Name of Assessee POONAM SHARMA

Father's Name KEDAR CHAND JANGID

Address 33-34,,Ashapurna Nanomax Jodhpur,,Shikargarh,
Jodhpur,JODHPUR,RAJASTHAN,342001
E-Mail [email protected]
Status Individual Assessment Year 2024-2025
Ward Year Ended 31.3.2024
PAN CWZPS1823E Date of Birth 15/05/1984
Residential Status Resident Gender Female
Nature of Business WHOLESALE AND RETAIL TRADE-Retail sale of other products
n.e.c(09028),Trade Name:Poonam sharma
Filing Status Original
Last Year Return Filed On 19/07/2023 Acknowledgement No.: 538734240190723
Last Year Return Filed u/s Normal
Aadhaar No: 959102751260 Mobile No Linked with Aadhaar 9414312072
Bank Name STATE BANK OF INDIA, DEFENCE LAB, JODHPUR, A/C NO:53010278381
,Type: Saving ,IFSC: SBIN0004301, Prevalidated : Yes, Nominate for refund :
Yes
Tele: Mob:9414312072

Computation of Total Income [As per Section 115BAC (New Tax Regime)]

Income from Salary (Chapter IV A) 5,40,000

UNIVERSAL MF
Employer Status: Other
JODHPUR JODHPUR RAJASTHAN-342015
Salary 5,90,000
Less: Standard Deduction u/s 16(ia) 50,000
5,40,000

Income from Business or Profession (Chapter IV D) 64,733

Income u/s 44AD 64,733

Profit as per Profit and Loss a/c 0

Income from Capital Gain (Chapter IV E) 1,64,093

Short Term Capital Gain

Capital Gain as per Details Attached (stt) 1,07,289

Long Term Capital Gain

Long Term Capital Gain u/s 112A as per 56,804

Details Attached
Note: - Threshold Limit of Rs. 1,00,000
as given u/s 112A is the part of Total
Income but in tax calculation this amount
will be excluded.
NAME OF ASSESSEE : POONAM SHARMA A.Y. 2024-2025 PAN : CWZPS1823E Code :655

Income from Other Sources (Chapter IV F) 41,243

Dividend From Shares 41,243

Gross Total Income 8,10,069

Less: Deductions (Chapter VI-A)

u/s 80C
Tuition Fee 85,000
Tuition Fee 70,000
Total 1,55,000
1,50,000
Allowable Deduction(Assessee has opted New Tax 0
regime. Only deductions u/s 80CCD(2), 80CCH(2),
80JJAA are allowable [Refer 115BAC (2)(i)])
Total Income 8,10,069
Round off u/s 288 A 8,10,070
Adjusted total income (ATI) is not more than Rs. 20 lakh hence AMT not applicable.

Tax Due (Exemption Limit Rs. 300000) 19,598

Short Term Capital Gain @ 15% 16,093
Total Tax 35,691
Rebate u/s 87A 19,598
16,093
Health & Education Cess (HEC) @ 4.00% 644
16,737
T.D.S./T.C.S 2,536
14,201
Interest u/s 234 A/B/C 1,154
15,355
Round off u/s 288B 15,360
Deposit u/s 140A 15,360
Tax Payable 0

Special Rate income has not been considered while calculating rebate u/s 87A, as per the changes made in
the Income Tax Utility on 05/07/2024. [If you want to consider special rate income for 87A, kindly untick the
option in SETUP->Miscellenous->Calculation-Point No. 9].

Tax calculation on Normal income of Rs 6,45,980/-

Exemption Limit :3,00,000
Tax on (6,00,000 -3,00,000) = 3,00,000 @5% = 15,000
Tax on 6,00,001 to 6,45,980 = 45,980 @10% = 4,598
Total Tax = 19,598

Interest Charged (Rs.) T.D.S./ T.C.S. From (Rs.)

u/s 234B (4 Month) 568 Non-Salary(as per Annexure) 2,536
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NAME OF ASSESSEE : POONAM SHARMA A.Y. 2024-2025 PAN : CWZPS1823E Code :655

u/s 234C 586

(45+135+264+142)
Interest calculated upto July,2024, Due Date for filing of Return July 31, 2024
Income Declared u/s 44 AD
Gross Receipts/Turnover (Other than ECS/Cheque/DD) 0.00
Gross Receipts/Turnover (ECS/Cheque/DD Mode) 502553.00
Gross Receipts/Turnover (Cash Receipt) 0.00
Gross Receipts/Turnover (Total) 502553.00
Book Profit 64733.00 12.88 %
Deemed Profit(Other than ECS/Cheque/DD) 0.00 8.00 %
Deemed Profit(ECS/Cheque/DD Mode) 30153.18 6.00 %
Net Profit Declared 64733.00 12.88 %

Prepaid taxes (Advance tax and Self assessment tax)26 AS Import Date:05 Apr 2024
Sr.No. BSR Code Date Challan No Bank Name & Branch Amount
1 . 15360
Total 15360

Interest Calculation u/s 234C

S. No. Installment Period Total Tax Due To Be To Be Deposit Remaining Tax Int Rate Interest
Deposited Deposited Amount Due(Round off in (In %)
(In %) (In Amount) 100 Rs.)
1. First (Up to June) 10114 15.00 1517 0 1500 3 45
2. Second (Up to Sep) 10123 45.00 4555 0 4500 3 135
3. Third (Up to Dec) 11767 75.00 8825 0 8800 3 264
4. Fourth (Up to March) 14201* 100.00 14201 0 14200 1 142
Total 586

•I
ncludinginc omedec l
aredu/ s44AD, 44ADA[ sees ect
i
on211( 1)
(b)
],Adv anc et axliabl
eonl yinlasti
nstall
ment .
=>Interest u/s 234C on capital gain income calculated from date of sale if you want to change calculation
period from starting of the year then go to Setup->Miscellaneous->Calculation and untick the sl.no. 7 option.

