investment_declaration by employee to company

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Name: «««««««««««««««««««««««««. PAN : «««««««««««««««««««««««««. I undertake to make the following investments qualifying un der the provisions of Income Tax Act, 1961 during the financial year 2008-2009 and submit the p roof thereof along with proof und er Chapter VI-A and Rent R eceipts (if applicable) b y January 5, 2009 . S.NO. DESCRIPTION Amount A. INVESTMENTS U/ S 80C capped at Rs 1 Lac 1 Public Provident Fund (PPF) 2 Life Insurance Premium Paid 3 National Savings Certificate (NSC)  4 National Saving Scheme (NSS) 5 Children Education Expenses / Tuition Fees (Max limit- Rs 1000/month/child upto max two Children) 6 Housing Loan - Principal Payment 7 Registration / Stamp Duty charges paid for registration of house property 8 Post Of fi ce Mont hl y Sa vi ngs Schemes 9 Investment in Mutual Funds 10 Contribution to Pension Fund 11 Others Total Investments U/S 80C - limited to Rs 1,00,000/- only B. OTHER PERMITTED DEDUCTIONS 1 80 D - Medical I ns urance Pr emium (up to Rs.10,000/-or Rs 15000/- as applicable ) 2 80DD - Me dical Treatment o f Dep endent suffe ring from Perman ent Disabi lity ( up to Rs.50 ,000/ -) 3 80DDB - Ex penditure on Medic al Tr eatment for s pec ifi ed di sea se (up to Rs . 40,000 ) 4 80E - Rep ayment of I nteres t aga inst Educat ional Loan - no limits on i nteres t paid during the ye ar 5 80G - Specified permit ted D onati ons (Only against actual receip t an d no t on declaratio n) 6 80 U - Per ma ne nt P hysica l Dis ab il it y ( Rs.75000/- ) 7 Others - Total Investments under chapter VI A C. REIMBURSEMENTS Amount of Bills 1 Medical (Exemption up to Rs. 15,000/-) If  I do not submit the bills the amount o  f Medical paid can be taxed as per the rule. D. INCOME OTHER THAN SALARY- (Atta ch for m 12-C detail ing othe r Income ) E. INTEREST PAYMENT ON HOUSI NG L OAN - ( Att ach Form 12- C) (up to  Rs.1 .5 Lacs i  f the loan taken a  f ter 1-4-99, 30000 i  f it is prior to 1-4-1999 and there is no limit on let out property) G. RENT PAID P ER MONT H ( Please mention the starting and ending month) Rent per month (IF the rent amount changes during the financial year please specify the No of Months amount and the period separately) («««««««««..) H. PREVIOUS E MPLOYMENT SALARY (S alary earne d fro m 01 /04/0 8 till date of Joining) If Yes, Form 16 from previous employer or Form 12 B attached I do hereby declare that what is stated above is true to the best of my knowledge and belief. Further, in case of any change in rent and / or occupation of the above premises I would revise the declaration & inform immediately. Employees' Signature Date Investment Declaration for the Financial Year 2008-09 VERIFICATION

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Page 1: Investment_declaration by Employee to Company

8/2/2019 Investment_declaration by Employee to Company

http://slidepdf.com/reader/full/investmentdeclaration-by-employee-to-company 1/1

e: «««««««««««««««««««««««««.

: «««««««««««««««««««««««««.

rtake to make the following investments qualifying under the provisions of Income Tax Act, 1961 during the financial year 2008-2009

bmit the proof thereof along with proof under Chapter VI-A and Rent Receipts (if applicable) by J anuary 5, 2009 .O. DESCRIPTION Amount

INVESTMENTS U/S 80C capped at Rs 1 Lac

Public Provident Fund (PPF)

Life Insurance Premium Paid

National Savings Certificate (NSC)

National Saving Scheme (NSS)

Children Education Expenses / Tuition Fees (Max limit- Rs 1000/month/child upto max two Children)

Housing Loan - Principal Payment

Registration / Stamp Duty charges paid for registration of house property

Post Office Monthly Savings Schemes

Investment in Mutual Funds

Contribution to Pension FundOthers

Total Investments U/S 80C - limited to Rs 1,00,000/- only

OTHER PERMITTED DEDUCTIONS

80D - Medical Insurance Premium ( up to Rs.10,000/-or Rs 15000/- as applicable)

80DD - Medical Treatment of Dependent suffering from Permanent Disability (up to Rs.50,000/-)

80DDB - Expenditure on Medical Treatment for specified disease (up to Rs. 40,000)

80E - Repayment of Interest against Educational Loan - no limits on interest paid during the year

80G - Specified permitted Donations (Only against actual receipt and not on declaration)

80U - Permanent Physical Disability ( Rs.75000/- )

Others -

Total Investments under chapter VI A

REIMBURSEMENTS A mount of Bills

Medical (Exemption up to Rs. 15,000/-)

If I do not submit the bills the amount o f Medical paid can be taxed as per the rule.

INCOME OTHER THAN SALARY- (Attach form 12-C detailing other Income)

INTEREST PAYMENT ON HOUSING LOAN - (Attach Form 12-C)

(up to Rs.1 .5 Lacs i f the loan taken a f ter 1-4-99, 30000 i f it

is prior to 1-4-1999 and there is no limit on let out property)

RENT PAID PER MONTH ( Please mention the starting and ending month) Rent per month

(IF the rent amount changes during the financial year please specify the No of Months

amount and the period separately) («««««««««..)

PREVIOUS EMPLOYMENT SALARY (Salary earned from 01/04/08 till date of Joining)

If Yes, Form 16 from previous employer or Form 12 B attached

ereby declare that what is stated above is true to the best of my knowledge and belief. Further, in case of any change in rentor occupation of the above premises I would revise the declaration & inform immediately.

Employees' Signature Date

Investment Declaration for the Financial Year 2008-09

VERIFICATION