CBDT Order Archives - CENTRAL GOVERNMENT EMPLOYEES NEWS

Procedure to process of medical reimbursement claim – CHECK LIST FOR PROCESSING MEDICAL CLAIM

admin — Mon, 23 Nov 2020 03:18:34 +0000

Medical Reimbursement Claim – Central Government Employees

By SPEED POST

F.No.D-12015/06/ 2020-Ad.IX
Government of India
Ministry of Finance
Department of Revenue
Central Board of Direct Taxes

Room No.10, 5th Floor,
Jeevan Vihar Building,
Parliament Street, New Delhi – 110001

Dated : 28.10.2020

All Principal Chief Commissioner of Income Tax
All Director General of Income Tax (Inv.)

Sub : Streamlining of procedure to process of medical reimbursement claim.

Sir/Madam,

It has been observed that the medical reimbursement claims are being received in the Board, are incomplete and not subjected to any initial check. As a result a lot of time is spent on further communications resulting in delay in settlement of the claim.

2. It has therefore been decided that in future all medical claim are to be submitted to the Board on the basis of the attached Check List with proper referencing of the documents with page number and Annexure.

3. Offices of the Pr. CCIT and DGIT (lnv.) are requested for wide circulation of this advisory amongst the all subordinate offices under their control.

Yours Faithfully

Biswajit Guha
Under Secretary to the Govt. of India
Telefax: 011-23741823

Copy to : IFU/DT for information

Reimbursement of medical claims to pensioners residing in non-CGHS areas – DoT

CHECK LIST FOR PROCESSING MEDICAL CLAIM

Name & Designation of the Claimant: —————-

Office where working: —————-

Name of Patient & relationship with claimant: —————-

*S.No.*	*Detail about the claim*	*Remark*	*Page No.I Annexure*
1	Whether the patient is a CGHS beneficiary availing benefits under the Scheme. If, so whether a copy of the CGHS Card is enclosed.	Yes/No
2	In case of non-CGHS beneficiary, whether an AMA was appointed, and if so, whether the Appointment Order of AMA is enclosed.	Yes/No
3	Whether Medical Claim Form (duly filled in) has been submitted	Yes/No
4	Whether the claim was submitted within the stipulated period of three months from the date of discharge from the hospital.	Yes/No
5	If delayed, whether reasons for delay beyond 3 months was intimated.
6	Name of Hospital from where the treatment was taken/is being taken.
7	Whether the treatment was obtained from a Government Hospital or CGHS empanelled Private Hospital.	Government Hospital/ CGHS Empanelled Hospital/Non- empanelled hospital
8	In case of CGHS empanelled hospital, whether a copy of the Order/OM is enclosed.	Yes/No
9	Whether the case was referred by CGHS Doctor/AMA. If so, whether a copy of the ‘Referral slip’ is enclosed.	Yes/No
10	In case of treatment was obtained from a Private hospital under emergency, whether Emergency Certificate is enclosed in original.	Yes/No
11	Whether the permission was taken from the concerned office. If so, whether a copy of ‘Permission letter’ is enclosed.	Prior permission or Ex-facto permission
12	Disease(s) being treated
13	Whether the claim for reimbursement has been approved by the H.O.D.	Yes/No

14	Details of payments made by the employee.
15	Whether the treatment was obtained on credit basis. If so, whether a copy of the permission given by his/her office.	Yes/No
16	Whether ‘prescription slips’ of ‘day-to-day report’ of the treating doctor/hospital are enclosed.	Yes/No
17	Whether the Medical Bills of the Hospital are enclosed in original and certified.	Yes/No
18	Total amount of bills given by the Hospital
19	Whether the Discharged Summary has been enclosed in original.	Yes/No
20	Whether a table indicating each item of expenditure charged by the hospital vis-a-vis actual admissible amount as per CGHS rate/CS(MA) Rules, duly authenticated by the HoD concerned has been forwarded with the claim.	Yes/No
21	Amount admissible for reimbursement as per CGHS/CS(MA) Rates.	Rs.
22	A copy of CGHS rate list highlighting the treatment procedures done in the hospital.	Yes/No
23	Outer Pouch of the Stents used for the patients in the hospital is/are enclosed in original.	Yes/No/N.A.
24	A copy of Death Certificate was furnished (in case of death).	Yes/No/N.A.
25	Affidavit on Stamp paper was submitted by the Claimant (in case of death)	Yes/No/N.A.
26	Whether any medical advance was sanction. If so, the amount sanctioned and a copy of the Sanction Order to be enclosed.	Yes/No
27	Net amount to be sanctioned (after adjustment of Medical Advance, if sanctioned)	Rs.
28	Whether a self explanatory letter from the beneficiary if treatment taken in emergency has been enclosed.	Yes/No

medical reimbursement claim

CHECK LIST FOR PROCESSING MEDICAL ADVANCE

Name & Designation of the Claimant:

