Investment Declaration Report
The Investment Declaration Report provides an employee-wise summary of investment and tax-saving declarations submitted for a selected fiscal year. It helps you review declared amounts under various tax sections, allowances, housing rent allowance (HRA), other income, previous employment income, and direct tax details for accurate tax computation and compliance.
Access Investment Declaration Report
To access the Investment Declaration Report:
- Click Reports on the left sidebar.
- Under Report Category, click Declarations & Investments and select Investment Declaration Report.
INSIGHT: You can also search for Investment Declaration Report using the search bar at the top and navigate directly to the report.
- Use the Fiscal Year dropdown at the top left to select the year you want to analyze.
The investment declaration details for the selected fiscal year will be displayed in a tabular format.
Components of Investment Declaration Report
The following table explains the components displayed in the Investment Declaration Report:
| Component | Description |
|---|---|
| Employee Name | Name of the employee along with their employee ID. |
| Tax Regime | Tax regime selected by the employee for the chosen fiscal year (Old or New). |
| Total Chapter VI-A Amount | Total amount declared under Chapter VI-A sections such as 80C, 80D, and other eligible deductions. |
| Total Allowance Amount | Total amount declared under tax-exempt allowances. |
| Total HRA Amount | Total House Rent Allowance (HRA) amount declared by the employee. |
| Total Other Income Amount | Total income declared from other sources, such as interest or rental income. |
| Total Previous Employment Amount | Total income declared from previous employment during the fiscal year. |
| Total Direct Tax Amount | Total direct tax amounts declared, such as advance tax or self-assessment tax. |
Export Investment Declaration Report
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Declarations & Investments and select Investment Declaration Report.
- Click Export as at the top right.
- Choose the required export format: PDF, CSV, XLS, XLSX, or Zoho Sheet.
- To protect the exported file, enable Protect this file with a password and enter a password with at least six characters.
- Click Export.