Capital Gains Tax Checklist
Learn about STCG and LTCG holding periods, tax rates, the new indexation laws, Section 54/54F reinvestment benefits, and tax-saving bonds.
PDF CHECKLIST
Capital Gains Tax Checklist
Learn about STCG and LTCG holding periods, tax rates, the new indexation laws, Section 54/54F reinvestment benefits, and…
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
STCG vs LTCG Holding Periods
12, 24, or 36 months holding rules by asset class.
Tax Rates by Asset Class
Rates for listed stocks (15%/10%), real estate (12.5%), and debt funds.
Section 54 Reinvestments
Rules on buying residential houses to exempt capital gains.
Section 54EC Bonds Tracker
Exempt tax by investing up to ₹50 lakh in NHAI/REC bonds.
Who Should Use This
Stock Traders
Mutual Fund Investors
Property Sellers
Tax Consultants
Benefits
Minimize gains tax
Use legal reinvestment sections (54/54EC) to reduce tax payouts.
Understand new rules
Stay updated on the indexation changes introduced in Budget 2024.
Organise documentation
Verify acquisition dates and cost of improvement records.
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