Tax Saving & Planning Optimizer

Tax Saved 100 Cr+

Trusted by 1+ Million Users

4.8 Google User Rating

What is Tax Planning Optimizer?

Tax planning Optimizer is an effective tool that helps you maximize your tax savings. You can plan your investments and save more money using recommendations provided by the tool. For instance, if you are still determining the most suitable tax regime, it will suggest the most tax-effective tax regime based on your income and investments. This tool will also analyze the additional deductions you can further avail to obtain tax relief and get a higher in-hand salary.

What is the purpose of using Tax Planning Optimizer?

The objective of this tool is to reduce tax liability by taking advantage of all the income tax laws, provisions, and deductions applicable to your situation.

How does Tax Planning Optimizer work?

The tools understand your tax situation by asking simple questions regarding your income, savings, insurance premium amount, etc. Later, it analyses all the income tax rules applicable to your case that can help you save maximum taxes. The tool does the following -

Income Tax Calculation: Suggest a suitable tax regime and provide all the tax calculations so you can know how much you need to pay.

Tax Investment Options: Shares numerous options of tax saving instruments in detail that helps you in making a smart decision.

Savings without Spending: Reduce tax burden by suggesting tax saving with no investments or tax investment options with the available liquidity

What are the benefits of using a tax saving tool?

Helps you plan tax savings throughout the year.
Reliable, personalised, and unbiased, detailed report on tax saving investments as per the Income Tax Law.
It helps make smart decisions by suggesting all the tax saving options available under section 80C and beyond that.

Who are eligible to use Tax Planning Optimizer tool?

All salaried employees can save their taxes using this tool regardless of how much they earn or how complicated their tax situation is.

What helpful information can I receive after fetching the detailed report?

The detailed report is a perfect guide for details of all tax-friendly expenses/investments. The report is divided into three parts:-

The first part suggests the suitable tax regime (New/Old) per your income.
The second part helps you make the right decision on how much money you ‘can & should’ invest for tax savings options against each penny invested! This part also suggests the sections of tax saving investment under which you can claim the additional deduction.
The third part focuses on salary restructuring and guides you on all components you can add or deduct via your employer to save tax deductions.

Explore Your Tax Saving Potential beyond 80C

One of the most popular tax-saving options is Section 80C, and generally, everyone is aware of this section, still, in addition to this section, there are other tax-saving deductions also available that you may avail and save taxes.

Using our tool, you will be able to identify various tax savings options apart from Section 80C and a customized report for your case.

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Benefits of Using Tax Planning Optimizer

There are numerous benefits of tax planning optimizer, some of which are:

Helps you plan tax savings throughout the year
Authentic and accurate report on tax saving
Saves you from the last-minute manual scramble at the end of the year to save taxes on your income
You can get recommendations to restructure your CTC for more savings

Personalized Recommendations
Fast, Easy and Paperless
Reduce Tax Burden

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Happy Customers, Our Pride!!

Saikumar Jonnakoti

Location- Andhra Pradesh

“I heard a lot about Tax Optimizer Tool from my friends so I also gave it a try and believe me it is just an amazing tool. You will get a customized report on the basis of details entered by you & you will get all the tips, investment options and tax regime analysis in this report. I got to know many investment options to save money but I was lacking funds at that time so in that case also it suggested me to restructure my CTC and due to which I could claim many exemptions like Leave Travel Allowance, Food coupons, HRA etc. which helped me to save my total tax of Rs. 28,500/-. I am so thankful to the Tax2win team for this amazing tool."

RASHMI NAG

Location- Kolkata

“I had a very pleasant experience using the Tax Planning Optimizer tool. I am living with my parents and the home is in the name of my father. Currently, HRA is part of my CTC but I have not claimed HRA tax exemption in recent years because I am not paying any rent. On this matter, my CA suggested that I should pay rent to my father after doing all the paperwork and can claim an HRA exemption. And, my father will show this rent as income in his ITR as he is not having any other income so effectively there will be no tax on rent in my father's hand as well. This helps me to save approx Rs. 1,28,000/-. I am definitely going to recommend this tool to my friends and relatives."

