> ## Documentation Index
> Fetch the complete documentation index at: https://help.omnivoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Omnivoo is an India-first Employer of Record (EOR) platform. EOR hiring is India only; contractors are supported in 220+ countries and territories.
> Never tell a user to log in with a password. Authentication is passwordless: email OTP, passkeys, Google, or SSO.
> Statutory figures (TDS slabs, PF, ESI, Professional Tax, gratuity) change by financial year. Always state the year the figure applies to.
> Never name a third-party payment provider as Omnivoo’s payment rail. Refer to "our payments partner".

# Tax Documents

> Accessing your tax summary, Form 16, and managing investment declarations on Omnivoo.

Omnivoo provides a tax summary and Form 16 access to help you track your tax liability and file your annual income tax return.

## Accessing Tax Documents

Tax Documents is not in the sidebar. You reach it from your dashboard:

<Steps>
  <Step title="Log in to your Omnivoo account">
    Log in to your Omnivoo account.
  </Step>

  <Step title="Click the Tax Documents card">
    On the **Home** (My Employment) page, click the **Tax Documents** quick-action card.
  </Step>

  <Step title="Select the financial year">
    Select the **financial year** from the dropdown in the top-right corner (for example FY 2025-26).
  </Step>
</Steps>

If there is no payroll data for the selected year (no monthly breakdown rows and a total TDS of zero), the page shows a "No tax documents" message: "Your tax documents will be available here after your first financial year."

## Annual Tax Summary

The Tax Documents page shows four summary cards at the top:

| Card                       | What It Shows                                                     |
| -------------------------- | ----------------------------------------------------------------- |
| **Total TDS Deducted**     | Cumulative Tax Deducted at Source for the selected financial year |
| **Total PF Contribution**  | Combined Employee + Employer PF contributions                     |
| **Total ESI Contribution** | Combined Employee + Employer ESI contributions                    |
| **Total Professional Tax** | Cumulative Professional Tax deducted                              |

The **Total PF Contribution** card also shows the split as a subtitle, for example "Employee: Rs 21,600 + Employer: Rs 21,600".

## Monthly Breakdown

Below the summary cards, a table shows month-by-month details for the financial year (April through March):

* **Gross salary** for each month
* **TDS** deducted
* **PF** (employee contribution)
* **ESI** (employee contribution)
* **Professional Tax**
* **Net take-home** pay

On mobile, each month is displayed as a compact card instead of a table row.

## Form 16

**Form 16** is the annual TDS certificate issued by the employer. It is your primary document for filing income tax returns.

### What It Contains

| Part       | Contents                                                                                                                                                               |
| ---------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Part A** | TDS certificate: confirms the amount of tax deducted and deposited with the government. Includes employer name, your PAN, and quarterly TDS breakdown (Q1 through Q4). |
| **Part B** | Detailed salary computation: gross salary, standard deduction (Rs 75,000), deductions under Section 80C and 80D, net taxable income, and total TDS deducted.           |

### When It Is Available

* Form 16 is generated by your employer after the financial year ends (March 31).
* Once generated, it appears on your Tax Documents page with a **Download Form 16** button that opens the certificate in a new browser tab.
* If Form 16 has not yet been generated for the selected year, you see a **Coming Soon** chip next to the heading and a disabled button labelled **Form 16 - Coming Soon**.
* The Form 16 card carries the helper line "Form 16 is a certificate issued by employers for tax filing."

### How to Download

<Steps>
  <Step title="Go to Tax Documents">
    Go to **Tax Documents**.
  </Step>

  <Step title="Select the financial year">
    Select the financial year.
  </Step>

  <Step title="Click Download Form 16">
    If available, click **Download Form 16**.
  </Step>

  <Step title="Save the PDF">
    The PDF opens in a new browser tab.
  </Step>
</Steps>

<Info>
  You need Form 16 to file your personal income tax return (ITR). The ITR filing deadline is typically **July 31** of the assessment year. For example, for FY 2025-26, you file ITR by July 31, 2026.
</Info>

## Investment Declarations

Investment declarations are made on a separate page, reached from **Documents** then **Onboarding Documents** (or by direct link). They let you declare tax-saving investments so your monthly TDS is adjusted.

For how to find and complete the form (draft versus submit, proof uploads, regime behavior), see [Investment Declarations](/employee-self-service/investment-declarations). For the section limits and what qualifies under each deduction, see [Investment Declarations](/tax-compliance/investment-declarations) in the Tax & Compliance section.

## Previous Year Tax Documents

Tax documents from previous financial years remain accessible:

<Steps>
  <Step title="Go to Tax Documents">
    Go to **Tax Documents**.
  </Step>

  <Step title="Select an earlier financial year">
    Use the financial year dropdown to select any of the last three years.
  </Step>

  <Step title="View the documents">
    View the annual summary, monthly breakdown, and download Form 16 if available.
  </Step>
</Steps>

## Using Tax Documents for ITR Filing

When filing your income tax return:

<Steps>
  <Step title="Download your Form 16">
    Download your **Form 16** from Omnivoo.
  </Step>

  <Step title="Log in to the e-filing portal">
    Log in to the [Income Tax e-filing portal](https://www.incometax.gov.in).
  </Step>

  <Step title="Check the pre-filled details">
    Most details from Form 16 are pre-filled in your ITR form.
  </Step>

  <Step title="Verify against your Form 16">
    Verify the pre-filled data against your Form 16.
  </Step>

  <Step title="Add other income">
    Add any income from other sources (interest, capital gains, freelance).
  </Step>

  <Step title="Submit your ITR">
    Submit your ITR.
  </Step>
</Steps>

If you use a CA or tax filing service, share your Form 16 with them.