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Tax Planning

Old vs new regime, 80C optimisation, HUF, deductions

Year-round tax planning strategies — old vs new regime comparison, Section 80 deduction optimisation, HUF formation, salary structuring, and advance tax calculations. CA-grade interpretation, real-numbers examples.

36 articles published

All tax planning articles

Ordered by publication date — newest first.

Section 393 of Income Tax Act 2025 — Complete TDS Guide for Business Owners & MSMEs

Section 393 of Income Tax Act 2025 consolidates 40+ TDS sections (194C, 194J, 194I, 194Q, etc.) into one. Complete TDS rate chart, payment codes 1001-1092, Section 194T partner payments rule, and operational compliance for businesses.

02 Jun 2026 · 19 min read

Section 123 of Income Tax Act 2025 — Complete Deductions Guide (Replaces Section 80C)

Section 123 of Income Tax Act 2025 replaces Section 80C with ₹1.5 lakh cap. Complete Schedule XV instrument list — PPF, ELSS, LIC, SSY, NSC, EPF, tax-saver FD, home loan, ULIP — with strategic allocation guide for salaried and business owners.

01 Jun 2026 · 17 min read

Tax Year vs Previous Year vs Assessment Year — Confusion Solved (Income Tax Act 2025)

Income Tax Act 2025 replaces the dual Previous Year/Assessment Year system with a single Tax Year concept under Section 2(105). Complete explainer with examples, Section 536(3) transition rules, and impact on ITR filing.

31 May 2026 · 16 min read

HRA New City List 2026 — Bengaluru, Hyderabad, Pune, Ahmedabad Now Get 50% Exemption

Income Tax Rules 2026 expand 50% HRA exemption to Bengaluru, Hyderabad, Pune and Ahmedabad from April 1, 2026. City-wise ROI calculator, Rule 279 explained, new Form 124 disclosure rules, plus children education and hostel allowance hikes.

30 May 2026 · 15 min read

ITR-U Updated Return — 48 Months Strategic Guide (Section 263 of Income Tax Act 2025)

Complete strategic guide to ITR-U updated return under Section 263(6) of Income Tax Act 2025. 48-month window, 25-70% additional tax tiers, Budget 2026 Section 148 expansion, decision framework with worked examples for missed income.

29 May 2026 · 16 min read

Income Tax Act 2025 Section Mapping — Complete Old vs New Cheat Sheet (Bookmark This)

Complete section mapping of Income Tax Act 1961 vs Income Tax Act 2025. 80C is now Section 123, 80D is Section 126, 87A is Section 156. 100+ sections, organised by category with examples.

28 May 2026 · 17 min read

Income Tax Act 2025 — Complete Guide for Salaried, Founders & MSMEs (Effective April 1, 2026)

Detailed guide to India's new Income Tax Act 2025: 536 sections, Tax Year concept, Form 130 replacing Form 16, Section 123 for 80C, HRA expanded cities, updated return now 48 months. Everything explained in plain language with examples.

27 May 2026 · 18 min read

Advance tax FY 2025-26: Section 234B and 234C interest, installment schedule, senior citizen exemption, presumptive 100% rule

CA-verified advance tax guide FY 2025-26. Quarterly installments (15 Jun 15%, 15 Sep 45%, 15 Dec 75%, 15 Mar 100%), Section 234B 1%/month + Section 234C interest on shortfall, Section 207 senior citizen exemption, presumptive 100% by 15 March.

26 May 2026 · 8 min read

Education loan 80E, donations 80G/80GG/80GGA India 2026: deductions, eligibility, documentation

CA-verified guide on Section 80E (education loan interest, no cap, 8-year limit), Section 80G (50%/100% donations), Section 80GG (rent without HRA ₹5K/month), Section 80GGA (scientific research donations), Section 80GGC (political donations). FY 2025-26 limits, eligibility, documentation, old regime only.

