Frequently asked questions on IT-Proofs submission(FY 2024-25)

IMPORTANT NOTE: ................................................................................................................ 2

General Information. ............................................................................................................. 2

Section – Form 12 BB ............................................................................................................. 3

Section – Previous employment details.................................................................................. 4

Section – HRA ........................................................................................................................ 5

Section – Income from House property. ................................................................................. 8

Section – Income from Other sources .................................................................................. 10

Section – Section 80 Deductions. ......................................................................................... 10

Section – Section 80 C Deductions........................................................................................ 11

Section 80EEA & 80EEB .......................................................................................................... 3

National Pension Scheme (80CCD 1(B)) ................................................................................ 13

IT-Proof submission process. ............................................................................................... 14

Tips to faster submission of IT-Proof

✓ Declare rent in one single record if there is no change in rental details throughout the year.
✓ Copy of landlord PAN card is to be uploaded.
✓ Upload files in the relevant section only.
✓ Keep the soft copies of all proofs/investment basis each head only in PDF/JPG/PNG formats.
✓ Uploading the soft copies of all investments/proofs in a single file is disallowed ( do not
upload single zip file )
✓ You will have 48 hours to make as many changes to the document upload from the time of
first submission ONLY. Ex: On 19th Nov 2024 at 10AM, you upload the documents and submit
it. On 20th Nov, you wish to make changes. You are allowed to make the changes on 20 th Nov.
On 21st Nov also, you are allowed to make changes upto 10AM ONLY. You cannot make
changes post the 48 hour timeline from the time of submission.
✓ Do NOT send hard copies of proofs/investments via courier or soft copies by e-mail.
IMPORTANT NOTE:

General Information.
Update your Father’s Name. This is Mandatory.

Update the Mobile Number. Rest all information is populated automatically. In case of mismatch in the
PAN no, kindly update the same in the Workday.

Update your Gender

1. Where do in need to update my email ID/ PAN Number/ DOJ/ Name Correction for IT proof
submission?

Any correction in the PAN/ Email ID/ DOJ/ DOB/ Name Correction has to be updated in the workday
portal and then a is to be sent to [email protected] for the Email ID/ PAN/ DOJ/ DOB/ Name
Correction. This would be then updated in the IT proof Submission tool.

2. I am not able to view the browse and upload option

You need to enter the values under the section you need to claim. After entering the values, press TAB
button. You would be able find the browse and upload option.

3. My Income is less than 5 Lakhs. Do I need to submit the proofs for Tax Exemption

As per Income Tax Act,

Under Old Regime : There is a tax exemption upto 250000. From 250000 to 500000 there is a tax relief
of Rs, 12500. Hence for any Income below 5 lakhs, there is no necessity to submit the proofs.

Under New Regime : There is a tax exemption upto 300000. From 300000 to 700000 there is a tax relief
of Rs. 25000. Hence for any Income below 7 lakhs, there is no necessity to submit the proofs.
New Tax Regime
1. I have not changed my Tax Regime, but I am not getting any exemptions in the Payslip.

With Effect from 01 Apr 2024, New Tax Regime would be the default Tax Regime. Hence if you have not
opted for Old regime, your Tax would be calculated as New Tax Regime and would not get any
exemptions other than 80CCD(2).

2. I have opted for New Tax Regime, will I get exemption of FBP Claims

Under the New Tax Regime you can claim Fuel and Maintenance, Driver Salary (Based on your
Eligibility). However LTA, Meal Coupon is not exempted under New Tax Regime.

Section 80EEA & 80EEB

80EEA
1. I need to know about 80EEA?

80EEA allows additional Exemption on Interest paid during the Financial Year. All of the Below
conditions are to be met

(i) The loan has been sanctioned by the financial institution during the period beginning on the
1st day of April, 2019 and ending on the 31st day of March, 2022;

(ii) The stamp duty value of residential house property does not exceed forty-five lakh rupees;

(iii) The assessee does not own any residential house property on the date of sanction of loan.

2. What is limit of exemption for 80EEA?

80EEA allows additional Exemption on Interest of Rs. 150000 over and above the interest exemption of
Rs. 200000

Note : Loan Taken After 01 Apr 2022 is not eligible for 80EEA

80EEB
1. I need to know about 80EEB?

