Guidelines for investment declaration for tax exemption – 2012-13

We are into the last quarter of the current tax year (Apr 2012 to Mar 2013) and you, as a payroll manager, must be getting ready to collecting and scrutinizing investment proof submitted by your employees for claiming tax rebates for the current year. We send out a guidelines document to all employees in our customer organizations in this regard each year. The document specifies what all proof employees should be submitting in support of their investment declaration.

You can download the guidelines document by clicking here. Please feel free to make modifications to this document and use it for your organization.


1. This document covers all typically used tax rebate sections but is not comprehensive. For example, we have not included declarations under Section 80CCD since it is not a widely used section for claiming tax rebates. If you think we have missed out any particular section, please let us know.

2. The document contains screenshots of HRWorks, our online payroll platform. If you are not our customer, please disregard the sections containing references to HRWorks.

3. This document is intended to provide broad guidelines to employees. This document is not a substitute for either the bare act of the Income Tax Act 1961, circulars and other communication issued by the income tax department. If you have any doubts pertaining to the law governing income tax, please seek advice from the Income Tax department. Hinote assumes no liability regarding any use of the information in the guidelines document or anywhere within our site.

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