SAP Training manual

SAP Training Manual

SAP ESS–IT Declaration Request

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Table of Contents
1. SAP ESS Portal login......................................................................................................................................... 3
2. IT Declaration Request – Navigation .................................................................................................................. 4
PART A – Section 80 C Deductions ............................................................................................................................... 8
PART B - Section 80 Deductions ................................................................................................................................. 14
PART C - Income from Other Sources ......................................................................................................................... 20
PART D – Housing (HRA/CLA/ COA) ........................................................................................................................ 32
PART E – Previous Employment TaxDetails ................................................................................................................ 37
3. Support ............................................................................................................................................................... 43

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1. SAP ESS Portal login

Go to ESS Portal Link: ritesess.com

Enter User ID Password and click on Log On button

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2. IT Declaration Request – Navigation

Click “Salary and PF Details” on ESS Overview Page.

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Click “Income Tax Declaration” in Employee Service Area:

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a) Click on Create tab

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1. Select the Declaration of Taxation Method.

Select Taxation Option as 1) Old Tax Regime OR 2) New Tax Regime

Click the “I acknowledge and accept” CheckBox and click the “Next” Button to save your Tax Declaration
Option.

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PART A – Section 80 C Deductions

a) After clicking on create a new window will open Select Section 80 C Deductions from the
list.

b) Insert IT declaration amount against respective Investments/Contributions as shown below

and click on Calculate tab so that the Total Contributions made gets calculated in
Proposed Amount field:

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Note: “Previous Approved Amount” shows the amount you have already applied and posted in the system
for tax calculation. It will show “0”, if you are applying for the first time.

c) Scroll Down & Click on the Check box of “I acknowledge and accept Terms and
Conditions”

NOTE*** If you do not tick the above check box then you will not be able toproceed further and system
will throw an error.

d) Scroll down and mention Remarks/Comments if any.

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e) Scroll down and attach IT declaration proof against to the Actual Amount mentioned above
in Investments/Contributions. i.e. If you have mentioned Amount in Line Number 0001 then
you need to attach respective proof for that Line Number 0001 as below and then click on
Upload

f) Click on Browse, attach file from your Computer/System and Click on OK

NOTE***You need to upload attachments for every Line Item that you have declared in
Investments/Contribution & please make sure the File size does not exceeds maximum allowed
File size or you will get below error:

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g) If you want to delete the attached File then select Line Item and Click on Delete as shown
below:

h) Now Scroll UP and click on Next

i) You will get a Message as “Request Validation is Successful”, if any error occurs, then
kindly check & rectify the same. Click on Next

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j) Section 80 C Deductions Declaration process is completed and you will get the below
message.

k) You can find the status of your IT declaration request in IT Declaration Application as
below:

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PART B - Section 80 Deductions

a) Follow steps mentioned in Point No. 3 (a) and (b). After clicking on create a new window
will open & Select Section 80 Deductions from the list.

b) Insert IT declaration amount against respective Investments/Contributions as shown

below and click on Calculate so that the Total Contributions made gets calculated in
Proposed Amount field:

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1. Note: “Previous Approved Amount” shows the amount you have already applied and posted in
the system for tax calculation. It will show “0”, if you are applying for the first time.
2. Deduction under “NPS Deduction u/s 80CCD(1B)” needs to be entered against line no 0029 –
Contribution to pension scheme of Central Govt.

c) Scroll Down & Click on the Check box of “I acknowledge and accept Terms and
Conditions”

NOTE*** If you do not tick the above check box then you will not be able toproceed further and system
will throw an error.

d) Scroll down and mention Remarks/Comments if any

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e) Scroll down and attach IT declaration proof against to the Actual Amount mentioned
above in Investments/Contributions. i.e. If you have mentioned Amount in Line Number
0001 then you need to attach respective proof for that Line Number 0001 as below and
then click on Upload

f) Click on Browse, attach file from your Computer and Click on OK

NOTE***You need to upload attachments for every Line Item that you have declared in
Investments/Contribution & please make sure the File size does not exceeds maximum allowed
File size or you will get below error:

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g) If you want to delete the attached File then select Line Item and Click on delete as shown
below:

h) Now Scroll UP and click on Next

i) You will get a Message as “Request Validation is Successful”, if any error occurs then
kindly check & rectify the same. Click on Next

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j) Section 80 Deductions Declaration process is completed and you will get the below
message

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k) You can find the status of your IT declaration request in IT Declaration Application as
below (click refresh button):

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PART C - Income from Other Sources

a) Follow steps mentioned in Point No. 3 (a) and (b). After clicking on Create, a new
window will open & select Income from Other Sources from the list.

There are two options for Income from Other Sources: I) House Property
II) Other Sources

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Income from House Property

b) Select Screen Rendering – 1 as House Property

c) Select Screen rendering - 2 as Self-Occupied/Deemed self-occupied House or as applicable

Note: In case of Deductions under Section 24, please note:

1. If the loan has been taken for a self-occupied property, then you can claim exemptions of up to Rs. 2 lakh
from the year in which the house is bought or the construction is completed.

2. If the loan has been taken for purchase or construction (not renovation) of a property before actually
buying or completing its construction, interest paid before the construction or purchase can still be
claimed in 5 equal installments, from the year in which the house is bought or the construction is
completed.

