Tax Declarations

Overview

Overview

Employees declare their tax regime and details for the year; admins verify them - so payroll always deducts the right amount of tax.

The Tax Declarations module handles employee income tax declarations for a financial year. Employees declare their tax regime, HRA details, investments, and previous employer info; admins review and verify these before payroll is finalized - so tax deductions are accurate and compliant.

What you can do

  • Choose a tax regime (Old or New)

  • Submit HRA declarations

  • Declare tax-saving investments and deductions

  • Add previous employer information (if you switched jobs this financial year)

  • Track your declaration's review status

  • Admins can verify and approve declarations before payroll runs

Choosing a tax regime

PrimeHR supports both tax regimes under India's Income Tax Act. Employees choose one for the financial year.

Old Tax Regime
Lets you claim multiple exemptions and deductions - better suited if you have things to claim, like:

  • House Rent Allowance (HRA)

  • Section 80C investments (e.g., PF, ELSS, insurance)

  • Section 80D medical insurance

  • Home loan interest

  • Other eligible deductions

New Tax Regime
Offers lower tax slab rates but fewer exemptions - simpler, with less paperwork, but usually only better if you don't have many deductions to claim.

In short: if you have HRA, investments, or loans to claim, the Old Regime often works out cheaper. If you don't, the New Regime is simpler and may still save you money - check with your Finance team if you're unsure.

Why it helps

  • Employees submit tax declarations digitally - no paper forms

  • Supports both tax regimes, so employees can choose what suits them

  • Reduces manual calculation errors

  • Keeps a clean, centralized tax record for every financial year

  • Ensures accurate TDS (Tax Deducted at Source - the tax cut from your salary each month) calculation during payroll

Next: See your Tax Declaration →