1 Passbook
2 Holdings
3 Household
4 Plan
5 Tax
Locker
Shelf 5 · Tax
March, sorted early.
A tax pack for the financial year so far: income by head, deductions found in your own data, and capital gains, each marked exact or estimated.
What it reads
- Your bank statements, your CAS and the rest of your shelves
What you see
- Long-term equity gains you still have room for this year
- Income by head: salary, house property, capital gains
- Deductions found in your own data
- The rules it followed, and a summary for your CA
Questions
Does it file my return?
No. It prepares the numbers and shows where each one came from, for you or your CA.
Old regime or new?
It works under the new regime, the default, and says so.
Is this tax advice?
No. It summarises your own data using the published rules. Check anything important with your CA.