EEA ............................................................................................................ 34

Employee can fill the specific application through the quick jump option .......................... 35

Employee fills the Other Income (Bank Interest, etc.) details in the application ................ 36

Employee fills the Ded. Under Section 80C to 80CCD details in the application ..................... 38

Employee fills Deduction under Life Insurance Pension Scheme (Sec 80CCC)] form .......... 39

Employee fills the Public Provident Fund details in the form .............................................. 41

Employee fills the Children Education Expenses details in the form ................................... 42

Employee fills the National saving certificate details in the form ........................................ 43

Employee fills Life Insurance Premium details in the form ................................................. 44

Employee fills Housing Loan Principal Repayment details................................................... 45

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Employee fills Others - Post Office Savings Schemes, Tax Saver Term Deposit - 5 years
details in the form ................................................................................................................ 46

Employee fills the Sukanya Samriddhi Scheme details in the form ..................................... 47

Employee fills the Accrued NSC Interest details in the form ............................................... 48

.........................................................................................................................................48

Employee fills the Mutual Funds / ULIP details in the form ................................................ 49

Employee fills the Employees contribution towards NPS details in the form ..................... 50

Employee fills the Ded. Under Chapter VI A (Section 80D to 80 U) in application .................. 51

Employee fills Medical Insurance Premium (Sec 80D) details in the form .......................... 52

Employee fills Medical Insurance Premium for parents (sec 80D) details in form .............. 53

Employee fills Medical Insurance Premium paid for senior Citizen (Parents) details in form.
......................................................................................................................................54

Employee fills Medical for Handicapped Dependents (Sec 80DD) details in form .............. 55

Employee fills Medical for Handicapped Dependents (severe disability) (Sec 80 DD) details
......................................................................................................................................56

Employee fills Medical for Specified Diseases (Sec 80DDB) details in the form .................. 57

Employee fills Medical for Specified Diseases for Senior Citizen (Sec 80DDB) details ........ 58

Employee fills Interest Paid on Higher Education Loan (Sec80E) details in form ................ 59

Employee fills Deduction for Permanent Disability (Sec 80U) details.................................. 60

Employee fills 80EEB form .................................................................................................... 61

Employee views the Investment Proof Submission pages ................................................... 62

Re-Submission of Proofs .......................................................................................................... 63

Employee Uploads the Document ....................................................................................... 63

Employee clicks Re-submit tab ............................................................................................ 65

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Table of Figures
Figure 1: Login Page ................................................................................................................... 9
Figure 2: Login (password page) ................................................................................................ 9
Figure 3: Employee clicks the Submit tax proof submenu....................................................... 10
Figure 4: Employee selects Tax Regime ................................................................................... 11
Figure 5: Employee click the Start button................................................................................ 12
Figure 6: Employee fills Personal details ................................................................................. 14
Figure 7: Confirmation dialog box, click Yes to proceed .......................................................... 14
Figure 8: Employee adds the family member details and clicks save and proceed button..... 15
Figure 9: Confirmation dialog box ........................................................................................... 16
Figure 10: Employee selects the question from list................................................................. 16
Figure 11: Employee views the clarification for the question ................................................. 17
Figure 12: Employee clicks Support action .............................................................................. 18
Figure 13: Employee fills HRA Details ...................................................................................... 19
Figure 14: Employee click Ok to save the HRA Details ............................................................ 20
Figure 15: Employee uploads the attachment ......................................................................... 20
Figure 16: Employee selects Document Type .......................................................................... 21
Figure 17: Employee fills House Property Income/(Loss) details ............................................ 22
Figure 18: Employee adds another let out column ................................................................. 24
Figure 19: Employee clicks Yes button..................................................................................... 25
Figure 20: Employee views the Summary of Investment Proof Submitted & click Yes .......... 26
Figure 21: Employee adds the signature in the form .............................................................. 29
Figure 22: Confirmation dialog box appears ............................................................................ 29
Figure 23: Employee views the Summary of Investment Proof Submitted & click No ........... 30
Figure 24: Employee fills Housing Loan-Self Occupied Property details ................................. 32
Figure 25: Employee Fills Interest on Interest House property (Sec 80EE) .............................. 33
Figure 26: Employee fills 80EEA ............................................................................................... 34
Figure 27: Employee selects the required application from list .............................................. 35
Figure 28: Employee fills the Other income application.......................................................... 36
Figure 29: Employee click Ok Button ....................................................................................... 37
Figure 30: Employee fills the Deduction under life insurance pension scheme ...................... 39

