ESS Portal User Manual V5.0-U - 638187136855714347 - 12 PDF

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ESS PORTAL-INVESTMENT DECLARATION

User Manual

Abstract
This document describes how to submit investment declaration
in APPI ESS Portal
Table of Contents

1. Introduction ............................................................................................................................. 2
2. Login to APPI ESS portal............................................................................................................ 2
3. Add Investment Declaration ..................................................................................................... 2
3.1 Add Investment Details (Sec 80C) ................................................................................................. 4
3.2 Add House Rent Exemptions (Sec 10) ........................................................................................... 5
3.3 Add House Property Details .......................................................................................................... 9
3.4 Medical Insurance and Expenditure Details (Sec 80 D/DD/DDB) ............................................... 10
4. Add Exemption Bills ............................................................................................................... 12
4.1. Add telephone reimbursement bills .......................................................................................... 12
1. Introduction
The ESS is an online Employee Portal that allows you to view, download and print all
your payslips and tax slips and to review your personal information.

This document will help you understand how to submit the investment declaration
from APPI ESS portal.

2. Login to APPI ESS portal


1. To login to the APPI ESS portal, click the below link:
http://cielhr.integrumapps.com/hrsuite/#/login

2. Login page will be displayed. Enter the User Name and Password.
Note:

• If you haven’t received the login credentials, email us at helpdesk@cielhr.com.


3. Click Login button.

3. Add Investment Declaration


1. Click My Investments menu from the left pane.
2. My Investments page will be shown. By default, Declaration mode will be set and
Financial Year will be selected as 2023_2024.
3. New tax regime option will be selected by default. Click on it to change to old tax
regime if required. For financial 2023_2024, new tax regime has to be set as
default option as directed by the government.

4. If you select new tax regime option, then only house property details can be
added. Also, if one month’s salary is processed and paid then you cannot toggle
between old and new tax regime.
5. For instance, click Add new button in Investments section. List of investments will
be shown. Click on the required investments, and option to enter the amount will
be shown. Enter the amount and click Save.

3.1 Add Investment Details (Sec 80C)


1. To add LIC policy details, click on Life Insurance Premium box.
• Enter the amount, and add remarks if any.
• Click Save. To add multiple LIC premium details repeat the same steps.
2. To add Home Loan Principal Repayment, click on Home Loan Principal Repayment
box.

3.2 Add House Rent Exemptions (Sec 10)


1. Click Add new button shown in House Rent Allowance section.
2. House Rent paid page will be displayed.
3. To add house rent details, select the required Entity Type and add the details.
• Select the Entity Type as Annual.

• Enter the annual rent in Amount box.

• Click City check box in case of metro city and select the city from the list.

• Enter the mandatory fields and click Save.

• Select the Entity Type as Quarter.

• Enter the rent amount in quarterly basis.

• Click Is Metro check box in case of metro city and select the City from the list.
• Enter the Amount, Name of Landlord and click edit icon to add the
landlord details.

• Click Fill below option. Data entered in first row will be automatically updated
for all other 3 rows.

• Select the Entity Type as Month.

• Enter the monthly rent amount.

• Click Is Metro check box in case of metro city and select the City from the list.
• Enter the Amount, Name of Landlord and click edit icon to add the
landlord details.

• Click Fill below option. Data entered in first row will be automatically updated
for all the 12 months.

• Select the Entity Type as Custom.

• Select the duration from the calendar.

• Click Is Metro check box in case of metro city and select the City from the list.
• Enter the Amount, Name of Landlord and click edit icon to add the
landlord details.

4. Click Save to add the house rent details.

3.3 Add House Property Details


1. Click Add new button shown in House Property section. House property details
page is displayed.

2. Click Add New button.


• Enter the house property details. First time house buyers who have availed
housing loans between 1st April 2019 and 31st March 2022 are eligible to
claim an additional deduction of interest payment 1,50,000/- under Section 80
EEA. Loans availed from 1st April 2017 by first time home buyers are eligible to
claim an additional deduction of interest payment 50,000/- under Section
80EE. Section 80EE and EEA will be displayed based on the selected loan date.

• Click Save. To add multiple house property details, repeat the same steps.

3.4 Medical Insurance and Expenditure Details (Sec 80 D/DD/DDB)


1. Click Add new button shown in Medi Claim Deductions section. Medical
Insurances & Expenditures page will be displayed
• Click Add Dependent button to add dependent details

• Enter Dependent Name, Relationship, Date of Birth and click Add.

• Once dependent details are added, click on the required section 80D, 80DD,
80DDB to add the medical insurance and expenditure details.
• Select the Dependent Type and enter the Amount

• Click Save.

4. Add Exemption Bills


Follow the steps below to add exemption bills for various allowance components like
vehicle reimbursement, telephone allowance, car lease, PDR and leave travel
allowance (LTA) etc. For example, we have given the steps on how to add vehicle
reimbursement bills.

4.1. Add telephone reimbursement bills


1. Click Add new button in Exemptions section.
2. List of all applicable components will be shown, click Telephone Allowance.
3. Click Add Bills.

4. Enter the details, Bill number, Bill date, Bill amount and remarks if any. Click Save
Bill.
5. Repeat the above steps to add multiple bills.
6. Added bills will be shown in Saved Bills tab.

7. After adding all the bill details, click Close.

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