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Choose Home Loan-00x in Select House Property and fill Eligible for deduction u/s 80EEA asYes / No. Enter
Proposed Ded-Interest u/s 24. Enter Lender’s Name, PAN of Lender. Choose
Lender’s Type as Financial Institutions/ Employer /Others as applicable.

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Note:
In case of employees who has taken HBA advance from RITES, in Proposed Ded Interest u/s 24 enter
only the interest amount for pre-construction period, if any. If there is no interest amount for pre-
construction period, enter Proposed Ded Interest u/s 24 as 0. Annual Interest deducted through salary
will be automatically picked by the system for tax calculation.
Also note that deduction under section 24 can only be claimed from the year in which the house is
bought or the construction is completed. Interest paid before the construction or purchase can be
claimed in 5 equal installments, from the year in which the house is bought or the construction is
completed.

Enter Lender’s Name as “RITES Ltd”, PAN of Lender as “AAACR0830Q”, Lender Type as
“Employer”.

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Note***Field marked in * are mandatory fields and you have to mention details to proceed further or
system will throw an error.

e) Scroll down and click on the checkbox of “I acknowledge and accept”

NOTE*** If you do not tick the above check box then you will not be able toproceed further and system
will throw an error.

f) Scroll down and mention Remarks/Comments if any

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g) Scroll down select Request Level and attach IT declaration proof

a) Click on Browse, attach file from your Computer and Click on OK

NOTE***You need to upload attachments for every Line Item that you have declared in
Investments/Contribution & please make sure the File size does not exceeds maximum allowed
File size or you will get below error:

b) If you want to delete the attached File then select Line Item and Click on delete as shown
below:

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h) Now Scroll UP and click on Next

i) You will get a Message as “Request Validation is Successful”, if any error occurs then
kindly check & rectify the same. Click on Next

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j) Declaration for Income from Other sources process is completed and you will get the
below message.

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k) You can find the status of your IT declaration request in IT Declaration Application as
below:

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Income from Other Sources Property
Choose Screen Rendering 1 as Other Sources

4. Enter Actual Amount in the table as below. Click on I acknowledge and accept terms
and conditions.

Scroll down and mention Remarks/Comments if any

Click on Next Button

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After review, click on Next Button again

Request no will be shown with success message as below:

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You can find the status of your IT declaration request in IT Declaration Application
asbelow:

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PART D – Housing (HRA/CLA/ COA)

l) After clicking on create a new window will open Select HRA/CLA/ COA from the list.

m) Enter Accommodation Type, City Category, From date, To date, (as per rent
agreement) Proposed rent amount (monthly rent amount),Landlord details as
applicable. If annual rent amount is greater than Rs 1,00,000/-, PAN Card of the
landlord is mandatory.

n) Scroll Down & Click on the Check box of “I acknowledge and accept Terms and
Conditions”

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NOTE*** If you do not tick the above check box then you will not be able toproceed further and system
will throw an error.

o) Scroll down and mention Remarks/Comments if any.

p) Scroll down and attach IT declaration proof against to the Amount mentioned above i.e. If
you have mentioned Amount in Line Number 0001 thenyou need to attach respective proof
for that Line Number 0001 as below and then click on Upload

q) Click on Browse, attach file from your Computer/System and Click on OK

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NOTE***You need to upload attachments for every Line Item that you have declared in
Investments/Contribution & please make sure the File size does not exceeds maximum allowed
File size or you will get below error:

r) If you want to delete the attached File then select Line Item and Click on Delete as shown
below

s) Now Scroll UP and click on Next

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t) You will get a Message as “Request Validation is Successful”, if any error occurs, then
kindly check & rectify the same. Click on Next

u) Process is completed and you will get the below message.

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v) You can find the status of your IT declaration request in IT Declaration Application as
below:

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PART E – Previous Employment Tax

Details

w) After clicking on create a new window will open Select HRA/CLA/ COA from thelist.

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x) Enter Actual Amount for applicable items. After entering all items, click on calculate button.

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y) Scroll Down & Click on the Check box of “I acknowledge and accept Terms and
Conditions”

NOTE*** If you do not tick the above check box then you will not be able toproceed further and system
will throw an error.

z) Scroll down and mention Remarks/Comments if any.

aa) Scroll down and attach IT declaration proof against to the Amount mentioned above i.e. Ifyou have
mentioned Amount in Line Number 0001 thenyou need to attach respective prooffor that Line Number
0001 as below and then click on Upload

bb) Click on Browse, attach file from your Computer/System and Click on OK

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NOTE***You need to upload attachments for every Line Item that you have declared in
Investments/Contribution & please make sure the File size does not exceeds maximum allowed
File size or you will get below error:

cc) If you want to delete the attached File then select Line Item and Click on Delete as shown
below:

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dd) Now Scroll UP and click on Next

ee) You will get a Message as “Request Validation is Successful”, if any error occurs, then
kindly check & rectify the same. Click on Next

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ff) Process is completed and you will get the belowmessage.

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3. Support

Send mail to email ID: erphelp@rites.com/ sruthi.k@rites.com in case of any issue.

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