Tax Estimate Ledger — Nagapuri & Associates

IPersonal & Filing Details

Full Name

PAN

Age Category

Residential Status

Mobile Number

IISalary Income

Basic Salary (annual)

Dearness Allowance (DA)

Bonus / Variable Pay

Special Allowance (fully taxable)

Perquisites (car, ESOP, rent-free accn.)

LTA received

LTA — eligible exempt bills

Professional Tax paid

Employer's NPS contribution — 80CCD(2)

Employee's own PF contribution

HRA Exemption Worksheet · Sec 10(13A) / Rule 2A

HRA received (annual)

Rent actually paid (annual)

City

HRA Exemption (auto — least of 3, Old Regime only)

IIIIncome from House Property

Usage

Annual Rent Received (if let-out)

Municipal Taxes Paid

Home Loan Interest paid (annual)

Home Loan Principal repaid (for 80C)

IVCapital Gains

Add each sale as a separate row. Leave rows blank if not applicable.

Asset · Purchase Date · Sale Date · Sale Value · Cost · Expenses

VBusiness / Professional Income

Type

Turnover / Gross Receipts

Presumptive Income declared

Net Profit as per Books (Regular only)

VIOther Income & Disclosures

Savings Bank Interest

FD / RD Interest

Dividend Income

Family Pension (gross)

Lottery / Game Show Winnings

Any Other Income

Foreign asset / foreign income Director in a company Hold unlisted shares

VIIDeductions — Chapter VI-A

80C + 80CCC (combined cap ₹1,50,000)

LIC Premium

PPF Contribution

ELSS / Tax-saving Mutual Funds

Tuition Fees (max 2 children)

Other 80C investments

80CCC — Pension Fund

80CCD(1B) — Additional NPS (self)

80E — Education Loan Interest

80D — Medical Insurance

Self & Family Premium

Self & Family Preventive Check-up (max ₹5,000 within cap)

Self/spouse is senior citizen

Parents' Premium

Parents' Preventive Check-up (max ₹5,000 within cap)

Parents are senior citizens

80G — Donations (total)

80G — Eligible %

80GG — Rent Paid (no HRA, no own house)

80U — Self Disability

VIIITaxes Already Paid & Filing Details

TDS on Salary

TDS on Other Income (per 26AS)

TCS Collected

Self-Assessment Tax Paid

Advance Tax — Cumulative Paid by Each Instalment (Sec 234C)

By 15-Jun (Q1, 15% due)

By 15-Sep (Q2, 45% due)

By 15-Dec (Q3, 75% due)

By 15-Mar (Q4, 100% due — treated as your total advance tax)

Filing Details (for Sec 234A / 234B / 234F)

Tax Audit u/s 44AB applicable?

Date of Filing (actual or expected — leave blank to assume on-time)

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