Overview
A complete picture of your tax situation before e-filing
The Tax Summary screen is your final checkpoint before e-filing. It displays all your declared income, applied deductions, taxes already paid (TDS/TCS/Advance), and the resulting tax payable or refund due. Additionally, the system shows any user-requested reminders set earlier in the filing process. CA users with special access can also download a comprehensive PDF report or JSON data file.
1
Tax Scenario Table
See total gross income, deductions applied, taxes paid, and the final refund or amount due — all in one table.
2
Graphical View
Visual bar/pie representation of gross income, deductions, and taxes paid for an at-a-glance understanding.
3
Income Breakdowns
Detailed tables for taxable salary, house property, interest income, capital gains, and other heads.
4
Deductions Summary
Review all claimed deductions under 80C, 80D, and other sections — with limits and claimed amounts.
Tax Scenario & Graphical Representation
Your complete tax picture at a glance
1
Tax Scenario
This table shows your Gross Total Income, total deductions claimed, taxable income, taxes already paid (TDS + Advance Tax + TCS), and the final refund or tax due. If the amount is positive, a refund is due to you; if negative, you need to pay additional tax before filing.
2
Graphical Representation
A visual chart showing the proportion of gross income, deductions, and taxes paid. This makes it easy to spot anomalies — for example, if deductions appear unusually high relative to income.
3
Summary Table
A detailed breakdown of the tax computation: the applied tax slabs, surcharge (if applicable), health and education cess, rebate under Section 87A (for eligible taxpayers), and the final tax liability before and after credits.
Important: If there is an additional tax due, you must pay it as Self-Assessment Tax and update the challan details in the Taxes Paid section before e-filing. EZTax will guide you through this step.
Income Breakdown Tables
Detailed view of each income source and deduction
1
Computation of Income
Shows the computation of Gross Total Income and Net Taxable Income — including all set-offs (e.g., house property loss against salary) and additions from multiple income sources. After set-offs, eligible deductions are subtracted to arrive at net taxable income.
2
Taxable Salary
Displays your taxable salary amount after exemptions (HRA, LTA, Standard Deduction), the type of employer (government / private / PSU), and the employer's name and address. This is derived from your Form 130 (Form 16) or manually entered salary data.
3
Taxable Self-Occupied Property
For self-occupied property with a home loan, EZTax shows the deductible interest on the loan (up to ₹2,00,000 for self-occupied property). Any loss from house property is set off against salary income.
4
Taxable Interest Income
Breakdown of all interest income declared: savings account interest, fixed deposit interest, and other interest. Savings interest is eligible for 80TTA/80TTB deduction, which is reflected here.
5
Deductions under Tax Saving Investments
All deductions claimed under 80C (PF, PPF, LIC, ELSS, NPS, children's tuition fee, etc.), 80D (health insurance), 80CCD (NPS), and other sections — with maximum limits and amounts claimed for each.
Before proceeding: Carefully review all breakdowns. If you notice any incorrect data, click "Edit" next to the relevant section to go back and correct it. Do not e-file with incorrect information.
Pre-eFile Checklist
Verify before you proceed to e-File
1
Verify Income
Confirm all income sources (salary, interest, capital gains, etc.) match your Form 130 (Form 16) and Form 168 (Form 26AS).
2
Check Deductions
Ensure deduction claims are within permissible limits and supported by actual investments/payments made.
3
Confirm Tax Paid
Verify TDS, TCS, and Advance Tax figures match your Form 168 (Form 26AS).
4
Pay Remaining Tax
If tax is due, pay Self-Assessment Tax via the Income Tax portal and enter the challan details in EZTax before filing.
Need Assistance?
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