TDS & Investments and Reimbursements
Manage investment declarations for income tax, submit proofs for verification, and file expense reimbursement claims.
TDS & Investments
The TDS & Investments module (/a/tds_investments) lets your employees submit investment declarations for income tax purposes. HR can then verify the supporting proofs. Verified declarations feed directly into monthly TDS calculations during payroll, so employees see accurate deductions from the start of the financial year.
Declarations Tab
The Declarations tab shows all employee declarations in a table. You can see each person's declared amounts at a glance.
| Column | Description |
|---|---|
| Employee Name | The employee who submitted the declaration |
| Financial Year | The FY the declaration applies to (e.g., 2026-27) |
| Section 80C | Declared investments under 80C (PPF, ELSS, LIC, etc.) |
| Section 80D | Health insurance premium declarations |
| HRA Exemption | House Rent Allowance exemption amount |
| Other Deductions | Section 24, 80CCD(1B), and other applicable deductions |
| Total Declared | Sum of all declared deductions |
| Status | Draft Submitted Verified |
Common Investment Sections
Employees fill in their investment plans at the start of the financial year. The following sections are commonly used:
Section 80C
Up to ₹1,50,000 — PPF, ELSS mutual funds, LIC premiums, NSC, home loan principal repayment, children's tuition fees.
Section 80D
Up to ₹25,000 (or ₹50,000 for senior citizens) — health insurance premiums for self, spouse, children, and parents.
HRA Exemption
Based on actual rent paid vs. HRA received. Requires rent receipts and landlord PAN (if rent exceeds ₹1,00,000/year).
Section 24
Home loan interest deduction up to ₹2,00,000 per financial year for a self-occupied property.
Section 80CCD(1B)
Additional NPS (National Pension System) deduction of up to ₹50,000, over and above the 80C limit.
Verification Tab
The Verification tab is where HR reviews submitted declarations and validates proof documents.
- HR sees only declarations with a Submitted status.
- Employees upload proof documents — receipts, premium statements, rent agreements, loan certificates — alongside their declarations.
- HR can Approve a declaration once all proofs are satisfactory.
- If documents are missing or incorrect, HR can Request Resubmission, which moves the status back so the employee can correct it.
- Only Verified declarations are used in the final TDS calculation during payroll processing.
How to Submit a Declaration
Go to TDS & Investments from the sidebar navigation.
Click New Declaration to open the declaration form.
Select the Financial Year you are declaring investments for (e.g., 2026-27).
Fill in the investment amounts under each applicable section — 80C, 80D, HRA, Section 24, and 80CCD(1B). Leave sections at zero if they don't apply to you.
Click Submit Declaration. Your declaration moves to Submitted status and becomes visible to HR for verification.
When proofs are due (typically January–February), upload your supporting documents — premium receipts, investment statements, rent agreements — against each section.
Reimbursements
The Reimbursements module (/a/reimbursements) lets you submit expense claims with receipts. Once a claim is approved by your manager or HR, the reimbursement amount is added to your next payroll run.
Claims Tab
The Claims tab displays all your reimbursement claims in a table. Use the New Claim button to submit a new expense.
| Column | Description |
|---|---|
| Employee | The employee who submitted the claim |
| Claim Date | Date the expense was incurred |
| Category | Travel, Food, Medical, Communication, or Other |
| Amount (₹) | Expense amount in Indian Rupees |
| Description | Brief description of the expense |
| Receipt | Uploaded photo or PDF of the receipt |
| Status | Pending Approved Rejected Paid |
Expense Categories
Travel
Cab fares, fuel, tolls, parking, flight or train tickets for work-related travel.
Food
Meals during client meetings, late-night work, or out-of-office assignments.
Medical
Out-of-pocket medical expenses not covered by insurance.
Communication
Mobile recharges, internet bills, or other work-related communication costs.
Approval Queue Tab
The Approval Queue tab is visible to HR and managers. It shows only Pending claims awaiting a decision.
- Approve — marks the claim for inclusion in the next payroll run.
- Reject — declines the claim. You can add a comment explaining the reason so the employee can resubmit if needed.
How to Submit a Reimbursement Claim
Go to Reimbursements from the sidebar navigation.
Click New Claim to open the claim form.
Select a Category — Travel, Food, Medical, Communication, or Other.
Enter the Amount in INR (₹).
Add a Description of the expense — include the date, purpose, and any relevant details (e.g., "Cab to client office for project kickoff meeting on 15 Apr").
Upload the Receipt — a photo or PDF of the bill. Make sure the amount and vendor name are clearly visible.
Click Submit. Your claim moves to Pending status and appears in the approval queue for your manager or HR.