80EEB allows Exemption on Interest paid on loan taken for the purpose of purchase of an Electric
Vehicle. The loan has been sanctioned by the financial institution during the period beginning on the 1st
day of April, 2019 and ending on the 31st day of March, 2023;

2. What is limit of exemption for 80EEB?

80EEB allows additional Exemption on Interest of Rs. 150000.

Note : Loan Taken After 01 Apr 2023 is not eligible for 80EEB
Section – Form 12 BB
1. I do not have Previous employment? Why should Form 12 BB be submitted.

Form 12 BB is a Form notified by the Government of India for submission of Income Tax Proofs to the
employer. This is a mandatory form.

Form 12 BB is not the same as Form 12 B which is submitted for Previous Employment.

However you need not fill the form, based on your submission in the IT proof Tool, the Form 12 BB
would be generated.

Section – Previous employment details.

1. I have Joined IBM on 1-Nov-2024 but I did not work in any company (Unemployed) from 1-Apr-24 till I
join IBM. Do I need to declare the previous employment details in IT-Proof application?

No. Not required to declare as you are unemployed from 1-Apr-24 till you join IBM hence not required
to declare the previous employment details.

It is applicable only for the employees who have joined IBM post 1-Apr-24 and should have worked in
other company for the period starting from 1-Apr-24 till date of joining IBM.

2. I have joined IBM recently and I want to update my previous employment details in IT-proof link in
IBM I want to know what all the details that I need to update in previous employment tab of IT-proof
application?

You need to update four Amounts w.r.t your previous employment details those are Income after
section 10 exemptions (In Provisions u/s 17(1) line item), Provident fund (along with VPF If any
contributed under Provident fund section), Professional tax (Under Professional tax section) and Total
Income tax deducted including education cess (Under Income Tax Deducted section ).

While declaring the Previous Employment details do not Include Section 10 Exemptions

3. I have submitted by investment proofs for LIC, Mutual fund, Housing loan in my previous company
other than IBM for the period I worked from 1-Apr-24 till joining IBM. Do I need to submit the same
again in IBM?

Yes you need to submit the proofs for the investments made under Chapter VI A (Section 80C and 80
others) and Home loan proofs again in IBM. Only provident fund deducted in your previous company
will be considered under Chap VI A.

Note: If employees are submitting previous employment soft copy proofs (F-16/FFS Sheet, LIC, MF
…etc) then they should have to mandatorily declare the previous employment details in IT-Proof
application (Under Prev-Employment Section).
Section – HRA

1. I am claiming HRA for full financial year. I will declare in IT-Proof application (IT-Proof - HRA Section)
with start and end date as 01-Apr-24 till 31-Mar-25 respectively by adding single line item. What all the
proofs should be uploaded while submission?

Post declaring HRA in IT-Proof application, you will have to upload scanned original Rent receipt
(Original for first and latest month preferably), valid rent agreement soft copy .

Copy of the PAN of the landlord is mandatory.

Note: Refer PPT on IT-Proof document requirement guideline for details on proof submission for
respective IT-Proof components.

2. I am claiming HRA and paying rent which exceeds 100000.INR per annum and PAN of Landlord is not
available. How do I go about in uploading and submitting soft copy HRA proofs.

For HRA employees should mandatorily report the PAN (Permanent Account Number) of Landlord
Uploading the PAN Copy of the landlord is mandatory. This is irrespective of the rent being paid.

3. I am claiming HRA for full year as I will be in rented accommodation for the full financial year but I
have HRA proofs only till Dec-24 so how can I go about in declaring HRA and uploading soft copy proofs
as I will be claiming HRA for full financial year?

Online IT-Proof Submission : Since you are claiming HRA for complete financial year hence you should
add line item by selecting the start date as 01-Apr-24 and end date as 31-Mar-25 in the HRA tab in IT-
Proof tool.
Soft copy HRA proofs: But for HRA Soft copy proofs you cannot produce the proofs for Jan/Feb/Mar-25
hence you can submit the Soft copy proofs for HRA as on Dec-24 so that IT-Team will verify and consider
the soft copy proofs and if valid consider those (Till Dec-24) proofs till Mar-25.

