IBM India Pvt Ltd

1. IBM India Pvt Ltd Income Tax Declaration & Tax Exemption Process Online submissionprocess

2. Steps to submit your Flexible Benefit Plan Claims Online • Keep the soft/scanned copies of all the proofs ready. Ensure the proofs are clear and visible without any password protection. • Keep the soft copies of all proofs/investment basis each head only in PDF/JPG/GIF formats. • Ensure that Size of the file does not exceed 4 MB. • Do NOT send hard copies of proofs/investments via courier or soft copies by e-mail. • After verification submit the claim for further verification by FBP team. After the submission is complete, a mail acknowledging the successful submission will be triggered to your Lotus Notes. And subsequently followed by FBP verification mail.

3. IT Proof Submission Query Support and help deskdetails Employee If any questions on IT ProofSubmission… Email: Income TaxProof/India/Contr/IBM or incomept@in.ibm.com

4. Income Tax Savings/Investment Declaration Click on the Link to Declare your Income Tax Savings/Investments

5. How to add a new Declaration Click Here to Add new Declaration Click Here to Declare your Car Details Note : The Car Tab would be visible if you are eligible for Vehicle Maintenance

6. Declare Car details Enter details as per your Car holding details. Save & Submit the details

7. Declare HRA Details Enter details as per your House Rent Details. Save the details Tab wise

8. Declare Housing Loan Interest, Income From House Property and Other Income Enter details of Housing Loan Interest, Income from House property and Other Income and Save Note : Income from Other Sources would be taxed at the Highest Rate of Tax.

9. Declare 80 Deductions Enter the Details like 80CCG, 80D, 80DDB, 80U, 80DD, 80TTA, 80EE, 80CCC and 80CCD(1B) – National Pension Scheme in this Tab.

10. Declare 80 C Contributions Enter the 80 C Contributions like Life Insurance Premium, Fixed Deposits, ULIP, Mutual Funds, PPF, Housing Loan Principal, Tuition Fees, Sukanya Samridhi etc Save Each Tab Details. Click on Preview and Submit after saving all Tabs.

11. Preview of Details The Submitted details would be available in the preview Select the declaration and Press Submit

12. Work Item History Click on the Work Item History to view the submitted claims Click on View to view Submitted details.

13. Flexible Benefit Package Claims Leave Travel Allowance Claims Click on the Flexible Benefit Package Claim

14. Flexible Benefit Package Claims Enter the Leave Travel Details, upload the file and Save the claim Click on Yes and Add claim You may Delete the line item if wrongly submitted You can Edit the submitted details before Preview and Submit

15. Fuel & Maintenance Claim Flexible Benefit Package Claims Click on Yes and Add claim Enter the Expense of fuel and Maintenance, upload the file and Save the claim

16. Driver Salary Claim Flexible Benefit Package Claims Click on Yes and Add claim Enter the Driver Salary Details, upload the file and Save the claim

17. Road Tax and Accessories Claim Flexible Benefit Package Claims Click on Yes and Add claim Enter the Road Tax & Accessories Details, upload the file and Save the claim Note : This claim would be visible only if the employee has opted for Company Leased Car

18. Flexible Benefit Package Claims Preview the details submitted and Submit the claim Agree to the Disclaimer and Submit the claim

19. Flexible Benefit Package Claims The status of the claim would be displayed The details of your Claim would be visible in Work Item History

20. The link to Income Tax proof for separated employees would be available before 30 days from the date of separation INCOME TAX PROOF (SEPARATED EMPLOYEES0 Click on the link to submit your Income Tax Proof

21. HRT&O THANKYOU