Tax Proof UP UserManual

Proof Submission goes Online

• Allsec introduces submission of investment proofs as soft copy through Employee Self Service portal. • Easy and hassle free way to submit the investment proof by employees. • Soft copy investment proofs will be processed by Allsec. Follow the simple steps mentioned below and upload soft copies of your investment proofs in the Allsec ESS web portal. Step 1: Declare Investments Step 2: Create Investment Master

Step 3: Update Investment Breakup Step 4: Upload Files

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Benefits to Employees

Easy & hassle free document submission

Saves Times

No need to print and fear loss of documents Submission of documents now available for a longer duration

Quick Query Resolution

Transparency during process and quick turnaround time

No Loss of documents in transit

No drop boxes and long queues

History of Investment Master information is maintained hence need not update for every proof submission. ALLSEC TECHNOLOGIES © 2010 Allsec , All rights reserved

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Clearing the Decks – Tax Investment Process

• Log on to Allsec ESS Portal • Select Tax under Employee Links and click Tax Online Submission Tax -> Tax Online Submission

Step-1 Declare Investments : Click the link “Add/Edit Declarations” to add new declarations or to modify existing declarations.

Step-2 Create Investment Master : Master needs to be created first for any new investments. Investment Master Creation is a one-time activity as it keeps track of your investments and saving time for re-entry.

Step-3 Update Investment Breakup : Investment Breakup needs to be updated with current year payment details. Step -4 Upload Files : Once Investment master and Investment breakup details are updated for current year, then files can be uploaded against respective investment type using “Browse” and “Upload” options. Maximum File size that can be allowed is 10 MB and the file types are restricted to .pdf, .jpg, .doc, .xls, .docx, .xlsx ALLSEC TECHNOLOGIES © 2010 Allsec , All rights reserved

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Smart Tax Investment Proof Submission

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Tax Index Page

Tax Index displays current year declarations and available investments master.

Document Library contains all relevant documents and Forms

Rejection Code Library contains list of all rejection codes with detailed description

FAQs tab contains FAQs related to Tax Proofs submission

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Step 1: Declare Investments

1

1 Click link “Add/Edit Declarations” to add new declarations or to modify existing declarations.

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Step 2: Create Investment Master

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1

• 1 To add new investments, select the investment type from drop down list “Select new Investment Type” and then click “Add to Index Grid” button. • 2 Click ellipse button against respective Investment Type under Investment Master to create/edit Investment

Master details.

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Step 2: Create Investment Master - Contd.

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2

1

• “Add” button can be used to create master record if there is more than one investment under respective investment type. Refer 1 in picture above. • Expired/ Unused investments can be permanently removed from Investment master using "Discard" button. Any such removed investments will be moved to "Discarded Investments" section which can only be viewed and cannot be edited. Refer 2 in picture above.

• Click Submit to save latest changes done. Refer 3 in picture above. • Click “Tax Index” tab to proceed with other updations. ALLSEC TECHNOLOGIES © 2010 Allsec , All rights reserved

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Step 3: Update Investment Breakup

1

• 1 Click ellipse button against respective Investment Type under Investment Breakup to update current year payment details.

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Step 3: Update Investment Breakup – contd. 1

2

3

• “Guidelines” link displays Guidelines and documents required for Tax Proofs FY 14-15. Refer 1 in picture above. • Update current year payment details and click “Submit” to save the entries. Refer 2 in picture above. • Transaction record can be deleted/removed using “Discard” button. Refer 3 in picture above.

• Discarded transactions will be displayed under “Discarded Investments” section.

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Step 3: Update Investment Breakup – contd.

1 • Any of these discarded items can again be included by selecting “Tag” and clicking “Rollback” button. Refer 1 in

picture above.

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Step 4: Upload Files

1

• Once Investment master and Investment breakup details are updated for current year, then files can be uploaded. • 1 Click “Browse” to select the file from respective path and click “Proceed to Upload” to upload the file. •Maximum File size that can be allowed is 10 MB and the file types are restricted to .pdf, .jpg, .doc, .xls, .docx, .xlsx

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Quick Upload

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1 Quick Upload is a special feature available in Tax Index tab to upload files quickly when all Investment Masters and Investments Breakup details are updated for current year.

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Quick Upload - Contd.

• Select the list of investment types for which the files needs to be uploaded.

• Click “Browse” to select the file from respective path and click “Proceed to

Upload” to upload the selected files.

• Uploaded Files can be viewed under the section “Uploaded Files”.

• Uploaded file can be deleted/removed using “Delete” option available under “Uploaded Files” section.

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Do’s / Don’ts Do’s • Tax Proof documents alone needs to be uploaded. • Scan the printout of duly signed Allsec Tax Proof page and upload it along with other investment proof

scanned documents. • No supporting will be entertained without a scanned copy of duly signed Allsec Tax Proof Breakup page. Print option available in Tax index tab. • Submit the proofs in accordance to Tax Proofs guidelines and policies.

• Upload only .PDF, .jpg, .doc, .xls, .docx, .xlsx files • In case scanning of documents done from outside Office network, change the scanner’s DPI settings to 300. Don’ts

• Do not save file type other than .PDF, .jpg, .doc, .xls, .docx, .xlsx • Do not upload files more than 10 MB • Do not upload password protected files. • Do not wait for last date to upload your document, as it increases the load on to the Server / Scanner and also server response time will be affected.

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FAQs Is there any change to the tax declaration process ? No There is no change to tax declaration process. Where can I get self declaration forms? You can download all relevant documents / Forms that can be used for current year proof submission from "Document Library". Can I update Investment Breakup without creating Investment Master? No Investment Master needs to be created first for any new Investments and then only you can update your Investment Breakup.

Will my proofs be considered without updating Investment Breakup? No Proofs will be considered if Investment breakup not updated for current year. How do I know, what is the right document for each Tax Investment type? Refer "Guidelines" link available under Investment Breakup for each Investment type. In addition, you may also refer "Documents/Forms required for Tax Proofs FY 14-15" file available under Document Library. What is Rejection Code Library? Rejection Code Library contains list of all rejection codes with detailed description and can be referred at the time of clearance status upload. Contd..

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FAQs Are there any file restrictions? Yes. Allowed File types are .pdf, .jpg, .doc, .docx, .xls, .xlsx. Are there any size restrictions? Yes. Maximum / overall file size allowed is 10MB.

How do I know whether the files I have uploaded are saved successfully? When the files are uploaded message will be displayed as "Uploaded successfully". You can also view the files under “Uploaded files” section. How do I know if you have approved my documents? Clearance status will be uploaded as per the timelines circulated to you and you can check for your Tax proof clearance against each Investment type. Why Upload option is disabled under Investment Breakup? Upload option will be enabled only if Investment breakup are updated for current year.

How can I remove a file which has already been uploaded? Use "Delete" option available under “Uploaded Files” section to delete uploaded file.

Contd..

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FAQs For more FAQs, Read the FAQ’s provided in Tax Proof Page prior to updating your Tax proof details. For any further queries raise a request on the website.

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Clearance Status Upload

Clearance status will be uploaded as per the timelines circulated to you and you can check for your Tax proof clearance against each Investment type.

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