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How can the employees add the amounts & proofs for Tax exemption?
To comply with the local laws every organization needs to maintain a repository of proofs which can be collected through the Keka portal. Here's how an admin can instruct their employees to submit their proofs on the portal while submitting their claims.
Below is the path from where the employees add the amounts & proofs for Tax exemption -
Go to the My Finances section of the Keka Portal (1), then click on Manage Tax tab (2) and then go to Declaration (3) as shown below -
Once you reach the Declaration page, there is a tab as highlighted below -
Click on any of the deductions you want to claim.
Below we are taking an example of 1.5 Lac Deductions and the employee wants to claim PPF of Rs.10,000 (Section 80 C).
Go to the 1.5 Lac Deductions tab and go to the PPF row, Then click on the Pen Icon (Edit Declaration) in the extreme right corner of the section as highlighted in the above screenshot.
Once you click on the pen icon there will be 2 options of entering the amount and submitting the proof document as shown below -
Enter the amount (Rs.10000 as given in the example) and upload the document for the same. And then click on Save in the right-hand side corner.
This is how the employees can add the amounts & proofs for Tax exemption.
Employees can also check the cut-off date and the last date of submission of investment proofs from here-