Tax planning · 2 min read

Tax saving begins with eligible deductions.

Organise your claims before you make a tax-driven investment decision.

Educational guide · Updated 19 September 2026 · FY 2025–26 / AY 2026–27

The quick answer

A payment or investment is not automatically deductible. Eligibility depends on the provision, your chosen tax regime and supporting documents.

Build a deduction inventory

  • List qualifying investments, insurance payments and other claims.
  • Check each claim’s limit and evidence separately.
  • Avoid counting the same payment twice.
  • Compare the tax result before committing money solely for a deduction.

Keep standard deduction separate

For FY 2025–26, salary standard deduction is up to ₹50,000 under the old regime and ₹75,000 under the new regime. Our calculator applies it automatically, limited to salary.

Sources & further reading

General educational information, not an individual tax opinion. Facts and filing-year rules determine your treatment; confirm current requirements before acting.

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