How to change the cut-off date for IT declarations and proof submissions? How to restrict employees from making IT Declarations?

Introduction

Employers in India are responsible for collecting and submitting Income Tax (IT) on behalf of their employees. To do this correctly, employees must declare their tax-saving investments and expenses under various exemption sections.

To ensure timely payroll processing and accurate TDS (Tax Deducted at Source) calculation, organizations set a cutoff date for employees to submit IT declarations and supporting proof. However, managing these deadlines can be tricky—especially with large teams—and requests for deadline extensions are common.

This article shows you how to:

• Change the IT declaration and proof submission cutoff dates

• Restrict employees from submitting or editing declarations after the cutoff

Steps

Change the Cutoff Date for IT Declarations and Proof Submissions

1. Go to Payroll in the left menu.

2. Click Settings.

3. In the Pay Groups tab, select the appropriate pay group.

4. Click the Configure icon next to the selected group.

   

5. In the configuration window, go to the Taxes and Deductions tab.

6. Select the Income Tax section.

7. Click the three-dot menu and choose Update IT Declaration Due Date.

   

In the IT Declarations Due Date section, you can:

• Set the cutoff date for declaration changes during the financial year.

• Apply separate settings for existing and new employees.

• Enable or disable the option to allow declarations after the cutoff date.

• Choose whether approval is needed for declarations made before or after the cutoff date.

• Set a cutoff date for submitting proof of IT declaration by checking the option Employees are required to submit proof of IT declaration.

  

Once you've configured all options, click Save to apply the changes.

Restrict Employees from Submitting IT Declarations

To prevent employees from editing or submitting IT declarations:

1. Set the cutoff date to a past date.

2. Uncheck the option that allows employees to submit declarations after the cutoff.

3. Click Save to enforce the restriction.

This will block further IT declaration entries and proof submissions from employees after the cutoff.