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Darwinbox IT Declaration Proof Submission Manual FY22-23

The document provides instructions for employees to submit their Proof of Investment (POI) and Income Tax Declaration through the Employee Self Service portal. It outlines the steps to access the POI and IT Declaration windows, describes the various sections like HRA, investments, donations, and medical expenses that can be declared, and provides guidance on uploading documents, saving drafts, and submitting final proofs. It emphasizes important points like ensuring documents are submitted before deadlines and that resubmissions replace previous submissions.

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Ghousia Begum
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1K views

Darwinbox IT Declaration Proof Submission Manual FY22-23

The document provides instructions for employees to submit their Proof of Investment (POI) and Income Tax Declaration through the Employee Self Service portal. It outlines the steps to access the POI and IT Declaration windows, describes the various sections like HRA, investments, donations, and medical expenses that can be declared, and provides guidance on uploading documents, saving drafts, and submitting final proofs. It emphasizes important points like ensuring documents are submitted before deadlines and that resubmissions replace previous submissions.

Uploaded by

Ghousia Begum
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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IT Declaration & POI – Employee Self Service Manual

Proof of Investment (POI)


You will be asked to submit the relevant proofs for the declared values by your Payroll
team. The Darwinbox admin will enable the “Proof of Investment” window similar to the
IT declaration window discussed below.
When the “POI” window is open, there will be an additional “Save as Draft” button
beside the submit button as well as an “Attach File” option under every section.
You can upload multiple files either by adding them in bulk at a go or by adding one by
one. (Note- if you intend to upload file one by one, make sure that you click on
save as draft after adding each file so that it does not disappear).
You can upload file of maximum 10 MB size.

The “POI” window will be closed as soon as you select the “Submit” button and the data
is sent to the payroll team for validation. So, if you would like to save the submissions to
edit later, then you must use the “Save as Draft” option to retain the current inputs when
you open the POI next time.
NOTE 1: You need to ensure that you “submit” the proofs before the window closes,
otherwise the saved drafts will be discarded.
NOTE 2: If you are asked to re-submit proofs or the window is opened in a different
month, you will need to ensure the final values submitted are inclusive of previous
values and not just incremental. When you submit the proofs a second time, the
previous proof submission is over written, and the new values will be considered final.
When you click on “Submit”, there will be a confirmation message for the submission of POI.
Once ‘OK’ is selected POI submission will be complete and the values cannot be edited.
If there are some more changes to be done, please select “Cancel” option to return back to the
POI page and make any relevant changes.
Tax Regime and IT Declaration

1. Login to Darwinbox Application

2. Once logged in, go to Compensation module as highlighted in the below image


3. After clicking on Compensation, you will find a set of tabs under this module.
Click on IT Declaration / POI Tab.

4. If the “Tax Regime” selection window is enabled by the admin, you will see the
“Tax Regime Till DD-MM-YYYY” indicator as shown in the image below.
You may select your tax regime as “Yes” or “No” based on your preference. The
tax calculations will be updated in the “Tax Sheet” tab accordingly. You may
change this selection any number of times until the window is closed by the
admin.
NOTE: You will not be able to change the regime for the rest of the financial year
once the window closes, so please check your tax liability carefully and choose
the regime.
5. IT Declaration: The following sections are covered under the IT Declaration -
HRA & Others (U/S 10), House Property (U/S 24), Investment Declaration (U/S
80C) & Others, Mediclaim (U/S 80D), Donations (U/S 80G) and Others.

 HRA:

Enter your residential address, duration (months), monthly rental, and Owner’s
Name and PAN.
Please note that the money entered is always for month. Flexibility is provided to
submit different monthly rental values for any duration [in months].
You can click on the highlighted “i” icon to see the rules applicable for HRA
claims.
 Others:
This includes Section 10, Telephone Bills, LTA, Fuel Allowance Bills, Uniform or
Attire Allowance Bills and Transport Allowance.
The “i” icon beside each section shows the Qualified amount or Limit for each bill
or allowance.
There are various components available under Section 10 within the dropdown
as shown in the image below. You can select the components as per your salary
breakup and input the values. You can delete the component by clicking on
“delete button” as highlighted in the below image.
NOTE: While the dropdown may show applicable components as per IT act, only
the components included in your salary structure by your company will be eligible
for tax exemption.
 House property
You can declare the interest paid on a housing loan for a self-occupied
property and the interest paid on a housing loan for a let-out property.
NOTE: Please enter positive numbers in the respective sections. The total
amount will be auto calculated at the top with a negative sign, which is
expected behaviour. Please DO NOT enter a negative value yourself.

