Guidelines to Submit Investment Proofs in Zoho Payroll

During every financial year, you can declare investments to reduce the taxable income on your salary. You have to submit proofs for all the investments you have declared, so that your employer can match the declared investments along with the submitted proofs and compute the true-up of taxes.

Based on the investments declared and submitted proofs, the following outcomes are possible.

Things to keep in mind

Steps to be followed

After your employer has unlocked the POI submission, you can log in to your Zoho Payroll portal and submit your proof of investments. To submit:

Investment Page

Portal POI  

If you want to switch tax regimes, you can do so before your employer runs the first payroll for the financial year provided, the POI is unlocked. Else, you can do it at the time of filing ITR.

Portal POI  

Submit Declaration

Editing the submitted Proof of Investment (POI)