User Manual for

Investment Proof
Submission
Investment Portal

© PeopleStrong. Private & Confidential.

Investment Portal-Key Features

Tax Calculator New Investment Portal Key Features

❖ New Tax Regime changes in the
❖ New income tax budget 2023 ❖Employees must declare the Tax Tax calculator as per Budget 2023.
changes have been updated in Regime on the new investment ❖ Actual proof submission at the time of
the tax calculator. portal, If not opted then by default investment declaration section-wise.
❖ New Tax regime is default regime new regime will be considered for ❖ Future investment declaration at the
from Apr 2023. the tax process. time of investment proof section-
❖ Employees can check the tax wise.
amount as per the old regime vs ❖Employees can not change tax ❖ Auto approval configuration
the new regime in the tax regime during the current financial section- wise.
calculator before investment year. ❖ Multiple proof submissions for an
submission. ❖New joiners must be declared the investment section.
same tax regime which was declared ❖ Dynamically select of required
in the previous organization section at the time of declaration.
❖ Enhanced user experience with the
new User interface.

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 Login
Login in the Peoplestrong web portal with your credentials. Go to Payroll => Investment details

© PeopleStrong. Private & Confidential. 3

 Proof upload Guidelines

While uploading the Investment proofs the following points should be noted.
1. If you are having multiple proofs for a single section, all the proofs should be attached in a
Zipped folder.
2. The attachment or the folder should not be password protected
3. The file size should be less than 5 MB
4. Supported files are doc, docx, pdf, txt, xls, xlsx, jpg, jpeg, png, gif, zip, eml, msg.

Employees can opt

for New Tax Regime
from here.

© PeopleStrong. Private & Confidential. 7

 New Tax Regime

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 Tax Regime
Employees have the option to select a tax regime at the time of investment declaration. Once you have opted for Tax Regime
then you can not change it in the current financial year.
The new Tax Regime is the default regime for the tax process.

Employees can opt

for New Tax Regime
from here.

© PeopleStrong. Private & Confidential. 7

 Other Sources Income Section
Employees have the option to declare income from other than salary in the new tax regime. if not want to declare go to
the next tab to submit the investment. if not want to declare go to the next tab to submit the investment.

The employee can

declare income from
other sources here Click here to save
proof amount

© PeopleStrong. Private & Confidential. 8

 Previous ’s Employer Details

If the employee joined in the current financial year then the employees have the option to declare the previous ’s employer
income details in this tab. if not want to declare go to the next tab to submit the investment.

Enter previous Enter previous

employer taxable employer income tax
income here deducted here

Click here to save

Upload the the proof
document submission

© PeopleStrong. Private & Confidential. 9

Investment Preview and Submit

Employees must have

Click to submit
here to submit
Click here to investments to consider
investmentin the
proof
accept disclaimer tax process.
submission

© PeopleStrong. Private & Confidential. 10

 Old Tax Regime

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 Old Tax Regime
Employees have the option to opt old tax regime where he/she can declare investments under HRA,80C,80CC, Chapter VIA,
interest on home Loans and get tax exemption

Employees can opt for Old

Tax Regime from here

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 House Rent Declaration
Employees have the option to declare monthly rent amounts along with from date, to date, city, landlord name, address and
rent per month amount. If the monthly rent amount is more than Rs.8333 or the annual rent amount is more than 100000
then Landlord PAN is mandatory.

Employee can click on the tab to

view the related investment section

Click here to
save proof
submission
Document
Upload

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 Section 80C & 80CC
Employees have the option to add investment sections which is required to declare investment amounts under section 80C like
Tuition Fee, Public Provident fund, Fixed Deposit, Life Insurance Premium, etc. employee can search and add desired section.

Click here to add investment

sections that are not showing
in the default list

Click here to declare

LIC details
Click here to save your
proof submission
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 Life Insurance Premium u/s 80C
Employees have the option to click on the action icon in the 80C section list to view the Life Insurance Premium details to
declare investment amount.

Click here to back

on 80C section list

Click here to
save proof
amount

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 Chapter VI A Investment Sections
Employees have the option to add investment section which is required to declare investment amount under section
Chapter VI A like 80D Medical Premium Self & Parent, 80TTA interest on saving bank, NPS 80CCD(1B), 80U, 80DD, 80DDB etc.