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Figure 31: Confirmation dialog box appears ............................................................................ 39

Figure 32: Confirmation dialog box appears for data saving ................................................... 40
Figure 33: Employee fills the Public provident fund details..................................................... 41
Figure 34: Employee fills the Children education expenses details ......................................... 42
Figure 35: Employee fills the national savings certificate details ............................................ 43
Figure 36: Employee fills Insurance premium details .............................................................. 44
Figure 37: Employee fills the Housing loan principal repayment ............................................ 45
Figure 38: Employee fills the others- post office savings scheme details ............................... 46
Figure 39: Employee fills the Sukanya Samriddhi scheme details ........................................... 47
Figure 40: Employee fills Accrued NSC Interest details ........................................................... 48
Figure 41: Employee fills the Mutual Funds/ULIP details ........................................................ 49
Figure 42: Employee fills Employee contribution towards NPS details ................................... 50
Figure 43: Medical Insurance Premium (Sec 80D) ................................................................... 52
Figure 44: Employee fills Medical Insurance Premium for parents (sec 80D) details.............. 53
Figure 45: Employee fills Medical Insurance Premium paid for senior Citizen (Parents) ........ 54
Figure 46: Employee fills Medical for handicapped dependents details ................................. 55
Figure 47: Employee fills handicapped dependent (severe disabilities) details ...................... 56
Figure 48: Employee fills Medical for specified diseases details ............................................. 57
Figure 49: Employee fills Medical for specified Diseases for senior citizen details ................. 58
Figure 50: Employee fills the Interest paid on higher education loan details.......................... 59
Figure 51: Employee fills Deduction for permanent Disability details..................................... 60
Figure 52: Employee fills 80EEB form ...................................................................................... 61
Figure 53: Employee views the Investment Proof Submission page ....................................... 62
Figure 54: Employee clicks Submit tax proof link .................................................................... 63
Figure 55: Employee clicks Re-Submit button ......................................................................... 64
Figure 56: Employee uploads the document ........................................................................... 64
Figure 57: Click Ok to proceed ................................................................................................. 65
Figure 58: Employee views the document list ......................................................................... 65
Figure 59: Employee clicks Re-Submit tab ............................................................................... 65
Figure 60: Employee views the Component list....................................................................... 66
Figure 61: Employee clicks Submit Tax proof button .............................................................. 66

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Getting Started

Login to the application

Employee needs to login via Poornata portal to the Payroll Link. Once logged in, he will view the below
screen.

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Employee submits EPSF details in the application

After login to the portal, employee views Welcome page

Login to the application, employee must view the various tabs as displayed in the screenshot
below.

Figure 3: Employee clicks the Submit tax proof submenu

• Expand Tax & Reimbursement menu and click Submit tax proof submenu, this will be
navigated to the Investment Proof Submission page as shown in the below screenshot.

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Employee selects Tax regime before filling the EPSF Details

Screen will prompt you to choose the tax regime once again. Irrespective of which Tax Regime
you opted earlier, you will have option to change it now. Hence, use the Dynamic Calculator
and decide on which Tax Regime suits you. Once you chose the Tax Regime, update your
investment then you cannot change your Tax Regime

Figure 4: Employee selects Tax Regime

• Employee views the Regime Declaration page along with the general guidelines and
selects either Old or New Tax Regime.

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Employee clicks Start button to fill the EPSF Details

Figure 5: Employee click the Start button

• Employee views the Investment Proof Submission page along with the general guidelines
and clicks the Start button.

Note:

 Two start buttons are available in the Investment Proof Submission page as shown above.
Employee can click any of the start button to proceed further.

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For employees who has opted for New Tax Regime:

Note:
Employee who has opted New Tax Regime at the time of Investment declaration or Proof
submission in the current financial year, employee will be able to see ONLY below 3 sections
in the Proof submission module:

1. Previous Employment tab (In case employee has joined after April 2020).
2. Housing Loan tab - House Property Income/(Loss) - Let Out Property (Sec 24(b))
3. Other Income tab – Other Income (Bank Interest, etc.)

