Tax Planning
Engagement period: FY 2024โ2025 (with rolling review for FY 2025โ2026)
Service scope: Comprehensive tax planning, return preparation, withholding oversight, VAT advisory, and compliance automation.
Outcome (high-level): Optimized tax position through allowable exemptions, rebates, and expense structuring while maintaining strict compliance with NBR rules and VAT Act/Rules.
Objectives
Legally minimize tax liability using available exemptions, credits, rebates, and investment incentives.
Ensure timely, accurate filing of returns and statements (Income Tax, VAT, and Withholding).
Implement record-keeping and documentation standards aligned with NBR requirements.
Establish quarterly review checkpoints and cash-flowโaware advance tax planning.
Scope of Work
Income Tax Planning & Compliance
Income heads mapping (Salary/House Property/Business & Profession/Capital Gains/Other Sources).
Allowable deductions & exemptions planning (e.g., recognized provident fund, approved investments under section โข, donations to approved institutions, medical & transport allowances per limits).
Tax rebate optimizationย via eligible SRO-backed investment instruments (e.g., DPS, life insurance premium, government securities, listed mutual fundsโsubject to limits).
Return preparation & e-filingย on NBR portal; computation sheets annexed.
Advance tax/Installment planningย and monthly withholding verification (if applicable).
- Personal Tax Computation Pack (PDF)
- Return & Acknowledgment
- Compliance Calendar
- Spreadsheet templates for tax computations and
- Secure client portal (document exchange & approvals).
- Documentation and Reporting
Legal & Privacy
This portfolio is for informational purposes and reflects a generalized planning framework.
All tax planning conforms to applicable laws, Finance Act provisions, SROs, and NBR circulars in effect for the relevant year.
Publication is subject to client consent. Identifiers (TIN/BIN, amounts) are redacted in the web version.
