tax proof up usermanual

ALLSEC TECHNOLOGIESBUILDING LASTING RELATIONSHIPS 2010 Allsec , All rights reserved

Allsec introduces submission of investment proofs as soft copy through Employee Self Service portal.

Easy and hassle free way to submit the investment proof by employees.

Soft copy investment proofs will be processed by Allsec.

Follow the simple steps mentioned below and upload soft copies of your investment proofs in the Allsec ESS web portal.

Step 1: Declare Investments

Step 2: Create Investment Master

Step 3: Update Investment Breakup

Step 4: Upload Files

Proof Submission goes Online


Benefits to Employees

SavesTimes

Quick Query

Resolution

Easy &

hassle

free document submission

No drop boxes and long queues

Transparency during process and quick turnaround time

Submission of documents now available for a longer duration

No need to print and fear loss of documents

History of Investment Master information is maintained hence need not update for every proof submission.

No Loss of documents

in transit


Clearing the Decks Tax Investment Process

Log on to Allsec ESS Portal

Select Tax under Employee Links and click Tax Online Submission Tax -> Tax Online Submission

Step-1 Declare Investments : Click the link Add/Edit Declarations to add new declarations or to

modify existing declarations.

Step-2 Create Investment Master : Master needs to be created first for any new investments.

Investment Master Creation is a one-time activity as it keeps track of your investments and saving

time for re-entry.

Step-3 Update Investment Breakup : Investment Breakup needs to be updated with current year

payment details.

Step -4 Upload Files : Once Investment master and Investment breakup details are updated for

current year, then files can be uploaded against respective investment type using Browse and

Upload options. Maximum File size that can be allowed is 10 MB and the file types are restricted to

.pdf, .jpg, .doc, .xls, .docx, .xlsx


Smart Tax Investment Proof Submission


Tax Index Page

Tax Indexdisplays current

year declarationsand available investments

master.

Document Librarycontains all

relevant documents and Forms

Rejection Code Library contains

list of all rejection codes with detailed

description

FAQs tab contains FAQs related to Tax

Proofssubmission


Step 1: Declare Investments

1

Click link Add/Edit Declarations to add new declarations or to modify existing declarations. 1


Step 2: Create Investment Master

2

1

To add new investments, select the investment type from drop down list Select new Investment Type and

then click Add to Index Grid button.

Click ellipse button against respective Investment Type under Investment Master to create/edit Investment

Master details.

1

2


3 2 1

Add button can be used to create master record if there is more than one investment under respective investment

type. Refer in picture above.

Expired/ Unused investments can be permanently removed from Investment master using "Discard" button. Any such

removed investments will be moved to "Discarded Investments" section which can only be viewed and cannot be

edited. Refer in picture above.

Click Submit to save latest changes done. Refer in picture above.

Click Tax Index tab to proceed with other updations.

1

2

3

Step 2: Create Investment Master - Contd.


Step 3: Update Investment Breakup

Click ellipse button against respective Investment Type under Investment Breakup to update current year

payment details.

1

1


2 3

1

Guidelines link displays Guidelines and documents required for Tax Proofs FY 14-15. Refer in picture above.

Update current year payment details and click Submit to save the entries. Refer in picture above.

Transaction record can be deleted/removed using Discard button. Refer in picture above.

Discarded transactions will be displayed under Discarded Investments section.

1

2

3

Step 3: Update Investment Breakup contd.


Any of these discarded items can again be included by selecting Tag and clicking Rollback button. Refer in

picture above.

Step 3: Update Investment Breakup contd.

1

1


Step 4: Upload Files

1

Once Investment master and Investment breakup details are updated for current year, then files can be uploaded.

Click Browse to select the file from respective path and click Proceed to Upload to upload the file.

Maximum File size that can be allowed is 10 MB and the file types are restricted to .pdf, .jpg, .doc, .xls, .docx, .xlsx

1


Quick Upload

1

Quick Upload is a special feature available in Tax Index tab to upload files quickly when all Investment Masters

and Investments Breakup details are updated for current year.

1


Quick Upload - Contd.

Select the list of investment types for

which the files needs to be uploaded.

Click Browse to select the file from

respective path and click Proceed to

Upload to upload the selected files.

Uploaded Files can be viewed under the

section Uploaded Files.

Uploaded file can be deleted/removed

using Delete option available under

Uploaded Files section.


Dos

Tax Proof documents alone needs to be uploaded.

Scan the printout of duly signed Allsec Tax Proof page and upload it along with other investment proof

scanned documents.

No supporting will be entertained without a scanned copy of duly signed Allsec Tax Proof Breakup page.

Print option available in Tax index tab.

Submit the proofs in accordance to Tax Proofs guidelines and policies.

Upload only .PDF, .jpg, .doc, .xls, .docx, .xlsx files

In case scanning of documents done from outside Office network, change the scanners DPI settings to 300.

Donts

Do not save file type other than .PDF, .jpg, .doc, .xls, .docx, .xlsx

Do not upload files more than 10 MB

Do not upload password protected files.

Do not wait for last date to upload your document, as it increases the load on to the Server / Scanner and

also server response time will be affected.

Dos / Donts


FAQs

Is there any change to the tax declaration process ?No There is no change to tax declaration process.

Where can I get self declaration forms?You can download all relevant documents / Forms that can be used for current year proof submission from "Document Library".

Can I update Investment Breakup without creating Investment Master?No Investment Master needs to be created first for any new Investments and then only you can update your Investment Breakup.

Will my proofs be considered without updating Investment Breakup?No Proofs will be considered if Investment breakup not updated for current year.

How do I know, what is the right document for each Tax Investment type?Refer "Guidelines" link available under Investment Breakup for each Investment type. In addition, you may also refer "Documents/Forms required for Tax Proofs FY 14-15" file available under Document Library.

What is Rejection Code Library?Rejection Code Library contains list of all rejection codes with detailed description and can be referred at the time of clearance status upload.

Contd..


FAQs

Are there any file restrictions?Yes. Allowed File types are .pdf, .jpg, .doc, .docx, .xls, .xlsx.

Are there any size restrictions?Yes. Maximum / overall file size allowed is 10MB.

How do I know whether the files I have uploaded are saved successfully?When the files are uploaded message will be displayed as "Uploaded successfully". You can also view the files under Uploaded files section.

How do I know if you have approved my documents?Clearance status will be uploaded as per the timelines circulated to you and you can check for your Tax proof clearance against each Investment type.

Why Upload option is disabled under Investment Breakup?Upload option will be enabled only if Investment breakup are updated for current year.

How can I remove a file which has already been uploaded?Use "Delete" option available under Uploaded Files section to delete uploaded file.

Contd..


FAQs

For more FAQs, Read the FAQs provided in Tax Proof Page prior to updating your Tax proof

details. For any further queries raise a request on the website.


Clearance Status Upload

Clearance status will be uploaded as per the timelines circulated to you and you can

check for your Tax proof clearance against each Investment type.

tax proof up usermanual

Documents

investment masterstep

investment master21

investment master creation

investment master information

new investment type

investment breakup details

respective investment

update investment breakupstep