✅Checklist

Exempt Income & Schedule EI Checklist

What's exempt income vs a non-taxable receipt (gifts, loans, inheritance) — and exactly where each goes in your ITR.

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2-page client-advisory format with a two-bucket framework and a quick-reference table.

What's inside

What's new in Schedule EI for AY 2026-27 — the removed "Any Other" box and the new "Receipts not in the nature of income" field
Bucket A — the full exempt-income list mapped to exact sections: PPF/EPF/SSY interest, agricultural income, gratuity, leave encashment, partnership profit share, LIC maturity, DTAA-exempt income
Bucket B — receipts that aren't income at all: loans, gifts from relatives, inheritance, sale of rural agricultural land, sale of personal effects
The FD/mutual fund trap: only your principal is a non-income receipt — the interest or capital gain is still taxable
A 6-step reporting process, from pulling AIS/26AS data to reconciling to the rupee
A quick-reference table mapping each receipt type to exactly where it goes in the ITR
Documents to retain, and 5 common mistakes to avoid

Who it's for

Anyone with non-salary inflows in their bank account — PPF/EPF interest, a loan, a gift, an inheritance, or agricultural income — who needs to know what to disclose and where.

Why it matters

Not disclosing an inflow that AIS already shows is one of the most common triggers for a mismatch query — even when the amount itself isn't taxable at all.

Exempt Income & Schedule EI Checklist

What's inside

Who it's for

Why it matters

How It Works

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