Comprehensive
#HRTech for Future-
Ready Enterprises
HUMAN CAPITAL MANAGEMENT • PAYROLL & WORKFORCE TALENT
ACQUISITION • TALENT MANAGEMENT
Investment Portal
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Investment Portal-Key Features
New Investment Portal
Tax Calculator
❖ Employees must declare the Tax
❖ New income tax budget 2023 Regime on the new investment
changes have been updated in portal, If not opted then by default
the tax calculator. new regime will be considered for
❖ New Tax regime is default regime the tax process.
from Apr 2023.
❖ Employees can check the tax ❖ Employees can not change tax
amount as per the old regime vs regime during the current financial
the new regime in the tax year.
calculator before investment ❖ New joiners must be declared the
submission. same tax regime which was declared
in the previous organization
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Investment Portal-Key Features
Key Features
❖ New Tax Regime changes in the Tax
calculator as per Budget 2023.
❖ Actual proof submission at the time of
investment declaration section-wise.
❖ Future investment declaration at the
time of investment proof section-wise.
❖ Auto approval configuration section-
wise.
❖ Form 12BB upload and approval
process.
❖ Multiple proof submissions for an
investment section.
❖ Dynamically select of required section
at the time of declaration.
❖ Enhanced user experience with the
new User interface.
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New Tax Regime
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Tax Regime
Employees have the option to select a tax regime at the time of investment declaration. Once you have opted for Tax Regime
then you can not change it in the current financial year.
The new Tax Regime is the default regime for the tax process.
Employees can opt
for New Tax Regime
from here.
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Other Sources Income Section
Employees have the option to declare income from other than salary in the new tax regime. if not want to declare go to
the next tab to submit the investment. if not want to declare go to the next tab to submit the investment.
The employee can
declare income from
other sources here Click here to save
declared amount
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Previous ’s Employer Details
If the employee joined in the current financial year then the employees have the option to declare the previous ’s employer
income details in this tab. if not want to declare go to the next tab to submit the investment.
Enter previous Enter previous
employer taxable employer income tax
income here deducted here
Upload the Click here to save
document the declaration
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Investment Preview and Submit
Employees must have
Click to submit
here to submit
Click here to investments to consider in the
investment
accept disclaimer tax process.
declaration
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Old Tax Regime
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Old Tax Regime
Employees have the option to opt old tax regime where he/she can declare investments under HRA,80C,80CC, Chapter VIA,
interest on home Loans and get tax exemption
Employees can opt for Old
Tax Regime from here
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House Rent Declaration
Employees have the option to declare monthly rent amounts along with from date, to date, city, landlord name, address and
rent per month amount. If the monthly rent amount is more than Rs.8333 or the annual rent amount is more than 100000
then Landlord PAN is mandatory.
Employee can click on the tab to
view the related investment section
Click here to
save declared
investment
Document
Upload
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Section 80C & 80CC
Employees have the option to add investment sections which is required to declare investment amounts under section 80C like
Tuition Fee, Public Provident fund, Fixed Deposit, Life Insurance Premium, etc. employee can search and add desired section.
Click here to add investment
sections that are not showing
in the default list
Click here to declare
LIC details
Click here to save your
declared investment
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Life Insurance Premium u/s 80C
Employees have the option to click on the action icon in the 80C section list to view the Life Insurance Premium details to
declare investment amount.
Click here to back
on 80C section list
Click here to
save declare
amount
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Chapter VI A Investment Sections
Employees have the option to add investment section which is required to declare investment amount under section
Chapter VI A like 80D Medical Premium Self & Parent, 80TTA interest on saving bank, NPS 80CCD(1B), 80U, 80DD, 80DDB etc.
Click here to add investment
sections that are not showing
in the default list
Click here declare
Investment for
required section
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Chapter VI A Investment Sections
Employees have the option to add investment section which is required to declare investment amount under section
Chapter VI A like 80D Medical Premium Self & Parent, 80TTA interest on saving bank, NPS 80CCD(1B), 80U, 80DD, 80DDB etc.
Click here to add investment
sections that are not showing
in the default list
Upload
document Click on Add
Row to insert
Declare the new field
amount
Click on Save button
after submitting
declaration
© PeopleStrong. Private & Confidential. 17
Chapter VI A Investment Sections
Employees have the option to add investment section which is required to declare investment amount under section
Chapter VI A like 80D Medical Premium Self & Parent, 80TTA interest on saving bank, NPS 80CCD(1B), 80U, 80DD, 80DDB etc.
Click here to save the
declared amount and
move to next page
© PeopleStrong. Private & Confidential. 18
Interest on Home Loan Sections
Employee have option to declared investment amount under Interest on Home Loan section in 80EE, 80EEA, Interest on
Housing Loan (Self Occupied) and Interest on housing loan (Let out property).
Click here to declare
investment details of the
required section
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Interest on Housing Loan (Self) Section
If an employee has possession of the self property then he/she can declare interest amount under this section. Employees
can declare pre-EMI interest amount and current-year interest amount in this section.
If have a joint loan then select
Employee have to select yes if here yes and enter the percentage
have possession of house contribution
property
Click here to save
the declared
amount
Document Interest paid prior to
Upload occupy possession Interest paid / payable
of house property during current FY
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Interest on Housing Loan (Let out) Section
If an employee has possession of let-out property then he/she can declare let-out property details under this section.
Employees can declare multiple let-out property details in this section. The system will auto-calculate income or loss amount.
Employee have to select yes if If have a joint loan then select
have possession of house here yes and enter the percentage
property contribution
Document
Upload
Click here to save
Interest paid prior to
Interest paid / payable declared amount
occupy possession
of house property during current FY
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80EE Section
Employees have the option to declare the interest paid amount along with other details under section 80EE section.
Employees can declare investment in either 80EE or 80EEA section.
Click here to back on interest
on the home loan page
Document
Upload
Click here to accept the
disclaimer
Click here to save
declared amount
© PeopleStrong. Private & Confidential. 22
80EEA Section
Employee have option to declare interest paid amount under section 80EEA section. Employee can declare investment either
80EE or 80EEA section.
Click here to back on interest
on the home loan page
Document
Upload
Click here to accept the
disclaimer
Click here to save
declared amount
© PeopleStrong. Private & Confidential. 23
Income from other than salary
Employees have the option to declare income from other than salary in this section and the same will be added in the
employee’s total taxable salary.
Click here to save
the declared
amount
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Previous Employer’s Details
Employees have the option to declare previous employer income in this section. This section will be applicable for new
joiners of the current financial year. The employee can declare previous company total income, professional tax, income tax
deducted, 80C investment(PF+VPF).
Click here to save
the declared
amount
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Preview-Investment Summary
Employees have the option to view the investment summary before submitting his/her investment. The employee must click
on submit to consider all declared investments in the tax process.
Click on Indemnity
Bond checkbox
Click here to accept the
Click here to submit your
disclaimer before submit
declared investment
© PeopleStrong. Private & Confidential. 26
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