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Upload, declare and submit POI

Updated in March-2024 | Subscribe to watch greytHR how-to video

Proof of investment is a yearly process, where you must provide necessary documents as proof of your investments. This is an important step in planning and saving your income tax.

The Proof Of Investment (POI) page in the greytHR ESS portal provides you with an integrated form to declare your proof of investments in a systematic manner. After you have submitted the proofs, you cannot 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. 

To view the Proof Of Investment page, click Salary > Proof Of Investment.

You can perform the following actions on the POI page:

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

    • Change regime

    • Add family details

    • Submit POI

  2. View declared POI components.

  3. Upload proof attachments in bulk.

  4. Request re-release of POI items.

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 the POI.

Change regime

The Proof Of Investment page informs you about your current regime selection. You can also change your regime if your admin allows you to change it. Once you submit 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. On the Proof Of Investment page, click Change Regime. The Regime Selection banner appears. 

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

  3. Read and select the acknowledgment.

  4. Click Save.

Add family details 

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

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

  1. On the Proof Of Investment page, under POI Components, click a POI Component.

  2. On the right side of the page, click Family Details. The Family Details pop-up appears.

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

  4. Click Save to add your family details.

Submit POI

To submit the 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 the POI Components menu available on the left side of your screen to select a POI component.

  3. 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 the POI, the Overview tab displays more information such as Declared Items, Reviewed, and Approved. 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. On the Proof Of Investment page, under POI Components, click a POI Component.

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

    Note: The All Items list displays All Items and Declared Items.

    1. All Items displays all the items under the selected components.

    2. Declared Items display only those items that 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. On the 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.

Request re-release of POI items

A re-release situation of POI items may arise when you decide to make any new investments or plan to edit your existing POI items. In such cases, you can directly request your admin to re-release your POI items.

To request a re-release of your POI items, perform the following actions:

  1. On the Proof of Investment page, under Summary, click Re-Release. 

  2. From the dropdown list, select the option All Items/Declared Items as per your requirements. The page displays the list of items as per your selection.

  3. Select the required POI item by clicking the checkbox available against each item.

  4. Click Request Re-Release. The Request Re-Release pop-up appears.

  5. Click Confirm. A success message appears.

Note: Your POI re-release request gets auto-approved, enabling immediate resubmission of your POI items or you may have to wait for approval based on your admin's requirements and company policy.

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