For employees who has opted for Old Tax Regime:

Note:
Employee who has opted New Tax Regime, employee will be able to see ONLY below 3
sections in the Proof submission module:

1. Previous Employment tab (In case employee has joined after April 2021).
2. Housing Loan tab - House Property Income/(Loss) - Let Out Property (Sec 24(b))
3. Other Income tab – Other Income (Bank Interest, etc.)

Important Note:

Please choose your regime carefully as you will not be able to change your
regime for this financial year again after clicking “Ok to proceed”. Once you
click “Ok to proceed”, you will be re-directed to the investment proof
submission page and supporting documents based on your regime selection
will be required to be submitted. In case of doubt, please use the dynamic tax
calculator to check which regime best suits you and then select the regime.

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Employee fills the Personal Details in the application

Figure 6: Employee fills Personal details

• Once employee clicks the start button, it will be navigated to Personal details page as
shown above.
• Employee fills all the relevant and mandatory personal information in the form.
• Employee clicks the Save button.

Figure 7: Confirmation dialog box, click OK to proceed

• A Confirmation dialog box appears; click the Ok button to save personal details
successfully.

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Figure 8: Employee adds the family member details and clicks save and proceed button

1. Once the No. of children / Mobile Number / Residence Address are entered by an
employee in the first screen, then once the personal details are saved, employee iseligible
to add the family member details as shown above.

Note: Updating Family details are required to be updated for claiming few of the exemptions
like LIC, Children Education Expense etc.

1. Employee adds family member details

Employee clicks Add icon to add more than 1 family member details.

2. Employee deletes the family member details:

Employee clicks Delete icon to delete the family member details

3. Employee saves all the details:

Employee clicks Save button to save the personal and family member details

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Figure 9: Confirmation dialog box

• A Confirmation dialog box appears; click the Ok button to save personal and family
details successfully.

4. Employee clicks the FAQ option

Click FAQ option in the left corner of the page as shown in the Figure 8: Employee adds
the family member details and clicks save and proceed button and views the frequently
asked questions regarding the EPSF.

Figure 10: Employee selects the question from list

• Employee can select the question from questions list, for which he/she needs clarification.

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Figure 11: Employee views the clarification for the question

• If employee selects the question, then the answer for that particular question reflects as
shown above.

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5. Employee click Support action

Figure 12: Employee clicks Support action

• Employee clicks Support option as shown in Figure 8: Employee adds the family member
details and clicks save and proceed button to search a question for which he/she needs
clarification.
• Employee can type the key word and the result appears as shown above.
• Employee can select the question from the list.
• Once employee saves the personal details, then the remaining sections such as HRA,
Housing loan, Other Income (Bank Interest, etc.), Ded. Under Sec 80C to 80CCD and Ded.
Under Chapter VIA sections auto appears on the screen as shown in Figure 6: Employee
fills Personal details.

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Employee clicks HRA tab and fills the details in the application

Figure 13: Employee fills HRA Details

1. Employee view the HRA Page and fills relevant and mandatory information in the form.
2. If employee check the Copy to All check box, then the information entered in the single
row copies to all the remaining rows.
3. If employee wants to update Multiple Landlord in the HRA section, click on ADD (+) button
as shown in above figure.
4. Once information is updated, employee clicks the Save button. A confirmation dialog box
appears as shown below. Click the Ok button to save the details successfully. This will
prompt you to navigate to the Housing loan tab.

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Figure 14: Employee click Ok to save the HRA Details

Employee uploads the document in the application

• Once the employee has saved the HRA details, he/she will be able to upload the document
as shown below.

Figure 15: Employee uploads the attachment

• Click the Upload button, which is next to HRA line item as shown in above figure to upload
the document.
• Employee selects the “Document Towards” drop-down to upload the proofs, which
shows the bifurcation of document type under each category of investments.
• Click the Browse button to select the file from the desired location.
• If file is password protected, enter the file password and then, click the Upload button to
upload the document successfully.

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Note:
There are few sections where multiple documents need to be uploaded for approval, in
such instances, you shall have an option to select respective document type category in
the upload section as shown in the below screenshot.
Example: Interest on Housing loan Self-occupied section – You need to upload both
Interest certificate & Possession certificate. Hence upload the document by selecting the
correct category i.e., Interest Certificate separately and Possession Certificate separately.

Figure 16: Employee selects Document Type

Employee fills Housing loan/House Property Income or Loss details

in the application

Under Housing loan section, there are 4 Applications that can be filled by an employee.

