Tax Saving Calculator

Tax Saving Calculator

Tax Saving Calculator

Calculate how much hard cash you save via 80C, 80D & More!

Your total yearly income before any tax planning.

EPF, PPF, ELSS Mutual Funds, LIC Premium, Principal on Home Loan.

Extra tax benefit specifically for National Pension System.

Premiums for Self, Family & Senior Citizen Parents.

Interest paid on a Home Loan for a self-occupied property.

Final Tax Payable ₹0
Pure Tax Saved! ₹0

Total Base Tax

₹0

Eligible Deductions

₹0

Total Tax Saved!

₹0

Final Tax Payable

₹0

📊 Your Tax Saving Blueprint

Gross Income ₹0

Your base income before any deductions.

Total Eligible Deductions Approved ₹0

We applied maximum Government limits (e.g., 80C capped at ₹1.5L). This amount will be subtracted from your income.

Net Taxable Income ₹0

Gross Income minus Standard Deduction (₹50k) minus your Eligible Deductions.

Tax Liability (If you didn’t invest) ₹0

The massive tax you would pay if you ignored tax planning entirely.

Tax Liability (After investments) ₹0

Your newly reduced tax bill after utilizing the Old Regime exemptions.

Pure Cash Saved from Tax! ₹0

Congratulations! You successfully converted this tax money into your personal wealth by investing smartly.

💡 Smart Tax Saving Rules (Old Regime)

1. The ₹5 Lakh Magic (Section 87A): If your Gross Income is ₹9 Lakhs, but you claim ₹4 Lakhs in deductions (80C, HRA, Home Loan), your Net Taxable Income drops to ₹5 Lakhs. Under Old Regime, income up to ₹5L is completely TAX-FREE!

2. Don’t Over-invest in 80C: The maximum tax benefit for 80C (PPF, ELSS, EPF, LIC) is strictly ₹1,50,000. Even if you invest ₹2.5 Lakhs in PPF, the government will only deduct ₹1.5L from your taxable income.

3. NPS is the Ultimate Bonus: Exceeded your ₹1.5L limit in 80C? Open an NPS Tier-1 account. Section 80CCD(1B) gives you an ADDITIONAL, exclusive deduction of ₹50,000!

4. Health Insurance (80D) is Crucial: You can claim up to ₹25,000 for your own family’s premium. If you also pay for your Senior Citizen parents, you get an extra ₹50,000 limit. (Total ₹75,000 deduction).

5. Old vs New Regime Note: These deductions (80C, 80D, 24b) are ONLY applicable if you select the “Old Tax Regime” while filing your ITR.

“`

Tax Saving Investments Calculator — Stop Tipping the Government
Unity Wealth Capital — Smart Investing

🛡️ Tax Saving Calculator —
Stop Tipping The Government

Don’t wait until March to save your salary. The Income Tax Act is a rulebook that rewards smart investors. From ELSS and NPS to Health Insurance—discover exactly where to park your money to build wealth while legally paying zero extra tax.

The March Madness (And Why You Lose Money)

Every year, between January and March, millions of salaried professionals wake up to a terrifying email from their HR: “Submit your Investment Proofs immediately, or we will deduct heavy TDS.”

What happens next is financial self-sabotage. In a blind panic to save a few thousand rupees in tax, people buy terrible Endowment Life Insurance policies (LIC) from their relatives, lock their money in low-return 5-year Bank FDs, or invest in random schemes they don’t understand. You end up saving ₹30,000 in tax today, but you lose ₹10 Lakhs in future growth because your money is stuck in a dead investment for 15 years.

Tax planning is not about evading taxes; it is about Investment Efficiency. The government literally gives you legal ‘cheat codes’ to reduce your tax. If you invest your money where the government wants you to (like Retirement Funds or Equity Markets), they reward you by waiving off your tax.

A rupee saved in taxes is a rupee earned completely risk-free. If you are in the 30% tax bracket, finding an extra ₹1 Lakh in legal deductions under Section 80C instantly puts ₹30,000 pure cash back into your pocket. That is a guaranteed 30% ROI on Day 1.

💼
Std. Deduction
₹50,000
Flat discount for all
🎯
Section 80C Limit
₹1.5 Lakhs
The primary tax basket
📈
Sec 80CCD (NPS)
+₹50,000
Extra over and above 80C
🏥
Sec 80D Limit
₹75,000
Self + Senior Parents

How to Use the Tax Saving Calculator?

Using the Tax Calculator helps you visualize the exact gap between your current investments and the maximum allowed deductions. Here is what you need to input:

1

Gross Total Income:
Your total CTC minus the Employer’s PF share. It includes your Basic, HRA, and all allowances.

2

Existing Mandatory Cuts (EPF):
Your company already deducts 12% of your Basic Salary for EPF. This automatically counts towards your ₹1.5L 80C limit! Check your payslip to see how much limit is left.

3

Voluntary Investments:
Enter the amount you plan to invest in ELSS, PPF, NPS, or the premiums you pay for Term Life and Health Insurance.

