Advance Tax Planner Excel Template

Ready-to-use Excel template to estimate quarterly advance tax instalments using income projection, deduction inputs, tax regime comparison, due date reminders, tax already paid, TDS adjustment, and payable amount summary.

FREE

EXCEL TEMPLATE

Advance Tax Planner Excel Template

Ready-to-use Excel template to estimate quarterly advance tax instalments using income projection, deduction inputs, tax…

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About the Resource

This resource was developed by tax experts and qualified Chartered Accountants to simplify your income tax compliance. Reconciling tax credits and organising document trails reduces errors and filing delays.

Disclaimer: This resource is for educational purposes only and does not replace professional advice from a qualified CA or tax consultant.

Reconcile Tax Credits

Ensure your salary, business receipts, TDS, TCS, and tax payments match Form 26AS and AIS/TIS entries.

Claim All Deductions

Check eligibility for Section 80C, 80D, 80E, 80G, and HRA benefits to minimize tax liabilities.

What is Included

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Income Projection Sheets

Input estimated salary, business receipts, and interest income.

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Dual Regime tax comparison

Estimate taxes under both Old and New Tax Regimes.

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TDS & Advance Tax credits

Deduct TDS and tax already paid to find outstanding amounts.

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Instalment Due Reminders

June 15, Sept 15, Dec 15, and March 15 deadline reminders.

Who Should Use This

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Proprietors

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Freelancers

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Partnerships

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Accountants

Benefits

Avoid interest penalties

Filing and paying on time avoids Section 234B/234C interest charges.

Manage cash flow

Estimate your tax outflows quarterly rather than paying a lump sum in March.

Quick calculations

Pre-built Excel formulas auto-compute tax liabilities.

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Frequently Asked Questions

What is advance tax?
Advance tax is paying your income tax in instalments throughout the year instead of at the end of the year.
Who must pay advance tax?
Any taxpayer whose net estimated tax liability for the year (after TDS) is ₹10,000 or more.
Is this template free?
Yes, it is 100% free.