1. Do tax saving investments before 31st March & get supporting documents to claim deductions/exemptions [Only for Old scheme]
HRA Claim – Rent receipts & landlord’s PAN
Home Loan Interest – Get a bank certificate
2. Review Form 16 & 26AS/AIS – Verify TDS & Incomes
Review AIS & Submit feedback – To report any unrelated incomes
3. Capital Gains & Other Income – Collect Tax P&L for Stocks/MF’s, For FDs – Interest certficates ?
4. Pay Advance tax, if covered
5. Old vs. New Tax Regime – Choose wisely
