Functionality: This enables Admin to setup IT forms B and C . After the setup, the employee can fill in the investment details. 

Accessibility: Admin Role Only


Process:

Path: Home>>Configuration>>Payroll>>IT Form Setup    

Steps to follow    

  • Select company TAN NO & Financial Year
  • To enable the investment declaration (Form B), mention only the last date of submission. Once it is enabled, the employee can start updating their investment details.
  • To enable Form C, tick Requires Prior Approval and enter the last submission date. Once the form is enabled, the employee will be able to update the investment details with investment proof.


Note: Form B declaration not Required approval Only form C required approval

  • Enter below form 16 details if required and then save