Fill in Investment Declaration to Employer (Form 12BB)

Fill in your details

Investment Declaration to Employer (Form 12BB)

Answer what you can. The draft beside these boxes is rewritten as you go, so you can see exactly what each answer does to the document.

What you type stays in this browser. Moving to a new step asks this site to draw it, but nothing is kept anywhere until you choose to keep a copy — and closing this tab loses it.

Your answers

Nothing answered yet. There are 6 questions on this form.

Still to answer

5 answers are still to come.

Nothing is amiss in what you have written. The document is simply not finished, and the draft marks each gap where an answer will go.

The live draft

The draft, as it stands

This is the document as far as you have reached, not the whole of it yet — the rest appears as you answer more questions. It is rewritten every time you change an answer.

A long blank line — __________ — stands wherever an answer has not been given. It is left that visible on purpose, so an unfinished document cannot be mistaken for a finished one.

No answer has been given, so every place a detail belongs is standing blank. The shape of the document is worth reading even now.

INVESTMENT AND TAX-CLAIM DECLARATION TO THE EMPLOYER (KNOWN AS FORM 12BB)

I, __________, holding PAN __________, give you these particulars for the financial year __________ so that you may work out the tax to deduct from my salary. I have chosen __________.

I will give you the supporting proofs when you ask for them, by the date you set. I understand that you will deduct tax on the basis of these particulars, and that I am responsible for them being correct. If a claim proves wrong or does not go ahead, I will tell you.

This is my own declaration written in my own words. It is not a copy of any prescribed form, and your payroll system or portal may require the prescribed form in its own layout, which I will then fill in and sign. The particulars above are true and correct to the best of my knowledge and belief.

PERSONAL DATA NOTICE

This notice is given under the Digital Personal Data Protection Act, 2023.

Personal data in this document is collected only to let the employer work out the tax to deduct from salary, communicate about that purpose, verify the information expressly supplied, and retain an evidentiary record.

The record will be held by __________ and may be shown only to the employee, the employer named in it and its payroll, accounts and tax staff, and a payroll or tax service provider the employer appoints, and to a statutory or tax authority where disclosure is required for the matter recorded here.

If the matter does not go ahead, or this document is withdrawn before it is used, the personal data will be retained for 90 days from that decision and then erased. If it is used, the record will be retained for 12 months after the matter ends and then erased, except for a record that a statute requires to be kept for a longer named period.

Data minimisation: this document deliberately does not require a full Aadhaar number, Aadhaar-card copy, passwords or unrelated identity material. Detailed KYC should remain in the separate KYC workflow; tax or payment identifiers are collected here only where the whole purpose of this document requires them.

SIGNATURE

______________________________
Signature
Employee: __________
Place: ____________________
Date: ____________________

The rest stays out of view until every answer is in.

Reading costs nothing. Keeping a copy needs an account.

The opening of the draft is on this page as you answer it. Once every answer is in, the button below opens the whole draft, watermarked — still without an account. Printing it, or keeping a clean copy, is where an account is asked for. That is the whole arrangement.

A kept copy has to belong to somebody, and that is the reason for the account. There is nothing further to it.

Continue to download

Carry on reading without one

Back to what this document is

Fill in your details

Your answers

Still to answer

You and your employer

The draft, as it stands

Reading costs nothing. Keeping a copy needs an account.

We've updated our Terms