INVESTMENT DECLARATION FORM FOR 2014-2015 (REVISED)
Exemption and Deduction u/s 10, 24 & 80
‘Of Income Tax Act, 1961
be received before 31-Mar-2015
(TA COFFEE LTD Employee ID e
Employes | MBALAGANESH Woof Schoo! | No of Hostel
Name going | staying children
09, | 18.022008 : children
PAN Number | AUZPB4GOSN
‘EPAN snot stated the employee may beable fora pavalty us 139A fr R.A, 000/-
‘sper See 206AA, i PANis not avaiable Tax willbe deducted @ 20% ar actual tax rate
whichever is higher, (We..01/04/2010)
‘lave you availed Car / Two Whealer under Company's Vehicle Scherne
tres, please mention the cubic cpactyof the engine (Cr otach abstract of RC book)
a Particulars 1 | Max Limits -
Deduction Under Section 10 Ht
Monthly Rent Paid
Monthly rent paid/payable for the period
22000
House Ront | From_APR-2014_to_July2014_ s,_5500_pm
From__Aug-2014__to__Mar-2015__ Rs__5500__p.m. 44000
{Please specify the months for which the rent is paid/payable
during the Financial Year 2014-2015)
Zee : a :
: el ered Parteulars ‘Max Limits |
Deduction | 518 | Interest on Housing Loan (Self occ 2,00,,000
‘under | 518 | Interest ithe loans taken before 01/04/99 30,000
Section 24 Whether posession of it rocevedoris expected ®® | vac ziyg
above.
ote : Form 12 C along with the calculation of loss on house property needs to be attached for considering the
. Particulars :
~ Max Limits
ce
__lnvestin
“See 800 - Medical insurance Premium (Additional Benefit of,
's, 15000.00 for parents and addtional Rs. 5000.00 in cose
parents are Sr. Ckizen) This includes the expense of
Preventive Health Check-up ofthe Assessee or his forty
‘and Parent or Parents of the Assessee.
15,000.00,
‘See B0DD - Medical reatment/insurance af handicapped
dependant
{Certificate under Form 10 from competent prescribed
‘outhority Where such dependent i a person with severe
sobilty having ary disabilty over 80 per cent, then the
deduction s Rs 100060.00)
Deduction
under
Chapter
50,000.00
ae ‘Sec €0DDB- Medial treatment (specified diseases only)
{Certificate under Form 10 {from competent preseribed
authority Medical bils, Where the amount spent for a
senior citizen obove 65 years of age then the deduction i As
{60000.00 ar actual expenditure whichever lower)
40,000.00,
NOUMIT
“SEC BOE - Deduction in Respect OF Repayment Interest OFB] Education Loan Taken For Higher Education (Full Time
Studies For Any Graduate Or Post Graduate Course In
Engineering, Medicine, Management Or For Post Graduate
Course in Applied Sciences Or Pure Sciences Including
[Mathematics And Statistics, adlonal fields of studies
(including vocational studes) pursued after passing the
‘Senior Secondary Examination or is equivalent from any
‘school, Board or University recognized bythe Central or
‘State Government will also be covered
NOTE: Available for 3 maximum of 7 As. after initial
assessment year in which the loan Is taken or interest is
paid in full, whichever I eather
“See 80U ~ DEDUCTION IN CASE OF PERSON WITH
DISABILITY (Oisobty over 80 per cen, then the deduction 50,000.00,
Rs 100000.00),
‘See SOCCC- Contribution to Pension Fund
See 80.
«life msurance Premium
“= Public Provident Fund
= Deposit in Post Office Savings Scheme (With 5 year
lack In peviody/bost Office CTD
‘ULP of uTi/insurance Companies
Principal Loan (Mousing Loan) Repayment
‘Children-Tulton Fee - Restricted to a maxof 2
children
FIXED Depositin Scheduled Bank 5 yr lock period)
1,50,000.00
Purchase of NSC
NSC interest
‘Subscription To Specified Deposit Scheme Or As A
CContebutlon To Any Such Pension Fund Set Up By
National Housing Bank/UTi{Lock in Period 3 Years)
“= Stamp-Duty, Registration Fee And Other Expenses
Incurred For Transfer OF Property
"> Contribution To Notified Pension Fund Set Up By
‘Approved Mutual Fund.