Office where working:

Name of Patient & relationship with claimant:

*S.No.*	*Detail about the claim*	*Remark*	*Page No.*
1	Whether the patient is a CGHS beneficiary availing benefits under the Scheme. If, so whether a copy of the CGHS Card is enclosed .	Yes/No
2	In case of non-CGHS beneficiary, whether an AMA was appointed, and if so, whether the Appointment Order of AMA is enclosed.	Yes/No
3	Name of Hospital from where the treatment is being taken/proposed to be taken.
4	Whether it is a Govt. Hospital or CGHS empanelled private hospital or Non-CGHS empanelled hospital
5	In case of CGHS empanelled hospital, whether a copy of the OM of its empanelment is enclosed .	Yes/No
6	Whether the case was referred by CGHS Doctor/AMA. If so, whether a copy of the ‘Referral Slip’ is enclosed.	Yes/No
7	Whether credit facility is extended to the patient.	Yes/No
8	Whether approval of H.O.D. was obtained.	Yes/No
9	Estimated cost for the treatment given by the hospital.	Rs.
10	Whether the admissible amount has been restricted as per CGHS rates I CS(MA) Rules I Govt. hospital rates.	Yes/No
11	Amount of Advance admissible for sanction	Rs.

Proforma for item-wise expenditure charged by the hospital vis-a-vis actual admissible amount as per CGHS rate/ CS(MA) Rules, duly authenticated by the HoD concerned

Name & Designation of the Claimant:

Office where working:

Name of Patient & relationship with claimant:

Name of the Hospital and address;

Duration of the Treatment:

SI. No.	Items	Amount Charged	Amount admissible as per CGHS rate/ CS(MA) Rules	Remarks
1)	Bed Charges			Annexure – 1
2)	ICU Charges			Annexure -2
3)	Doctors’ Visit			Annexure -3
4)	Medicines			Annexure -4
5)	Lab/ Test Charges			Annexure -5
6)
7)
8)
9)
10)

medical reimbursement claim

Checked and verified by:

Signature with stamp

Certified and authenticated by HoD

Signature with stamp

Annexure

Proforma for Item-wise details

Name of item : Medicines

SI. No.	Date	Name of medicines	CGHS Code	Amount Charged	Amount admissible as per CGHS rate / CS(MA) Rules	Remarks
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)

medical reimbursement claim central government employees

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CBDT – Compulsory selection of returns for Complete Scrutiny during the Financial Year 2020-21

admin — Sun, 20 Sep 2020 15:57:57 +0000

CBDT

F.No.225/126/ 2020/ITA-II
Government of India
Ministry of Finance
Department of Revenue
Central Board of Direct Taxes (ITA-II division)

North Block, New Delhi,
the 11September, 2020

All Pr. Chief-Commissioners of Income-tax/ Chief-Commissioners of Income-Tax All Pr. Director-Generals of Income tax/ Director-Generals of Income-tax.

Subject: Guidelines for compulsory selection of returns for Complete Scrutiny during the Financial Year 2020-21 – conduct of assessment proceedings in such cases – regarding.

Madam/ Sir

Kindly refer to the above.

2. Keeping in view of the Faceless Assessment Scheme, 2020 implemented by the Department and the difficulties being faced amid COVID-19 pandemic, the parameters for compulsory selection of returns for Complete Scrutiny during Financial Year 2020-21 and conduct of assessment proceedings in such cases are prescribed as under:

S No.	The Parameter	Assessment Proceedings to be conducted by
1	Cases pertaining to survey u/s 133A of the Income-tax Act,1961(‘Act’)
	Cases pertaining to survey u/s 133A of the Act, excluding those cases where books of accounts, documents, etc. were not impounded and returned income (excluding any disclosure made during the Survey) is not less than returned income of preceding assessment year . However, where assessee has retracted from disclosure made during the Survey, such cases will be considered for scrutiny.(i) In respect of such cases selected for compulsory scrutiny and where there is impounded material(ii) In respect of such cases selected for compulsory scrutiny and where there is no impounded material	(i) After the issue of notice u/s 143(2) of the Act by the Jurisdictional Assessing Officer for compulsory selection, such cases shall be transferred to Central Charges u/s 127 of the Act within 15 days of issue of notice u/s 143( 2) of the Act.(ii) After the issue of notice u/s 143(2) of the Act by the Jurisdictional Assessing Officer for compulsory selection, assessment proceedings in such cases will be conducted by NeAC. The Assessing Officer shall upload the Survey Report in the ITBA at the time of issue of notice u/s 143(2) of the Act.

