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Home > Income Tax > Help Center > EZTax Tax Optimizer HelpLast Updated: Jan 25th 2024

How to use Tax Optimizer?

Before you e-File, tax optimizer from provides recommendations to make changes for next years potential tax savings. Tax Optimizer assumes your current income levels for next year, and asks simple questions like whether you want low risk or high return, further ask whether you have specific amount that you do not want the tax optimizer to consider for tax optimization.

Tax Optimizer Explained

Tax Optimizer Screen in Self Service Tax filing consists of three parts, 1) Selection of the method with which to get the recommendations, 2) Summary result, 3) Today (selected assessment year) vs To-Be (next year) analysis in comparing your taxes.

Recommends for next year: Depending upon present year investments will provide multiple scenarios to reduce your tax for the upcoming year. This will enable you get a guidance, and to plan yourself for the future.

Net Tax Savings: Shows final savings for the next assessment year, if you follow the given recommendations.

Recommendation: Table shows recommended tax deductions (like 80C LIC, FD or post office savings, NPS etc.) and the corresponding increase or decrease to suit your situation to enable you for a maximum tax refund.

Tax Summary: This table shows tax calculation difference between the selected assessment year, and the recommended for the next assessment year, and the final tax due / refund.

Next: After the selection, re-run the Tax Optimizer to get the new results. Optionally, select the 'Check for more Tax Savings' check box to get additional possibilities to reduce the tax and increase the tax savings.

Click 'more on Tax Saving Investments' link to know more on the tax saving options along with the possible returns.

How to get help from

Disclaimer: This article provides an overview and general guidance, not exhaustive for brevity. Please refer Income Tax Act, GST Act, Companies Act and other tax compliance acts, Rules, and Notifications for details.