Note : For HRA employees should mandatorily report the PAN (Permanent Account Number) of Landlord
Uploading the PAN Copy of the landlord is mandatory. Uploading the PAN Copy is mandatory
irrespective of the rent being paid

Note : Please note employees claiming HRA for financial year i.e from 01-Apr-24 till 31-Mar-25 then
HRA (soft copy) proofs should be submitted as on Dec-24 but declaration in IT-Proof Application should
be made by mentioning the start date as 01-Apr-24 and end date as 31-Mar-25.

4. I have joined IBM on 5-Aug-24 but I was working in some other company from 1-Apr-24 till I join(5-
Aug-24) IBM. But I have not received HRA exemption for the period I worked in other company should I
be able to get the exemption for including the period I worked in other company?

No. You cannot. HRA exemption can be provided only from the period you joined IBM. If not received
the HRA exemption for your previous employment period then that cannot be claimed in IBM.
5. Can I claim HRA exemption if my Landlord is my Father/mother?

Yes. You can claim provided the valid rental agreement (with lesser and lessee details) and rent receipt
are soft copies are uploaded accordingly while submission along with duly filled

6. Can I claim both HRA and Housing loan exemption?

Yes you can claim both HRA and Housing loan exemption in the following cases.

1) If your property is self occupied with dependents staying over there but also incurring rental expenses
(by staying in a rental accommodation) and wish to claim exemption on both HRA and Home loan then
valid details to be filled in the tool to generate necessary declarations. Provided both rented property
and self occupied property are located at different cities.

2) If the property is wholly let out or partly let out property then you can claim for HRA and home loan
exemption with necessary proofs. (Refer Income From House property section FAQ for proof details)

7. Give an example for declaring HRA with start and end dates for claiming HRA exemption for full
financial year?

Start date 1/04/2024(or the actual date of joining if joined post 01-Apr-24) and end date would be
31/3/2025.

Note: If you are not claiming HRA till Mar-25 then end date would be the actual end date.

Note: This is not applicable for employees whose Last working day falling between 04-Dec-24 and 10-
Dec-25.

8. How do I claim HRA exemption if the rent receipt and rental agreement is in my Father/mother name
but I make the payments?

You cannot claim for the HRA exemption if the rent receipts and rental agreement is in your
Father/Mother name. Both the rental agreement and Rent receipts should be in your name in order to
claim for HRA exemption.

9. How to fill the HRA Tab in Online IT-Proof Application?

Add only one line item if you are on rent with same house and no change in rent amount for the
financial year > Give the start date not earlier than 1 Apr 2024 (Pls note if your date of joining is post 1
Apr-24 then mention the start date as actual date of Joining if it is prior to 1-Apr-24 then start date as 1-
Apr-24)) and end date till 31 Mar 2025(If you are not claiming HRA exemption till 31-Mar-2025 then
select the end date as actual end date but not 31/3/2025) > Select city type and give only one month's
rent amount.

10. I was staying in Metro city for first three months of financial year and in non-metro city for the
other six months of financial year but the rental amount is same how can I declare the same in HRA
section?

Create one line item by selecting the metro city type and by selecting the appropriate start and end date
and rental amount/month for the first three months and then create one more line item by selecting the
non-metro city type and by selecting the appropriate start and end date and rental amount/month and
other details (If any) for the next six months.

11. I have two rental details in the financial year so how can I declare in HRA tab of IT-proof link?

Create one line item (By clicking on Add Line) with the start date and end date as per proofs and
mention the city type, rental amount per month and other updates (If any). Then for the next rental
details create one more line item (By clicking on Add record once again)with the next rent details of
start date and end date and thereby mention the city type, rental amount per month and other details
(If any)in respective column.

12. My rental agreement is in the name of both my spouse and myself. How will the exemption be
provided if I am submitting both rental agreement and rental receipts to IT-team?

If you are providing rental agreement (With your and spouse name mentioned) rent receipts, then HRA
exemption will be prorated and considered for exemption accordingly.

You would be provided with a maximum Exemption of 50% only.

13. Since my name and wife name are there in rental agreement what should I do in order to claim for
100% HRA exemption (instead of prorated HRA exemption) as my spouse in no longer claiming HRA?

Along with rental agreement soft copy, original rent receipt a declaration (duly signed by her (and
scanned)) need to be given by your Spouse saying that he/she is not claiming for HRA exemption and
hence the 100% exemption is being claimed by my spouse only.

