Define Window Period for Proof Submission

You can specify the period within which the employees can submit their investment proof related documents for the financial year.

As a Payroll Implementer or Administrator you need to define the period in which employees can submit their investment proof documents to avail tax exemption. This time period is usually between December to January in each financial year.

The investment proof documents need to be submitted both by the regular employees and terminated employees.

1. Set the scope for this task by selecting the parent Legal Entity and then the Legal Reporting Unit, as described in previous tasks.

2. Select Manage Legal Reporting Unit HCM Information in the implementation project task list.

3. On the Manage Legal Reporting Unit HCM Information page, select the Tax Reporting Unit and click Next.

4. Select the Tax Reporting Unit Type and click Next to fill the respective information.

5. In the Proof Submission Window Information section, specify the timeline to submit the tax proof documents for the financial year.

   Note: Verify that there is no overlap of dates for investment declaration and submission of investment proof documents.

   Window Period for Proof Submission

   Field	Description
   Effective Period Start Date	Enter the start date from when the investment proof documents can be uploaded.
   Effective Period End Date	Enter the end date after which proof documents can't be submitted.

6. Click Submit.