1. House Property Income/(Loss) - Let Out Property (Sec 24(b))

2. Interest on Housing Loan-Self Occupied Property (Sec 24(b))
3. Interest on House Property (Sec 80EE)
4. 80EEA

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Employee fills House Property Income/(Loss) - Let Out Property (Sec 24(b))

Figure 17: Employee fills House Property Income/(Loss) details

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1. Employee fills all the relevant and mandatory details in the Form / Annexure.
2. Employee can click Add icon to add another let out property details in the column as
shown below.
3. Once all details are updated, if Employee click the Save button, data will be saved &
saved details can be edited if required.
4. If Employee clicks the Submit & Preview button, this will take employee to Form 12BB
page.

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Figure 18: Employee adds another let out column

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Note:

 Only 3 let out columns can be added.

 If the employee selects Yes option for the particulars mentioned below, then an additional
field appears on the screen. Employee need to fill the details for the additional fields as
well.
Particulars:
• Is the Property a Joint Property?
• Rent received type.
• Do you declare any Pre EMI?

If employee clicks Submit and Preview button

• Once employee clicks Submit and preview button, below dialog box appears.

Figure 19: Employee clicks Yes button

• Employee clicks Ok button to submit the details and will be navigated to Generate Form
12BB.

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Figure 20: Employee views the Summary of Investment Proof Submitted & click Yes

Note:

If in case there are any modifications in the EPSF forms, please make the changes before
clicking Submit Tax Proof to submit it.

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• As shown in above figure 20, If Employee ticks “Yes (Document Upload)” and clicks on
“Generate Form 12 BB button” which will generate the document in PDF format as shown
in below figure 21.

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Figure 21: Employee adds the signature in the form.

• Employee prints the document & adds the signature in the form.
• Employee clicks on Browse button to upload the Scan copy of Signed Form 12BB on portal
as shown in Figure 20.
• Employee clicks Upload button.

Figure 22: Confirmation dialog box appears

• Employee click OK button to upload the file.

• Once employee uploads the file, then Submit Tax proof button appears on the screen
as shown above.

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Figure 23: Employee views the Summary of Investment Proof Submitted & click No

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Note:

If in case there are any modifications in the EPSF forms, please make the changes before clicking
Submit Tax Proof to submit it.

• As shown in above figure 23, If Employee ticks “No (Self Declaration)”, than employee
need not submit / upload Scan copy of Form 12 BB.
• Employee checks both 12BB Self Declaration tab and Proof Submission Declaration tab
as shown in Figure 23.
• Finally, employee clicks on Submit Tax Proof button. Once clicked, any alteration or
modification will not be allowed in EPSF tool.

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Employee fills Interest on Housing Loan-Self Occupied Property (Sec 24(b))

details

Figure 24: Employee fills Housing Loan-Self Occupied Property details

1. Employee fills all the relevant and mandatory details in the Form / Annexure
2. Once all details are updated, if Employee click the Save button, data will be saved & saved
details can be edited if required.

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5. If Employee clicks the Submit & Preview button, this will take employee to Form 12BB
page.
3. Employee clicks the Next button to navigate to the next form.
4. Employee clicks the previous button to navigate to the previous form.

• Declared Amount: displays the amount which employee has declared.

• Proof Submitted: displays the amount for which the proofs are submitted.
• Approved: displays the amount that has been approved by the approver.
• Remarks: Displays the remarks.

Employee Fills Interest on Interest House property (Sec 80EE)

Figure 25: Employee Fills Interest on Interest House property (Sec 80EE)

1. Employee fills all the relevant and mandatory details in the Form / Annexure.

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2. Once all details are updated, if Employee click the Save button, data will be saved &
saved details can be edited if required.
3. If Employee clicks the Submit & Preview button, this will take employee to Form 12BB
page.
4. Employee clicks the Next button to navigate to the next form.
5. Employee clicks the previous button to navigate to the previous form.

Employee fills 80EEA

Figure 26: Employee fills 80EEA

1. Employee fills all the relevant and mandatory details in the Form / Annexure
2. Once all details are updated, if Employee click the Save button, data will be saved &
saved details can be edited if required.

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3. If Employee clicks the Submit & Preview button, this will take employee to Form 12BB
page.
4. Employee clicks the Next button to navigate to the next form.
5. Employee clicks the previous button to navigate to the previous form.

