Income Tax
This page provides a step by step guide for FAQs related to the 'Income Tax' tab in the settings menu
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This page provides a step by step guide for FAQs related to the 'Income Tax' tab in the settings menu
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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.
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.
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.
You can refer to the links below for the respective changes related to the income tax.
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Income Tax’ tab, click on the ‘Financial Year’ subtab.
Step 2: Click on the ‘Edit Icon’ for the current financial year.
Step 3: Enter the TAN number in the ‘Tan no.’ field and click on the ‘Save’ button. the TAN number will be saved accordingly.
Path: Cloud portal>Setting >Income Tax >Financial Year>click ‘Edit Icon’>Tan no.>Save
Step 1: Log into the cloud portal, go to the ‘Settings’ menu. Under the ‘Income Tax’ tab click on the ‘Tax Settings’ subtab and select the ‘Projection’ option.
Step 1: Log into the cloud portal, go to the ‘Setting’ menu and under the ‘Income Tax’ tab click on the ‘Financial Year’ subtab.
Here, the year with the ‘Label as Default’ is the current financial year, where as you can also view the listed previous years too.
Path: Cloud portal>Settings-> Income tax-> financial year
For any queries, contact
For any queries, contact
For any queries, contact
Change the
Change the
Add the details for an employee
Add details in the
For any queries, contact
Link:
For any queries, contact
Step 2: Tick the checkbox for the ‘Work Sheet Annexure Required’ option and click on the ‘Save’ button. Now you will with the Work Sheet Annexure report
Path: Settings>Income Tax>Tax Settings>Projection>Work Sheet Annexure Required>Save Link:
For any queries, contact
Link:
For any queries, contact