Interest Calculation u/s 234B

Interest u/s 234C : 586
S. No. Month Principal Int. 234B Int. 234A/F Deposit Int Adjusted Int Remain Principal Adj
1 April-2024 14201 142 0 0 0 728 0
2 May-2024 14201 142 0 0 0 870 0
3 June-2024 14201 142 0 0 0 1012 0
4 July-2024 14201 142 0 0 0 1154 0
Total 568 0

Bank Account Detail

S.N Bank Address Account No IFSC Code Type Prevalidated Nominate for
. refund
1 STATE BANK OF INDIA DEFENCE LAB, JODHPUR 53010278381 SBIN0004301 Saving(Prima Yes Yes
ry)

Special Rates Income u/s 112A

Description Amt Exemption u/s Basic Amt After Setoff Rate Tax
112A(2)(i) Exemption

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NAME OF ASSESSEE : POONAM SHARMA A.Y. 2024-2025 PAN : CWZPS1823E Code :655

Long Term capital Gain 56804 56804 0 0 10.00 0

u/s 112A

Details of Dividend From Shares

S.NO. PARTICULARS AMOUNT
1 VEDANTA LIMITED 6475
2 VEDANTA LIMITED 5550
3 VEDANTA LIMITED 7175
4 VEDANTA LIMITED 6150
5 LIFE INSURANCE CORPORATION OF INDIA 90
6 VEDANTA LIMITED 15803
TOTAL 41243

Details of T.D.S. on Non-Salary(26 AS Import Date:05 Apr 2024)

S.No Name of the Deductor Tax deduction Amount Paid/credited Total Tax Amount out of (5)
A/C No. of the deducted claimed for this year
deductor
1 LIFE INSURANCE CORPORATION OF MUML13465E 90 0 0
INDIA
2 VEDANTA LIMITED DELV18086F 25350 2536 2536
TOTAL 25440 2536 2536

Head wise Summary on Income and TDS thereon

Head Section Amount As per Location of Income for TDS
Paid/Credited As Computation Comparison
per 26AS
Other Sources 194 25440 41243 Dividend Income:41243 2536
Total 25440 41243 2536

Details of Taxpayer Information Summary (TIS)

S.NO INFORMATION CATEGORY DERIVED As Per Computation Difference
. VALUE(Rs.)
1 Dividend 25440 Dividend From Shares 41243 -15803
2 Purchase of securities and units of mutual funds 544572
3 Sale of securities and units of mutual fund 777895 Sale of STCG 1713268
Shares/Mutual fund
Sale of LTCG 1554932
Shares/Mutual fund
3268200 -2490305
Salary Salary 590000 590000
Business receipts Total Gross 502553
Receipts/Turnover (44AD)
502553 502553

Statement of Short Term Capital Gain (Transaction Tax)

Name of Company Date of Sale Sales Price Tr. Exp. Net Sale Purchase Purchase Loss u/s Capital
Price Date cost 94(7)/(8) gain
SAIL 14/03/2024 123451 0 123451 14/09/2023 107850 0 15601
STATE BANK Bef. 15/6 1589817 0 1589817 1498129 0 91688
TOTAL 1713268 1713268 1605979 107289

Statement of Long Term Capital Gain Transaction Tax u/s 112A

Name of Company ISIN Qty Date of Sales Net Sale Purchase Purchase Market value Calculated Capital
Sale Price Price Price Date as on Purchase gain
31/01/18 cost #
TATASTEEL INE081A010 0 1554932 1554932 1498128 0 1498128 56804
12

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NAME OF ASSESSEE : POONAM SHARMA A.Y. 2024-2025 PAN : CWZPS1823E Code :655

TOTAL 1554932 1554932 1498128 1498128 56804

# Calculated Purchase Cost:-
(i). Lower of Market Value as on 31/01/2018 or Actual Sale Consideration
(ii). Calculated Purchase Cost = Higher of (i) or Actual Purchase Price

Detail of assets and income given in return form

Balance Sheet
Liabilities Assets
S.No Particulars Amount S.No Particulars Amount
1. Partner/Member 0 1 Fixed Assets 0
capital
2. Secured Loans 0 2. Inventories 0
3. Unsecured Loans 0 3. Sundry debtors 0
4. Advances 0 4. Balance with banks 0
5. Sundry Creditors 0 5. Cash in hand 40000
6. Other liabilities 0 6. Loan and advances 0
7. Other Assets 0
Total 0 Total 40000

Signature
(POONAM SHARMA)
Date-29.07.2024
CompuTax : 655 [POONAM SHARMA]

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