Employee can fill the specific application through the quick jump option

Figure 27: Employee selects the required application from list

• Employee can also jump into the required application by selecting the application from
the list as shown above and the selected application appears on the screen.

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Employee fills the Other Income (Bank Interest, etc.) Details in the
application

Figure 28: Employee fills the Other income application

1. Employee fills all the relevant and mandatory details in the Form / Annexure
2. Once all details are updated, if Employee click the Save button, data will be saved & saved
details can be edited if required.
3. If Employee clicks the Submit & Preview button, this will take employee to Form 12BB
page.
4. Employee clicks the Next button.

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Figure 29: Employee click Ok Button

• Employee clicks the Ok button to navigate to Tax Saving Investments under Section 80C.
• Employee clicks the Previous button to navigate to the previous form.

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Employee fills the Ded. Under Section 80C to 80CCD details in the
application

Under Section 80C to 80CCD, there are 11 applications as mentioned below which employee
can fill.

1. Deduction under Life Insurance Pension Scheme (Sec 80CCC)

2. Public Provident Fund
3. Children Education Expenses
4. National Savings Certificate (NSC)
5. Life Insurance Premium
6. Housing Loan Principal Repayment
7. Others - Post Office Savings Schemes, Tax Saver Term Deposit - 5 years
8. Sukanya Samriddhi Scheme
9. Accrued NSC Interest
10. Mutual Funds / ULIP
11. Employees contribution towards NPS

Note:
Deductions that are recovered from payroll, proof documents are not required to be
submitted & exemption will be given automatically like Provident Fund, Voluntary
Provident Fund etc.

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Employee fills Deduction under Life Insurance Pension Scheme (Sec 80CCC)]
form

Figure 30: Employee fills the Deduction under life insurance pension scheme

1. Employee enters the Deduction under Life Insurance Pension Scheme (Sec 80CCC)
value in textbox and if Employee click the Save button, data will be saved & saved
details can be edited if required.
2. If Employee clicks the Submit & Preview button, this will take employee to Form 12BB
page.

Figure 31: Confirmation dialog box appears

• A confirmation dialog box appears, click the OK button.

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Figure 32: Confirmation dialog box appears for data saving

• Employee clicks the OK button to navigate to the next page.

4. Employee can also click Next button to navigate to next page.
5. Employee clicks the Previous button to navigate to the previous form.

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Employee fills the Public Provident Fund details in the form

Figure 33: Employee fills the Public provident fund details

1. Employee enters the Public Provident Field value in the text box.
2. Employee clicks the Save button to save the details or click the Submit and preview
button to submit the details.
3. Employee clicks the Next Button to navigate to the Children education expenses form.

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Employee fills the Children Education Expenses details in the form

Figure 34: Employee fills the Children education expenses details

1. Employee enters the Children Education expense value in the text box.
2. Employee clicks the Save button to save the details or click the Submit and preview
button to submit the details.
3. Employee clicks the Next Button to navigate to the National savings certificate form.

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Employee fills the National saving certificate details in the form

Figure 35: Employee fills the national savings certificate details

• Employee types the National savings certificate value in the text box.
• Employee clicks the Save button to save the details or click the Submit and preview
button to submit the details.
• Employee clicks the Next Button to navigate to the life Insurance Premium form.

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Employee fills Life Insurance Premium details in the form

Figure 36: Employee fills Insurance premium details

1. Employee fills the Dependent name, policy number, premium type, relationship date,
No. of documents and amount value in the respective textbox.
2. Employee clicks the Save button to save the details.
3. Employee click the submit and preview button to submit the details.
4. Click the Next Button to navigate to the Housing Loan Principal Repayment form.

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Employee fills Housing Loan Principal Repayment details

Figure 37: Employee fills the Housing loan principal repayment

• Employee fills the Housing loan principal repayment value in the text box
• Employee clicks the Save button to save the details or click the submit and preview button
to submit the details.
• Click the Next Button to navigate to the Others - Post Office Savings Schemes, Tax Saver
Term Deposit - 5 years form.

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Employee fills Others - Post Office Savings Schemes, Tax Saver Term Deposit -
5 years details in the form

Figure 38: Employee fills the others- post office savings scheme details

1. Employee fills the others- post office savings scheme, Tax Saver Term Deposit - 5 years
value in the text box.
2. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
3. Click the Next Button to navigate to Sukanya Samriddhi Scheme form.

