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Upload documents and submit proof of investments

The Proof Of Investment (POI) page provides you with an integrated form to declare your proof of investments in a systematic manner.

Proof of investment is a yearly process, where you must provide necessary documents as proof for your investments. This is an important step in planning and saving your income tax. After you have submitted the proofs, you can not edit the form until the form is re-released by your payroll admin. You can view the status of your declaration form and also download Form 12BB from this page. 

You can perform the following actions on the POI page:

  1. Uploading and declaring the proofs of investment section-wise.

    • Add family details.

    • Submit POI.

  2. View declared POI components.

  3. Upload proof attachments in bulk.

To navigate to the Proof Of Investment page, click Salary > Proof Of Investment.

Upload and declare the proofs of investment section-wise

You can upload and declare all the investment proofs in an organized manner. The POI components table provides you with all the sections required for uploading the investments. You must also add your family member's details before submitting POI.

Change regime

The Proof Of Investment page informs you about your current regime selection. You can also change your regime if your admin has given the option of changing the regime to employees. Once you have submitted your POI declaration your regime choice will be locked and you will not be able to choose your regime again.

To change your regime, perform the following actions:

  1. Navigate to Salary > Proof Of Investment.

  2. On Proof Of Investment page, click Change Regime. Regime Selection banner appears. 

  3. From the Change Regime list, select the required regime.

  4. Read and select the acknowledgment.

  5. Click Save.

Add family details 

If your family member's details are not added yet in the application, kindly declare this information before submitting your POI.

To declare your family member details, perform the following actions:

  1. Navigate to Salary > Proof Of Investment. Under POI Components, click a POI Component.

  2. On your POI page, on the right side of the screen, click the Family Details link.

  3. In the Family Details pop-up, click the Add Member link.

  4. Specify the Name, Relationship, DOB, and Dependant details.

  5. Click Save to add your family details.

Submit POI

To submit POI, perform the following actions:

  1. On your Proof Of Investment page, click Let's get started. This option is available only for first-time users. You will be redirected to the Overview tab of the POI page. The Overview tab displays all the POI components required to submit your POI declaration. 

  2. Click the arrow (→) against a component to fill in item details. You can also directly click on the POI Components menu available on the left side of your screen.

  3. You will be redirected to the selected POI page component. Click +Add against a component to add related details. The component bar expands. 

    Note: On the Proof of Investment page, you can also view the component-wise details, such as the total amount declared and the maximum exemption allowed for the selected component.

  4. Specify the amount in the Declare Amount text box. 

  5. Under Attach Proof, attach the proof of investment for the selected component. You can attach the proof in PDF, JPEG, and PNG format. The maximum file size allowed per file is 15 MB. 

  6. Similarly, fill in all the applicable component forms.

  7. Click Review and Submit to review the form. You will be redirected to the Overview tab. The Overview tab now displays the count for items you have declared, items for which you have attached proofs, and items for which proofs are not attached. Under POI Components, you can view the components for which you have not added any proof. Adding an attachment is mandatory to Submit POI. 

  8. Click Submit POI  to submit the POI declaration.

  9. After submitting POI, the Overview tab displays more information such as Declared Items, Reviewed, and Approved, etc. You can also track the Status and Remarks of each item individually. Status can be Pending, Approved, Rejected, and Overridden.

  10. To view the detailed status of each component, click the → arrow  or click the component name. You can then view the details such as Declared Amount, Approved Amount, Remarks, and Status regarding the selected POI Components.

View declared POI components

To view the POI items that you have declared, perform the following actions:

  1. Navigate to Salary > Proof Of Investment. Under POI Components, click a POI Component.

  2. From All Items dropdown list, select Declared Items to view the declared items. 

    Note: In the All Items list, you can view two options: All Items and Declared Items. All Items displays all the items under the selected components. Declared Items displays only those items which you have declared under the selected component.

Upload proof attachments in bulk

Sometimes, your admin might have disabled the individual attachment upload option. In such cases, you can upload all the proof attachments in bulk. This is a mandatory step. To upload attachments in bulk, perform the following actions:

  1. In your Proof of Investment page, under POI components, click Proof Attachment POI component.

  2. Under Attach Proof, click Add Attachment. You can upload the files in zip file format. The maximum size allowed for the zip file is 50 Mb.

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