What happens if admin does not set an auto-lock due date for submitting Proof of Investment (POI)?

Created by Product Content Team, Modified on Wed, 18 Jun at 2:10 PM by Product Content Team


Proof of Investment (POI) refers to the documentation or evidence provided by an employee to support their investment-related claims and avail tax benefits under the income tax laws.


As an admin, if you fail to set the auto-lock due date then POI does not get auto-locked on a set date. You must then manually lock the POI and consider the same for payroll. Employees can continue submitting their POI forms until you lock them manually.


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