An employee's yearly investment and deduction declaration, the header over TaxDeclarationLine claims, used to reduce taxable income in the salary-TDS projection. Keyed on ResourceId and scoped by FinancialYear. Lines from Draft, Submitted or Rejected declarations are ignored entirely, so an employee with declared-but-unverified investments is deducted as if they had claimed nothing.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FinancialYear | Financial Year | Text | | Indian financial year label in the form 2026-27, matched exactly against the year the projection derives from the payroll period's end date. A declaration filed under a differently formatted or wrong year is not found and contributes nothing, with no warning. |
Id | Id | Guid | Yes | |
Label | Label | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
Regime | Regime | PickList | | Values: Old Regime, New Regime. |
ResourceId | Resource | Lookup → Resource | | The employee this declaration belongs to, keyed on Resource rather than on Employee — Resource is the canonical payroll and subledger key across the platform, and the TDS projection matches declarations to employees through the employee's ResourceId. |
Status | Status | PickList | | Values: Draft, Submitted, Verified, Approved, Rejected. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this TaxDeclaration. |
DeleteHeader | Delete | Delete | DeleteHeader |
Edit | Edit | Edit | Edit this TaxDeclaration. |
EditInLine | Edit | EditInline | Edit |
New | New | New | Create a TaxDeclaration. |
View | View | View | View this TaxDeclaration. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| PartnerAccountFilter | PartnerAccountId | |