The Section 80C Battle: Where Should You Invest?

You have a maximum limit of ₹1,50,000 under Section 80C. But not all 80C investments are created equal. Let’s compare the most popular options so you don’t lock your money in the wrong place.

👈 Swipe left to see full table
Investment Option Lock-in Period Expected Returns Tax on Maturity
ELSS (Mutual Funds) Just 3 Years 12% – 15% (Market linked) 12.5% LTCG (Above ₹1.25L)
PPF (Public Provident Fund) 15 Years 7.1% (Fixed) 100% Tax-Free
Tax Saver Bank FD 5 Years 6.5% – 7.0% Fully Taxable at your slab
Traditional LIC / Endowment 10 to 20 Years 5% – 6% (Terrible) 100% Tax-Free
🏆 The Clear Winner: ELSS

If you have an investment horizon of 5+ years, ELSS (Equity Linked Savings Scheme) is the absolute king of Section 80C. It has the shortest lock-in period (3 years) and historically delivers the highest returns (12-15%) by investing in Indian equities. Combine your mandatory EPF with ELSS SIPs to max out your ₹1.5L limit effortlessly.

Beyond 80C: The Hidden Deductions

Most people stop at Section 80C. But if your salary is high, ₹1.5 Lakhs is not enough to save you from the 30% tax bracket. You must use these extra weapons:

🏥
Section 80D (Health Insurance)
Up to ₹75,000
Never rely solely on your corporate health cover. Buy a personal health insurance policy. You can claim up to ₹25,000 for your family (Self+Spouse+Kids). If you buy a separate policy for your senior citizen parents, you get an additional ₹50,000 deduction!
🏛️
Sec 80CCD(1B) (NPS)
Extra ₹50,000
If your ₹1.5L limit under 80C is full, open a National Pension System (NPS) Tier-1 account. Any money invested here gives you an exclusive, extra ₹50,000 deduction. This alone saves you an extra ₹15,600 in taxes if you are in the 30% slab.
🏠
Section 24(b) (Home Loan)
Max ₹2 Lakhs
If you buy a house on loan, the ‘Interest’ portion of your EMI can be deducted from your taxable income up to ₹2 Lakhs every year. (Note: The ‘Principal’ portion of the EMI can also be claimed under the 80C limit).
🎓
Section 80E (Education Loan)
No Upper Limit
If you take an education loan for yourself, your spouse, or your children, the ENTIRE interest you pay during the year is 100% tax-deductible for 8 years. There is absolutely no cap on the amount!

The Final Boss: Old Regime vs New Regime

⚠️ The Government’s Default Trap

The government recently made the New Tax Regime the default option. In the New Regime, the tax percentages are lower, BUT you lose almost all the deductions we just talked about (No 80C, No HRA, No 80D).

When to choose NEW Regime: If you are a young earner (under ₹10 Lakhs/yr), you don’t pay rent, and you don’t want to lock your money in investments.
When to choose OLD Regime: If you earn above ₹15 Lakhs, pay a heavy house rent (HRA), invest fully in 80C, and have medical insurance or a Home Loan. Always calculate both before declaring it to your HR in April!

The Smart Taxpayer’s Calendar

April (The Declaration)
The financial year starts. Your HR asks for your “Investment Declaration”. You must tell them whether you want the Old or New Regime. Based on this, they will calculate your monthly TDS. Start your ELSS SIPs this month, do not wait for March!
December (The Proof Submission)
It’s time to prove what you declared. You log into your HR portal and upload your Rent Agreement, LIC receipts, and Mutual Fund (ELSS) account statements. If you fail, HR will deduct massive tax in Jan, Feb, and March.
March 31st (The Absolute Deadline)
This is your last chance to make any tax-saving investments (like opening a PPF or depositing ₹50k in NPS). Any investment made on April 1st will count for the next financial year.
July (Filing the ITR)
You receive Form 16. You log into the Income Tax portal to file your ITR. Even if your HR rejected your HRA or you forgot to submit proofs in December, you can manually enter them here and claim a massive Tax Refund directly to your bank account!

Tax Investment FAQ (12 Critical Questions Answered)

Tax laws are intentionally complex. We have compiled the 12 most critical questions asked by taxpayers, answered in simple English.

🛡️ Keep More of What You Earn

Don’t let laziness cost you lakhs in taxes. Scroll up, use the Tax Saving Calculator to find your exact liability, and set up your ELSS and NPS accounts today. Tax planning is the easiest way to give yourself an instant salary hike.

* The calculations generated by this Tax Calculator are for educational and estimation purposes only, based on the tax slabs announced in the latest Union Budget. Actual tax liabilities may vary due to specific surcharges, cess, and individual income components (like capital gains or business income). Tax laws are complex and subject to change. Unity Wealth Capital is an educational platform and strongly recommends consulting a certified Chartered Accountant (CA) before making major investments or filing your final Income Tax Return (ITR).

“`