26 May 2026 · 9 min read

F&O and intraday traders complete tax guide FY 2025-26: turnover, audit, loss carry forward, ITR-3 filing

CA-verified F&O and intraday tax guide for FY 2025-26. Turnover calculation (absolute P&L not notional), ₹10 crore audit threshold for digital traders, F&O loss 8-year carry forward, speculative loss 4-year, ITR-3 filing rules, expense deductions. Real ₹ examples with audit decision tree.

26 May 2026 · 10 min read

Form 26Q TDS filing FY 2025-26: contractor (194C), rent (194I), professional fees (194J), brokerage (194H) — complete guide

CA-verified Form 26Q filing guide for FY 2025-26. Applicable sections (194C, 194I, 194J, 194H, 194A), quarterly due dates (31 July, 31 Oct, 31 Jan, 31 May), TDS rate chart, TRACES portal process, penalty for late filing.

26 May 2026 · 8 min read

Gift tax and inheritance India 2026: Section 56(2)(x) — ₹50,000 threshold, relatives list, marriage, will, property gifts

CA-verified gift and inheritance tax guide for FY 2025-26. Section 56(2)(x) ₹50,000 threshold for non-relatives, relatives definition (spouse, siblings, lineal ascendant/descendant, in-laws), marriage occasion exemption, inheritance & will tax-free, immovable property stamp duty rule, gift from HUF, NRI gifts.

26 May 2026 · 10 min read

House Property Income: Self-Occupied vs Let-Out Tax Calculation (2 Self-Occupied Benefit Explained)

Complete CA guide to house property income computation. Self-occupied vs let-out vs deemed let-out, ₹2L self-occupied loss cap, ₹30K vs ₹2L interest deduction, 2 self-occupied houses Budget 2019. Old vs new regime impact.

26 May 2026 · 7 min read

HUF (Hindu Undivided Family) tax planning India FY 2025-26: formation, benefits, ₹50K-2L annual tax savings

CA-verified HUF tax planning guide for FY 2025-26. Separate PAN, separate ₹1.5L 80C, separate basic exemption — annual savings ₹50K-2L. Formation steps, Karta + coparcener roles, daughter coparcenary rights, ITR-2/3 filing, restrictions on salary transfer, partition dissolution rules.

26 May 2026 · 10 min read

Mutual fund taxation post Budget 2024: equity, debt, hybrid, international, gold — complete FY 2025-26 guide

CA-verified mutual fund tax guide post Budget 2024. Equity MF STCG 20%, LTCG 12.5% above ₹1.25L. Debt MF (post April 2023) taxed at slab rate regardless of holding. Gold ETF/International FoF LTCG 12.5% after 24 months. SIP installment-wise taxation, switching = redemption, IDCW tax.

26 May 2026 · 7 min read

NRI taxation India 2026: residential status, Schedule FA, DTAA, Form 67 — complete guide for FY 2025-26

CA-verified NRI tax guide for FY 2025-26. Section 6 residential status (182 days / 60+365 days / 120 days modified rule), Schedule FA mandatory for foreign assets >₹10L, DTAA via Form 67, NRE/NRO/FCNR account taxation, repatriation rules, TDS rates for NRIs, Black Money Act.

26 May 2026 · 11 min read

TCS on LRS Foreign Remittance: 20% Tax, ₹10 Lakh Threshold, Section 206C(1G) Complete Guide (FY 2025-26)

CA guide to TCS on LRS Section 206C(1G). 20% on non-education/medical remittances above ₹10 lakh (raised from ₹7L in Budget 2024). 5% education/medical, 0.5% education loans, overseas tour packages. Claim TCS as credit in ITR.

26 May 2026 · 7 min read

TDS on Property Purchase: Section 194-IA Form 26QB Step-by-Step DIY Guide 2026 (No CA Needed)

Complete DIY CA guide to TDS on property purchase u/s 194-IA. 1% TDS, ₹50L threshold (consideration OR stamp duty value), step-by-step Form 26QB filing on incometax.gov.in, Form 16B from TRACES, multi-buyer/seller rules, NRI seller exception. Form 141 transition from April 2026.