2	Cases pertaining to Search and Seizure
	Assessments in Search and Seizure cases to be made under section(s) 153A, 153C read with section 143(3) of the Act and also for return filed for assessment year relevant to previous year in which authorization for Search and Seizure was executed under section 132 or 132A of the Act .	The cases falling u/s 153C, if lying outside Central Charges, shall be trans ferred to Central Charges u/s 127 of the Act within 15 days of issue of notice u/s 143(2) for compulsory selection .
3.	Cases in which notices u/s 142(1) of the Act, calling for return, have been issued
	Cases where no return has been furnished in response to a notice u/s 142(1) of the Act.	These cases will be taken up for compulsory scrutiny by NeAC.
	Cases where return has been furnished in response to notice u/s 142(1) of the Act and where notice u/s 142{1) of the Act was issued due to the information contained in NMS Cycle/ AIR information/ information received from Directorate of IC&I.	These cases will not be taken up for compulsory scrutiny and the selection of such cases for scrutiny will be through CASS cycle.
	Cases where return has been furnished in response to notice u/s 142{1) of the Act and where notice u/s 142(1) of the the Act was issued due to the specific information received from Law Enforcement Agencies , including the Investigation Wing; Intelligence/ Regulatory Authority/ Agency ; Audit Objection; etc.	After the issue of notice u/s 143{ 2) of the Act by Jurisdictional Assessing officer for compulsory selection, assessment proceedings in such cases will be conducted by NeAC

4.	Cases in which notices u/s 148 of the Act have been issued
	Cases where no return has been furnished in response to notice u/s 148 of the Act	In such cases, Jurisdictional Assessing shall issue notice u/s 142{1) of the Act, calling for information regarding the issues on the basis of which notice u/s 148 was issued, subsequent to which, assessment proceedings in such cases will be conducted by NeAC.
	Cases where return has been furnished in response to notice u/s 148 of the Act and where notice u/s 148 of the Act was issued due to the information contained in NMS Cycle/ AIR information/ information received from Directorate of IC&I.	These cases will not be taken up for compulsory scrutiny and the selection of such cases for scrutiny will be through CASS cycle.
	Cases where return has been furnished in response to notice u/s 148 of the Act and where notice u/s 148 of the Act was issued due to the specific information received from Law Enforcement Agencies, including the Investigation Wing; Intelligence/ Regulatory Authority/ Agency; Audit Objection;	After the issue of notice u/s 143(2) of the Act by the Jurisdictional Assessing Officer for compulsory selection, assessment proceedings in such cases will be conducted by NeAC.
5.	Cases related to registration/ approval under various sections of the Act, such as 12A, 35(1){ii)/ (iia)/(iii), 10{23C), etc.
	Cases related to registration/ approval under various sections of the Act, such as 12A, 35(1){ii)/(iia) /(iii), 10{23C), etc have not been granted or have been cancelled/withdrawn by the Competent Authority, yet the assessee has been found to be claiming tax-exemption/ deduction in the return. However, where such orders of withdrawal of registration/ approval have been reversed/ set-aside in appellate proceedings, those cases will not be selected under this clause.	After the issue of notice u/s 143{ 2) of the Act by the Jurisdictional Assessing Officer for the Jurisdictional Assessing Officer for compulsory selection, assessment proceedings in such cases will be conducted by NeAC.

3. Without prejudice to the above, the cases which are selected for compulsory scrutiny by the International Taxation and Central Circle charges following the above prescribed guidelines, shall, as earlier, continue to be handled by these charges.

Also check: CBDT clarifies the TDS provisions on Mutual Fund dividend

4. . The exercise of selection of cases for compulsory scrutiny on the basis of the above parameters shall be completed by 30th September 2020.

