How can employee change regime in ESS portal?

A tax regime is the structure of rules and practices that govern how taxes are collected and calculated in a specific area. 

To change the tax regime in the ESS portal, the employee must perform the following actions:

1. From the greytHR ESS portal, navigate to Salary > IT Declaration. The IT Declaration page opens. 

2. Click Start now If you are declaring IT for the first time. You can also click Edit to modify your IT details if you have already declared IT.

3. Fill in the details in sections and forms such as Sec 80C, Other Chapter VI-A Deductions, House Rent Allowance, Medical (Sec 80D), Income/loss from House Property, Other Income, Income from previous employment, and Salary allowance.

4. Click Preview to view investment details.

5. Click Next to view a comparison between the old and new regimes. You can see a detailed comparison between the two regimes on this page.

6. Click Next and then Select Regime page opens.
   Note: 

   1. As per the Income-tax department notification, a regime can be selected only once in the current financial year. 

   2. If you have business income, then regime selection will be restricted for the next financial year and your selected regime will be carried over to the next financial year. However, regime selection will be available by default if you are declaring your IT declaration for the first time. 

7. You can see a provision to select your business income labeled as Do you have business income?. Click the Yes option button if you have a business income. Click the No option button if you do not have a business income.
   Note: Kindly note this option is admin-configurable. You can see this option only if your admin wants to capture your business income details. If your admin does not want to capture your business income details, this option will not be available for you. 

8. Select the required regime from the Select an income tax regime to submit and declare IT dropdown list. This is a mandatory field.

9. Select the acknowledgment check box. You will be restricted and cannot click the Submit button without the selection of acknowledgment.

10. Click Submit to declare your IT.
    Note: The Submit button will appear at the bottom of the Select Regime page only if the admin releases the IT Declaration for you. Click Submit to send the plan for approval. A confirmation pop-up appears

11. Click Confirm to submit the IT declaration for payroll.
    Note: Under the Select Regime page, your regime selection will be locked if you have already selected your regime. If your regime selection is locked, you can see a message showing your selected regime and other details. The message might vary based on your selection of regime and business income. 

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Video -To watch the Income Tax video, click here.

FAQs - To read more FAQs about Income Tax, click here.

Documentation - To read more about the Income Tax page, click here.

Product Update - To read our product update, click here.