26 May 2026 · 14 min read

₹13.7 Lakh Tax-Free in New Regime: How to Structure Your CTC (Salaried Tax Hack 2026)

Discover how salaried individuals can earn up to ₹13.7 lakh COMPLETELY tax-free under new tax regime FY 2025-26. ₹12L rebate + ₹75K std deduction + 14% employer NPS = ₹13.7L tax-free. CTC structuring playbook for AY 2026-27.

25 May 2026 · 7 min read

Advance Tax Sections 234A, 234B, 234C: Interest Calculation Complete Guide FY 2025-26

Complete CA guide to advance tax interest under Sections 234A (late filing), 234B (default), 234C (deferment). Due dates 15 June/15 Sept/15 Dec/15 March, 12%/36%/75%/100% milestones, senior citizen exemption.

25 May 2026 · 7 min read

Income Tax Act 2025: Complete Section Mapping (Old to New) — What Changes from 1 April 2026

Complete reference: Income Tax Act 1961 → 2025 section number mapping. 80C → 105, 80CCD → 124, 80D → 109, 87A → 203, 234A/B/C → 421/422/423, 54 → 82. What changes structurally vs cosmetically.

25 May 2026 · 7 min read

NPS Vatsalya Scheme: ₹50,000 Tax Benefit Per Child Under Section 80CCD(1B) — Complete Guide 2026

Complete CA guide to NPS Vatsalya scheme launched 18 September 2024. ₹50,000 deduction per minor child under Section 80CCD(1B), eligibility, account opening, auto-conversion at 18, withdrawal rules — effective AY 2026-27.

25 May 2026 · 6 min read

Section 87A Marginal Relief ₹12 Lakh to ₹12.75 Lakh — How New Regime Saves You from Cliff Tax (2026)

Complete CA guide to Section 87A marginal relief in New Tax Regime FY 2025-26. ₹60,000 rebate up to ₹12L income, marginal relief between ₹12L-₹12.75L. Math explained with examples, when relief applies, IT Act 2025 Section 203.

25 May 2026 · 6 min read

Surcharge Marginal Relief: ₹50L, ₹1Cr, ₹2Cr, ₹5Cr Thresholds Explained (FY 2025-26)

Complete CA guide to surcharge marginal relief at ₹50L (10%), ₹1Cr (15%), ₹2Cr (25% new/30% old), ₹5Cr (37% old only). Formula, examples for HNI tax planning. What most calculators miss.

25 May 2026 · 7 min read

TDS 2026 Updates: Section 194I Monthly Threshold, 194-IB Rate Cut, 206AB Changes — Complete CA Guide

Complete CA guide to latest TDS amendments effective 2025-26. Section 194I monthly ₹50K threshold, 194-IB rate cut to 2%, 206AB simplified to 1-year, 194-O e-commerce, 194Q goods purchase. Forms 26Q/26QB/24Q updates.

25 May 2026 · 7 min read

NPS Tier 1 vs Tier 2 complete guide 2026: ₹50K extra deduction, 14% employer benefit, ₹13.7L tax-free salary trick

CA-verified NPS guide for FY 2025-26 and FY 2026-27. Section 80CCD(1) + 80CCD(1B) ₹50K extra + 80CCD(2) 14% employer (both regimes). Tier 1 vs Tier 2 differences, fund manager selection, withdrawal rules, ₹13.7L tax-free salary structure in new regime.

23 May 2026 · 9 min read

Old vs New tax regime FY 2025-26 & FY 2026-27: complete CA-verified decision guide (Budget 2026 updated)

Budget 2025-26 ne tax math poori badal di — ₹60,000 rebate, ₹12.75L tax-free, ₹4L basic exemption. CA-verified case studies at ₹10L, ₹15L, ₹20L, ₹30L salary with Income Tax Act 2025 transition timeline.

