Answer what you can. For anything you don't know, tick "Not sure". Your advisor will fill it in from your documents.
Easier with your papers nearby. Keep your latest Form 16 (from your employer) or your last income tax return open. Each question says where to look. It runs only in this browser tab, nothing is sent or stored online, and it clears when you close the page.
1About you
2Income for the year
Yearly amounts in ₹, before tax. Leave blank if you have none.
Where to look: Form 16, Part B, "Gross salary"
Where to look: your rent receipts or bank credits
Where to look: your invoices, or "Income from profession" in your last return
Where to look: bank interest certificate, or the AIS page on the income tax website
3Your tax set-up
Pick the closest answer. "Not sure" is a fine answer.
Where to look: first page of your last return, or ask your employer's payroll team
Where to look: Form 16, "Exemptions under section 10"
Where to look: your bank's yearly home loan interest certificate
4Tax-saving investments
These two matter only under the old regime.
Includes PPF, ELSS, life insurance premium, tuition fees, EPF. Where to look: Form 16, "Chapter VI-A"
Where to look: your health insurance premium receipt
Where to look: your salary slip, a line such as "Employer NPS contribution"
A print window opens. Choose "Save as PDF" as the printer. This form collects facts only. It does not tell you which regime is better.