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7 NOVTDS / TCS deposit · Deducted in Oct 2026in 9 days 21 NOVITR filing · Audit cases · AY 2026-27 · extended from 31 Octin 23 days 15 DECAdvance Tax · 3rd (75%) instalment · FY 2026-27in 47 days 31 DECBelated / revised ITR · AY 2026-27in 63 days 30 SEPTax Audit Report · Form 3CA/3CB · AY 2027-28in 336 days 30 OCTAOC-4 · Financial statements · FY 2025-26tomorrow 11 NOVGSTR-1 · Outward supplies · Oct 2026in 13 days 15 NOVPF & ESI · Contributions · Oct 2026in 17 days
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Checklist

Year-End Tax Planning Checklist

A checklist to review deductions, investments and liabilities before the financial year closes.

YEAR-END TAX PLANNING CHECKLIST

Complete before 31 March 2026 for FY 2025-26 (AY 2026-27)

Regime & Estimation

  • ☐ Compare old vs new regime for your income profile
  • ☐ Estimate total income and tax liability for the full year
  • ☐ Check eligibility for rebate under Section 87A

Deductions & Investments

  • ☐ Exhaust the Section 80C limit – PPF, ELSS, EPF, life insurance, tuition
  • ☐ Pay 80D health insurance premium for self, family and parents
  • ☐ Consider NPS contribution under Section 80CCD(1B)
  • ☐ Claim 80TTA / 80TTB interest and 80E education loan interest
  • ☐ Make eligible 80G donations and collect receipts

Capital Gains & Property

  • ☐ Harvest long-term gains within the exemption limit
  • ☐ Set off capital losses against gains and carry forward the balance
  • ☐ Review home loan principal (80C) and interest (24b) claims
  • ☐ Plan reinvestment under Section 54 / 54F / 54EC if applicable

Liabilities & Records

  • ☐ Pay the final advance tax instalment by 15 March 2026
  • ☐ Deposit any pending TDS on rent (26QC) or property (26QB)
  • ☐ Submit investment proofs to the employer before the cut-off
  • ☐ Organise documents for a smooth ITR filing next year

Tax-saving investments must be made on or before 31 March 2026 to count for FY 2025-26; choosing the wrong regime or missing proofs cannot be corrected after the year closes.

Before you use it — fill in / check

  • Taxpayer/entity
  • Period/FY
  • Responsible person

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.