User Manual for IT Declaration Form

Steps:

1. Go to www.vconnect.piramal.com 2. You will see the following screen

3. Click on LOGIN

4. User will be redirected to the Login Screen shown below

5. Enter the username and password. 6. Click on login button

When you login. The following screen will appear.

Step 1: Hover over WIDGET, and then under it hover over HR, select INCOME TAX DECLARATION, as shown below

Step 2: Click on the Income Tax Declaration, you will be redirected to the login screen as

shown below

Step 3: Enter the Employee Code and Outlook Password and click on Login button.

Clicking on Reset button, will reset the text fields

ACTUAL FORM

Step 4: After clicking on Login button, you will be redirected to ACTUAL FORM (Income Tax Declaration Form), as shown below.

Deduction

Step 5: To enter new rent detail, click on Plus button and new field will open, as shown below.

Step 6: Select appropriate From Date and To Date from date picker and enter the rent

Amount for that particular time span.

To delete a record of Rent Paid, click on Minus Button.

Select an appropriate city option, Metro or Non Metro.

Clicking on Metro option, a drop down menu will open. Drop down will have list of Metro City names. Select the city at which you reside. If the city name is not there in the drop down list then select Non Metro option.

Enter Land Lord’s PAN card no., select LAND LORD PAN NO. And enter the number in the text field under Actual Amount column as shown below.

In case you don’t have Land Lord’s PAN no., you need to fill the declaration form.

Select Declared Land Lord. You will see a download button.

Click on Download button. Form60 (Declaration form) will get downloaded in .PDF format.

Step 7: In Medical Original Bills section, amount field is non editable and auto filled. Amount

will be captured from Annexure B( Annx B (Medical)).

Step 8: From Mediclaim to Interest on saving bank account-section 80TTA, enter the

amount manually.

Step 9: In Self Expenditure on Permanent physical disability-80 U section, you need to select an appropriate option either Severe or Non Severe.

Click on Download button. FORM 10-I will get downloaded in .PDF format. Fill and submit FORM 10-I. Enter the amount in Actual Amount column.

Note:

Severe: Allows user to enter Amount up to 100000

Non Severe: Allows user to enter Amount up to 50000

Step 10: Follow Step 9 for Expenditure on handicapped dependent - u/s 80 DD section. Step 11: In Repayment of Interest on Loan for Higher Education u/s 80 E section, enter the amount manually. Step 12: In Interest on Housing Loan (Loan taken after 01/04/1999) section, amount field is non editable and auto filled. Amount will be captured from Annexure C (Letout property & co-owner declaration). Step 13: In Interest on Housing Loan (Loan taken after 01/04/2013) 80EE section, amount field is non editable and auto filled. Amount will be captured from Annexure D (Section 80E). Step 14: In Wholly Let Out Property section, amount field is non editable and auto filled.

Amount will be captured from Annexure C (Letout property & co-owner declaration).

Deductions u/s 80C & 80CCC Table:

Step 15: In Public Provident fund section, enter the amount manually.

Step 16: From LIC Premium to ULIP, 1971of the Unit Trust of India, amount field is non editable and auto filled. Amount will be captured from Annexure E (80CCC).

Step 17: In Repayment of Housing Loan section, amount field is non editable and auto filled. Amount will be captured from Annexure C (Letout property & co-owner declaration). Step 18: In Post office saving (CTD) and Investment as a Term deposit for a fixed period of not less than 5yrs. with banks, amount field is non editable and auto filled. Amount will be captured from Annexure E (80CCC).

Step 19: In Contribution to notified unit linked insurance plan of LIC Mutual Fund section, amount field is non editable and auto filled. Amount will be captured from Annexure E (80CCC). Step 20: In Subscription to notified Central Government Savings certificate (NSC VIII issue) section, enter the amount manually. Step 21: In Tuition fee - child 1 and Tuition fee - child 2 section, amount field is non editable and auto filled. Amount will be captured from Annexure E (80CCC).

Annexure

Annexure A: Rent Receipt Form

Step 22: To view and edit Annexure A, hover over Annexure under that select Annx A

(Rent), as shown below:

Step 23: On selecting Annx A (Rent), following page will open.

