Investment proof to be submitted to employer

Hi,

We are looking for this info-

Is there a common checklist on the proofs that need to be submitted by the employee to the employer and under which section?

A list would be very helpful.

Thank you.

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Hi
This might be helpful to you

Helath Insurance - 80D
Education Loan - 80E
Donations - 80G
NPS Pass book- 80CCD
LIC, PPF,NSC Certificate home loan, tution fees, tax saving FD - 80c
Loanstatement with interest and pricinpal paid/due for FY, Medical, LTA(twice in a block of four years, HRA - 24B
Medical treatment -80DD

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Component Documents to be produced
Life Insurance Premium(LIC) 1. Receipt for Insurance Premium paid during the FY 2020-21
2. For online payment – Statement from Insurance Company showing the current year payments can be provided
Public Provident Fund (PPF) - PPF Passbook (Cover page) issued by Bank/Post office & transactions made in FY 2020-21- Counter foil issued by the banker on payment
National Saving Certificate (NSC) - NSC copies
Fixed Deposit in a Scheduled Bank - FD Certificate
Unit Linked Insurance Plan (ULIP) - Copy of the Investment certificate / receipt for the current financial year.
Mutual Fund/ELSS - Copy of the Investment certificate / receipt for the current financial year.
Infrastructure Bonds - Copy of the Bond / Certificate showing allotment made.
- In case of Demat, statement showing the credit into Demat account
Housing Principal including - Provisional certificate pertaining to current FY 2020-21
Registration & Stamp duty '- Receipt issued by the Sub registrar office along with the Sale deed to claim registration/stamp duty
- Property Completion certificate of the property
Children Tuition Fees Fees Paid receipt for FY 2020-21
Sukanya Samridhi Scheme Passbook/statement from Bank/post office where payment made for FY 2020-21
Pension Policy (80CCC) Certificate evidencing payments to pension funds and its eligibility for a deduction under this section during the current financial year.

For House Rent :

Documents / Information

Rental Agreement or evidence for residing at the property
(Gas connection, EB Bill or Landline bill).

Original Rent Receipts (Either consolidated or month wise
rent receipt) pertaining to current
financial year

Rent Receipt MUST contain

  • Rent paid for the period
  • Name and signature of landlord
  • Complete address of the property
  • Address of the landlord
  • PAN of Landlord in case monthly rent is > Rs.8,333/-

For Housing Loan

Latest Provisional Loan certificate from the bank for
the current financial year with below information

(a) Interest Paid/Payable (b) Name of the Lender ©
Address of the Lender (d) PAN of the Lender
(Optional)
Joint owner declaration in case of Joint loan
Possession Letter from Builder(Self declaration) /
Completion certificate from Municipal authority required.

9 Likes

@amiths Thanks for sharing very useful information

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