Payroll – Employee Declaration

Path

Dashboard → Profile (top-right) → Settings → Payroll → Employee Declaration

Step-by-step instructions

1

Open PartnerDesk Dashboard and go to Settings

Log in to CA Cloud Desk PartnerDesk. On the Dashboard, use the top-right profile menu and select Settings.

Dashboard — select Settings from the top-right profile menu.

2

Open Payroll and select Employee Declaration

Inside Settings, click the Payroll tab and then open the Employee Declaration card.

Settings with Payroll selected and Employee Declaration card highlighted

Settings → Payroll — open Employee Declaration.

3

Unlock Form 12B / 12BB for employees

In Employee Declaration, use the Unlock Form 12B and Unlock Form 12BB tabs to unlock the respective forms for employees so they can submit their declarations for the selected financial year.

Employee Declaration screen showing Unlock Form tabs

Employee Declaration — unlock Form 12B / 12BB for employees.

4

Employee fills Form 12B / 12BB from HRMS

Once unlocked, employees can go to HRMS and open the Payroll section to access Form 12B and Form 12BB.

HRMS dashboard highlighting Payroll section and Form 12B / Form 12BB

HRMS → Payroll — employees can open Form 12B and Form 12BB.

5

Employee completes Form 12B submission

In Form 12B, the employee selects the financial year and fills the required details across the sections (Previous Employer Details, Annexure, and Remarks & Declarations), then saves the form.

Form 12B screen with financial year and multi-step sections

Form 12B — fill details and save the declaration.

6

Employee completes Form 12BB and selects Tax Regime

In Form 12BB, the employee selects the financial year and chooses the Tax Regime (New Tax Regime / Old Tax Regime), then uploads required proof and submits.

Form 12BB screen with Tax Regime dropdown showing New/Old tax regime

Form 12BB — select Tax Regime (New / Old) and submit the form.

7

Check approval status from Approval tabs

Back in Employee Declaration, open Approval Form 12B and Approval Form 12BB to review employee submissions and check whether each entry is approved.

Employee Declaration screen highlighting Approval Form 12B tab with employee list and status columns

Approval — verify filing/verification status and open details for review.

8

Employee Declaration completed

You have completed the Payroll – Employee Declaration process: unlock the forms for employees, employees submit Form 12B/12BB from HRMS, and HR reviews approvals from the Approval tabs.

Key notes

Unlocking and visibility

Unlock Form 12B/12BB enables employees to access these forms from HRMS.
Financial year selection controls which year’s declarations are being filled and reviewed.

Submission & verification

Form 12BB tax regime should be selected as New or Old as per employee’s choice.
Approval tabs show filing/verification status and let HR open details for review.

Video Tutorial

Watch the Payroll walkthrough video. It includes the same Settings → Payroll navigation used for Employee Declaration.

Payroll — click the thumbnail card to open the video tutorial on YouTube.