How to import IT declarations in bulk?

It may be the case that you have received IT declarations from a lot of employees outside the system and you may want to import these onto Keka in bulk. Let's see how this can be done. 

Navigate to Payroll (1) >> Payroll Admin (2) and select the Operations tab (3). 

Scroll down to the Payroll Imports section and click on Import Investment Declaration.

In the Import Investment Declaration window, select the relevant Pay Group (4) if you have more than one set up. 

Download the Excel Template (5) from the window.

Enter the details in the excel file corresponding to the employee list in the excel file. Once you are done entering the details, save the file and then upload it on the Import Investment Declaration window. 

For more details on how to import data from excel files on Keka, read here. 

After you have imported the data onto the portal, the investment declaration amounts that you include will be considered while making tax calculations. 

More questions about tax declarations? Talk to us today!