How-to

Export the tax regime-wise file

Last updated June 16, 2025 · Tushar Agarwal

Follow these steps to export the report of employees who have chosen the old or new tax regime:

  1. Navigate to Control Panel → Payroll → Investment.
  2. A new page opens.
  3. Click Export in the dropdown filter tab.
  4. Another page opens.
  5. Select the Financial Year.
  6. Select the Status as "All Investment Status."
  7. Select the Type as "Detailed."
  8. Click Export to download the CSV file.

Follow the steps above to generate and download the required report.