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Employee fills the Sukanya Samriddhi Scheme details in the form

Figure 39: Employee fills the Sukanya Samriddhi scheme details

1. Employee fills the Dependent name, account number and amount invested value.
2. Employee can add one more row by clicking on the Add icon to add another dependent
name, account number and amount invested value.
3. Employee can delete the row by clicking on the Delete icon.
4. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
5. Click the Next Button to navigate to Accrued NSC Interest form.

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Employee fills the Accrued NSC Interest details in the form.

Figure 40: Employee fills Accrued NSC Interest details

1. Employee fills the relevant and mandatory details in the form.

2. Employee can add one more row by clicking on the Add icon to add another NSC form.
3. Employee can delete the row by clicking on the Delete icon.
4. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
5. Click the Next Button to navigate to Mutual Funds / ULIP form.

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Employee fills the Mutual Funds / ULIP details in the form

Figure 41: Employee fills the Mutual Funds/ULIP details

1. Employee fills all the relevant and mandatory details in the form.
2. Employee can add one more row by clicking on the Add icon to add another Mutual fund
details.
3. Employee can delete the row by clicking on the Delete icon.
4. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
5. Click the Next Button to navigate to NPS form.

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Employee fills the Employees contribution towards NPS details in the form

Figure 42: Employee fills Employee contribution towards NPS details

1. Employee fills the Employee contribution towards NPS value in textbox.

2. Employee clicks the Save button to save the details successfully or click submit and
preview button to submit the details.
3. Click the Next Button to navigate to Other Permitted Exemptions (Section 80D to 80 U)
section.

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Employee fills the Ded. Under Chapter VI A (Section 80D to 80 U) in

application

Under Ded. Under Chapter VI A (Section 80D to 80 U) section, there are 11 applications as
mentioned below which employee can fill.

1. Medical Insurance Premium (Sec 80D)

2. Medical Insurance Premium for parents (sec 80D)
3. Medical Insurance Premium paid for senior Citizen (Parents)
4. Medical for Handicapped Dependents (Sec 80DD)
5. Medical for Handicapped Dependents (severe disability) (Sec 80 DD)
6. Medical for Specified Diseases (Sec 80DDB)
7. Medical for Specified Diseases for Senior Citizen (Sec 80DDB)
8. Interest Paid on Higher Education Loan (Sec 80E)
9. Deduction for Permanent Disability (Sec 80U)
10. 80EEB : Interest paid on Purchase of Electric Vehicle for current FY

Note:
Deductions that are recovered from payroll, proof documents are not required to be
submitted & exemption will be given automatically like Mediclaim deduction, Parents
Mediclaim deduction etc.

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Employee fills Medical Insurance Premium (Sec 80D) details in the form

Figure 43: Medical Insurance Premium (Sec 80D)

1. Employee fills all the relevant and mandatory details in the form.
2. Employee clicks the Save button to save the details successfully or click submit and
preview button to submit the details.
3. Click the Next Button to navigate to Medical Insurance Premium for parents (sec 80D)
form.

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Employee fills Medical Insurance Premium for parents (sec 80D) details in
form.

Figure 44: Employee fills Medical Insurance Premium for parents (sec 80D) details

1. Employee fills all the relevant and mandatory details in the form.
2. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
3. Click the Next Button to navigate to Medical Insurance Premium paid for senior Citizen
(Parents) form.

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Employee fills Medical Insurance Premium paid for senior Citizen (Parents)
details in form.

Figure 45: Employee fills Medical Insurance Premium paid for senior Citizen (Parents)

1. Employee fills all the relevant and mandatory details in the form.
2. Employee can add one more row by clicking on the Add icon to add another member
details.
3. Employee can delete the row by clicking on the Delete icon.
4. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
5. Click the Next Button to navigate to Medical Insurance Medical for Handicapped
Dependents (Sec 80DD) form.

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Employee fills Medical for Handicapped Dependents (Sec 80DD) details in

form.

Figure 46: Employee fills Medical for handicapped dependents details

1. Employee fills the Medical for handicapped Dependents (Sec 80DD) value in form.
2. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
3. Click the Next Button to navigate to Medical Insurance Medical for Handicapped
Dependents (severe disability) (Sec 80 DD) form.

