1. Implementing Payroll for India
  2. Declare Contribution to Medical Insurance in Section 80D

Declare Contribution to Medical Insurance in Section 80D

Add details of the medical insurance premium for self, dependents and parents in section 80D.

As a payroll user, you can declare the medical insurance premium details for employees, dependents and parents, which needs to be paid for the financial year. Capture the details of the medical treatment expenses for physically handicapped for dependent family members in section 80DD and expenses for medical treatment of specified diseases in section 80DDB.

Add Medical Treatment Expenses in Section 80D

Here are the details of the attributes to capture the required medical insurance premium information.

  1. As a Payroll User, from the home page navigate to Payroll Calculation > Manage Person > Manage Calculation Card > Income Tax Deductions > Complete Investment Declaration > Deductions under Chapter VIA .

  2. From the dropdown list, select Medical Insurance Premium 80D.

    S No. Field Necessity Description
    1

    Type of Insured Person

    Mandatory

    Select the type of the expense from the list::

    1. Self and Family: includes self, spouse, or children

    2. Parents
    2

    Premium Amount

    Mandatory

    Enter the summed up premium amount for each insured person type, which means for self and family and parents will have the separate transaction during the declaration.

    3

    Preventive Health Checkup

    Optional

    Enter the summed up value for each insured person type.
    4

    Insured persons include a senior citizen

    Optional

    Select this checkbox if the insured person is a senior citizen. If you select this checkbox, the field Medical Expenditure is enabled.

    5

    Medical Expenditure

    Optional

    Enter the relevant medical expenditure incurred for senior citizens.

    Note: This attribute is displayed only when the Insured persons include a senior citizen checkbox is selected.

  3. Click Submit.

Add Medical Treatment Expenses in Section 80DD

As a Payroll User, you can capture the medical treatment for physically handicapped dependent members for the employees in the current financial year. Here are the details of the attributes to capture the required medical expenses information.

  1. As a Payroll User, from the home page navigate to Payroll Calculation > Manage Person > Manage Calculation Card > Income Tax Deductions > Complete Investment Declaration > Deductions under Chapter VIA .

  2. From the dropdown list, select Medical Insurance Premium 80DD

    S No. Field Necessity Description
    1

    Disability Percentage

    Mandatory

    Select the disability percentage from the list:

    1. More than 40% and less than 80%

    2. More than or equal to 80%
    2

    Treatment Amount

    Mandatory

    Enter the treatment amount.

  3. Click Submit.

Add Medical Treatment for Specified Diseases in Section 80DDB

Declare the details of the expenses incurred for medical treatment of specified diseases for dependents.

Here are the details of the attributes captured in this section:

  1. As a Payroll User, from the home page navigate to Payroll Calculation > Manage Person > Manage Calculation Card > Income Tax Deductions > Complete Investment Declaration > Deductions under Chapter VIA .

  2. From the dropdown list, select Medical Insurance Premium 80DDB

    S No. Field Necessity Description
    1

    Include a Senior Citizen (60 years old or above)

    Mandatory

    Select this check box if the medical expenses are for a senior citizen.

    2

    Amount

    Mandatory

    Enter the expenditure amount paid for the specified disease treatment.

  3. Click Submit.