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Tax summary

Finance Act, 2025 · FY 2025-26 · AY 2026-27

Taxpayer

Name
Aarav Sharma
Age category
below60
Residential status
resident
Regime chosen
old regime

Computation summary

Gross salary₹26,84,000
Salary exemptions₹4,17,000
Income from house property₹-2,00,000
Income from other sources₹76,000
Capital gains at special rates₹1,20,000
Gross total income₹22,10,600
Chapter VI-A deductions₹3,33,000
Total taxable income₹18,77,600
Tax before rebate₹3,59,655
Rebate u/s 87A₹0
Surcharge₹0
Health & education cess₹14,386
Total tax liability₹3,74,041
Taxes already paid₹3,89,600
Balance payable₹0
Refund due₹15,559

Deductions claimed

  • 80CCD(2) — Employer contribution to NPS₹54,000
  • 80C / 80CCC / 80CCD(1) — Investments, EPF, VPF, insurance, tuition, principal₹1,50,000
  • 80CCD(1B) — Additional NPS (Tier-I) contribution₹50,000
  • 80D — Health insurance & preventive check-up₹59,000
  • 80G — Donations to approved funds₹10,000
  • 80TTA — Interest on savings bank account₹10,000

All sections — data you entered

Every field captured across Income, House property, Other sources, Capital gains, Deductions and Taxes paid. Included in the printed PDF.

Salary (Income section)

Basic pay₹10,80,000
Dearness allowance₹0
DA forms part of payYes
HRA received₹4,32,000
Rent paid₹4,80,000
Metro cityYes
Bonus₹2,50,000
Commission₹0
Variable pay₹1,80,000
LTA received₹60,000
LTA exemption claimed₹45,000
Special allowance₹3,60,000
Perquisites₹48,000
ESOP perquisite₹0
RSU perquisite₹2,20,000
Employer NPS contribution₹54,000
Employer EPF contribution₹1,29,600
Employee EPF contribution₹1,29,600
VPF contribution₹0
Professional tax₹2,400

House property

Self-occupied interest u/s 24(b)₹2,40,000
Let-out rent received₹0
Municipal taxes paid₹0
Let-out property interest₹0
Co-owner share100%

Other sources

Savings bank interest₹12,000
Fixed deposit interest₹46,000
Dividend income₹18,000
Other income₹0

Capital gains

STCG u/s 111A₹65,000
LTCG u/s 112A₹1,80,000
Other LTCG (12.5%)₹0
STCG at slab rates₹0
Crypto / VDA gains u/s 115BBH₹0

Deductions (Chapter VI-A)

80C — life insurance₹24,000
80C — ELSS₹60,000
80C — PPF₹0
80C — tuition fees₹0
80C — home loan principal₹0
80C — Sukanya Samriddhi₹0
80C — NSC₹0
80C — 5-year FD₹0
80CCC — pension fund₹0
80CCD(1) — NPS (employee)₹0
80CCD(1B) — NPS additional₹50,000
80D — self and family₹26,000
80D — parents₹34,000
80D — parents are senior citizensYes
80D — preventive health check-up₹5,000
80DD — dependant with disability₹0
80DDB — specified diseases₹0
80E — education loan interest₹0
80EE — home loan interest₹0
80EEA — affordable housing interest₹0
80EEB — EV loan interest₹0
80G — 100% donations₹0
80G — 50% donations₹20,000
80GG — rent paid (no HRA)₹0
80GGC — political party₹0
80TTA — savings interest₹0
80TTB — senior citizen interest₹0
80U — self with disability₹0

Taxes already paid

TDS on salary₹3,85,000
TDS on other income₹4,600
Advance tax₹0
Self-assessment tax₹0

Recommended actions

  1. Ask your employer to route part of your CTC into NPS (u/s 80CCD(2)) — Request a salary restructuring of ₹54,000 into employer NPS. · saves about ₹16,848
  2. Offset short-term gains with unrealised losses (u/s 70/71) — Review your portfolio for loss-making positions before 31 March. · saves about ₹3,900
  3. Your self-occupied interest exceeds the ₹2 lakh cap (u/s 24(b)) — Review whether the property qualifies as let-out, and consider joint ownership so each co-owner claims their own ₹2 lakh.
  4. Harvest your ₹1.25 lakh LTCG exemption every year (u/s 112A) — Book gains up to the exemption before 31 March 2026.
  5. Reconcile interest income with AIS and 26AS (u/s AIS / 26AS) — Download AIS/TIS from the e-filing portal and match every entry.
  6. Part of your HRA is still taxable (u/s 10(13A)) — Rebalance HRA against special allowance at your next appraisal.
  7. Education-loan interest is fully deductible (u/s 80E) — Collect the interest certificate from your lender if you have a loan.