Step 1: Accessing the TaxSpanner Website
1.1: To begin, open your preferred web browser and go to www.taxspanner.com

Step 2: Navigating to the service section

2.1: On the TaxSpanner homepage, locate the Service section in the top left header.

2.2: In the Service section click on the Optimize Tax option.

Step 3: Optimizing Tax Using the TaxSpanner Feature

3.1: After selecting the Optimize Tax option, click on the DIY User option.

Step 4: DIY user option fields

4.1: After clicking on the DIY user option, fill in the required basic details:

• Your age
• Financial Year
• Tax Regime

Step 5: Entering Annual CTC/Salary Package Details

5.1: After entering the basic details, click Proceed to access the Annual CTC/Salary
Package field.

5.2: Enter the required salary components:

• Total CTC
• Basic salary + Dearness allowance
• House Rent Allowance
• Leave Travel Allowance
• Food Coupon

5.3: After filling in all the details, click Proceed to continue.

Step 6: Fill Rent house Information

6.1: If you live in a rented house, enter the relevant details. If not, select no and proceed.

Step 7: Fill leave travel allowance Information (LTA)

7.1: If you have taken a trip during the financial year, enter the relevant details

Otherwise, select no and proceed.

Step 8: Fill Medical Insurance Premium Information

8.1: If you pay a health insurance premium, enter the details. Otherwise, select no and
proceed.

Step 9: Fill other income Information

9.1: Enter if you have any additional sources of income. If not, select no and proceed.

Step 10: Fill 80C Deduction Information

10.1: If you have any investments under Section 80C, enter the details. Otherwise, select
no and proceed.

Step 11: Fill National Pension Scheme (NPS) Information

11.1: If you contribute any amount to the National Pension Scheme, then enter the
details, otherwise select no and proceed.

Step 12: Fill Home Loan Details

12.1: If you have a home loan, enter the relevant details. Otherwise, select no and
proceed.

Step 13: Generating the Tax-Saving Report

13.1: After completing all the details, click Proceed.

13.2: Enter the following details to receive your tax-saving report:

• Name
• Email ID
• Mobile Number

Step 14: Downloading the Tax-Saving Report

14.1: After entering all the required details, click Continue to generate the tax-saving
report.

14.2: Click the Download button to save your report for free.

14.3: Review the downloaded report carefully and verify the details mentioned in it.