14. In my rental agreement both my elder and younger brothers name is mentioned how much
exemption I will get for HRA if I produce soft copy of rental receipts, rental agreement for HRA
exemption?

If your younger and elder brother name is mentioned (In agreement and rent receipt as well) then HRA
exemption will be prorated (pro rata basis) and exemption will be given accordingly.

15. Since my elder brothers and younger brothers name is present (as a part of agreement and rent
receipts as well) in rental agreement what should I do in order to claim 100% HRA exemption?

Since your younger and elder brother’s name is present (as a part of agreement and in rent receipt as
well) then your HRA exemption will be prorated and appropriate exemption will be given. You cannot
claim for 100% tax exemption on HRA.

16.I am staying in a paying guest hence I don’t have rental agreement but I have only rent receipts then
how can I claim for HRA exemption?

As per IBM policy rental agreement is mandatory along with original rent receipts form to verify and
consider for HRA exemption. Therefore along with original rent receipts, copy of rental agreement is
also mandatory for HRA proofs verification and consideration.

17. I pay an annual rent which exceeds Rs. 1,00,000/Annum and my Landlord does not have PAN. Do I
need to submit any additional documents other than valid rental agreement copy, HRA Declaration
Form(Part-A) and Original rent receipts soft copies?
PAN no of Landlord is mandator irrespective of the rent being paid.

18. I am staying in Gurugram, but my office is in New Delhi. Can I claim HRA under Metro city.

No you cannot claim HRA under Metro city as your place of stay is not Metro. As per Income Tax Act the
Metro cities are Delhi, Mumbai, Kolkata and Chennai

19. I am not claiming HRA for a period from Apr 2024 to Jun 2024. How do I Declare in the tool?

You would have to claim HRA in 2 line items. The First line item update the start date as 01 Apr 2024 and
end date as 30 Jun 2024 and update the rent as 0 (Zero). The Other details like Landlord PAN and
Landlord details need not be updated. The system would not calculate the HRA exemption for this
period.

In the Second line item update the start date as 01 Jul 2025 and end date as 31 Mar 2025 after entering
all the Other details like Landlord PAN and Landlord details in the tool.

Section – Income from House property.

1. I have a Home loan for which I am paying Interest but I have not yet received the possession of the
property as it is under construction then will i be able to get exemption on Home loan interest?

No. Since the property is under construction you cannot claim for tax rebate on interest and Pre-EMI-
Interest payment. On receiving the possession of the property you can claim for the tax rebate.

2. I have a Home loan and got the possession and currently staying in the property now how to
declare the home interest and principal amount in IT-PROOF APPLICATION?

In IT-Proof application >> Go to Income from House property section and update the Interest amount
(Including 1/5 of the of Pre-EMI paid (If any)) and in Section 80C deductions tab and go to line item
Housing Loan Principal and Stamp Duty Registration section and update the principal amount (Including
stamp duly and registration fees (if any)) and update for any other investment sections as applicable in
respective sections then review.

Note : Principal and Interest amounts altogether should not be declared in interest section. Home loan
Interest and principal should be declared in separate section as mentioned above.

3. What are the Documents for claiming exemption under housing loan?

Self Occupied : If the property is self occupied then upload the soft copy below documents

• Soft copy of Original Provisional Certificate (not statements) duly signed and sealed by bank.

• Details are to be filled in the portal where there is a co-borrower/co-guarantor/Co-applicant for

home loan.

Partly/Wholly Let out property : If the property is partly/Wholly let out then submit the below docs.
 • Soft copy of Original Provisional Certificate (not statements)duly signed and sealed by bank.

• Details are to be filled in the portal where there is a co-borrower/co-guarantor/Co-applicant for

home loan.

Note : If the Home loan Certificate (For Interest and Principal on Housing Loan) specifically mentions
that it is a computer generated certificate and does not require signatures then employees can upload
the soft copy of the same while submission. If not , then the Home loan certificate would have to be
signed and sealed by the issuing bank and upload the soft copy of the same while submission.

