Declaring investments

Declare your tax-saving investments (for example under 80C or 80D) and the rent you pay, so payroll deducts the right amount of tax. Your declaration goes for approval, and payroll uses the Considered amount.

Open it from Self Service → Declare Investment.

What you'll see

• Info — the months in which declarations are open (set by HR).
• Tax Regime — the regime you're on. Investment declaration only applies to the old regime; under the new regime you'll see Not Applicable.
• A status banner — Pending Approval, approved, or rejected with a request to review and resubmit.
• For each investment item: the Declared Amount, the Considered Amount (what was accepted) and any attached Documents.

How to declare

1. Choose the financial year

   Pick the year, then select Declare Investment.

2. Enter amounts

   Under DECLARE INVESTMENTS, enter the amount against each investment you've made.

3. Attach proofs

   Select Add Documents under an investment to attach receipts or certificates.

4. Declare house rent

   Under HOUSE RENT PAID, enter the rent for each month and select Attach Rent Receipts.

   

5. Save

   Select Save Investment Declaration. You'll see Investment declaration saved successfully.

File rules

• Each file must be under 4 MB.
• Allowed: images (JPEG, PNG, GIF, WebP, BMP) and documents (PDF, DOC, DOCX, XLS, XLSX, TXT, CSV).
• Every investment with an attached document needs an amount, and if you attach rent receipts you must enter rent for at least one month.