Clear status flow
Draft, submitted, under review, accepted or returned.
The problem
What this replaces today
Declarations arrive as email attachments, proofs get lost, and TDS is estimated from whatever was last remembered.
How it works
The workflow, end to end
01
Employee declares
Investments and exemptions are entered against the relevant sections.
02
Proofs are attached
Supporting documents are uploaded with the declaration.
03
Admin reviews itemwise
Each item is accepted or returned with a reason, rather than the whole form being rejected.
04
TDS reflects the outcome
Accepted amounts feed the tax projection used by payroll.
What you get
Built for the way the work actually happens
Itemised review
Approve some items and return others with feedback.
Regime handling
Declarations are evaluated against the applicable tax regime rules.
Proof storage
Supporting documents stay attached to the declaration.
Connected
How this fits the rest of the platform
Information is captured once and reused wherever it is relevant.
- Accepted declarations adjust the TDS calculated during payroll runs.
- Documents are stored under the same access rules as other employee documents.
Questions
Common questions
Can an employee fix one rejected item?+
Yes. Review is itemised, so only the returned items need correcting.
Do declarations change past payslips?+
No. They affect the projection used going forward.