4. I have paid Pre-EMI interest for my loan then where and how should i declare and claim for
exemption?

Pre-EMI interest can be claimed for exemption only once you acquire the property. This amount can
be claimed over five successive years by dividing that amount into five equal amounts. That is one
fifth of that PRE-EMI amount can be claimed in one financial year. This amount should be added along
with the regular interest amount and declare in the interest section of respective house type details
i.e. Self-occupied or Let out property as appropriate.

5. Mine is a self-occupied property but I have paid Pre-EMI interest for the property. But 2 lakh is the
maximum interest exemption for self-occupied property. Is this 2 lakh inclusive of Pre-EMI or
Exclusive of Pre-EMI?

You can declare one fifth of Pre-EMI amount along with the regular interest amount and declare in the
interest section of self-occupied property. But overall interest amount exemption for self-occupied
property is 2 lakh inclusive of Pre-EMI and regular interest amount.

6. What is the maximum interest exemption limit for a let out property?

Income Tax Exemption on Loss of Housing loan Property inclusive of Self Occupied is restricted to Rs.
2,00,000. Any loss beyond 2,00,000 needs to be carried forward during Filing of Returns for the year

7. I have taken a loan in Feb 2010, but the possession of the property has happened only Aug 2024,
what is the maximum exemption on housing loan interest can I get for Self occupied property?

As per IT Act 1961, property taken possession after 5 years of taking the loan, the eligible exemption of
housing loan interest for self occupied property is only 30,000 INR. If the property is taken possession
within 5 years of the loan taken then the exemption limit is 200,000 INR.

8. What is the limit for claiming Loss on Housing loan including Self Occupied Property Interest

As per IT Act, the maximum loss on housing loan including Self Occupied Property Interest is Rs. 200000.
Any loss beyond 200000 is to be carried forward in the Income Tax Return for the year.

9. I have transferred my loan from one Bank to the other. Which certificate do I need to submit

You need to submit both the certificates to claim the exemption for the total amount of Interest
deducted from the Banks.
Section – Income from Other sources
1. I have some long term and short term capital gains for the current financial year. Where and how
should I declare and claim for exemption for the same?

As per IBM policy investments long term and short term capital gains will not be considered in IBM.
Hence employees can produce the proofs while filing the IT-returns and subject for appropriate tax
treatment accordingly.

2. I have paid some TDS amount outside IBM should I declare and claim to consider for taxation in IBM?

Please note only section which will be considered under Income from Other sources is Other Income
(Unspecified) with a duly filled hence TDS paid outside and any other declaration will not be considered.

3. What is the tax rate that will be applied if I declare Other Income (Unspecified) and what are the
proofs to be given?

The amounts declared in Other Income (Unspecified) will be treated at highest tax rate

Section – Section 80 Deductions.

1. I have made some donations towards PM relief fund and those are eligible for exemption as per IT
act. Where and what proofs should I declare and provide proofs in order to get the exemption?

We are not considering any donation proofs made by the employees towards any social organizations.
Hence employees can produce the proofs while filing their IT returns and claim for appropriate
exemption.

2. Where should I declare for investment made for long term infrastructure bond? Is the exemption
for Infra bonds is over and above 1Lakh or within one lakh?

For the current financial year 2024-25 exemption towards Infrastructure bond will not be considered
for tax rebate and hence there will be no tax exemption considered towards investments in long term
infrastructure bonds.

3. I have taken a mediclaim through IBM for my parents. Do I have to declare it on the tool? Is this
exempted from income Tax under section 80 D of IT ACT?

You need not fill the details of mediclaim taken through IBM for your parents/dependents for the
premium deducted by Payroll through your salary. This would be considered while processing your
salary automatically.

Yes this is exempted from Income Tax under section 80 D of IT ACT.

4. Who are the dependents in case of 80DD, 80DDB?

Spouse, children, parents, sister & brother are dependents in case of 80DD and 80 DDB

5. Which are the specified diseases and ailments to claim deduction under section 80DDB?
Please find below the diseases eligible for deduction under Sec-80DDB and Soft copy Original Medical
bills,Form-10I (Duly filled and signed soft copy) should be uploaded in IT-Tool while submission.
(i) Neurological Diseases where the disability level has been certified to be of 40% and above,—
(a) Dementia (b) Dystonia Musculorum Deformans (c) Motor Neuron Disease (d) Ataxia (e) Chorea (f)
Hemiballismus (g) Aphasia (h) Parkinsons Disease(ii) Malignant Cancers (iii) Full Blown Acquired
Immuno-Deficiency Syndrome (AIDS)(iv) Chronic Renal failure(v) Hematological disorders (i)
Hemophilia (ii) Thalassaemia.

