How to Export Tax regime wise file

Jun 16, 2025

Please find below the steps to export the report for employees who have chosen the old or new tax regime:

  1. Navigate to: Control Panel -> Payroll -> Investment.
  2. A new page will open.
  3. Click on Export from the dropdown filter tab.
  4. Another page will open.
  5. Select the Financial Year.
  6. Select the Status as "All Investment Status."
  7. Select the Type as "Detailed."
  8. Click on Export to download the CSV file.

Kindly follow the above steps to generate and download the required report.