Proof of Investment Report
The Proof of Investment Report provides an employee-wise summary of investment proofs submitted for a selected fiscal year. It helps you track submission status, review approved and actual amounts, verify supporting documents, and monitor approval progress for accurate tax processing and compliance.
Access Proof of Investment Report
To access the Proof of Investment Report:
- Click Reports on the left sidebar.
- Under Report Category, click Declarations & Investments and select Proof of Investment Report.
INSIGHT: You can also search for Proof of Investment 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 proof of investment details for the selected fiscal year will be displayed in a tabular format.
Components of Proof of Investment Report
The following table explains the components displayed in the Proof of Investment Report:
| Component | Description |
|---|---|
| Employee Name | Name of the employee along with their employee ID. |
| Submitted On | Date on which the employee submitted the proof of investment. |
| Approver Name | Name of the user who reviewed or approved the submitted proofs. |
| Status | Current status of the proof submission, such as Pending, Approved, or Rejected. |
| Tax Regime | Tax regime selected by the employee for the fiscal year (Old or New). |
| Actual Amount | Total amount declared by the employee against submitted proofs. |
| Approved Amount | Amount approved after verification of the submitted proofs. |
| Document Count | Number of supporting documents uploaded by the employee. |
Export Proof of Investment Report
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Declarations & Investments and select Proof of Investment 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.