Tax regime, declarations and proofs

1. Open My tax. Compare both regimes side by side — annual tax and monthly TDS — and pick one while the regime is unlocked.
2. While the declaration window is open, declare investments and expenses by head. Each group shows how much room is left under its limit.
3. Rent above ₹1 lakh a year needs the landlord's PAN.
4. When the proof window opens, upload a proof for each item and submit.

From the proof cut-off month, only verified amounts reduce your TDS.

• Set the declaration, regime-lock and proof dates for the year in payroll settings.
• Verify proofs in the queue: approve, approve part of the amount, or reject with a reason. Nobody verifies their own.
• Freeze a declaration or override a locked regime, with a reason.
• Previous-employer income and TDS (Form 12B) are entered on the employee's tax record.