23 May 2026 · 15 min read

Section 80C deep dive 2026: PPF vs ELSS vs Tax Saver FD vs ULIP vs NSC vs Sukanya complete comparison

CA-verified Section 80C deep comparison for FY 2025-26. ₹1.5 lakh limit unchanged since 2014. PPF 7.1% EEE, ELSS 12-18% market-linked, Tax Saver FD 7-7.5% taxable interest, ULIP often suboptimal, Sukanya Samriddhi 8.2%, SCSS 8.2%. Mathematical comparison + optimal allocation across age groups.

23 May 2026 · 11 min read

Section 80D health insurance India 2026: ₹25K + ₹50K parents limit, preventive ₹5K, super top-up rules, complete deduction guide

CA-verified Section 80D health insurance deduction guide FY 2025-26. ₹25K self + ₹50K senior parents = ₹75K max combined. Preventive ₹5K within limit, medical expenditure for parents without insurance, super top-up plans, critical illness riders, IT Act 2025 Section 126 transition.

23 May 2026 · 5 min read

Senior citizen tax benefits India 2026: ₹3L/₹5L exemption, 80TTB ₹50K, no advance tax, Section 194P relief

CA-verified senior citizen tax guide for FY 2025-26. ₹3L/₹5L old regime exemption, ₹12L new regime 87A rebate, 80TTB ₹50K interest deduction, 80D ₹50K medical, 80DDB ₹1L diseases, Section 194P pension exemption 75+, Form 15H, no advance tax provisions.

23 May 2026 · 7 min read

Home loan tax benefits FY 2025-26: Section 24(b), 80C principal, 80EE/80EEA combined optimization + joint loan strategy

CA-verified home loan tax optimization for FY 2025-26. Section 24(b) ₹2L interest deduction, Section 80C ₹1.5L principal, Section 80EE ₹50K extra (old loans), 80EEA ₹1.5L affordable housing, joint loan double benefits, let-out vs self-occupied math, new regime restrictions.

22 May 2026 · 10 min read

Section 44ADA presumptive taxation for professionals FY 2025-26: ₹75L digital limit, 50% rule, and complete eligibility guide

CA-verified deep dive on Section 44ADA presumptive taxation for freelancers and professionals. ₹75L digital receipts limit, 50% deemed income, ITR-4 Sugam filing, 100% advance tax by 15 March, audit threshold rules. CBDT clarification on influencers/YouTubers included.

22 May 2026 · 10 min read

HRA optimization 2026: 8 metro cities at 50%, mandatory landlord disclosure, and ₹1L+ rent PAN rules

CA-verified HRA exemption guide post Budget 2026 — Bengaluru, Pune, Hyderabad, Ahmedabad now qualify for 50% (joining Mumbai, Delhi, Chennai, Kolkata). Mandatory landlord-tenant relationship disclosure under new Form 124. Rent to parents documentation, ₹1L PAN threshold, HRA + home loan combo optimization.

21 May 2026 · 10 min read

ESOP and RSU taxation India 2026: 2-stage tax, FMV valuation, foreign company stock, and startup deferral

CA-verified ESOP/RSU taxation guide for FY 2025-26. 2-stage taxation under Section 17(2)(vi) perquisite + capital gains, FMV under Rule 3, Budget 2024 STCG 20%/LTCG 12.5% rates, foreign company stock Schedule FA + Form 67, Section 80-IAC 48-month startup deferral.

20 May 2026 · 10 min read

Flexible Benefit Plan (FBP) optimization 2026: restructure salary for ₹40K-₹1.5L extra tax savings

CA-verified FBP guide for FY 2025-26. LTA 2 trips/4-year block, meal coupons ₹26,400/year, telephone reimbursement, fuel allowance, books/L&D — full breakdown with exact tax-saving math. Why FBP works in old regime only, common bill-submission mistakes, real ₹ examples.

19 May 2026 · 10 min read

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