On-Line Submission of Investment Proofs
Year 2008-2009
To protect the confidential and proprietary information included in this material, it may not
be disclosed or provided to any third parties without the approval of Hewitt Associates LLC.
Benefits of On-Line Submission
Eliminates data entry errors
¾ EPSF data will be directly transferred to the database post validation &
approval of proofs.
¾ Proofs that are partially approved will be routed through the data entry
process for re-entering the revised figures
On-line intimation of proof status (approved / rejected) will be ahead of the
payroll process, giving an opportunity to employees to check status and
revert with clarifications, if any
Control over proofs submitted vis-à-vis proofs received for processing
Status notification
¾ Post proof validation, you will receive a notification to check proof approval
status on web. You may then login to the status of your proofs submitted.
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Logging in….
Login to www.hrworkwaysindia.com
Use your existing pin / password
Click on the link “EPSF”
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Brief Overview – Section A to E
Notes:
Check !!!
& Update PAN
• EPSF for FY’08-09 has
been divided into 5 sections
(Section A to E) for
simplicity of understanding
and data entry.
• Details on Sections A to E
are provided on right hand
side. In case, you wish to
skip any section, just select
the relevant one.
• Click on “Save to Edit
Later” to save the values,
which can be edited later.
• Do not click on
‘FINISHED ALL
SECTIONS’ unless you
are sure about total
completion. Once this
button is clicked, the
EPSF will be frozen and
no further changes can be
done.
• For any further guidance,
click on the “Help” link on
top right corner of the
screen.
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Section A – Exemptions U/s 10 (HRA / EDU)
Check
Check!!!!!!
&&Update
UpdatePAN
PAN
Section A Notes:
• Update dates in
DD/MM/YYYY format.
• You may update
multiple entries in case
you have had change in
rent paid or location by
clicking “Add Row”
button
• You can also fill-in
other Section 10
information online
• Refer the Guidelines
document approved by
your employer to
understand the proof
(original / copies)
requirement
• Press Section B or any
other Section to Proceed
• You need NOT press
“Save to Edit Later” if
you are continuing to fill
the document
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Section B – Chapter VIA Deductions
Help
Section B Notes:
• Chapter VI A (Sec 80D to
80U) data to be updated
under this section
• Refer the Guidelines
document approved by
your employer to
understand the proof
(original / copies)
requirement
• Press Section C or any
other Section to Proceed
• You need NOT press
“Save to Edit Later” if you
are continuing to fill the
document
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Section C – Chapter VIA Deductions Contd...
Section C Notes:
• Chapter VI A (Sec 80C)
data to be updated under
this section
• PF deducted by employer
will be considered
automatically, hence there
is no need to update the
same
• Refer the Guidelines
document approved by
your employer to
understand the proof
(original / copies)
requirement
• Press Section D or any
other Section to Proceed
• You need NOT press
“Save to Edit Later” if you
are continuing to fill the
document
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Section D – Income/Loss from House Property
Section D Notes:
• Loss from House Property
(Sec 24) data to be
updated under this section
• Click on “Let Out” or /
and “Self Occupied” to
update relevant sections
• Under “Let Out”, data on
Rental Income, Municipal
Taxes and Interest
Paid/Payable needs to be
updated. Rest of the fields
are auto-computed
• Refer the Guidelines
document approved by
your employer to
understand the proof
(original / copies)
requirement
• Press Section E or any
other Section to Proceed
• You need NOT press
“Save to Edit Later” if you
are continuing to fill the
document
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Section E – Previous Employer Details & Other Income
Section E Notes:
Help • This section is provided to
Help update Previous
Employment details (even
if submitted earlier)
• If you wish to declare any
income other than salary
received, update against
“Other Income”
• Click on “Save to Edit
Later” to save the values
updated. The saved data
can be edited later.
• Do not click on
‘FINISHED ALL
SECTIONS’ unless you
are sure about completion
in totality. Once this
button is clicked, the
EPSF will be frozen and
no further changes can be
done.
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Confirmation of EPSF Update
Click on
“Finished All
Sections” to
generate the
EPSF Form.
Once
submitted, you
will not be able
to modify the
entries any
further and can
only be printed.
System will
remind /
confirm once
again with you
before
submission
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Generate & Print EPSF
Click on “Print”
to print the
EPSF Form and
attach the same
with the proofs.
Do remember to
staple the
documents together
properly and drop
in the collection box
ahead of the last
date.
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EPSF Submission Process…
Attach ALL the proofs (as per the guidelines) to the EPSF form
Staple them securely together
Enclose the proofs in the order of the EPSF data filled (section-wise)
Submit them in the Drop-Box/HR before due date as communicated
to you internally.
Proofs submitted after the cut-off date will not be accounted for
income tax calculations.
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