Scribd
Upload
35 views

Tax Declaration Format

This document is an income tax projection form for the financial year 2011-2012. It requests information about the employee's name, ID number, PAN number, and address of the income tax office where they file. It then has sections to provide details of income from house property, deductions that can be claimed under sections 80C, 80D, and 80G of the income tax code, including types of investments, insurance premiums, donations, education fees, and house rent paid. The employee must sign declaring that the investments and savings listed will be from income chargeable to tax for the given financial year.

Uploaded by

rameshbabumeela
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
35 views

Tax Declaration Format

This document is an income tax projection form for the financial year 2011-2012. It requests information about the employee's name, ID number, PAN number, and address of the income tax office where they file. It then has sections to provide details of income from house property, deductions that can be claimed under sections 80C, 80D, and 80G of the income tax code, including types of investments, insurance premiums, donations, education fees, and house rent paid. The employee must sign declaring that the investments and savings listed will be from income chargeable to tax for the given financial year.

Uploaded by

rameshbabumeela
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 1

XYZ Limited

To Date :
The HR Department
Hyderabad

Sub : INCOME TAX PROJECTION FOR FINANCIAL YEAR 2011-12

NAME : ID NO. PAN NO.

Address of Income-tax office where you are assessed / assessable ______________

Premium
paid/
Sl.No. Type of Investment
Amount
Deposited
A INCOME FROM HOUSE PROPERTY : U/S 24
1 Address of Property (if your premise is rented out)
Town/State
Name of the Tenant & PAN No. of tenant
Gross annual Rent
Less :Municipal Tax paid
Net Value
Standard deduction at 30% on net value
Total value to be considered
Interest paid on housing loan(availed before 01.04.99
2 Max.Rs.30000/-)
Interest paid on housing loan(availed on or after 01.04.99
3
Max.Rs.1,50,000/-)
a) Date of Occupation or occupation certificate to be enclosed
b) If the loan is in joint name, declaration from the co-applicant
that she/he is not claiming the same for income tax benefit.
4 Pre Construction Interest
TOTAL INCOME FROM OTHER HEADS -

B DEDUCTIONS U/S 80 C
1 Provident Fund
2 Pension Plan Schemes
3 Life Insurance Premium
4 Public Provident Fund
5 National Saving Certificates
6 Unit Linked Insurance Premium (ULIP)
Repayment of housing loan for purchase/construction of house
7 - prinicipal amount where occupancy certificate has been
obtained from concerned authorities
8 Investment in Equity Linked Savings scheme
9 Children Education fees
10 FDR & Post Office deposits for a fixed period of not less than 5 Years.
Upto Rs.1.00 Lakh is exempted from the taxable income
under Section 80C.
C 1 Mediclaim Insurance self (max.Rs.15,000/-) - 80D
Additional amount which is deductible when policy is taken on
2
the health of a senior citizen(>65 year) 80 D

3 Eligible Donations under section 80-G


4 Infrastructe Bonds U/s 80CCF (Max Rs.20,000/-)

TOTAL DEDUCTION UNDER SEC 80 D / G -

D HOUSE RENT PAID (IF APPLICABLE)


Note: Give Landlords' name & address and landlord PAN
number (PAN is compulsorily required if rent amount is more
than Rs.5000/- p.m.)
I declare that the investments savings mentioned above are / will be out of my income chargeable to tax
for the year 2011-12

Signature

You might also like