How can an Admin submit proofs of investments on behalf of the employee?

Admins in Keka can manage employee tax declarations and upload investment proofs on their behalf—especially helpful when employees are unable to do so. This ensures timely compliance and accurate tax calculations.

Note: Admins can only upload proofs when the declaration window is open.

Steps

1. Go to Org → Employees → Search and select the employee

   

2.  In their profile, click Finances → Manage Tax → Declaration

3. Select from:

   • 1.5 Lac Deductions

   • Other Deductions

   • Tax Saving Allowances

   • House Property

   • Income From Other Sources

   

4. Click the edit icon next to the item

   

5. Enter the amount in the Declaration column

6. Click Upload Document

7.  Click Save

   

8. Check status- 

   • Approved – Verified and accepted

   • Automatically Approved – Under review but valid until cutoff

   • Denied – Rejected due to non-compliance