A clean, section-wise summary of every deduction claimed — with category limits, unused headroom, proof-document references, and verification status. Built for filing, audit support, or employer declarations.
01 — What you create
One line per deduction with section code, limit, claimable amount, proof reference, and verification status. Rolled up by category and section — and flagged where proof is missing.
TAX DEDUCTION SUMMARY
Tax Deduction Summary — AY 2025/26
Marcus Vance · PAN ABCDE1234F
CLAIMED
INR 4,84,500
LIMIT
INR 4,25,000
UNUSED
INR 30,000
VERIFIED
5 / 9
CLAIMED DEDUCTIONS
VERIFIED
5
PENDING
2
MISSING
1
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02 — How it works
Most deduction errors aren’t mistakes in the maths — they’re missing receipts. This tool tracks both. Every claim sits next to its proof reference and verification status, and the audit block tells you what’s still outstanding before you file.
Section code, description, category, amount, limit, proof reference. Limit can be left as 0 for uncapped sections like home loan principal.
Mark each item Verified, Pending, Missing, or Not Required. The summary shows counts at a glance — missing items get flagged in red.
PDF: summary cards, full deductions table, category rollup, section rollup, proof-audit block, notes. XLSX has 4 numeric sheets ready for the CA.
03 — Audit-trail-first
Each deduction carries its section code (80C, 80D, etc.), its statutory limit, and the amount you're claiming. The tool caps claimable at the limit automatically.
For capped sections, see how much room you have left under the limit. Useful for last-minute investment decisions before year-end.
Verified, Pending, Missing, or Not Required — per claim. Counts roll up to the audit block, and missing items get a warning in the PDF.
Investments, insurance, housing, medical, education, charity, pension, business expenses, other. Roll up by category to see where your tax-saving sits.
By category (the way you think about it) and by section code (the way the return is structured). Both included in the PDF and XLSX.
PDF: summary cards + deductions table + category rollup + section rollup + proof audit + notes. XLSX: Summary, Deductions, By Category, By Section.
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04 — Common questions
The Estimator computes your total tax across slabs using a single total-deductions figure. This Summary breaks that figure down section-by-section and tracks proof for each — what the estimator treats as one number, the summary explains.
Yes — section codes are free-text, so you can use UK self-assessment categories (charity / pension contributions / professional fees), US Schedule A line items, or any other jurisdiction's scheme. The proof-status and limit logic works the same way.
It means the section has no statutory cap — the full amount you enter is claimable. Use it for uncapped categories like NPS (80CCD(1B) above ₹50K) or HRA exemption (capped only by formula, not a flat number).
The "claimable" column is automatically capped at the limit; the form shows "(capped)" next to the input. The unused-headroom column shows zero. Your actual receipt is preserved in the amount field — handy if you need to defend why you claimed less.
Yes — that's what it's for. Export PDF for a clean hand-off, or XLSX if your CA wants to manipulate the numbers. For employer declarations (India Form 12BB), the section-by-section structure maps directly.
PDF (single document with summary cards, full deductions table, category rollup, section rollup, proof-audit block, notes — auto-paginated) and XLSX (4 sheets: Summary, Deductions, By Category, By Section). All numeric columns are real numbers.