Why wait until the last minute to plan your taxes?
TaxBuddy Tax Planner, Saves every last Rupee
Why wait until the last minute to plan your taxes?
TaxBuddy Tax Planner, Saves every last Rupee
How can TaxBuddy help me to save tax?:
Financial Year 2021-22 (1st April 2021 To 31st March, 2022)
Check existing Investments & Expenses- by which I can save taxes
Comparison between Old & New Tax regime
Customized recommendations
Ensure that you save every Rupee possible
How it works?

1

Input your approximate income and current tax investments

2

Get TaxBuddy Tax Saving Investment recommendations

3

Download your customized report

The Tax Planner focuses on your individual circumstances and requirements before offering customized tax planning advice. All you need to do is provide us approximate income and investment details, and we will offer you suggestions on how to save your tax right down to the last rupee.

We start by getting to know you.

  • Background information

    We’ll begin by asking about your personal life; the usual – age, family, dependents, and other information. This information sets the foundation for us to assess your tax liability as well as help us make the right recommendations for tax planning.

  • Income

    We will then require you to share with us all your approximate income. This includes all sources, such as interest from your savings accounts, royalties, etc. This can be an approximate figure and it is just for us to get a better idea.

  • Other

    Share with us details of expenses that you incur which attract tax exemption or deduction. Pension policies, post office schemes, or any other general investment, as well as insurance policies come under this section.

Analysis

And now we analyse. The analysis will tell you where you stand with regard to your tax liability. We will compare your current tax liability based on your income and investments, and if we observe a shortfall, we will make recommendations based on the information that you have provided. The Tax Planner will recommend financial vehicles that focus on health insurance first and then on wealth creation.

What You Get


TaxBuddy Tax Planner is the brainchild of senior industry leaders whose years of experience and detailed research on customer requirements helped create one of the smartest, AI-driven tax planners in the marketplace today.

TaxBuddy Tax Planner provides online advisory without the unconscious bias and limitations of traditional tax consultant. Moreover, the Tax Planner is available to you all through the year, any time of the day or night. Additionally, the thorough knowledge of taxation rules is what allows the tool to provide suggestions based on hundreds of IT rules.