5. These instructions may be brought to the notice of all concerned for necessary compliance .

-sd-

(Rajarajeswari R.)
Under Secretary-ITA.II, CBDT

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Filling up of 5% Sports quota and 5% Compassionate quota vacancies, out of the total Direct Recruitment vacancies in the grades of Income Tax Inspectors and Tax Assistants.

admin — Fri, 27 Mar 2015 09:43:47 +0000

Sports and Compassionate quota vacancies in the grade of Income Tax Inspectors and Tax Assistants: CBDT Order

Filling up of 5% Sports quota and 5% Compassionate quota vacancies, out of the total Direct Recruitment vacancies in the grades of Income Tax Inspectors and Tax Assistants: CBDT Order

GOVERNMENT OF INDIA,
MINISTRY OF FINANCE
CENTRAL BOARD OF DIRECT TAXES
DIRECTORATE OF INCOME TAX
(HUMAN RESOURCE DEVELOPMENT)

CADR Building, Plot No. 6, Vasant Kunj Institutional Area Phase-II
New Delhi – 110070. Telefax. 26130592.

F.No. HRD/CM/127/O7/2013-14 (Part-III)/9152

Dated: 24.03.2015

All the Principal Chief Commissioners of Income Tax (CCA)

Subject:- Filling up of 5% Sports quota and 5% Compassionate quota vacancies, out of the total Direct Recruitment vacancies in the grades of Income Tax Inspectors and Tax Assistants.

Sir,

Kindly refer to the above subject.

2. Additional posts at various levels in Gr. B & C were created vide CBDT Order F.No. A-11013/1/2013-Ad.VII, dt. 31-05-2013. Vide ietter F.No. HRD/CM/ 102/28/2013-14/4488, dt. 17-10-2014 at Annexure Q (copy enclosed), the vacancies pertaining to D.R quota (including Sports and Compassionate appointment quota) were communicated to ail Pr. CCsIT.

3. I am now directed to communicate the region-wise Direct Recruitment quota for Income Tax Inspector and Tax Assistant grades (Annexure A and B) being 5% each of the D.R quota indicated at Annexure Q. These are included in the figures mentioned at Annexure Q of CBDT.

4. I am, further directed to request you to fill up the Sports and Compassionate quota vacancies of 2013-14 in your Region, including the vacancies as per the above Annnexure , evenly and fully, taking care to include various sports, as per Government instructions in the matter.

5. Some sports quota and compassionate ground vacancies of earlier years or for vacancy year 2014-15 also may be existing with your Regions. It is requested that the Sports & compassionate quota appointments for other vacancy years, including vacancy year 2014-15, may also be filled up, as per Government instructions in tho matter.

Encis:- As above

Yours faithfully,

(Surabhi Sharma)
Deputy Director of Income Tax (HRD)

Source: Click here to read/download

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Employee Registration for Aadhar based Biometric Attendence: CBDT stresses on tardy progress

admin — Tue, 10 Feb 2015 09:34:44 +0000

Employee Registration for Aadhar based Biometric Attendence: CBDT stresses on tardy progress

F.No.Dir(Hqrs.)/Ch(DT)/ 25(15) /2014/96

Government of India

Ministry of Finance

Department of Revenue

Central Board of Direct Taxes

Room No.155, North Block, New Delhi

Dated 9th February. 2015

OFFICE MEMORANDUM

Subject: Employee Registration for Aadhar based Biometric attendance- reg.

The undersigned is directed to refer to OM of even number dated 16.12.2014 on the subject noted above under which all Pr.CCsIT/DGsIT were requested to take necessary steps to install Aadhar Enabled Diametric Attendance System(AEBAS) in the offices under their administrative control within the time prescribed by the Government (by 31.12 2014 in Delhi and 26.1.2015 in rest of India) and to submit a compliance report by 15th February,2015.

Further, pursuant to a letter dated 29.12.2014, received from the D/o Electronics & Information Technology pointing to the low registration of employees. in Delhi by CBDT for the Aadhar Enabled Biometric Attendance System, all Fr.CCsIT/DCisIT were also requested vide OM of even number dated 7.1.2015 to ensure that necessary steps for expediting registration of all officers/employees are taken on priority by the nodal officers for implementation of the AEBAS in their offices and a report submitted by 20.1.2015. A reminder in this regard recapitualating in brief the action to be taken and details of the officers in NIC who may be contacted by the nodal officers for seeking any clarification/guidance was also issued vide OM of even number dated 22.1.2015.

Based on the feed back received from different officers the position on the implementation of AEBAS has been reviewed by the Chairperson, CBDT who has observed as under:-

“Very tardy Progress. It appears that field offices have assumed that their work ended with appointment of nodal officers. Please send a self contained advance reminder w.r.t compliance report due on 15.2.2015“

It is therefore requested that the matter may he looked into and nodal officers appointed for the implementation of the AEB. AS may be directed to take necessary action in this regard keeping in view the compliance report that is to be submitted to this office by 15.2.2015 as directed by the Chairperson, CBDT

This issues with the approval of Chairperson, CBDT.

