finoIndia

Tax Calculator

Income Tax Calculator

What is Tax ?

Taxes are mandatory financial charges imposed by a government on individuals, businesses, and other entities to fund public expenditures and services. Taxes are collected to finance essential government functions, such as infrastructure development, healthcare, education, defense, and social welfare programs.

Calculator

How to Use the Online Income Tax Calculator?

Follow the below-given steps to use the Indian Income Tax Calculator:

1. Choose the assessment year for which you want to calculate the tax. If you are looking for FY 2023-24, then the AY would be 2024-25, which you can select from the dropdown menu.

2. In the next field, select your age. As already mentioned, Income tax in India differs based on different age groups.

3. Next, click on the ‘income field’. Provide the details of your gross salary (monthly or yearly salary paid without any deductions). Also, you have to fill in other details like annual income from other sources such as rental income, annual interest paid on home loans for the self-occupied and let-out property.

4. Next, enter the details of various deductions, viz. basic deductions u/s under Section 87A, 80G, 80E, 80TTA, 80TTB, 80GG. Also, provide the details of interest on an educational loan and on deposits in the savings account.

5. In the next step, provide the details of HRA exemption such as basic salary, DA, HRA, and total rent paid per annum.

6. Finally, select whether you live in a metro city and hit the calculate button to obtain your tax liability.

Whether you’re under the old or new regime, an income tax calculator can help you calculate your tax liability for both with just a few clicks.

How to Understand Income Tax Slabs?

The Indian Income-tax works on the basis of a slab system and the tax is levied accordingly on individual taxpayers. Slab implies the different tax rates charged for different income ranges. In other words, the more your income, the more tax you have to pay. These slabs of income tax are revised every year during the budget announcement. Again, These slab rates are segregated for different categories of taxpayers. As per the Income-tax of India, there are  three categories of “individual “taxpayers such as:

  • Individuals below 60 years of age, including residents and non-residents
  • Resident Senior citizens – 60 to 80 years of age
  • Resident Super senior citizens – more than 80 years of age

How to Calculate the Total Income Tax Liability?

How is income tax calculated is often a commonly asked question. Individuals can determine the total tax expenses through an online income tax calculator. Such tools take into account the following pointers to reflect the actual tax liability of a resident or non-resident Indian at the end of a financial year –

  1. Annual income from salary/profits.
  2. Income from other sources such as investments, rental income, etc.
  3. Tax exemptions applicable, if any.
  4. House rent and transport allowance.

Entering accurate data regarding the above-mentioned pointers will demonstrate the total tax liability of individuals. Minus the taxes already paid through TDS, the remaining can be deposited directly online through the official portal Challan 280. If, in any event, the taxes paid exceed the total liability, the difference is reimbursed by the government within 30 days of filing for the same.

Taxpayers who file their return after the due date will have to pay interest under 234A and penalty under section 234F. Hence, remembering the due date of filing income tax returns is indispensable. However, keep in mind that the due date varies according to the category of taxpayers. For instance, if you are a salaried individual, usually you must file your income tax returns by the 31st of July of the assessment year.

Exemptions on Total Income Tax

Here’s how to calculate income tax based on exemptions-

  • Section 87A –  Income below Rs. 5 lakh is eligible for a tax rebate of up to Rs. 12,500.
  • Section 80C – Rebate of up to Rs. 1.5 Lakh in any tax-saver fixed deposits, unit-linked insurance plans, and equity-linked savings schemes on the interest income.
  • Section 80CCD (1B) –  Tax exemption of up to Rs. 2 lakh for money deposited in the national pension system.
  • Section 80CCD (1B) – Tax exemption of up to Rs. 2 lakh for money deposited in the national pension system.
  • Section 80D – Up to Rs. 25,000 tax exemption on medical insurance premium bills. The limit rises to Rs. 50,000 for senior citizens.
  • Section 80G –  Up to Rs. 25,000 tax exemption on medical insurance premium bills. The limit rises to Rs. 50,000 for senior citizens.
  • Section 80E – Interest on education loan enjoys a 100% tax rebate for up to 8 years.
  • Section 80TTA/80TTB –  Interest income from savings accounts is eligible for tax waivers up to Rs. 10,000. For senior citizens, all forms of interest income up to Rs. 50,000 are fully waivered from tax calculations, under Section 80TTB.
  • Section 80GG – Tax exemption on income spent towards paying house rent (house rent allowance.

DISCLAIMER

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Portfolio returns and allocation between equity and debt are estimated based on a number of factors including the user’s risk profile, goal horizon, and disclosed financial position. The performance of any investment portfolio can neither be predicted nor guaranteed.

www.finoindia.com makes no warranties or representation, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

ARN-131414 as an AMFI Registered Mutual Fund Distributor. The said website is intended to provide educative and informative details related to investments. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.