 EXEMPT U/S 80C, 80CCC & 80 CCD


You can add multiple exemptions under U/S 80C, 80CCC & 80CCD, using the
dropdown like Section 10. If provident fund is applicable, it will be considered
automatically.
 80DD - MEDICAL EXPENDITURE FOR A HANDICAPPED RELATIVE
You will find two modes U/S 80DD - Medical Treatment / Insurance of handicapped
Dependent and Medical Treatment / Insurance of handicapped Dependent (severe).
You will be able to select only one mode amongst the two.
The value will be auto-filled as per the IT Act guidelines and cannot be edited.

 80DDB - MEDICAL EXPENDITURE ON SELF OR DEPENDENT RELATIVE FOR


TREATING SEVERE DISEASES
Similar to 80DD above, you will have two options and you may select only one. The
amount here can be edited up to the statutory limit mentioned in the heading.
 80U - MEDICAL EXPENDITURE ON SELF IN CASE OF PHYSICAL DISABILITY
You will find two option in the dropdown for this section as well, and you will be able
to select only one option amongst the two. The values are auto-populated and
cannot be changed.

 80 E- INTEREST PAID ON LOAN FOR HIGHER EDUCATION


This section has no pre-defined limit, and you can enter the amount as per your
eligibility.
 80 CCG- RAJIV GANDHI EQUITY SCHEME
You can enter the amount under this section up to the amount specified in the
heading.

 80 EE - ADDITIONAL HOME LOAN INTEREST DEDUCTION


You will find “Additional Home Loan Interest Deduction” under type of mode, and you
can enter the amount up to the limit mentioned in the heading.
 SECTION 16 ENTERTAINMENT ALLOWANCE
You will find “Entertainment Allowance” under type of mode, and you can enter the
amount as per your eligibility.

 ADDITIONAL EXEMPTION UNDER NATIONAL PENSION SCHEME (NPS) U/S


80CCD (1B)
You will find “Additional investment under national pension scheme” under type of
mode, and you can enter the amount up to the limit mentioned in the heading.
 80 EEA - ADDITIONAL HOME LOAN INTEREST DEDUCTION
You will find “Additional home loan interest deduction” under type of mode, and you
can enter the amount up to the limit mentioned in the heading.

 80 EEB - DEDUCTION IN RESPECT OF PURCHASE OF ELECTRIC VEHICLE


You will find “Deduction is respect of purchase of electric vehicle” under type of
mode, and you can enter the amount up to the limit mentioned in the heading.
 80TT
You will find two options in the dropdown. You can only select one mode amongst
the two depending on your age and enter the amount.
The “i” icon will show the eligibility information and limits.

 Mediclaim (U/S 80D)


You will see 4 options for medical insurance exemptions, where you will be
eligible for two options depending on whether you are a senior citizen. Please
fill the amounts in the appropriate sections.
 Donations (U/S 80G)
Under this section you will have options for different types of donations under
different sub-sections as shown in the image below. You may select the
applicable type of donation and enter the Donee PAN, Name, Address and
Amount.
 Others
You can declare income from other sources like interest on savings accounts,
NSC received, any other income and PF interest above 2.5L.
Once you have entered all the relevant amounts, you can click on the submit button on
the top right to submit the values. Your Tax Sheet tab will be updated immediately post
submission.
The IT Declaration window will remain open until the close date set by your admin. You
can submit IT Declaration any number of times while the window is open. This will help
you to validate your tax calculations and change your inputs if necessary.
Every submission is captured as a version in the history and can be viewed in the
bottom of the page as highlighted in the below image.

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