Purpose of the Report: The Proof Of Investment Declaration report provides complete financial year data as per the POI (Proof of Investment) details updated by employees.
Frequency of the Report: This report can be generated for the financial year.
Prerequisite: You can generate the Proof Of Investment Declaration report only after you initiate the POI process.
To generate the report, perform the following actions:
- From your greytHR Admin login, navigate to Reports > Reports Gallery.
- In the Search text box, enter Proof Of Investment Declaration.
- From the Financial Year dropdown list, select the required financial year.
- Click the Options button. A page appears.
- From the Report Output Type dropdown list, select the required option.
- Click Save. You are redirected to the reports page.
- Click the Generate button to generate the report.
Note:
- The Proof Of Investment Declaration is available under the Recent Reports section.
- The Recent Reports page displays the reports that you recently generated. You can regenerate by clicking Run Again.
- The POI report also displays own contribution and co-owner contribution fields in Deductions Under Section 24.
Related Links:
- FAQs - To read more FAQs about the Admin portal, click here.
- Video:
-
- To watch the video about POI, click here.
- To watch videos on the Admin portal, click here.
-
- Documentation:
-
- To read more about POI, click here.
- To read more about the Admin portal, click here.
-
- Product Update - To read about the product update, click here.