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BB Investment Declaration Form FY 2023-24

This document is an investment declaration form for an employee of Brainbees Solutions Limited to declare investments for the 2023-2024 financial year that qualify for income tax deductions. It requests personal information from the employee and then has multiple sections for the employee to provide details of eligible investments or expenses in categories like housing, transportation, education, insurance, loans, and more. The employee is required to sign declaring that the information is true and acknowledging legal responsibilities.

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ms.roy007
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55 views3 pages

BB Investment Declaration Form FY 2023-24

This document is an investment declaration form for an employee of Brainbees Solutions Limited to declare investments for the 2023-2024 financial year that qualify for income tax deductions. It requests personal information from the employee and then has multiple sections for the employee to provide details of eligible investments or expenses in categories like housing, transportation, education, insurance, loans, and more. The employee is required to sign declaring that the information is true and acknowledging legal responsibilities.

Uploaded by

ms.roy007
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BRAINBEES SOLUTIONS LIMITED

Investment Declaration cum Submission Form - F.Y. 2023-24


(To be used to declare investment that will be made during the period from 01/04/2023 to 31/03/2024 for Income Tax purpose)

PERSONAL INFORMATION (ALL FIELDS ARE MANDATORY)


1 FULL NAME (Capital Letters)

2 FATHER/HUSBAND NAME

3 EMPLOYEE CODE

4 COMPANY JOINING DATE

5 DESIGNATION

6 DEPARTMENT

7 DATE OF BIRTH

8 PAN NO.

9 MOBILE NO.

Hereby declare that the following investment will be made by me during the financial year 2023-24 starting from 1st of April 23 to 31st of March 24

A House Rent Allowance


SR PAN OF LANDLORD NAME OF LANDLORD Month Amount
1 Apr-23
2 May-23
3 Jun-23
4 Jul-23
5 Aug-23
6 Sep-23
7 Oct-23
8 Nov-23
9 Dec-23
10 Jan-24
11 Feb-24
12 Mar-24
Total 0
Note: Registered Rent Agreement and PAN of Landlord is required for Rent paid more than Rs.1,00,000 per year. (Rs.8333 per Month)
Documents Required: Rent agreement and rent paid receipts with Revenue Stamp

B LTA
Mode of Journey (Train
SR Place of Journey Period From - Period To No. of Person TOTAL AMOUNT/RS
/ Flight)
1

Note: Only one Domestic Journey is allowed in a year. Only Travelling Exp allowed. Employee should be on leave during travelling period.
Hotel expenses, Private Vehicles booking is not applicable
Documents Required: Travelling Bills. In case of Air travel - Boarding Pass is mandatory.

C Children Education Allowance


Sr. Name of Children Date of Birth of Children Age Std

2
D Driver and Petrol Allowance (if Applicable)
1 Fill up Log book table and other expenses (shared to you) and take printout of the same. Rs.
Documents Required: Driver Salary paid Receipt with Revenue Stamp.
Documents Required: Drivers PAN Card if Salary exceeds Rs.8,000 per month
Documents Required: Copy of RC Book.
Documents Required: Declaration if vehicle is not owned by employee.
Documents Required: Petrol bills ( Minimum 80% of Total Petrol amount Claim)
Documents Required: Expenses / Reparing bills.

E Internet Allowance (if Applicable)


1 Internet Bills (Max upto Rs.12,000) Rs.
Documents Required: Internet Original Bills only.(Bills should be in the name of Employee with GST number of provider)

F Health Club Facility Reimbursement (if Applicable)


1 GYM Subscription (Max upto Rs.36,000) Rs.
Documents Required: GYM Original Bills only.(Bills should be in the name of Employee with revenue stamp and GST no.)

G Mobile Handset Reimbursement (if Applicable)


1 Mobile Handset Bills (Max upto Rs.60,000) Rs.
Documents Required: Mobile Handset Original Bills only.(Bills should be in the name of Employee with GST no. of seller)

H Professional Development or Academic Course Reimbursement (if Applicable)


1 Professional Development or Academic Course Reimbursement(Max upto Rs.100,000) Rs.

Documents Required: HOD approval for the course undertaken.


Documents Required: Invoice copy of the course registration.
Documents Required: Examination fees receipts.

I Deduction of Interest on Housing Loan u/s 24 (Upto Rs.200,000/-)


SR PAN OF BANK BANK NAME CITY TOTAL INTEREST AMOUNT
1

Documents Required: Interest Certificate issued by Bank.


Documents Required: Property Possession letter
Documents Required: Consent letter if property is held in joint name.

J Deduction u/s 80C (Maximum Amount Upto Rs.150000/-)


SR INVESTMENT IN TOTAL AMOUNT

1 Life Insurance Premium(LIC) 1

2 Public Provident Fund(PPF) 2

3 National Savings Certificate(NSC) 3

4 Unit Linked Insurance Policy(ULIP) 4

5 Equity Linked Savings Scheme(ELSS)-Mutual Fund(Tax Saving Only) 5

6 Payment for Tuition Fees for Children(Max. 2 Children) 6

7 Principal Repayment Of Housing Loan 7

8 Stamp Duty, Registration charges incurred for Buying House(1st Year Only) 8

9 Bank Fixed Deposit For 5 Years & Above 9

10 Post Office Term Deposit For 5 Years & Above 10

11 Sukanya Samrudhi Yojana 11

12 Other - 12
Total
K Deduction u/s 80CCD ( Max Limit - Rs.50000/-)
SR INVESTMENT IN TOTAL AMOUNT
1 National Pension Scheme Rs.
Note: Tier I investment is only applicable

L Deduction u/s 80D


(Limit-Rs.25,000/-if any person insured is other
1 Medical Insurance Premium-Individual, Spouse & Children Rs.
than Senior Citizen)
(Limit-Rs.50,000/-if any person insured is a
2 Medical Insurance Premium-Parents Rs.
Senior Citizen)

M Deduction u/s 80E


1 Interest for Loan taken for Higher Education No Limit (Only Interest portion) Rs.
Note: Attached Interest Certificate issued by Bank.

N Any Other Deduction

I, ________________(Name of employee), do hereby declare that the aforesaid information is true and correct to the best of my
information and belief and I shall indemnify the company against all costs and consequences if any information is later on found to
be incorrect.

I am also aware that making a false statement / declaration in the above form shall be liable to be fined and prosecution u/s 277
of the Income Tax Act, 1961

Signature of Employee :______________________

Date :______________________

Place :______________________

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