How to Remove Investment Declarations for Proofs Are Not Updated

Created by Kirti Gajakosh, Modified on Wed, 21 Jan at 7:11 PM by Kirti Gajakosh


This guide explains how to remove pending investment declarations for employees where proofs have not been uploaded, specifically for employees under the Old Tax Regime.

 

 Steps to Remove Proof  Pending Declarations

Navigate to the Employee Module >>Click on the Menu (three dots) available on the right side >>Select Investment Declarations


To filter the employee with Old/New Tax Regime.


Follow below steps:
Click on Filter icon, a filter tab gets open >> select the Declaration Type (Old/New tax Regime)>> then click on Load.


Once this is done the employees with the filtered declaration type employees will be displayed.


Select employees and >>Click on Remove Proof Pending Items.


Upon doing the above action the employees whose declarations proofs where not submitted declaration will update as zero.





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