Kushal Pal

Location- Uttar Pradesh

“I took the assistance of the CA using the Tax Optimizer Tool. I wanted to save my taxes and the assigned CA told me various investment ways by which I can save my tax. But I was lacking funds at that time and told him that I can’t invest money. Then my CA understood the case and came out with a solution. He suggested that I opt for the new tax regime for which I was unaware of. Under the New tax regime, I was charged less tax rates. He also helped me to restructure my CTC and explained each and every benefit so precisely which helped me to save my total tax of Rs. 48,500/-. I am highly thankful to the assigned CA and Tax2win team."

Anil Gupta

Location- Rajasthan

“I just switched to my new job a few months ago. There was a substantial deduction of TDS from my salary. Thanks to my colleagues, who told me about Tax2win's incredible CTC optimizer tool. With the help of that tool, I got to know about less-known deductions and exemptions. I was not aware of the deduction of medical expenditure of senior citizen parents so my CA explained this to me and I took an additional deduction of Rs. 50,000. Further, I have taken an education loan for my son's studies and my CA told me that I am eligible to claim interest payment of the education loan without any maximum limit so I submitted documents of all these details to my employers. After all this, Rs. 25,000 per month was less deducted from my salary as TDS. That's the true power of tax planning tools. I will definitely come again next year."

FAQs

Why is Tax Planning important?

Many salary-income individuals are unaware that hundreds of income tax rules/provisions can help them reduce their tax burden. However, with an effective tax planner, one can take advantage of all the applicable tax saving options and maximize income tax savings.

I have zero ideas about taxes; how can I start effective tax planning?

Our “Tax Planning Optimizer “ tool guides you on how and where to invest your money to enjoy the maximum benefits.

What are the tax saving options available other than 80C?

There are many other ways to save taxes:- Claiming the tax-deductible expenses like insurance premiums, children's tuition fees, rent payments, home loan/stamp duty payments, interest paid on home loans, Medical expenses done on dependent family members, etc. In addition, investment options like National Pension Scheme optimize your income structure to reduce taxable income.

What are the top tax Saving mistakes made by Indians?

Keeping the belief that the only way to save tax is by investing in tax saving Mutual Funds.
Delaying tax-saving investments in the beginning and rushing to save taxes in the last quarter
Not diversifying the tax saving investments and often end up putting entire funds into a single asset class.

How can the employer help you save taxes?

Employers can support the employees by providing flexible structuring of Salaries. Tax Planning Optimizer tool helps you by suggesting the components you can incorporate into the salary structure to enjoy tax benefits.

Is Tax2win’s Tax Planning Optimizer India’s first-of-its-kind Tax-Saving tool?

Yes, Tax2win is overwhelmed to launch India's first tax planning tool that helps you step-by-step in getting detailed information about what you are saving now and what more you can save by investing in other tax saving options. With the help of this tax saving tool, every individual even with zero tax knowledge, can independently plan their tax savings. Our team has done immense research and hard work to bring such a valuable tool to save your income tax.

Why should I use Tax2win tax planning optimizer?

The tax planning optimizer tool takes less than 10 minutes to fetch your customized tax saving report and combines the simplicity of an online calculator with cutting-edge knowledge of tax planning. In addition, you should use this tax planning optimizer because it:

Is simple and easy to use
Provides automated analysis of your income and expenditure for saving
Minimises your tax outgo

How much time does it take to fetch a personalized tax saving report on the tool?

The tax planning optimizer tool is user-friendly and takes less than 5-10 minutes to complete your customized tax saving report. It combines an online calculator's simplicity with cutting-edge tax planning knowledge.

Is it safe to use Tax2win tax planning optimizer?

Yes, it is safe to use the tax2win tax planning optimizer. The computation is based on the income tax rules, with the highest level of accuracy. So you can use it without any worries.

How to save tax in India?

Most of us are averse to paying taxes, and at some point in our lives, we all fantasize about living in a tax-free world. Numerous ways can help you to get closer to living this dream of yours, like, investing money in tax saving instruments, claiming tax benefits from the deducted amount, etc. “Tax Planning Optimizer” plays the role of a genie here and suggests numerous ways to save on taxes and increase your income.