Declaration of Investment for claiming Tax Rebates / Deductions

For the Financial Year 20 EMPLOYEE CODE

NAME
FATHER/HUSBAND NAME
DATE OF BIRTH
GENDER
LOCATION
PAN ( Mandatory )
Contact no.
Date of Joining
SECTION - I
DECLARATION OF SAVING ALLOWED U/S 10(13A) OF THE ITAX ACT, 1961)

In Respect of House Rent Paid

FULL ADDRESS:

SECTION -II
(DECLARATION OF SAVING ALLOWED U/S 80 OF THE IT ACT, 1961)
In respect of Saving allowed under Chapter VI
I hereby Declare my saving during the current financial year as per detail below:S.No
Description
1

Section 80D

- Medical Insurance Premium

Section 80DD

- Medical treatment for Handicap

Section 80U

- Permanent Physical disability

Section 80E

- Payment of interest on loan taken for Higher Education

Section 80G

Others

- Donation on Certain Funds

SECTION -III
PROOF OF SAVING U/S 80C OF THE IT ACT, 1961

Investment under this Sec can be made upto Rs. 1 Lac in any of the below
S.No
1
2
3
4

5
6

Description
Accrued Interest on NSC
Public Provident Fund (PPF)
LIFE INSURANCE (LIC)
National Savings Certificate Purchased (NSC)
Housing Loan repayment of Principal up to a maximum of Rs.1 Lac P.A (Including Stamp Duty,
Registration Fees & Other Expenses incurred for the purpose of Transfer of Property to the
Assessee.) (EMI)
Unit Linked Insurance Plan (ULIP)
Mutual Funds (MIP)

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Investment in Tax Saving Infrastructure Bonds

Investment u/s.80CCC (Pension Policy) will also qualify under this Sec-Rs.1Lac

9
10
11

Children Tuition Fee (CEF)

Term Deposits (made during April07-Mach08) for a fixed period of not less than 5 years with a
Scheduled Bank (FD)
Others (Please specify)

12
SECTION -IV
(PROOF OF DEDUCTION U/S 24 OF THE IT ACT, 1961)

With respect of the amount of any interest payable on borrowed capital for acquiring, constructing , renewal, repairing o
property.

1. Address of the Property against which Loan taken : ________________________________________________

______________________________________________________________________________________
2. Self - Occupied / Rented : _______________________________________________________________
3. Date of loan availed

: _________________________________________________________________

4. Purpose of the Loan (construction / Acquiring property) _________________________________________

5. Construction of Property will be completed on or before (date)____________________________________
6. Date on which Construction is/will be Completed
7. Date of Possession of Property

:
:

_______________________________________________
_______________________________________________

(Please mention month & Year if Date cannot be known)

8. Total amount of interest paid (post construction/possession) during the financial year (April 2007 to
March 2008)
9. Specify amount of interest paid for pre-construction/possession period

10. Ownership ( Joint or Sole)

11. If Joint Ownership Name and Relationship with Owner(s)
Share of Joint Owner(s) in Property
Whether any sum Contributed by Joint Owner in Acquiring Property
Name(s) of Joint Owner(s) (Apart from the Employee) Who are Repaying Aforesaid Housing Loan
Whether Joint Owner(s) is/are claiming Deduction Under Income Tax Act , 1961 On Account of Housing Loan Taken for
Aforesaid Property

I, ___________________________, 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.
Signature of Employee :______________________
Date

:______________________
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Place

:______________________

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ment for claiming Tax Rebates / Deductions

the Financial Year 20 -

RENT P.M.

RENT P.A.

per detail below:AMOUNT (Rs.)

can be made upto Rs. 1 Lac in any of the below

AMOUNT

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rrowed capital for acquiring, constructing , renewal, repairing or re-constructing

_________________________________________

_____________________________________

_____________________________________

_____________________________________

_____________________________________

)____________________________________

____________________________________________

__________________________________________

aforesaid information is true and correct to the best of

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