GUIDELINES FOR SUBMITTING INVESTMENT PROOFS
SUPPORTING DOCUMENTS REQUIRED TO
NATURE OF INVESTMENT / CLAIM
Previous employment(s) details
- Salary Income after deduction under Sec-
10
- Prof. Tax deducted by Previous employer
- PF deducted by Previous employer
- Tax Deducted by previous employer
National Savings Certificate(NSC)
Accrued Interest on NSC
Contributions to Public Provident Fund
Life Insurance Premium
Repayment of House Loan (Principal
Repayment)
Master Equity Plan Deposits / Mutual Fund
ELSS (Equity Linked Savings Scheme)/
ULIP (Unit Linked Insurance Plan)
Investment in FIVE YEAR TAX SAVER
FIXED DEPOSITS with Scheduled Bank
SUBMIT
Copy of Form 16/Statement of Tax Computation
Form 12BA from Previous Employer duly signed, which
is mandatory.
Copy of Certificates purchased during the financial year.
Copy of certificates invested during earlier years and the
statement of calculation of interest accrual
Copy of Deposit Challan duly stamped by the bank. (if
deposit slip is lost, then passbook photocopy will be
accepted subject to vetting of original passbook by
payroll team)
1. Copies of LIC Premium Receipts are mandatory.
Late payment interest charged will not be included as
premium paid.
2. For the premium falling due after January, previous
year receipt with declaration saying that the actual
premium payment receipt will be submitted on or
before March.
3. Premiums can be paid for self, spouse or children.
4. Parents/Sisters/Brothers Insurance Payments are not
allowed.
5. A Consolidated premium statement from LIC for
premiums paid can be accepted, however, it should
clearly mention that the said policy is covered under
Section 80C.
6. In case of multiple premiums paid, please also attach
an Excel sheet along with the receipts, summarizing
the policy premiums paid to avoid any confusion
Copy of certificate of principal repayment from the bank
/ financial institution.
The deduction for principal repayment is allowed only to
the extent of the amount of loan taken in the employees
own name.
Payment towards stamp duty, registration fees and other
related expenses are also eligible for deduction.
Copy of ELSS Mutual fund statement & ULIP
Statements
1. Copy of FD Receipt.
2. FD Receipt should be stamped stating exemption u/s
80C. FD should be for 5 years.

Tuition Fees paid
Interest / Principal on housing loan
House Rent allowance Exemption/Rent Paid
Medical Insurance Premium (Sec 80D)
for self, spouse & Children
for Dependant Parents
Interest on loan for higher education (Sec
80E)
Copies of Tuition Fee receipts paid to any
University/College/School or other educational institution
in India during current year for a maximum of 2 children.
Tuition fee paid to coaching classes or private tuitions
does not qualify for deduction. Development fee/
transport charges/ late fee/mess charges/ library fees/
hostel charges etc are not considered as tuition fees.
1. Copy of Provisional Certificate from Institution/Bank
clearly mentioning the breakup of interest and
Principal.
2. In case of loan in joint names, please submit a duly
signed declaration that the other person/s would not
be claiming any tax benefit Else, only 50% benefit
would be given.
3. Interest computation statement (self-occupied/let out)
duly completed and signed which is mandatory to
claim housing loan interest deduction.
4. Copy of Possession certificate.
1. Copy of Rent agreement on stamp paper & should be
duly notarized by Notary Public.
2. Original Rent Receipts.
3. The receipt should mention the mode of payment
cash/ cheque and if by cheque, the details of cheque
no’s, date and bank. If the rent paid per month is less
than Rs.5000/- then revenue stamp is not mandatory.
Rent Receipts are mandatory.
“IMPORTANT NOTE: Salaried taxpayers who claim
HRA exemption will now have to submit their landlord's
PAN Card copy if the total rent in a year exceeds Rs 1
lakh (i.e. if monthly rent exceeds Rs.8333/-).”
An HRA exemption is available for least of the following
amounts:
a) Actual HRA amount received from the employer;
b) The amount of rent you pay for your house in excess
of 10% of your basic pay;
c) Fifty per cent of basic salary if you reside in a metro
city and 40% of basic pay, for non-metro cities.
1. Copy of insurance premium receipt paid during the
financial year.
2. In case premium falls due in Feb or Mar’19, please
attach previous year’s receipt along with declaration
saying actual payment receipt will be submitted on or
before March.
3. Copy of Health Checkup Receipt.
Dependents include spouse, children and parents only do
not include in-laws, brothers and sisters.
Copy of certificate from the bank / financial institution
clearly mentioning the total amount of interest paid

Deduction for persons with disability
(Sec 80U)
Deduction for treatment of handicapped
dependents (Sec 80DD)
Sukanya Samriddhi Scheme (80C)
NOTE: Investments/Payments made during the current financial year only will be considered for tax
exemption.
during the financial year and copy of the bank account
where the amount has been debited.
Copy of the certificate issued by a medical authority
stating the extent (i.e. percentage) of disability
Disability certificate from the approved medical
practitioner
And Proof of actual amount spent on treatment
Dependents include spouse, children, brothers, sisters and
parents.
Dependents do not include in-laws.
The amount deposited towards Sukanya Samriddhi
Account is deductible under section 80C of Income tax
Act,1961 upto Rs.1.5 lakhs as notified by Notification
No. 09/2015 dated 21.01.2015. Amount deposited in this
account will be counted in overall limit of Rs. 1.50 Lakh
under section 80C. Interest earned in this scheme as well
as maturity amount is exempt from Income Tax wef
F.Y. 2017-18.