Subscription To Notified Equity Linked Savings
Schemes (S5\Lock In Period 3 yrs)
Dedaratin:
“Fhe teow particulars of vestments and deductions made by me during Fnaclal Year 201415 ae true tothe best of my knowfedge and
Toit ran ptvoanare thot the Company wil be consderingthe above deta in utmst good Feith based onthe deta provided by me and
{that am personaly fable for any consequences arising out of eror, any, in the above information,
| am azo aware that any person make o alse statment / declaration in th above form shal be Hisle to be ined and proseition under
section 277 of thencoma Tae Act
NAME:M.BALAGANESH
DATE:20.08.2014Annexure - 1
Form for sending particulars of ineome u/s 192(28) for the year ending 31" March 2018.
1, Name & Address of the employee
2. PAN
3. Residential status
4, Particulars of income under any head of income other than “salaries “(not being a loss
under any such head other than the loss under the head “Income from House Property”)
received in the financial year.
i) Income from House property :
(Complete the computation as per the enclosed format}
ii] Income from other sources
bj} Interest
(interest income from Savings Bank Account
Including Co-op banks, post office, is exempt
Upto Rs.10,000 pa}
¢) Other Income ( Specify)
‘Total :
5, Aggregate of sub-items (j) to (i) of item +
6, Tax deducted at source (enclose certificate) issued under section 203
Place : Then wae L
Date :20.08.2014 Signature ofthe employee
Verification
1, - , do hereby declare that what is stated
above is true to the best of my knowledge and belief.
Verified today, the ~ day of ~ 2015,
Place : Theni
Date : 20.08.2014 Signature of the pmployee.Computation of Income from House Property
1) Address of the property:
3) Whether let out/self occupied during the
fear
3) Annual Value without deducting taxes paid
to the local authorities
4) Taxes paid to local authority
5) Annual Value [3-4]
‘6) 30% of Annual Value
77) Interest on capital borrowed
Note: For Self Occupied Property
(Interest on Housing Loan if loan taken
before 01.04.99 - Max Limit - Rs:30000.00)
(interest on Housing Loan if loan taken
after 01.04.99 - Max Limit — Rs.2,00,000.00)
'8) Income /(Loss} from House Property for
Current_Pinancial year [5-6-7]
instructions for filling up the above particulars: -
y
2
3)
4
5)
Furnish the address of the property income/loss from which is to be included in
total income;
In item 3, in case property is let out, furnish the details of annual rent which is
reasonable expected or actual rent received or receivable during the year, whichever
is higher;
In item 3, furnish the details of tax actually paid during the year levied by the local
authorities in respect of house property under question;
In item 5, fill ‘NIL’ in case property is occupied by the owner or which cannot
actually be occupied by the owner by reason of the fact that owing to employment at
any other place, he has to reside at that other place in a building not belonging to
him and property has not been let out during the whole or part of the financial year
and no other benefit has been derived by the owner.
In item 7, calculate the amount of interest as under: -
{@) In case property is let out during the year, the actual amount of interest paid
during the year;
(b) In case property is not let out during the year and property was acquired or
constructed with capital borrowed before 1* April 1999, the actual amount of
interest not. \ing thirty thousanc
() In case property is not let out during the year and property was acquired or
constructed with capital borrowed on or after 1% April 1999, and such
acquisition or construction was completed within three years from the end of the
financial year in which capital was borrowed, the actual amount of interest not
excceding one lakh fifty thousand rupees.
{@] In addition to interest in (a), or (b} or (c) above, you are entitled to deduction to
the extent of one-fifth of the interest paid during the period prior to the year in
which property was acquired or constructed in five consecutive years starting
from the year in which property was acquired or constructed.
(res *
Signature of the EmployeeDetails of National Savings Certificates Vil Issue purchased hefore April, 2013
[Date of Purchase. | Certificate Numbers
‘Amount (Rs)
‘Rateof interest
‘tnterest amount
‘Statement showing details of Interest Accrued on NSC~ Vill Issue Under section 80 C
Under Code :- 527
OrApros= aiMeros | 11.17%
‘OF AprOB = SE-Mar-10 3 1033%
‘DicApri0 = 3-Marit a 955%
‘Ga-aprii - aiward2 3 283%
‘Oi Apr 12 - 8-Maris 2 ai6%
OL Apri3 ~ 3P-Mar-t4 7
TOTAL
Wwill be informed laterDetails of LIC premium paid/payable and Mutual Fund Investment in 2014-2015
of the person and Relation
M.Balayanesh(Self) 743648821 1824
'M Balaganesh(Self) "787692264 21220