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Employee fills Medical for Handicapped Dependents (severe disability) (Sec

80 DD) details

Figure 47: Employee fills handicapped dependent (severe disabilities) details

1. Employee fills the Medical for Handicapped Dependents (Severe disability) (Sec 80DD)
value in the form.
2. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
3. Click the Next Button to navigate to Medical for Specified Diseases (Sec 80DDB) form.

Note:

 Employee cannot claim for both Medical for Handicapped Dependents (Sec 80DD) and
Medical for Handicapped Dependents (severe disability) (Sec 80 DD).

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Employee fills Medical for Specified Diseases (Sec 80DDB) details in the form

Figure 48: Employee fills Medical for specified diseases details

1. Employee fills the Medical for Specified Diseases (Sec 80DDB) value in the form.
2. Employee clicks the Save button to save the details or click submit and preview button
to submit the details.
3. Click the Next Button to navigate to Medical for Specified Diseases for Senior Citizen
(Sec 80DDB) form.

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Employee fills Medical for Specified Diseases for Senior Citizen (Sec 80DDB)
details

Figure 49: Employee fills Medical for specified Diseases for senior citizen details

1. Employee fills the Medical for Specified Diseases for Senior Citizen (Sec 80DDB) value in
the form.
2. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
3. Click the Next Button to navigate to Interest Paid on Higher Education Loan (Sec 80E)
form.

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Employee fills Interest Paid on Higher Education Loan (Sec80E) details in form

Figure 50: Employee fills the Interest paid on higher education loan details

1. Employee fills the Interest Paid on Higher Education Loan (Sec 80E) value in the form.
2. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
3. Click the Next Button to navigate to Deduction for Permanent Disability (Sec 80U) form.

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Employee fills Deduction for Permanent Disability (Sec 80U) details

Figure 51: Employee fills Deduction for permanent Disability details

1. Employee fills the Deduction for Permanent Disability (Sec 80U) value in the form.
2. Employee clicks the Save button to save the details or click submit and preview button to
submit the details.
3. Click the Next Button to navigate to 80EEB form.

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Employee fills 80EEB form

Figure 52: Employee fills 80EEB form

1. Employee fills the form.

2. Employee clicks the Save button to save the details or click Submit and preview button
to submit the details.

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Employee views the Investment Proof Submission pages

Figure 53: Employee views the Investment Proof Submission page

• Once employee submit all the forms, he/she can view the Modify and preview buttons in
the Investment Proof Submission page.
• Employee can click the Modify button to do necessary changes if needed.
• Employee clicks Preview button to re-generate Form 12BB.

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Re-Submission of Proofs
Employee Uploads the Document
Once the approval procedure for proofs submitted is completed, employee will be provided
an option to re-submit the rejected proofs (if any) within the period of 3 days.

Below is the procedure to follow while initiating re-submission process

Figure 54: Employee clicks Submit tax proof link

• Once employee clicks Submit Tax Proof link, will be navigated to below page.

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Figure 55: Employee clicks Re-Submit button

• Employee clicks “Re-submit” button to proceed further with re submission procedure.

Figure 56: Employee uploads the document

• Once employee clicks on Re submit button, employee will be directed to above shown
page where the below mentioned details are required.
Employee has to update the Document Amount in case of any change in amount.
Employee clicks the Browse button to upload the document.
Provide the password for the file, if it is password protected and click the Save button.

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Figure 57: Click Ok to proceed

• Once employee save the details submitted, the above shown confirmation dialog box
appears where employee has to click OK to save the document successfully.

Figure 58: Employee views the document list

• Once the details are successfully updated along with supporting document, the detailswill
be shown as displayed in above screenshot.
• Employee can cross verify the details and proceed for Final submission .

Employee clicks Re-submit tab

Figure 59: Employee clicks Re-Submit tab

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• Once Employee is done with the upload, he/she need to click on Re-submit tab as shown
in above screenshot in order to proceed with final submission.

Figure 60: Employee views the Component list

• Once employee clicks on Re-submit, he/she will be able to see the details, which were
submitted as shown above.

Figure 61: Employee clicks Submit Tax proof button

• Once employee has verified all the details, which were submitted, he/she can go ahead
and click on “Submit Tax Proof” button.

Note:

 No alteration/modifications can be made, once you are done with final submission.

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