How to approve/reject an approved investment proof?

An investment proof verifies an employee's investment, including the type, amount, and date. If the proof lacks sufficient details or is unclear, the admin can reject it.

Steps to Reject an Approved Investment Proof:

1. Go to Payroll ➔ Payroll Admin ➔ Operations.

   

2. Click on the Income Tax Declarations card and select Income Tax Declarations Approvals.

   

3. Choose the Pay Group and Financial Year, then click Run.

4. Find the employee with the approved proof and click Review Claims.

   

5. Select the declaration you want to reject and click Click here to update the status/details.

   

6. Click Reject and add a reason for the rejection.

7. Add a comment in the overlay window, then click Reject.

8. The employee will receive an email notification about the rejection.

   

Important Note:

• Rejection increases the employee’s income tax amount.