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    D T D P: IGI AX OC Laybook

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    1) The document outlines the process for employees to submit their tax proofs online through the DigiTaxDoc module on the Allsec login portal. 2) It describes a multi-step process where employees must first enter their tax investment details, then upload the appropriate supporting documents. 3) Finally, employees can submit their proofs to freeze their tax investments for the financial year once all mandatory fields are completed. The playbook provides screenshots and explanations for navigating each step of the online proof submission workflow.

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    D T D P: IGI AX OC Laybook

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    33 views11 pages
    1) The document outlines the process for employees to submit their tax proofs online through the DigiTaxDoc module on the Allsec login portal. 2) It describes a multi-step process where employees must first enter their tax investment details, then upload the appropriate supporting documents. 3) Finally, employees can submit their proofs to freeze their tax investments for the financial year once all mandatory fields are completed. The playbook provides screenshots and explanations for navigating each step of the online proof submission workflow.

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    1) The document outlines the process for employees to submit their tax proofs online through the DigiTaxDoc module on the Allsec login portal. 2) It describes a multi-step process where employees must first enter their tax investment details, then upload the appropriate supporting documents. 3) Finally, employees can submit their proofs to freeze their tax investments for the financial year once all mandatory fields are completed. The playbook provides screenshots and explanations for navigating each step of the online proof submission workflow.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    33 views11 pages

    D T D P: IGI AX OC Laybook

    Uploaded by

    A
    1) The document outlines the process for employees to submit their tax proofs online through the DigiTaxDoc module on the Allsec login portal. 2) It describes a multi-step process where employees must first enter their tax investment details, then upload the appropriate supporting documents. 3) Finally, employees can submit their proofs to freeze their tax investments for the financial year once all mandatory fields are completed. The playbook provides screenshots and explanations for navigating each step of the online proof submission workflow.

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    You are on page 1of 11

    DIGITAXDOC PLAYBOOK

    (Online Proof Submission)

    “Online Tax Proof Submission (DigiTaxDoc) Module on Allsec login.”

    1. Login to Allsec Allsec Smartpay

    1a. Active Employees “Tax” Menu and then “Tax Proof Submission (DigiTaxDoc)”

    1b. Resigned Employees “Utilities” Menu” and then “Fin Exit Approval” (Select “Tax Proof Submission”)

    2. MANDATORY STEPS

    Enter tax investment Upload signed Form


    Submit to freeze your
    details by clicking “Add” Upload the appropriate 12BB under “Form
    (In case of fresh Tax Proof Investment
    tax investment support 12BB Upload” which
    investments) or “View for this Financial Year
    by selecting “Upload” is mandatory to claim
    Edit (if already updated or “Quick Upload”
    in previous years) the deduction and to
    DONE
    complete the process

    *Employees can declare and upload Annexure 1 - Self declaration for future proof (duly filled & signed) for their
    January to March existing scheduled investments (excluding fresh investments), in case annual payment
    previous receipt to be uploaded along with declaration.
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    2a. Step1 Process: Updation of Investment Proof Details

    2a1. Default Screen:

    - Rent field is shown by default for all employees whether employee declared or not.
    - If declaration made during the year for other investments, the respective component will also
    appear (If employee declared LIP, the same will be displayed here).
    - If proof details updated during previous year for the selected investments, the respective
    component will also appear (If employee updated proof details of LIP during previous years, the
    same will be displayed here.)

    2a2. Rent Details Updation

    Screen1 / Rent Details Updation


    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    Check the box Click on edit

    Screen2 / Rent Details Updation

    Check the Box for “start to end” month for rent receipt you are planning to
    submit. If the rent details are same throughout the financial year, just click
    on “select all” box and click on “Edit selected” box. Please note individual
    month’s details can be edited.

    You need NOT to fill details for all months if the details are same. Just click
    on “fill down” option available to copy the data. Please see subsequent.

    Click on edit icon for any one month and start inputting details.