(Dr. B.K.Sinha)
CIT(C&S) CBDT

Source: http://irsofficersonline.gov.in/Documents/OfficalCommunique/129201550604.PDF

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CBDT Instructions regarding maintenance of cleanliness, punctuality in the offices of the Income Tax Department

admin — Sat, 23 Aug 2014 17:56:57 +0000

CBDT Instructions regarding maintenance of cleanliness, punctuality in the offices of the Income Tax Department

F.No. Dir(Hqrs.)/Ch(DT)/25(10)/ 2014 /774
Government of India
Ministry of Finance
Department in Revenue
(Central Board of Direct Taxes )

North Block, New Delhi,
Dated the 21st August, 2014.

OFFICE MEMORANDUM

Subject: Instructions regarding maintenance of cleanliness, punctuality in the offices of the Income Tax Department -reg

Cabinet Secretary in his recent directives to Revenue Secretary has emphasised that ‘cleanliness of work areas and improvement in the over-all ambience of office buildings as also punctuality on the part of the officials should be reviewed on sustained basis so that there is a visible improvement and that there are no report of slippages in this regard,’

The importance of clean and tidy office which gives an air of efficiency and observance of punctuality which is essential for maintenance of office decorum and discipline needs hardly be emphasised. Accordingly, the following instructions are brought to the notice of all Cadre Controlling Principal CCsIT and the offices under their jurisdictions for information and compliance and to help them to discharge their responsibilities in a more effective and efficient manner:

(i) Precincts of each office has to be spit and span. There should be no dust, no old ACs, Almirahs, and old furniture belonging to the office lying around in corridors, or common areas near staircases, and no betel leaf-stained comers. Dustbins should be provided in the rooms, corridors and washrooms for putting waste paper and garbage. The Agency responsible for maintenance of cleanliness and upkeep of office premises should be instructed suitably to provide services of highest standard failing which penal provisions of the contract signed with the agency may be invoked. Services of Civil, Electrical and Horticulture Wings of CPWD should be obtained wherever required, to improve the overall ambience of office buildings consistent with the prevalent green building norms. To give a neat and tidy look to the sections, the officers concerned may also be impressed upon to take special interest in weeding out of obsolete papers/files and to record all closed cases after action on the issues considered thereon has been completed, as per the prescribed retention schedule.

(ii) All the officers and staff working in offices under cadre control of Pr.CCsIT should strictly observe the prescribed office timings. It should be ensured that they do not overstay the lunch break and leave offices early before closing of office hours. No amount of external efforts can bring about improvements in punctuality of the officials on sustained basis unless Heads of Departments themselves take a personal interest in the same and observe the prescribed office hours. Therefore, all HODS may be instructed to conduct regular ,unannounced and surprise punctuality checks alongwith checking of attendance registers of the offices to see that the officials are observing office hours meticulously. Habitual latecomers may also be warned to mend their ways failing which disciplinary action may be taken against them.

This issues with the approval of Chairman, CBDT.

Source: http://irsofficersonline.gov.in/Documents/OfficalCommunique/18222014110324.PDF

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VRS applied officer should take decisions of sensitive nature with approval of next higher authority: CBDT

admin — Tue, 10 Sep 2013 02:51:23 +0000

VRS applied officer should take decisions of sensitive nature with approval of next higher authority: CBDT

An officer who has submitted, his/her application for voluntary retirement from service (VRS) should take decisions of sensitive nature, if any, with the approval of next higher authority. – CBDT

No. C-29016/43/2013 -Ad.VI(A)
Government of India
Ministry of Finance
Department of Revenue
(Central Board of Direct Taxes)

New Delhi, the 6th September, 2013

OFFICE ORDER

It has come to the notice of the CBDT that the officers, even after giving notice for VRS, continue to take decisions of sensitive nature. The Centeral Vigilance Commission(CVC) has taken a serios view of this practice. It is, therefore, decided by the Board that an officer who has submitted, his/her application for voluntary retirement from service (VRS) should take decisions of sensitive nature, if any, with the approval of next higher authority.

2. This issues with the approval of Chairperson, CBDT.

sd/-
(Raj Kumar)
Under Secretary to the Government of India

Source: http://irsofficersonline.gov.in
[http://irsofficersonline.gov.in/Documents/OfficalCommunique/196201355012.PDF]

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