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Review tax declarations

Verify or reject each proof, approve the reviewed values, then lock them so payroll can use them.

  • For:Finance administrator, HR administrator and Owner
  • Takes:5 minutes a person
  • On:computer

Before you start

  • The employee has submitted their declaration. It shows as Submitted for review.
  • You are not the employee. Nobody can review their own declaration or proof.

Check the proofs

  1. Open the menu and press More, then Tax declaration. Scroll to Declaration review inbox.
  2. Find the person. Open Review declared values to see what they declared.
  3. Open Review private proofs (2). Press Download proof and look at each file.
  4. Press Verify proof or Reject proof for each proof. You see Proof marked verified.
The numbers match the steps.

Tip

Proof files are private. Each file is pending, verified or rejected on its own. Uploading a file does not approve an amount. Finance sets prior TDS and the remaining payroll months when reviewing.

Approve, then lock

  1. Fill in the review fields from the reviewed figures: New-regime rebate eligibility, Other taxable income classification, Projected taxable salary for tax year, Professional-tax variable-pay attribution, Apr–Mar, Projected employment tax for tax year, Prior TDS, Remaining periods and Review note.
  2. Press Approve reviewed values. The button works only when every proof is verified. You see AF-014 declaration approved. The person stays in the list, now with Lock approved values.

Watch out

Locking is final. Nothing in the app can reopen a locked declaration: you cannot reject it, and the employee cannot change it or submit it again for that tax year. Check the reviewed figures before you press Lock approved values. If something is wrong, press Reject declaration instead.

  1. When you are sure, press Lock approved values. You see AF-014 declaration locked. The person leaves the review list, and payroll can use the declaration.

Tip

An approved declaration is not used until it is locked. Until then the run lists: A tax declaration is waiting to be locked. Lock the reviewed values before payroll can use them.

Tip

To send a declaration back before it is locked, press Reject declaration. You see AF-014 declaration rejected. The person leaves the review list until the employee changes the declaration and submits it again.

If something goes wrong

What you seeWhat to do
Someone else has to review this. You cannot review your own declaration or proof.Ask another HR administrator, Finance administrator or the Owner to review it.
Verify every proof file before you approve this declaration.Open the person's private proofs and verify or reject each file first.
This proof was changed by someone else. Reload, then review it again.Reload the page and review that proof again.
This declaration is approved, so its proof files can no longer be changed.Press Reject declaration first if a proof must change.
This declaration cannot move to that step from where it is now.Reload the page: someone else may have reviewed it already.
This run is locked, so its figures can no longer be changed. Create a correction run if something is wrong.A locked payroll run uses this declaration, so it cannot change now. Ask for help.
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