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Compliance Format

Form 12BB Investment Declaration

An employee's declaration of tax-saving claims used by the employer to estimate salary TDS.

FORM 12BB — STATEMENT OF CLAIMS FOR DEDUCTION OF TAX

Furnished by an employee under Rule 26C of the Income-tax Rules, 1962 to the employer for evidence of claims used in computing TDS on salary.

Employer: [Company Name]   Financial Year: [YYYY-YY]

Employee Name[Employee Name]PAN[ABCDE1234F]
Employee Code[EMP-____]Designation[Designation]
Nature of ClaimAmount (₹)Evidence / Particulars
1. House Rent Allowance (HRA)[Amount]Rent paid, landlord name, address & PAN (if rent > ₹1 lakh)
2. Leave Travel Concession (LTA)[Amount]Travel bills / tickets
3. Interest on Home Loan (Sec 24)[Amount]Lender name, address & PAN
4. Deductions under Chapter VI-A:
  (a) Sec 80C (LIC, PPF, ELSS, tuition, etc.)[Amount][Proof]
  (b) Sec 80D (Medical insurance)[Amount][Proof]
  (c) Sec 80E / 80G / others[Amount][Proof]

Verification: I, [Employee Name], son/daughter of [Father's Name], declare that the information given above is complete and correct.

Place: [Place]   Date: [DD/MM/YYYY]     _______________________
Signature of Employee

Compliance note: Employees must attach documentary evidence for each claim. Landlord PAN is mandatory where annual rent exceeds ₹1,00,000. Submit at the start of the year and finalise with actual proofs before year-end payroll processing.

Before you use it — fill in / check

  • Company name
  • Employee
  • Amount/detail
  • Date

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.