LET 2023-24

BE THE YEAR OF YOUR

EMPLOYEES
Financial Wellness
With
Ta x O p t i m i z e r (TO)
R
About Taxspanner
Accredited & Certified
E-Return Intermediary by the Income Tax Department

15+ years online platform Notable Media Presence

Offering an integrated Tax and accounting services in India With regular publications in ‘Economic Times Wealth’ since 2015

Facts & Numbers

S uperior Tec h S tac k
With a future ready tech architecture to deal with high volumes

10,000+ 10,00,000+
Corporate employees
Tax filing users Compre h ensi v e S olutions
who trust us Offering return filing , accounting and tax saving tools

5,00,000+ 10,00,000+
Tax related queries addressed
Individual’s proof verification
Mar q uee Clientele
in the past 15+ years done since 2011-12 With alliances and partnerships with multinational corporates

99.5% 5000+
Escalation free tax
NRI returns filed
W ide R eac h in g Presence
filing for Customers at our platform Pan India presence catering to both individuals and business customers
About TaxOptimizer R

TaxOptimizer Benefits Problem

Financial wellness tool of using TaxOptimizer that we are solving

Flagship product of Taxspanner that Most of Taxpayers fail to assess their

helps an individual save maximum tax liability and do not plan tax
taxes through a detailed report savings until the last minute.
reviewed by a Tax expert.

Minimize Tax,
Build your employee
Taxpayers end up paying taxes or opt
Maximize financial wellness retirementplan with tax savings
for inefficient tax saving instruments.
TaxOptimizer can be purchased by a
corporate for its employees or by an
individual directly.

TaxOptimizer is built to maximize tax Unlock your employee Tax

eep your employees one

savings for your employees

savings beyond Section 80C step ahead of Inflation

TaxOptimizer help your employee to
decide the right tax regime

Hire Expert advise

Help your employees

to leverages all options reach their financial

for employee benefits. goals with early planning

Why TaxOptimizer ?
R

Trusted by Millions
More than 1 million taxpayers have trusted TaxOptimizer and saved

their taxes

A complete package
Focus on minimizing your employees tax. Helps in early planning to

achieve financial goals & motivates them to focus on the work &

without having worries about the financial wellness

A true gem
TaxOptimizer is personalized report that briefly discusses in detailed

about all tax saving options

Extra care
TaxOptimizer comes with a plan where employees can get top

quality tax experts and get precise financial advices and much more
How to get the TaxOptimizer report?
in 3 easy steps

1 2 3
Submit salary slips &
Our system will analyse the documents
Schedule a consulting session with
tax computation sheet and generate TaxOptimizer® report
our tax expert and experience your
which is reviewed by a tax expert financial wellness.
How the sample report will look
How the sample report will look

It Includes

1 Taxation based on Old Tax Regime & New Tax Regime

2 Overall summary of your Salary structure

3 Exemptions on Perquisites and allowances and what

TaxOptimizer has to offer you

4 Detailed list of all the deductions available for every

Section
Taxation rate new regime vs old regime

Key Takeaways

1 TaxOptimizer helps you understand the difference between the

old tax regime and the new tax regime.

2 Get help from tax experts to understand the report in detailed

3 Get to know about the sections in which to invest with

the help of our TaxOptimizer

Deductions under VI-A
Name Limit Description
80C, 2 lakh The total amount that can be claimed under Sections 80C,
80CCC,80CCD(1) 80CCC, 80CCD(1) combined is Rs. 15000
80CCD(1) & 80CCD(1B) is for contributions to NPS
amounting to Rs. 50000

Section 24(b) 2 lakhs Tax exemptions on your home loan interest payments as
well. Under Section 24(b), interest of up to ₹2 lakhs is tax-
free, provided that the construction is completed within
five years of the loan term.

80GG Upto Rs 60000 Deduction is available for rent paid when HRA is not
received.

80D 25k-1 lakh depending on case to case Deduction on medical insurance premium/expenditure.
basis
80E No specified limit Education loan For self, spouse, children or legal wards.
Can be claimed till
8 years from the year of beginning of loan repayment
Until the entire interest is paid off.

The above deductions are for reference purpose only. Detailed list is available on Income tax website.
Exemptions on Allowances and Perquisites

Name Limit Description

HRA Based on formula Minimum o

 Actual Hra receive
 50% or 40% of basic depending on cit
 Actual rent paid - 10% basic salary 

LTA No specified limit Travel to any place in India in economy class

with the shortest route
Mode of travel can be air, rail, road

Mobile Reimbursement No limit but should be reasonable For official purpose

Food Coupons 26400 Rs. 50 per meal 

Employer contribution to EPF 12% of basic 12% of basic salary

Children Allowance 1200 per annum per child Rs 100 per month per child
Gifts or Vouchers by employer 5000 Annual gift provided by the employer

x
The above e emptions are for reference purpose only. Detailed list is available on Income tax website.
Which Tax Regime is better for your employees?
TaxOptimizer Corporate Packages
R

B est V alue

TaxOptimizer
TaxOptimizer
TaxOptimizer
TaxOptimizer
TaxOptimizer

B asic B ronze i er
S lv G ol d Platinum
599/- 1199/- 2,999/- 5,999/- 7,999/-
(Assisted Plan)

ITR Filing (Prepared by Tax Expert)

Personalized TaxOptimizer report

Multiple Form 16

Selection of Best Investment Option

20 Min or
60 Min or
90 Min or
120 Min or

Discussion with Tax Expert / CA 1 Scheduled Call 2 ScheduledCalls 3 Scheduled Calls 5 Scheduled Calls

Income from Sale of Esops/RSU

Tax Vault Access

Email Support

Foreign Income & assets incl. shares with

DTAA/Tax Relief Computation

Assets Declaration for individuals with Income > 50 Lakh

Relief under section 89

Self Learning Content

V alidity 12 Months 12 Months 12 Months 12 Months 12 Months

Capital Gains/Loss(Number of Brokers) Upto 1 Upto 2 Above 3 Above 3

Profit From F&O /Intraday

Online Rectification against IT notice

Assets declaration for Income > 50L

D ividends from foreign stocks/shares

Section 44 AD/44ADA Income

B usiness Income with Books of Maintaince

Phone Support 10am to 6pm IST 10am to 6pm IST 10am to 6pm IST 10am to 6pm IST 10am to 6pm IST

Chat Support 10am to 6pm IST 10am to 6pm IST 10am to 6pm IST 10am to 6pm IST 10am to 6pm IST

support@taxspanner.com each out to us +91 11 4084 4781

R www. taxspanner.com

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