ACCENTURE INDIA

Tax Proof Booklet

Deposit receipt for the current financial year (5 years tenure)
Tax Savings Fixed Deposit Self**
Should contain “Benefit allowed under section 80C”
Deposit receipt for the current financial year (5 years tenure)
Cumulative Term Deposit Self**
Should contain “Benefit allowed under section 80C”.
• NSC passbook/certificate /online statement contains deposit
details for the current financial year.
NSC (National Savings Certificate) Self • Proof should contain- employee name as investor, certificate
number, purchase date and certificate value should be clearly
visible in the copy of NSC
• Premium payment receipt or consolidated premium paid
ULIP Family* certificate for the current financial year.
• Proof should contain policy holder name, sum assured etc.
• Interest-principal break-up certificate from bank for the current
Housing Loan Principal Joint# financial year.
• For stamp duty for current FY - proof of payment
Up to Passbook cover page contains account holder details & scheme
Sukanya Samriddhi for Girl child and deposit statement details for the current financial year
Two
Premium payment receipt or consolidated premium paid
Annuity Plan Self
certificate for the current financial year
Future Declaration: LIP/ELSS/Tuition Fees/ULIP/Annuity Plan due November 2024 - March 2025; update the details on proof page. Actual proofs for these five months to be
given by March 5, 2025. In case of yearly premium for which the due date is during November to March, previous year receipt is mandatory. In case of
Monthly/Quarterly/Half-yearly, previous year receipts for November – March not required. Proof of payment for November to March should be submitted by 5th March
against future declaration. Lesser proofs against declaration will have tax impact in March
3. Medical Insurance • Premium receipt must have Employee name • Premium paid certificate / receipt current Financial Year and
Section 80D should contain Employee name as Proposer.
• If group policy include parents, break-up required between
parents & others • If the annual premium is payable during November to March,
- Self/Spouse/Children/ previous year receipt can be uploaded.
Dependent Parents • Premium paid through cash is not allowed
• Proof not required for premium deducted through payroll for
covered • Maximum deduction allowed: Company Medical Insurance Scheme. The benefit will be
- Total ₹25,000 p.a. for Self/Spouse/Children provided by default. Employee need not to mention this in the
- Additional ₹25,000 p.a. for parents up to 60 years age & tax proof submission module in Allsec.
₹50,000 if age >60
- The above limits include Preventive Health Checkup (cash • In case of preventive health checkup / Medical expenditure,
allowed) total up to ₹5000/- for all together bills must be for the current Financial Year. And contain the
If there is no insurance for the person aged 60 years and word “Preventive Health checkup”
above, medical expenditure during the current financial
year can be claimed up to ₹50,000 p.a.
Future Declaration: Premium due from November 2024 -March 2025; declare on proof page. Actual proofs for these five months to be given by 5th March, 2025. In case of
yearly premium for which the due date is during November to March, previous year receipt is mandatory. In case of Monthly/Quarterly/Half-yearly, previous year receipts
for November – March not required. Proof of payment for November to March should be submitted by 5th March against future declaration. Lesser proofs against
declaration will have tax impact in March