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India Tax

For organisations in India, HRMS includes a dedicated income-tax pack covering employee declarations, TDS calculation, and statutory forms.

Requires HR Admin access, the HRMS module, and an organisation country of India. Employees manage their own declaration under My HR → My Tax.

Tax declaration window

HR Admin controls when employees can submit or edit their declarations:

  1. Go to HR Admin → Compliance Settings → Tax Declarations for the relevant year.
  2. Open the window to let employees submit declarations.
  3. Close the window once the declaration period ends — no further edits are accepted after closing.

Employee tax declaration (Form 12BB)

Employees declare their tax-saving investments and exemptions from My HR → My Tax:

  1. Add declared items — investments, HRA, home loan interest, and other eligible categories.
  2. Attach proof for each item.
  3. Submit before the declaration window closes.

Each declared item is reviewed individually by HR Admin, who can approve or request changes per line rather than accepting or rejecting the whole declaration.

Tax regime comparison

Employees can compare the old and new tax regimes against their own declared income and exemptions from My HR → My Tax, to see which regime results in lower tax before committing to one for the year.

Tax computation

  • Employees can view and download their full tax computation for the year from My HR → My Tax.
  • HR Admin sees the same computation from the employee's record.

TDS slabs

Tax Deducted at Source slab rates are configured centrally:

  1. View the current slab under HR Admin → Compliance Settings → TDS Slabs, by regime (old/new).
  2. Propose a slab change when rates are revised.
  3. A second authorised user approves it — like other compliance settings, this is a maker/checker flow with a full history.

Form 16

Once the financial year closes and payroll for it is finalized:

  1. Go to HR Admin → Compliance Settings → Form 16.
  2. Generate all — this produces a Form 16 for every eligible employee.
  3. Track generation status, since bulk generation for a large workforce runs in the background.
  4. Employees download their own Form 16 from My HR → My Tax.

Tips

  • Encourage employees to submit declarations early in the window — a late declaration with no time left for HR review risks an inaccurate TDS deduction for the rest of the year.
  • Run the regime comparison before finalising a declaration; it's specific to the employee's own numbers, not a generic guideline.
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