Proof Submission

You can configure the accessibility to the proof submission page in self-service portal, for employees to submit their investment proof related documents for the financial year.

This time period for employees to submit their investment proof documents 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.

Here's how you can set the timeline for proof submission:

Navigation: Setup and Maintenance > Tasks > Search > Manage Legal Reporting Unit HCM Information

1. Set the scope for this task by selecting the parent Legal Entity and then the Legal Reporting Unit.
2. On the Manage Legal Reporting Unit HCM Information page, select the income tax TRU and click Apply and Go to Task.
3. Edit the income tax TRU by selecting the Correct mode.
4. In the Proof Submission, specify the timeline to submit the documents of investment proof for the financial year.

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.

Note:

1. To change the proof submission timeline, edit the tax reporting unit in Correction mode. Using the update mode only creates the TRU update history.
2. Verify that there's no overlap of dates for investment declaration and submission of documents for investment proof.

Verify that there's no overlap of dates for investment declaration and submission of investment proof documents.

5. Click Submit.