Click here to add investment

sections that are not showing
in the default list

Click here declare

Investment for
required section

© PeopleStrong. Private & Confidential. 16

 Chapter VI A Investment Sections
Employees have the option to add investment section which is required to declare investment amount under section
Chapter VI A like 80D Medical Premium Self & Parent, 80TTA interest on saving bank, NPS 80CCD(1B), 80U, 80DD, 80DDB etc.

Click here to add investment

sections that are not showing
in the default list

Upload
document Click on Add
Row to insert
Declare the new field
amount
Click on Save button
after proof
submission
© PeopleStrong. Private & Confidential. 17
 Chapter VI A Investment Sections
Employees have the option to add investment section which is required to declare investment amount under section
Chapter VI A like 80D Medical Premium Self & Parent, 80TTA interest on saving bank, NPS 80CCD(1B), 80U, 80DD, 80DDB etc.

Click here to save the

proof amount and
move to next page

© PeopleStrong. Private & Confidential. 18

 Interest on Home Loan Sections
Employee have option to declared investment amount under Interest on Home Loan section in 80EE, 80EEA, Interest on
Housing Loan (Self Occupied) and Interest on housing loan (Let out property).

Click here to proof

submission details of the
required section

© PeopleStrong. Private & Confidential. 19

 Interest on Housing Loan (Self) Section
If an employee has possession of the self property then he/she can declare interest amount under this section. Employees
can declare pre-EMI interest amount and current-year interest amount in this section.

If have a joint loan then select

Employee have to select yes if here yes and enter the percentage
have possession of house contribution
property

Click here to save

the proof amount

Document Interest paid prior to

Upload occupy possession Interest paid / payable
of house property during current FY
© PeopleStrong. Private & Confidential. 20
Interest on Housing Loan (Let out) Section
If an employee has possession of let-out property then he/she can declare let-out property details under this section.
Employees can declare multiple let-out property details in this section. The system will auto-calculate income or loss amount.

Employee have to select yes if If have a joint loan then select

have possession of house here yes and enter the percentage
property contribution

Document
Upload
Click here to save
Interest paid prior to
Interest paid / payable proof amount
occupy possession
of house property during current FY

© PeopleStrong. Private & Confidential. 21

 80EE Section
Employees have the option to declare the interest paid amount along with other details under section 80EE section.
Employees can declare investment in either 80EE or 80EEA section.

Click here to back on interest

on the home loan page

Document
Upload
Click here to accept the
disclaimer
Click here to save
proof amount

© PeopleStrong. Private & Confidential. 22

 80EEA Section
Employee have option to declare interest paid amount under section 80EEA section. Employee can declare investment either
80EE or 80EEA section.

Click here to back on interest

on the home loan page

Document
Upload
Click here to accept the
disclaimer

Click here to save

proof amount

© PeopleStrong. Private & Confidential. 23

 Income from other than salary
Employees have the option to declare income from other than salary in this section and the same will be added in the
employee’s total taxable salary.

Click here to save

the proof amount

© PeopleStrong. Private & Confidential. 24

 Previous Employer’s Details
Employees have the option to declare previous employer income in this section. This section will be applicable for new
joiners of the current financial year. The employee can declare previous company total income, professional tax, income tax
deducted, 80C investment(PF+VPF).

Click here to save

the proof amount

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 Preview-Investment Summary
Employees have the option to view the investment summary before submitting his/her investment. The employee must click
on submit to consider all declared investments in the tax process.

Click on Indemnity
Bond checkbox

Click here to accept the

Click here to submit your
disclaimer before submit
proof investment

© PeopleStrong. Private & Confidential. 26

 Submission
Submission:
You will receive an alert mentioning the Tax regime chosen. Verify that and click the submit button. After successful
submission of the proofs you will receive an acknowledgement mail to your official mail id.
Post Submission:
You will also receive a confirmation mail after the proofs are verified and approved.
If there are any unapproved documents, you can find the approver remarks mentioning the reason for rejection. You are
requested to rectify it and upload the updated proof.

Click on Indemnity
Bond checkbox

Click here to accept the

Click here to submit yor
disclaimer before submit
proof investment

© PeopleStrong. Private & Confidential. 26

We’re writing the new code
of work