Professional Documents
Culture Documents
2016-17)
(To be used to declare investment for Income Tax that will be made during the period 2015-16)
Company Name
Employee Name
Employee No.
Date Of Joining
PAN Number
Married or Not
No. of Child
Whether any staff car/vehicle provided(Y/N)
I hereby declare and intend to claim rebate in the current Financial Year (2015-16), under Income Tax Sections as indicated below.
herewith requisite self attested Xerox copy of documents to claim rebate.
Sr. No.
1
24
As per Rule
200,000
Details of
Transaction
LTA Exemption- I have taken exemption for LTA in the following years
5
5(a)
15,000.00
5(b)
5(c)
6
7
Deposit in NSC
Fixed Deposits with Scheduled Bank for period not less than 5 years
Any deposit made in Sukanya Samridhi A/c
Others (Please Specify) PF + PT
Pension Scheme Investments/Jeevan Suraksha upto Rs. 1.00 Lac.
Contribution to New Pension Fund (Employee and Govts share both)
80 CCC
80 CCD (1)
80 CCD (1B)
50,000
80 CCG
25,000
80 D
80DD
25,000
30,000
30,000
1. With more than or equal to 40% disability Rs. 75,000/- (Fixed Amount)
75,000
11
12
13
14
Note
A
B
C
125,000
80DDB
80 E
40,000
60,000
80,000
No Limit
80 U
75,000
100,000
PAN Number should be mentioned along with the IT Declaration Form otherwise the Form shall not be accepted
Please fill up only actual invested amount of current Financial year commencing from 01-04-2015 in amount Column.
The requisite documents for claiming the HBA rebate must be enclosed with the declaration form as per detail given under :
1
2
3
4
Possession/allotment letter and Sanction Letter of Loan in respect of property for which rebate of HBA claimed.
Accrued HBA Principal/Interest certificate from the Borrowing Authority/Bank for the F.Y-2015-16.
Bank Statement showing the Housing Loan Instalments /deductions.
Detailed calculation on account of rent/deemed rent of Vacant Flats/House's which is let or deemed to be let out should be p
furnished.
I, declare that the above statement is true to the best of my knowledge and belief. In the event of any change that may occ
the year pertaining to the information given in the form, I undertake to inform the same to the company. Income Tax liab
due to failure, if any, for not making / not intimating payment / investment made or proposed to be made by me and / or a
declaration would be my responsibility.
I further undertake to provide all documentary proofs of payment made by me before 15th March 2016 and if I fail to do
company can make full deduction of income tax dues from March 2016 salary.
Place
Date
Signature of Employee
Name_________________
Declared Amount
accepted
ount Column.
detail given under :-
laimed.
ure of Employee
__________________________
S.No
TAN of the
employer(s) as
allotted by the
ITO
Period of
employment
Total amount of
salary excluding
amounts required
to be shown in
columns 7 and 8
6
With effect from 1-4-1991, section 80C has been replaced by section 88.
Verification
I, Mr. ---------------------- do hereby declare that what is stated above is true to the best of my knowledge and belief.
Verified today,
Place
ANNEXURE
[See column 8 of Form No. 12B]
Particulars of value of perquisites and amount of accretion to employee's provident fund account
Name and address of the employeePermanent Account No.Period : Year ending
Value of rent-free accommodation or value of any concession in rent for the accommodation provided by the employer (give basis of com
Where accommodation is furnished
Name of the
employee
TAN/PAN of the
employer
Where
Value as if accommodation is
accommodation
unfurnished
is unfurnished
ANNEXURE
(Contd.)
Remuneration paid
by employer for
Value of free or concessional
domestic and/or
passages on home leave and
Whether any conveyance has been provided by the employer free or at a concessional rate or
Name of the
personal services other travelling to the extent
where the employee is allowed the use of one or more motor cars owned or hired by the
employee
provided to the chargeable to tax (give details)
employer, estimated value of perquisite (give details) [See rule 3(c)]
employee (give [See rule 2B read with section
details) [See rule
10(5)(ii)]
3(g)]
Name of Employee:Place
10
11
12
Signature
Date:-
Total amount
Amount deducted in
of tax
respect of life
deducted
insurance premium,
Total of columns
during the year
provident fund
Remarks
6, 7, and 8
(enclose
Value of perquisites
contribution, etc., to
certificate
and amount of
which sec. 80C
issued under
accretion to employee's
applies (Give details)
section 203)
provident fund account
(give details)
8
9
10
11
12
odation provided by the employer (give basis of computation)[See rules 3(a) and 3(b)]
dation is furnished
Value of
perquisite
(column 3
minus
Rent, if any,
Perquisite value of furniture (10% of Total of columns 4 and
column 8 or
paid by the
column 5) OR actual hire charges payable
6
column 7
employee
minus
column 8 as
may be
applicable)
6
13
Interest
credited to the
assessee's
Employer's
account in
contribution to
recognised
recognised provident
provident fund
fund in excess of 12%
in excess of
of the employee's
the rate fixed
salary [See Schedule
by the Central
IV - Part A]
Government
[See Schedule
IV - Part A]
14
15
Total of
columns 9
to 15
carried to
column 8 of
Form No.
12B
16
Rs.
0
0
0
Place ....................
Date ....................
Signature of Employee
Name__________________
Verification
I, ........................................ do hereby declare that what is stated above is true to the best of my knowledge and belief Verified today,
the ........................................ day of ..................................
Place ....................
Date ....................
Signature of Employee
Name__________________