Set Up the Approval Process for Investment Proofs

Verify and approve all the uploaded documents of investment proof for the current financial year.

As a payroll administrator or payroll user, you need to verify and approve all the submitted documents of investment proof for the employee's income tax computation.

To upload the documents of investment proof, follow these steps:

1. From the home page, navigate to Statutory Deductions > Taxes > Income Tax > Select Regime and Complete Declarations > Proof Verification and Approval.

2. Click Proof Verification and Approval.

3. View the uploaded proofs in any of the sections:

   • House Rent Information

   • House Property and Loan Information

   • Chapter VIA Deductions

   • Other Income

4. As an employee, the proof verification statuses visible are: Partially Verified, Yet to Verify, and Fully Verified.

   • Yet to Verify: If the status of all sections indicate Yet to Verify, the overall status is Yet to Verify

   • Partially Verified: If any one of the sections has the status Yet to Verify, the overall status displays as Partially Verified"

   • Fully Verified: If all the sections have status Fully Verified, the overall status is Fully verified.

5. The record level statuses are: Verified and Approved, Verified and Rejected, and Yet to Verify.