Payroll
Declarations are not hard to collect. They are hard to collect correctly.
Someone claims under a section their regime does not allow. Someone claims twice under the same cap. Someone gives a landlord's name and no PAN, which is discovered in January by the person who has to file. The form was returned on time and is still unusable.
What the form refuses
Most of the value is in what it will not accept.
A section the chosen regime does not allow is refused, not hidden — so nobody quietly claims something that will be disallowed later and under-pays tax all year.
Caps are enforced across every line claiming the same section, not per line, which is how a cap is actually exceeded. Sub-categories come off a list rather than a text box. And where a claim needs evidence about somebody else — a landlord's PAN and address, a lender's name and loan account — those are required fields rather than a hope.
- Housing rentProof accepted
- Insurance premiumProof accepted
- Education loan interestDeclared · proof pending
- DonationProof rejected
- The regime is switchable while it is a draft —
Somebody who picked in April and did the arithmetic properly in June can change their mind — and every line is re-checked against the new regime.
- Proofs are hashed and de-duplicated —
Re-uploading the same file returns the existing one rather than a second copy, and because the file is fingerprinted, a document swapped after verification does not go unnoticed.
- Verified line by line, with the amount accepted —
Not a single approve. HR records what was actually allowed per line, and a rejection carries a mandatory reason.
- Locked when it is settled —
A declaration moves from draft to submitted to verified to locked, and a rejected one starts fresh rather than being edited into shape.
The limit, stated plainly
It is the record HR verifies against. It does not yet drive the deduction.
This is the honest boundary and we would rather you had it here than in week three: the declaration does not currently change anybody's monthly tax withholding. Payroll computes tax on a default basis and says so on the payslip itself.
So what you get today is the collection and verification half done properly — which is the half that is usually a spreadsheet and a chase, and the half that determines whether the year-end numbers are defensible. The withholding link is a build, not a setting, and if it is what you are buying for, ask us where it stands rather than reading it into this page.
What employees ask
And what finance asks back.
›Does declaring change my monthly deduction?
Not today. The declaration is collected and verified; payroll computes withholding on a default basis independently of it. We would rather say that than let a demo imply otherwise.
›Can somebody change regime after declaring?
While it is still a draft, yes — and every existing line is re-checked against the new regime rather than silently carried over.
›What stops somebody claiming more than the cap?
The cap is checked across every line claiming that section, at the moment the line is added or edited. Not at year end, when it is somebody else's problem.
›What happens when a proof is rejected?
The line carries the reason. The employee sees which claim failed and why, rather than a total that does not match what they expected.
›Can a proof be swapped after it was verified?
A replacement is a different file with a different fingerprint, so it does not pass as the one that was checked.
›Does it tell employees which regime is better for them?
No. Personal tax advice depends on circumstances an employer cannot see and should not be holding.
Book a demo
Try to file a bad declaration.
All four should fail, and the fourth is the one that saves an argument in January.
- Claim under a section your regime disallows
- Claim twice against the same cap
- Submit a rent claim without the landlord's PAN
- Reject one line and look at what the employee sees