Investment Declaration Page
You can configure the accessibility to the investment declaration page in self-service portal, for employees to declare their investment information for the financial year.
- Set the scope for this task by selecting the parent Legal Entity and then the Legal Reporting Unit, as described in previous tasks.
- Select Manage Legal Reporting Unit HCM Information in the implementation project task list.
- On the Manage Legal Reporting Unit HCM Information page, select the Tax Reporting Unit and click Next.
- Select the Tax Reporting Unit Type and click Next to fill the respective information.
- In the Investment Declaration Information section, enter the period within the financial year and the timeline every month for capturing the employee's investment declaration information:
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 cannot be submitted. |
Start Day of Every month |
Enter the start date in every month when the investment declaration info can be updated. |
End Day of Every month |
Enter the end date in every month after which the investment declaration info can't be updated. |
- Click Submit.