📃Income Tax

This page provides a step by step guide for FAQs related to the 'Income Tax' tab in the settings menu

1. How to activate the ‘Work Sheet Annexure’?

Step 1: Log into the cloud portal and click on the 'Setting' menu and click on the ‘Income Tax’ tab.

Step 2: Select ‘Tax Settings and then click on ‘Projection’ and click on the check box for ‘Worksheet Annexure Required’ as shown below.

For any queries, contact [e-mail]

2. How to download IT proof for a financial year?

To download IT proof for a year first, you need to set that year as a default financial year.

Step 1: For this log into the cloud portal, go to the ‘Settings’ menu and under the ‘Income Tax’ tab, click on the ‘Financial Year’ subtab. Click on the ‘Edit Icon’ for the year you want to download IT proof for.

For example, here we will activate year 2023-2024.

Step 2: Fill in the necessary details, you must check the box for ‘Set as a default financial year’ to be able to download the IT proof. Click on the ‘Save’ button and the respective year will be set as default financial year.

Step 3: Next, go to the ‘Analytics’ menu and click on the ‘Reports’ sub-menu.

Step 4: Go to ‘Income Tax’ tab and click on the ‘Pending Proof Detail’ sub-tab. Select the employee from the ‘Employee Code’ drop-down, select the ‘Category’ as required and click on the ‘Download Proof Document’ button.

You can also click on ‘Download PDF’ or ‘Download Excel’ button and the proof details will be downloaded in respective formats.

For any queries, contact [e-mail]

3. In new tax regime, SEC 80CCC NPS is not showing

Step 1: Go in the ‘Setting’ menu, then click on ‘Income Tax’ tab. Then click on ‘Tax Sections’ and select ‘Tax Sub Section’ option. From the ‘Section’ drop-down select ‘Section 80C’ and click on the ‘+’ icon to add new 80 CCC.

Step 2: In the ‘Tax Sub Section’ pop-up, fill in the details in the respective fields as given below.

• Tax act details - 80 CCC NPC

• Limit - 15000

• Order No - 5

• Exemption Method - Yearly Limit

• Web Post - Yes

• Include in New Regime - Yes

Click on the ‘Save’ button and the SEC 80CCC NPS will become Visible.

For any queries, contact [e-mail]