Proof Submission goes Online

Allsec introduces submission of investment proofs as soft copy through Employee Self Service portal.
Easy and hassle free way to submit the investment proof by employees.
Soft copy investment proofs will be processed by Allsec.
Follow the simple steps mentioned below and upload soft copies of your investment proofs in the Allsec ESS
web portal.
Step 1: Declare Investments
Step 2: Create Investment Master

Step 3: Update Investment Breakup

Step 4: Upload Files

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Benefits to Employees

Easy &
hassle
free document
submission

Saves
Times

No need to print and fear loss

of documents
Submission of documents now available for
a longer duration

Quick
Query
Resolution

Transparency during process and quick turnaround time

No Loss of
documents
in transit

No drop boxes and long queues

History of Investment Master information is maintained hence need not update for every
proof submission.
ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Clearing the Decks Tax Investment Process

Log on to Allsec ESS Portal

Select Tax under Employee Links and click Tax Online Submission Tax -> Tax Online Submission

Step-1 Declare Investments : Click the link Add/Edit Declarations to add new declarations or to
modify existing declarations.

Step-2 Create Investment Master : Master needs to be created first for any new investments.
Investment Master Creation is a one-time activity as it keeps track of your investments and saving
time for re-entry.

Step-3 Update Investment Breakup : Investment Breakup needs to be updated with current year
payment details.
Step -4 Upload Files : Once Investment master and Investment breakup details are updated for
current year, then files can be uploaded against respective investment type using Browse and
Upload options. Maximum File size that can be allowed is 10 MB and the file types are restricted to
.pdf, .jpg, .doc, .xls, .docx, .xlsx
ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Smart Tax Investment Proof Submission

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Tax Index Page

Tax Index
displays current
year declarations
and available
investments
master.

Document Library
contains all
relevant
documents
and Forms

Rejection Code
Library contains
list of all
rejection codes
with detailed
description

FAQs tab contains

FAQs related to Tax
Proofs
submission

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Step 1: Declare Investments

1 Click link Add/Edit Declarations to add new declarations or to modify existing declarations.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Step 2: Create Investment Master

1 To add new investments, select the investment type from drop down list Select new Investment Type and
then click Add to Index Grid button.
2 Click ellipse button against respective Investment Type under Investment Master to create/edit Investment

Master details.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Step 2: Create Investment Master - Contd.

Add button can be used to create master record if there is more than one investment under respective investment
type. Refer 1 in picture above.
Expired/ Unused investments can be permanently removed from Investment master using "Discard" button. Any such
removed investments will be moved to "Discarded Investments" section which can only be viewed and cannot be
edited. Refer 2 in picture above.

Click Submit to save latest changes done. Refer 3 in picture above.

Click Tax Index tab to proceed with other updations.
ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Step 3: Update Investment Breakup

1 Click ellipse button against respective Investment Type under Investment Breakup to update current year
payment details.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Step 3: Update Investment Breakup

contd.
1

Guidelines link displays Guidelines and documents required for Tax Proofs FY 14-15. Refer 1 in picture above.
Update current year payment details and click Submit to save the entries. Refer 2 in picture above.
Transaction record can be deleted/removed using Discard button. Refer 3 in picture above.

Discarded transactions will be displayed under Discarded Investments section.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Step 3: Update Investment Breakup

contd.

1
Any of these discarded items can again be included by selecting Tag and clicking Rollback button. Refer 1 in

picture above.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Step 4: Upload Files

Once Investment master and Investment breakup details are updated for current year, then files can be uploaded.
1 Click Browse to select the file from respective path and click Proceed to Upload to upload the file.
Maximum File size that can be allowed is 10 MB and the file types are restricted to .pdf, .jpg, .doc, .xls, .docx, .xlsx

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Quick Upload

1 Quick Upload is a special feature available in Tax Index tab to upload files quickly when all Investment Masters
and Investments Breakup details are updated for current year.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Quick Upload - Contd.

Select the list of investment types for

which the files needs to be uploaded.

Click Browse to select the file from

respective path and click Proceed to

Upload to upload the selected files.

Uploaded Files can be viewed under the

section Uploaded Files.

Uploaded file can be deleted/removed

using Delete option available under
Uploaded Files section.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Dos / Donts
Dos
Tax Proof documents alone needs to be uploaded.
Scan the printout of duly signed Allsec Tax Proof page and upload it along with other investment proof

scanned documents.
No supporting will be entertained without a scanned copy of duly signed Allsec Tax Proof Breakup page.
Print option available in Tax index tab.
Submit the proofs in accordance to Tax Proofs guidelines and policies.

Upload only .PDF, .jpg, .doc, .xls, .docx, .xlsx files

In case scanning of documents done from outside Office network, change the scanners DPI settings to 300.
Donts

Do not save file type other than .PDF, .jpg, .doc, .xls, .docx, .xlsx
Do not upload files more than 10 MB
Do not upload password protected files.
Do not wait for last date to upload your document, as it increases the load on to the Server / Scanner and
also server response time will be affected.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

FAQs
Is there any change to the tax declaration process ?
No There is no change to tax declaration process.
Where can I get self declaration forms?
You can download all relevant documents / Forms that can be used for current year proof submission from
"Document Library".
Can I update Investment Breakup without creating Investment Master?
No Investment Master needs to be created first for any new Investments and then only you can update your
Investment Breakup.

Will my proofs be considered without updating Investment Breakup?

No Proofs will be considered if Investment breakup not updated for current year.
How do I know, what is the right document for each Tax Investment type?
Refer "Guidelines" link available under Investment Breakup for each Investment type. In addition, you may also
refer "Documents/Forms required for Tax Proofs FY 14-15" file available under Document Library.
What is Rejection Code Library?
Rejection Code Library contains list of all rejection codes with detailed description and can be referred at the
time of clearance status upload.
Contd..

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

FAQs
Are there any file restrictions?
Yes. Allowed File types are .pdf, .jpg, .doc, .docx, .xls, .xlsx.
Are there any size restrictions?
Yes. Maximum / overall file size allowed is 10MB.

How do I know whether the files I have uploaded are saved successfully?
When the files are uploaded message will be displayed as "Uploaded successfully". You can also view the files
under Uploaded files section.
How do I know if you have approved my documents?
Clearance status will be uploaded as per the timelines circulated to you and you can check for your Tax proof
clearance against each Investment type.
Why Upload option is disabled under Investment Breakup?
Upload option will be enabled only if Investment breakup are updated for current year.

How can I remove a file which has already been uploaded?

Use "Delete" option available under Uploaded Files section to delete uploaded file.

Contd..

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

FAQs
For more FAQs, Read the FAQs provided in Tax Proof Page prior to updating your Tax proof
details. For any further queries raise a request on the website.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS

Clearance Status Upload

Clearance status will be uploaded as per the timelines circulated to you and you can
check for your Tax proof clearance against each Investment type.

ALLSEC TECHNOLOGIES
2010 Allsec , All rights reserved

BUILDING LASTING RELATIONSHIPS