6. I have taken executive health check up for me and my spouse. Can I claim under IT proof
submission? What is the limit? Under which section do I get exemption? I have paid in Cash can I get
the exemption.

Any payment on account of preventive health check-up (in current financial year)of the employee or
family is exempted under 80 D and can be declared under relevant section of 80D. This is restricted to
Rs. 5000/-. You can claim exemption for cash payment in this case. This exemption is within the limit as
prescribed for Sec-80D and not above.

7. I am a first time home buyer and wish to claim additional Home loan interest deduction under 80EE
of Income Tax act-1961. Where should I declare in IT-PROOF APPLICATION IT-Proof link and what
proofs are to be submitted for the same?

The Same can be claimed under 80EE section by providing the Loan sanction date, Loan amount,
property value. You can claim only if you have available loan between 01-Apr 2016 till 01-Mar 2017.7.

8. What are the Limits for 80D

Self, Spouse & Children Senior Citizen 50000 or

OR
Self, Spouse & Children Non Senior Citizen 25000
AND
Parents Senior Citizen 50000
OR
Parents Non Senior Citizen 25000
Preventive Health Check up 50000
Note : If Employee is a Non Senior Citizen and Parents are Senior Citizen then the maximum limit is
75000 only

Section – Section 80 C Deductions

1. What are the Documents one can submit for PPF?

Submit the Receipt soft copy or attested copy of Passbook from Post Office or Bank. The Document
should have PPF Account number, Name of the Employee and details of the investment (Date of
investment and Amount invested)

2. Do I need to fill my Provident fund & VPF deducted by Payroll through my salary? Is this exempted
from income Tax under section 80 C of IT ACT?

You need not to declare the provident fund & VPF deducted by Payroll through your salary. This would
be considered while processing your salary automatically.

Yes this is exempted from income Tax under section 80 C of IT ACT.

3. What is the maximum allowable exemption amount under Sections 80C and 80CCC?

The maximum exemption under 80C and 80CCC is 1.5 lakh.

4. I have paid some amount towards registration fees and stamp duty of my house property. Where
should I declare that amounts in IT-proof link?

You can declare that amount in Housing loan Principal/Stamp duly and Registration line item which is
present in 80C tab of IT-proof application.

5. I have invested in Sukanya Samridhdhi Scheme during the current financial year. What proofs are
required to provide?

You are required to provide the Scanned copy of the paid receipt along with copy of Passbook. Note the
proof has to be in the name of employee and dependent daughter.

6. I have some investment and premiums to be paid in Jan-25, Feb-25 & Mar-25.In such a case how
should I produce the soft copy proofs and claim for tax exemption for such investments?

As per IBM policy the investments made and proofs produced (In soft copy format) till Dec-24 will be
verified and considered for tax computation. The investments made post Dec-24 will not be considered
for Tax exemption in IBM and employees have to produce those proofs while filing the IT-returns and
claim for exemption with IT-department. However you can make advance payments towards your
investments for the months of Jan-25, Feb-25 & Mar-25 by December-24 and claim the exemption on
the same.

7. Describe dependents in case of exemption for Life Insurance Premium?

Spouse and children.

8. I paying the premium for the Life Insurance of my Parents, Brother or Sister. Where do update in the
tool
As per the Income Tax Act, only the Spouse and Children are eligible for Exemption for the Life Insurance
Premium Paid. Even though you are paying for the dependents like Parents, Brothers or Sisters, you
cannot claim the exemption.

National Pension Scheme (80CCD 1(B))

1. I have invested in National Pension Scheme from a private bank, what proofs should I submit. Is it
exempt over and above 80 C exemption?

Yes, you can claim the same under 80 CCD 1(B), you need to provide the statement for the Financial
Year. Yes this exemption is over and above the 80 C exemption.

2. I have invested in NPS which is a part of my FBP. Do I need to declare in the tool? If yes what is the
proof to be submitted. Will I get exemption for the same.