    Screen3 / Rent Details Updation

    Fill Rent details of April or After filling, just click on “Fill Down”Icon Click On
    start month as applicable to copy on selected months Save Icon

    To check whether amount is updated or not, please check total


    amount under proof column on main screen
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    Key Points of Point 2a of Step1:

    - Employee can edit any data he has updated before


    - The way we explained fill-down option, employee can do fill-up options also

    :::End of Rent Details under Step 1:::

    2b. Step1 Process: Updation of Investment Proof Details

    Investment declarations made during the year will reflect on this page. If employee wants to add any
    investments other than declared ones, he / she can select from the drill-down; in this case, please note that
    declaration is zero, if it should be considered for dec/jan tax computation update details in tax declaration
    page. Employee can directly fill the proof investment.
    Screen1 / Updations of Investment Proofs

    Exiting
    Declarations

    2b1. Step1 Process: Updation of Investment Proof Details


    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    Since there are many investment plans employees may be having, just for understanding, we will be
    providing illustration for LIP (Insurance) and the process is same for all investments with few
    additional information / details.

    When you want to update the proof details for the components which are available in the below
    Screen2, kindly select the button “View / Edit“ (if available) to view the proof details which is already
    updated by you during the previous year.

    Screen2 / Updation of Investment Proofs: Existing Policies

    Once you click on View/ Edit, you will get the below screen

    Screen3 / Updation of Investment Proofs: Existing Policies

    You can select the “Edit” button to update a record and click on “select all” box and click on “Edit selected“ to
    update all the records. If you want to update multiple records (but not all records) then select those records
    and click on “Edit selected“.

    Screen4 / Updation of Investment Proofs: Existing Policies filling LIP Information


    You need to fill the remaining details (Number of installment paid / Number of installment payable) only.
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    2b2.Updations of Investment Proofs: Inclusion of New Policies

    If you want to update the proof details for the policies which are not updated by you earlier, then you need to
    click on the “Add” button.

    Screen1 / Updations of Investment Proofs: Inclusion of New Policies

    Screen2 / Updations of Investment Proofs: Inclusion of New Policies filling LIP information
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    Mandatory fields to be filled & the same are in line with Income Tax Act

    2b3.Updations of Investment Proofs: Edit or Deletion of Investment details

    Screen1 / Updations of Investment Proofs: Edit or Deletion of Investment details

    Complete record can be


    deleted
    Record can be modified
    Follow self-
    in any manner
    explanatory alert
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    2c. Step2 Process: Proofs Upload after details updated as explained in Step1

    Screen1 / Proofs Upload – E.g for Rent (Upload icon will not be available if Proof amount is “Zero”

    Upload option will not be available


    if Proof amount is “zero”

    Screen2 / Proofs Upload – Example for Rent (Upload icon will be available as proof amount > 0

    Click on Upload icon to get browse


    option to select the path

    Please read all self-explanatory


    alerts to ensure accuracy
    When clicked on browser option,
    it will ask for the path where
    softcopy of proofs stored

    Ensure that relevant proofs to be


    uploaded under the respective
    investment line item.
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    The process of upload is same for all investments.


    Screen3 / Proofs Upload – Upload all Proofs at a stretch “Quick Upload”

    After filling all investment details with Proof amount


    being mandatory, employee can upload all proof at a
    time

    Here you can upload individual type of proofs or all


    proofs by selecting checkbox(es). After selecting proof
    docs, click on upload Icon below browser icon

    Screen4 / Proofs Upload – Upload all Proofs at a stretch “Quick Upload” (Contd….)

    Close

    Screen5 / Proofs Upload – Cross-checking Uploaded Files

    Please cross-check whether your


    proofs are uploaded successfully
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    Screen6 / Proofs Upload – Cross-checking Uploaded Files

    If wrong file uploaded, the same can be


    deleted and reloaded

    2d. Step3 Process: Formalities of Form 12BB (Must do)

    Screen1 / Form 12BB Formalities – Downloading Form 12BB

    Please note that this Form is


    mandated as per Income Tax Act

    2d1. Step3 Process: Formalities of Form 12BB (Must do)


    Not to be done on Tool. Downloaded Form to be signed on all pages, scan /
    clear mobile photo and upload in the tool (see the screen 2 below)

    2d2. Step3 Process: Formalities of Form 12BB (Must do)


    Screen2 / Uploading of signed Form 12BB
    DIGITAXDOC PLAYBOOK
    (Online Proof Submission)

    2e. Step4 Exit from the Process: Submit


    Please note that once submit button is clicked, nothing can be done in the tool
    except viewing proofs / checking proof status.

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