Every July–September, millions of Indians scramble to find their income records for ITR filing. CiviQ's Tax Summary generates all of it in one PDF — every income entry for the financial year (April–March) and all your Section 80C investments.
⚠️ The CiviQ tax summary is a reference document based on data you've entered. It's not a substitute for your Form 16 or official bank statements. Always verify figures with your CA before filing.
What the tax summary includes
- All income records for the financial year (April 1 → March 31)
- Breakdown by income source (salary, freelance, rental, investment)
- Section 80C investments logged in CiviQ (PPF, ELSS, insurance premiums, etc.)
- Total eligible 80C deduction (capped at ₹1,50,000)
- Estimated taxable income (income minus 80C deduction)
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Go to Reports → Annual Tax Summary
2
Tap 'Generate'
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Select the financial year
FY 2025-26 means April 1, 2025 to March 31, 2026. India's tax year. Not January to December.
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Choose PDF or Excel
PDF for sharing with your CA. Excel if your CA wants to process the data in their own tools.
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Generate and download
The report downloads. Share it directly with your CA.
💡 For 80C tracking to work, make sure you've logged your PPF deposits, ELSS investments, and insurance premium payments in CiviQ under the 'Investment' category throughout the year. This is the most-forgotten part of tax planning.
📅 Generate your tax summary in early March (before financial year end) to see your 80C total. If you haven't hit ₹1,50,000 yet, you have time to top up.