In case the NPS is deducted as a part of your FBP, you need not submit any proofs for the same. You also
need not declare in the IT proof tool. However you would get an exemption which would be considered
by payroll. This is exempted under 80CCD(2).
This is exempted under New Tax Regime also

3. I have invested in Atal Pension Yojana. Where do I to declare in the tool? If yes what is the proof to be
submitted. Will I get exemption for the same.

If you have invested in Atal Pension Yojana, this would be considered as invested under 80CCD 1(B) and
you would get exemption under 80CCD 1(B). The proof to be submitted is the pass book or statement of
the account.

4. The deduction for Atal Pension Yojana happens in my bank. How do I download the Statement for
the same.

➢ Access https://www.npscra.nsdl.co.in/scheme-details.php
➢ Click on APY e-PRAN/Transaction Statement View. You would be redirected to another page.
➢ Choose 'With PRAN' or 'Without PRAN'
➢ In case you have chosen the 'With PRAN' option, you will be required to enter your PRAN and
bank account number. In case you don't have PRAN, you will have to enter - subscriber's name,
bank account number, and date of birth.
➢ Choose APY e-PRAN View or Statement of Transaction View
➢ Enter Captcha as shown and click on submit

IT-Proof submission process.

1. How does one create a login in the new web site for online submission of proofs?

=> Click on India Tax Declaration/Tax Benefits & Form16

=> Accept the terms in Disclaimer

=> Click on the Income Tax Proof Submission Link.

=> Click on the Link to Submit Proofs

2. How can I submit the IT-PROOF claim in the portal?

=> Click on India Tax Declaration/Tax Benefits & Form16

=> Accept the terms in Disclaimer

=> Click on the Income Tax Proof Submission Link.

=> Click on the Link to Submit Proofs

3. I have submitted the claim on the portal. Would I get an acknowledgement for the same?

Yes. You would get an acknowledgement mail on successful submission of the claim on the portal.

4. I have submitted the claim online. I need to change the amount and also I need to upload another
file. How do I do this?
=> Click on India Tax Declaration/Tax Benefits & Form16 Accept the terms in Disclaimer

=> Click on the Income Tax Proof Submission Link.

=> Click on the Link to Submit Proofs

=> Now change the amount and also you can upload another file if required but this is allowed only
within 48 Hours from the time of submission

5. What is the time limit I have to edit a claim once the same is submitted?

You have 48 hours after your first submission to edit your claim. Post the 48 hour timeline you would
not be able to make any changes as the claim would be locked for verification.

6. What are the types of files which I can upload?

You can upload only PDF, JPG & GIF type of files.

7. Can I upload a zip file?

No you cannot upload a zip file. Only PDF, JPG & GIF type of files can be uploaded.

8. Can I upload one single file for all the section heads.

No, you cannot upload one single file for all the section heads. You would have to upload different
files for different section heads vis-a-viz HRA, 80C, 80D, 80E, Income from House property, Income
from other sources and Previous employment.

9. I am not able to see the upload option for uploading the file.

You would have to declare the amount in the relevant section head. Only then the upload option for
the concerned section would be visible.

10. What is the maximum size of the file which can be uploaded? Is there any restriction on the
number of files which I can upload?

You can upload one file with a maximum size of 4mb. However there is no restriction on the number
of files to be uploaded.

11. I have submitted proofs do I need to take a print and send a hard copy?

Being a paperless initiative, there is no need to take a print of the submission or send the hard copies.

12. I have submitted my proofs in the month of December-24, but the same has not been considered in
the payslip of December-24

Please note that the actual investment declaration made by you in the Income tax proof declaration link
and the proofs submitted by you will be considered from the month of January-25.

Till December -24 income tax computation will be based on the investment declaration made by you in
the Income tax declaration link.

13. How will I come to know that my IT proof Submission is accepted?

Please note there are two ways that an employee will be intimated with regards to IT-proofs.
Firstly once the proofs are submitted an acknowledgment mail will be sent automatically to employees
confirming that the proofs are uploaded.

Secondly once the IT-Proof verification completes from IT-proof approver, a mail will be sent to the
employee (From [email protected] id)detailing the verification status of IT-proofs.

In case if you have not received acknowledgement mail or verification status mail then Click on Chat
Option in the Income Tax Application or mail to ([email protected]) and get the appropriate
solution.