Step 24: Enter the details in PAN No. of LandLord, Cheque No., Date and Amount field for the appropriate month.

Note: PAN No. of LandLord is a mandatory field.

Annexure B:

Step 25: To view and edit Annexure B, hover over Annexure under that select Annx B (Medical), as shown below:

Step 26 On selecting Annx B (Medical), following page will open.

Step 27: To enter new bill details, click on the Plus button. New field will open, as shown below.

Step 28: Click on Bill Date field, date picker will pop up. Select an appropriate date; fill the chemist name and amount, as shown below.

Note: Total is auto calculated field which is sum of all the amounts from Amount field.

Step 29: Once you finish entering the details, click on SUBMIT button. Values will get saved

and you will be redirected Actual Form.

Annexure C:

Step 30: To view and edit Annexure C, hover over Annexure under that select Annx C (Letout property & co-owner declaration), as shown below:

You will be redirected to the page shown below

Step 31: Enter the location of the property in the text field. Enter the Total Principal amount and Total Interest amount, and also you name in the text field, as shown below.

Principal (Self) and Interest (Self) are both auto filled and auto calculated text field with the amount you have to pay for the loan.

Step 32: To add a co-owner, click on the Plus button. A new field will open, as shown below.

Step 33: Enter co-owner’s name, Principal amount and Interest amount, as shown below.

As soon as, co-owner enters the Principal and Interest amounts, that same amount gets deducted from your payable amounts and gets displayed in Principal (Self) and Interest (Self).

In order to delete a record of any co-owner, click on Minus button.

Step 34: In Calculation table, enter amount manually for Annual lettable value, Tax Paid and

Interest payable field. Other all fields are auto-calculated.

Step 35: Enter the co-owner’s name. Click on Submit button. Values will be submitted and you will be redirected to Actual Form.

Annexure D:

Step 36: To view and edit Annexure D, hover over Annexure under that select Annx C (Section 80E), as shown below:

You will be redirected to the Annexure D, as shown below:

Step 37: Fill the appropriate data in the fields. Enter the location of property.

Step 38: Click in the date field, select a date from datepicker on which the loan was

sanctioned. Fill the data in Loan amount, Value of House Property and Interest Claims fields manually.

Step 39: Click on Submit button, Values will be submitted and you will be redirected to

Actual form.

ANNEXURE E:

Step 40: To view and edit Annexure E, hover over Annexure under that select Annx E (80CCC), as shown below:

You will be redirected to the Annexure E, as shown below:

a) Life Insurance Corporation(LIC):

Step 41: Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

b) Other Insurance Company -u/s 80C :

Step 43: Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

c) NSC :

Step 44: Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

d) ULIP :

Step 45:Enter the data Policy number, Due Date, Date of Payment, Amount, and

Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

e) Bonds :

Step 46:Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks.

To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

f) Mutual Fund :

Step 47: Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

g) Term Deposit :

Step 48:Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

h) Post Office Saving :

Step 49:Enter the data Policy number, Due Date, Date of Payment, Amount, and

Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

i) Tuition Fee 1 :

Step 50:Enter the data Policy number, Due Date, Date of Payment, Amount, and

Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

j) Tuition Fee 2 :

Step 51:Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

k) Contribution to notified unit linked insurance plan :

Step 52:Enter the data Policy number, Due Date, Date of Payment, Amount, and Remarks. To add more policies, click on Plus button. New field will open, as shown below.

To delete a record, click on Minus button.

Total will be the sum of amount of all the policies you have entered.

Note: Amount field is a Mandatory field.

Step 53: If you want the print out of Annexure E, click on CTRL P. Click on Submit button, your values will get saved and you will be redirected to Actual Form.

View History

Step 54: Select View History, following page will get open. you will see list of forms which you view and edit.

Edit: Step 55: Click on edit for a particular form type, for example, Annexure A. It will redirect you

to following page.

Step 56: Edit the fields and click on Submit button.

View: Step 57: Click on view for a particular form type, for example, Annexure A. It will redirect you to following page.

All the fields are non editable.