How to clear IT declaration during the year end if Proof of Investment (POI) is not submitted?

To clear IT declaration, perform the following actions:

For POI Module users:

1. Navigate to Payroll > Admin > POI Overview. POI Overview page opens.
2. Under Released tab, from the Filter employees as per regime list, select a regime as per your requirement.
3. Select Bulk Select.
4. Select employee(s).
5. Select Reject POI and Lock to move the employee's POI form to Locked and Pending tab.
6. Click Submit. Reject POI and Lock pop-up appears.
7. Select The declared IT savings will be cleared/ rejected for payroll process option to clear the IT declaration for the employees.

Related Links:

• Documentation Page:
  • For customers using POI module, click here.
  • For customers yet to use POI module, click here.
• Product Update - To read our product update, click here.
• Video:
  • For customers using POI module, POI module, click here.
  • For customers yet to use POI module, click here.