Tax Proof Submission Manual

INDEX

Particulars Page No.

1). Allsec Online Tax Proof Submission 2

2). Accessing the Tax Proof Submission - Navigation 3

3). Tax Index Page 4

4). Steps to Upload Tax Investment Proofs

 Step 1: Update Tax Investments Proof Details

 To Add Fresh Investments 5

 To Edit Investments details updated in Previous Years 6
 Add new Investments against Investment Type 7
 View/Edit/Delete Investments 7
 Step 2: To Upload Tax Investment Files

 Investment Type wise Upload 8

 Step 3: Submit Form 12BB 11

 Step 4: SUBMIT 12

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 Tax Proof Submission Manual

Allsec Online Tax Proof Submission

 Allsec introduces submission of investment proofs as soft copy through Employee Self
Service (ESS) portal.

 Easy and hassle free way to submit the investment proof by employees.

 Soft copy investment proofs will be processed by Allsec.

Follow the simple steps mentioned below and upload soft copies of your investment proofs in the
Allsec ESS web portal.

Enter Tax Investment details by Upload the appropriate Tax Submit Form 12BB using Submit to complete your Tax
clicking “Add” (in case of fresh Investment Proofs by selecting Form 12BB link which is Proof Investment process for
investments) or “View/Edit (if “Upload” or under “Quick mandatory to claim tax this financial year.
already updated in previous Upload” benefit
years)”

Important Note:

NO PROOF will be considered without submitting Form 12BB in Allsec ESS Portal.

Any Modification/Upload/Delete will not be permitted once Submit button is clicked.

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 Tax Proof Submission Manual

Accessing the Tax Proof Submission - Navigation

1. Logon to Allsec ESS portal

2. Select “Tax” menu

3. Under Tax drop-down select and click on “Tax Proof Submission”

4. Click on “Tax Proof Submission“ to reach Tax Index page

5. If employee has opted for New Tax Regime, then they are not required to submit Tax
Proofs as there will not be any exemption.

6. In case of mid-year joiner in current financial year, then you need to update and upload
previous employment details.

Tax Index Page

Tax Index User FAQs tab

Document Submit Form View Rejection code
displays Manual to contains
Library 12BB to Uploaded library contains
current
© Allsec year
Technologies. Allguide
rightson
reserved.FAQs
contains all Generate Files to view list of rejection
declarations usage of related to
relevant Form 12BB tax proofs & codes with
and available Tax Proof Tax Proofs
documents Form12BB detailed 3
investments Module submission
and forms uploaded description
master
 Tax Proof Submission Manual

Updated proof
can be viewed by
using this option
for the selected
investments

Any Modification/Upload/Delete will not be

After uploading the Tax
Investment Proofs and permitted once Submit button is clicked.
Submitting Form 12BB,
Click Submit to
complete the process

 Step 1: Update Tax Investments Proof Details

A) To Add Fresh Investments:

 To add new Investments, select the investment type from drop down list “Add New Tax Investment
Component”. Refer in below picture A
1

 Page will be redirected to new window, to enter details for the selected investment. Refer in below picture A 2

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 Tax Proof Submission Manual

 After entering the required details for the selected investment, employee needs to click the “Save” button,
then click “Ok”. Two “Save” buttons are available both in top and bottom of the window.
Any of these “Save” button can be used. Refer in below picture A 3 & 4

 To add another record for the selected Investment Type, click “Add Additional Line Item”. Refer in below
picture A 5

 To go back to Tax Index Page, Click “Back” button. Refer in below picture A 6

1 Picture A

5 4

3
B) To Edit Investments details updated in Previous Years:

 Click “Edit” icon available under “View/Edit” Column against respective Tax Investment type in Tax Index
Page. Refer in below picture B 1

 Page will be redirected to new window, to update previous year details for selected Investment Type. To edit
Investment details updated during previous year, employee can click drop down and select Previous
Financial Year which will display records updated during previous FY. Refer in below picture B 2

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 Tax Proof Submission Manual

 To modify any previous year records displayed, select respective record and click “Edit” Option. Refer in
below picture B 3

 Page will be redirected to new window to update the investment details for the selected record. Click “Save”
and click “Ok”. Refer in below picture B 4 & 5

Picture B
1

C) Add new Investments against Investment Type:

 Click “Add” icon available under “Add” column in Tax Index Page against respective Investment Type to
create new record. Refer in below Picture C 1
1
Picture C

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 Tax Proof Submission Manual

D) View/Edit/Delete Investments

 Click “Edit” icon available under “View/Edit” Column against respective Tax Investment type in Tax Index
Page. Refer in below picture D 1

 Page will be redirected to new window which will display list of existing proof details for selected Investment
Type. To edit details, employee can either select “Edit” option available in that selected record. Refer in
below picture D 2

 To edit multiple records, select respective records and click “Edit Selected” link. Refer in below picture D 3

 To Delete Investment, select the respective record and click “Delete Selected” Option.
Refer in below picture D 4

IMPORTANT NOTE: Any Investment details deleted cannot be ROLLED back.

1
Picture D

3 4

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 Tax Proof Submission Manual

 Step 2: To Upload Tax Investment Files

Investment Type wise Upload

 Once Investment details are updated for current year, then files can be uploaded.

 Click upload icon to upload the file against respective investment type. Refer in below picture E 1

 Click “Browse” to select the file from respective path and click “Upload” to upload the file.
Refer in below picture E 2

 “File Uploaded Successfully” message will be displayed. Click “Ok” to proceed.

 Maximum File size that can be allowed is 10 MB and the file types are restricted to .pdf, .jpg, .doc, .xls, .docx,
.xlsx, .xps

Picture E
1

B) How to View/Delete uploaded files

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 Tax Proof Submission Manual

 Uploaded Files can be viewed under the link “View Uploaded Files” in Tax Index Page. Refer below picture F
1
1
Picture F

 Uploaded Files can be deleted/removed using “Delete” option available under “View Uploaded Files” link.
Refer below picture G 2
Picture G

 Step 3: Upload Form 12BB

 Click “Submit Form 12BB” link in Tax Index Page to Upload Form 12BB PDF file automatically.
(Duly signed 12BB is no longer mandatory as this Form 12BB is digitally verified upon successful
submission of all tax proofs. Please submit Form 12BB)

Once clicking on Sumit FORM 12BB file will get auto uploaded.
Uploaded document can be viewed in View uploaded files link.

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 Tax Proof Submission Manual

Important Note:

NO PROOF will be considered without Submitting Form 12BB in Allsec ESS Portal.

 Step 4: SUBMIT

 Click “Submit” button to complete your Tax proof Investment process for the financial year.

 Tax proof page will not be editable if final “Submit” is done. Refer in below picture I 1

Picture I

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 Tax Proof Submission Manual

Clearance Status Display

Clearance status will be displayed as per the timelines circulated to you and you can check for your Tax proof
clearance against each Investment type.

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