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LIST OF INVESTMENT DECLARATIONS MADE FOR THE YEAR APRIL 2018 TO MARCH 2019

COMPANY NAME : Location : Haryana

EMP NO : Ext No. :

EMP NAME : SUMIT KUMAR PAN No. :

Email ID :

SL NO DETAILS OF PROOF ATTACHED AMOUNT (RS)

1 Rent Receipt for Apr-2018 15000

May-2018 15000

Jun-2018 15000

Jul-2018 15000

Aug-2018 15000

Sep-2018 15000

Oct-2018 15000

Nov-2018 15000

Dec-2018 15000

Jan-2019 15000

Feb-2019 15000

Mar-2019 15000

NOTE: Please mention rent to be paid for each month .


MAX BENEFIT PERMISSIBLE (Rs) AMOUNT (RS)

2 Sec 80D Premium in respect of Medical Insurance


1. For individual himself,spouse & dependent
children(Max-25K).
2. For Parents of Individual whether dependent or
not(Max-25k).
3. Senior Citizen Parents(Max-30k).
4. Additional payment for Preventive Health
Checkup of the assesse or parents(Max. 5000)

3 Sec 80DD (Medical treatment of handicapped dependents) Certificate


from a doctor working in Government Hospital required Declaration Maximum limit is 75,000 (In case of severe
by employee of amount incurred during the year disablity more than 80% maximum limit is
1,25,000)

4 Sec 80DDB (Medical treatment for specified ailments) Government


Doctor(not less an MD) certificate in Form 10I Declaration by
employee of amount incurred during the year. Please mention if 40000 or 80000 (Senior Citizen)
treatment is on Senior Citizen

5 Sec 80E Interest paid on loan availed for higher education Certificate
from Financial Institution ( Only Interest part will be given as No Limit
deduction and not Principal amount)

6 Sec 80U (Physically handicapped or totally blind employee)


Certificate from a doctor working in Government Hospital required Maximum limit is 75,000.00 (In case of severe
disablity more than 80% maximum limit is
1,25,000)

Form 12 C is Mandatory to claim this exemption.


7 Income or Loss from house property Note the net loss should be metioned within
bracket

1. Value of Bank Loan taken [to prove it does not


exceed 35 Lakhs].
2. Loan sanction date [It should be on or after 1st
Apr 16].
8 Housing Loan Section 80EE (First time home loan buyers)  3. Property Value [To prove it’s less than or equal
to 50 Lakhs].
4. Declaration that it’s the first loan and no other
property exists in the employee’s name

DEDUCTION UNDER SEC 80C

9 Premium Paid towards Pension Plan

10 Life Insurance premium paid 27101

11 Unit Linked Insurance Plan(ULIP)

12 National Savings Certificate(New Purchases)

13 Interest Accrued on NSC(Previous Investments)

14 Public Provident Fund(PPF)/ Employee PF Contribution 21600


Maximum Limit u/s 80C is Rs.150000/-
15 Equity Linked Savings Scheme (Rs.150000/- including PF deduction from Salary)

16 Principle repayment of Housing Loan

17 Mutual Fund Bonds

18 Tutions fees(Maximum 2 children) 8400

19 Infrastructure Bonds

20 Fixed Deposits more than 5 years made in Banks/post office 100000

21 Rajeev Gandhi Equity Savings Scheme - 80CCG


Medical Section 17

22 Medical Bills

New Pension Scheme - Sec 80CCD

23 New Pension Scheme 50000

TOTAL 157101

This is to certify that the above investment planned are on self/spouse/childern/dependents as per the income tax rules.

Signature of the Employee


Date
345820 95820 4791
2500 2291

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