Review Proof of Investments

Your employee can submit proofs for the investments that they’ve disclosed in their IT Declaration. Here’s how you can review the submitted POI:

• Go to Payroll on the left sidebar.
• Navigate to Proof of Investments tab on the module bar on top.
• Select an employee’s investment.
• Go through each line item, review the proofs easily using the options such as full-screen view, zoom in or zoom out, download.
• Leave Comments wherever necessary.
• Enter the Approved Amount and click Approve.
• If you want to approve all the line items in one go, enter the approved amounts for each line item and click Approve All.
• Click Reject to reject a line item.
• Once you’ve reviewed all the line items, the status will change to Yet To Confirm. This status means that you have approved each line item, but haven’t applied the approved amount to the IT calculation.
• Review all the approved line items and click Confirm for IT Calculation.

The approved investment amount will be applied to the employee’s Income Tax calculation. The status will be updated to Completed.