Tax Deduction Tracker Excel Template
Track investments, medical insurance premium limits, home loan interest certificates, charity donations, savings interest, and calculate total claimable deductions under Chapter VI-A.
EXCEL TEMPLATE
Tax Deduction Tracker Excel Template
Track investments, medical insurance premium limits, home loan interest certificates, charity donations, savings interes…
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
Section 80C Tracker
Log PPF, NPS, ELSS, LIC, and school fee receipts.
Section 80D Medical limits
Separate self/family limits from senior parent insurance receipts.
Home Loan Interest u/s 24b
Log interest certificate details against the ₹2L cap.
Summary Dashboard
Calculates total claimable deductions automatically using excel formulas.
Who Should Use This
Salaried Professionals
Freelancers
Individuals planning investments
Tax Advisors
Benefits
Claim full deductions
Never overlook eligible medical bills or bank interest exemptions.
Prevent limit errors
Formulas automatically cap Section 80C at ₹1.5L and Section 24b at ₹2L.
Ready for filing
Provides clean figures to copy into your ITR utility.
Download the Free Resource
Fill out the form below to get instant access to the downloadable template/file.
