Resources
Guides for salaried taxpayers in India, from basics to advanced cases.
Learn it once. Reuse every year.

Short, practical guides for salaried taxpayers. Use them alongside the calculator and Workspace so your filing numbers match Form 16 and AIS/26AS.

Suggested reading order
Payslip to taxable income
5 to 12 min
Old vs new regime
5 to 12 min
Form 16 and AIS/26AS
5 to 12 min
Tip
Read the guide, then try the relevant section in Guided or Workspace immediately.
Beginner
25 guides
Payslip to taxable income: the mental model
12 min

Learn how salary components become taxable income, which parts are exempt, and how to reconcile payslips with Form 16 and your ITR.

Read
Old vs new regime: how to decide
12 min

Compare old and new tax regimes using your real deductions and exemptions, without changing multiple variables at once.

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AIS / 26AS / Form 16: what each one means
12 min

Understand Form 16, Form 26AS, and AIS, what to trust for salary, what to verify for other income, and why mismatches happen.

Read
HRA and LTA: exemptions, proofs, and common traps
14 min

How HRA and LTA exemptions work, what payroll needs for proof, and how to avoid Form 16 surprises.

Read
Standard deduction and professional tax: what they do (and don’t)
8 min

Understand standard deduction from salary and professional tax deduction, how they lower taxable salary and what changes by regime or year.

Read
Chapter VI-A deductions: a practical map (80C, 80D, NPS, donations)
16 min

Navigate 80C, 80D, NPS, and 80G with caps, regime rules, and evidence so your numbers survive Form 16 and scrutiny.

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TDS on salary: why it spikes and how to read it
10 min

How employers estimate annual tax for TDS, why bonus months look scary, and how to align with Form 16 and 26AS.

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Form 16 Part A vs Part B: what to check first
11 min

What Part A proves for TDS credits, what Part B shows for taxable salary, and how to cross-check both with your records.

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Financial year, assessment year, and previous year
7 min

Plain definitions of FY, AY, and previous year so notifications, ITR forms, and due dates make sense.

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Section 87A rebate: who gets it and how to model it
9 min

How rebate on tax works, why small income changes swing net tax near thresholds, and where to verify limits each year.

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NPS: 80CCD(1B) extra deduction vs employer 80CCD(2)
11 min

Separate the extra ₹50,000 NPS bucket from employer contributions so payroll, Form 16, and your ITR stay aligned.

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Bonus and arrears: why TDS feels wrong (and what to do)
9 min

Lumpy payments, higher TDS in specific months, when relief on arrears might apply, and how to model the full year.

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FD interest, TDS, and Form 15G / 15H
11 min

How fixed deposit interest is taxed, when banks deduct TDS, and how 15G/15H work for eligible depositors.

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Savings account interest: 80TTA and 80TTB basics
8 min

Who can claim deductions for savings interest, how they interact with old regime, and why new regime filers should compare carefully.

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ITR-1 vs ITR-2: which form for salaried taxpayers
11 min

When simple salary filers can use ITR-1 and when capital gains, foreign assets, or director income push you to ITR-2.

Read
E-verifying your ITR: why it matters and common methods
8 min

Filing is incomplete until e-verification succeeds. Learn deadlines, common methods like Aadhaar OTP, and why to keep acknowledgements.

Read
Rent receipts, HRA, and landlord PAN rules
10 min

What payroll asks for HRA proof, how to document rent, and what happens when landlord PAN is unavailable, plan before HR deadlines.

Read
Tax calendar for salaried employees: April to March
10 min

A simple rhythm for declarations, investment proofs, Form 16, AIS review, and filing so tax work is spread across the year.

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Investment proof season: how to win with HR and payroll
9 min

Why payroll cut-offs are strict, how to avoid rejected scans, and how honest declarations prevent March TDS shocks.

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Income from other sources: a salaried person’s checklist
12 min

Interest, gifts, freelancing, and miscellaneous receipts that often belong in the ITR beyond salary, without forgetting AIS prompts.

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Income Tax portal, TRACES, AIS: what to use when
8 min

Navigate e-filing, AIS, and TRACES/deductee services without clicking randomly, know which portal answers which question.

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Donations under 80G: eligibility and records
10 min

Only approved institutions qualify for 80G; keep donation receipts, payment modes, and regime eligibility straight.

Read
Education loan interest under 80E
7 min

Who can claim deduction for higher-education loan interest, typical time limits, and certificates to keep from the lender.

Read
Tax-saving instruments: compare without the marketing noise
11 min

Framework: liquidity, lock-in, risk, fees, and post-tax return, plus regime fit, without recommending specific products.

Read
Senior citizens: slabs, 80TTB, and filing basics
8 min

Awareness of higher basic exemption bands for senior and super senior citizens in the old regime and 80TTB for interest, verify each AY.

Read
Intermediate
14 guides
Equity capital gains: STCG 111A vs LTCG 112A
14 min

How listed equity and equity-oriented funds are taxed as short-term or long-term gains, and how to reconcile with AIS.

Read
House property for salaried people: self-occupied vs let-out
15 min

How self-occupied and let-out property income is computed, home loan interest limits, and loss set-off rules at a glance.

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Advance tax and interest 234C: what salaried people should know
12 min

When salary TDS is not enough, advance tax instalments matter. Learn the mindset and how to avoid interest under Section 234C.

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Reconciliation playbook: how to get to ‘filing-ready’
15 min

Step-by-step flow from rough estimate to reconciled numbers aligned with Form 16, AIS, and 26AS before you file.

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Two or more employers in the same financial year
13 min

Combine multiple Form 16s, avoid double-counting exemptions, and reconcile total TDS for one clean ITR.

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Dividend income after DDT: what salaried people should do
11 min

Dividends are generally taxable in your hands at slab rates. Reconcile AIS, TDS, and aggregate payouts from stocks and mutual funds.

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Mutual funds and tax: equity vs debt at a glance
12 min

How mutual fund returns show up as IDCW dividends or capital gains on redemption, without product recommendations.

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Home loan: 80C principal vs 24(b) interest
11 min

Keep principal repayment, home loan interest, and pre-construction interest separate for clean house property and 80C reporting.

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Salary perquisites and Form 12BA
11 min

Why rent-free accommodation, cars, club memberships, and ESOP values sit in perquisites and how they flow into Form 16.

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Gratuity and leave encashment: tax angles for employees
10 min

High-level view of when gratuity and leave encashment are exempt or taxable and why you need HR break-ups for filing.

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EPF withdrawal: when tax can apply
11 min

EPF is not always tax-free on withdrawal. Understand five-year continuity, taxable interest components, and documentation.

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Belated and revised returns: concepts for salaried filers
10 min

What belated and revised returns mean, typical time limits, and when to use a CA for corrections or missed deadlines.

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Beyond equity: debt funds, gold, and property gains (intro)
13 min

Introductory map of how debt MFs, gold in various forms, and immovable property sales differ from listed equity for holding period and rates.

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Intimation under 143(1): don’t panic, do verify
9 min

What automated 143(1) intimations usually mean, how they differ from deeper scrutiny, and how to respond calmly with evidence.

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Advanced
4 guides