Page tree
Skip to end of metadata
Go to start of metadata

greytHR eases your supervision of the IT Declarations submitted by employees. The Income Tax (IT) Declarations must be released to the employees for them to declare their rent and savings.

The Employee IT Declaration page appears when you navigate to Payroll > Admin > Employee IT Declaration. You can perform the following tasks from this page.

Release or Lock the IT Declarations

You can release and lock the IT Declaration of employees, under the Release / Lock section. Use the Status, Employee, Employee Filter, Declaration Status and Join Date drop downs to search for employee(s) in the displayed list.

Release IT Declarations

For an employee to be able to declare the rent and saving, the Income Tax Declarations must be released. Perform the following steps to release the IT Declaration for the employee(s).

  1. Filter the IT Declarations by selecting the LOCKED option from the Status drop down. The locked IT Declarations are displayed.

    Figure 1: Releasing IT Declarations

  2. You can either release the IT Declaration for an individual employee or in bulk by clicking on Release Selected or Release All.
  • To ease the effort of manually locking the IT Declaration for the employees every month, you can now, configure the release of the IT Declaration while creating a payroll. A pop-up appears informing you about the date on which the IT Declarations are automatically locked. You can edit the date as per your requirement.
  • The Release IT Declaration for all employees option appears in the pop-up for the first time. Next month on wards, while creating the payroll, the Release IT Declaration for employees without declaration option appears. This option helps you keep a track of the new employees and also the existing employees who are yet to declare their IT savings.
  • You can also filter out employees who have not yet declared their IT savings, using the NOT YET DECLARED option in the Declaration Status drop down.


Lock IT Declarations

Towards the end of the month, before you begin processing that month's payroll, you need to stop taking further inputs from the employee. This can be done by locking the declaration. Perform the following steps to lock the IT Declaration for the employee(s).

  1. Filter the IT Declarations by selecting the RELEASED option from the Status drop down. The already released IT Declarations are displayed.

    Figure 2: Locking IT Declarations


  2. You can either lock the IT Declaration for an individual employee or in bulk by clicking on Lock Selected or Lock All.

You can also filter employees based on the option that you chose in the Declaration Status drop down. Selecting the NOT YET DECLARED option displays the list of new employees or existing employees who are yet to declare their IT savings for the current financial year. You can then release the IT Declaration for individual employees or in bulk by clicking on Release Selected or Release All.

Consider the IT Declarations

By default, the IT Declarations pending for approval, are displayed under the Consider Declarations section. You can search for an employee result using the Status, Employee, Payroll Date and Employee Filter drop downs. You can filter employees based on the following status.

Pending for Review

  1. Select Pending for review option in the Status drop down to filter employees whose IT savings are pending for review. The employees are listed with details of the employee number, employee name, link to view the declaration plan, the date on which the plan was submitted and the date from which the plan was considered.

    Figure 3: Pending for Review

  2. To view the details of a plan, click the link to the plan name under the View Declaration column. The plan expands displaying the various components.
  3. You can either review the IT Declaration for an individual employee or in bulk by clicking on Consider or Consider All. The plan is then approved and the employee can see the plan under the list of declared plans.
  4. Click on Export to Excel. The plan gets downloaded to your system.

Considered Declaration

Perform the following steps to export the already considered declarations.

  1. Select Considered option in the Status drop down to filter employees whose IT savings are already considered. The employees are listed with details of the employee number, employee name, link to view the declaration plan, the date on which the plan was submitted and the date range between which the plan was considered.

    Figure 3: Considered Declarations

  2. To view the details of a plan, click the link to the plan name under the View Declaration column. The plan expands displaying the various components.
  3. You can either review the IT Declaration for an individual employee or in bulk by clicking on Consider or Consider All.
  4. Click on Export to Excel. The plan gets downloaded to your system.

Watch the video on how to Release, Lock and Consider Employee IT Declarations below:

Related Concepts

Income Tax (IT)

Salary Structure