Review Summary

Get a glance of all the investment information you've just declared or from the submitted documents of investment proof in the summary report.

You can get a synopsis of the submitted amount and declared amount in each section of the investment declaration page, with the employee personal information. You can review and verify the uploaded information, before and also after submitting the documents of investment proof declared for house rent, house property and loan information, Chapter VIA deduction information, and other income information.

As a payroll user, you can view the summary report from the employee calculation card, income tax TRU.

The employee can access the summary report from the employee self service portal.

Review Summary Report

Navigation: My Client Groups > Person Management > Search employee > Calculation Card > Statutory Deductions > Income Tax > Investment Declarations > Review Summary

1. In the Review Summary page, view the submitted and declared amount in each section.

   • House Rent Details

   • House Property and House Loan Information

   • Chapter VI A Deductions

   • Other Income

2. Verify if the Submitted Amount is displayed accurately from the uploaded investment proof documents.

3. After you verify the information in each section, click Submit.

You can view the Submitted Amount and Approved Amount in each section of the summary report, after the Payroll Administrator verifies and approves the submitted documents of investment proof.