14. What is the SLA and process flow of IT proof approval?

As such there no such Proofs verification SLA for IT-Proof approver as it is based on volumes which will
be verified as and when it will be received online.

As far as the IT-proof approval process flow is concerned please find below the details.

IT-Proof approver>Log in to the site with approver ID and p/w>Navigates to verification module>Key in
the particular employee claim number>Post that the claim list for a particular employee will be
populated>Based on the claim the approver clicks on the particular claim line item and opens the
claim>Starts verifying all the sections based on proofs>Once verification completes clicks on
review>Finally clicks on submit button>Post clicking on submit button mail will goes to employee with
all the details of IT-Proof verification status.

15. How many submission that I can do?

You can make only one submission. However you can edit the claim with 48 hours after your first
submission to edit your claim. Post the 48 hour timeline you would not be able to make any changes.

16. I have wrongly uploaded a file. I need to delete the file. How do I do?

No, you cannot delete the file. However you can choose to ignore the file. Click on the button to Ignore
the file by the side of the file. In case you choose to ignore a file the same would not be available for
verification for the approvers

Resubmission - Process
Note: Resubmission has to be done within 6 days (Calendar) from the date of receipt of
Verification mail, else the work item will automatically expire.
1. I have received a rejection mail? How do I resubmit?

=> Click on India Tax Declaration/Tax Benefits & Form16 Accept the terms in Disclaimer

=> Click on the Income Tax Proof Submission Link.

=> Click on the Link to Submit Proofs

=> Now upload files in the relevant section where there are rejections.

Note : You cannot edit the amount declared by you in the re-submission process

2. I want to re-submit the first time submitted form as i have done mistake in declarations and am yet to
submit the documents? How can I do it?

You can make only one submission. However you can edit the claim with 48 hours after your first
submission to edit your claim. Post the 48 hour timeline you would not be able to make any changes.

3. I want to re-submit the submitted form as i have done mistake in declaration proof amounts and I
have not yet submitted the documents? How can I do it?

Once the verification of proofs completes from IT-proof approver end then you will receive a verification
mail indicating the status of IT-Proof approvals. Then based on the mail if there are any rejection,

=> Click on India Tax Declaration/Tax Benefits & Form16 Accept the terms in Disclaimer

=> Click on the Income Tax Proof Submission Link.

=> Click on the Link to Submit Proofs

=> Now upload files in the relevant section where there are rejections.

Note : You cannot edit the amount declared by you in the re-submission process. You can do so within
6 calendar days from the date of rejection.

4. How will I come to know that my IT proof submission is rejected, Is any rejection mail that i would
receive and from which ID?

You will receive a mail from [email protected] mail id once the IT-proof verification completes from
IT-approver‘s end. Based on the verification status you can action accordingly for rejection line items if
any.

5. I want to make changes to the declaration to my rejected IT proof form, let me know the procedure?

After receiving the IT-proof approval mail from the IT-proof approver you need to action on rejection
components(If any).

=> Click on India Tax Declaration/Tax Benefits & Form16 Accept the terms in Disclaimer

=> Click on the Income Tax Proof Submission Link.

=> Click on the Link to Submit Proofs

=> Now upload files in the relevant section where there are rejections.
You cannot edit the amounts.

6. How may times can I re-submit the rejected proofs?

You can re-submit rejected proofs 2 times. It is to be re-submitted within 6 calendar days on the receipt
of the verification mail.

Note : Only those who have re-submitted the first time would have the option to re-submit the
second time.

7. Do I need to submit my Medical bills, LTA claims along with the Income Tax proofs?

No you need not to submit the medical bills, LTA claims along with the Income Tax Proofs. You need
to submit the LTA along with FBP Claims to FBP Team

Note : Medical bills have been discontinued wef Sep 2018 onwards.

8. My last working day is 25 December-2024 where do I submit the proofs?

=> Click on India Tax Declaration/Tax Benefits & Form16 Accept the terms in Disclaimer

=> Click on the Income Tax Proof Submission Link.

=> Click on the Link to Submit Proofs

In case if you have not received acknowledgement mail or verification status mail then Click on Chat
Option in the Income Tax Application or mail to ([email protected]) and get the appropriate
solution.