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Know Taxation in India: Old vs New Slabs, Interest & ITR Forms

By Himanshu Kumar · 2026-05-06

If you are confused by tax language, start here. This page gives you a practical map of Indian personal taxation.

1) Tax regime choice: old vs new

  • Old regime: wider deduction usage (for eligible users), useful when your deductible stack is strong.
  • New regime: cleaner slabs and simpler filing for many salaried users.
  • The right choice is always your final tax payable, not social media rules.

2) Slab-wise tax rates (quick view)

Old regime (illustrative non-senior slab structure)

- Up to ₹2.5L: 0% - ₹2.5L–₹5L: 5% - ₹5L–₹10L: 20% - Above ₹10L: 30%

New regime (illustrative FY 2025-26 model)

- Up to ₹4L: 0% - ₹4L–₹8L: 5% - ₹8L–₹12L: 10% - ₹12L–₹16L: 15% - ₹16L–₹20L: 20% - ₹20L–₹24L: 25% - Above ₹24L: 30%

> Always compare after rebate, surcharge, and cess.

3) Section 87A in one line

87A is a rebate on tax, not an investment section like 80C.
It can reduce slab tax significantly if taxable income is within notified limits.

4) Cess and surcharge

  • Health and education cess is generally 4% on tax + surcharge.
  • Surcharge applies only beyond higher income thresholds.
  • Effective tax can jump when surcharge bands trigger.

5) Interest under income-tax (not FD/loan interest)

These are filing/compliance interests, commonly at 1% per month under applicable conditions:

  • 234A: delay in filing return
  • 234B: shortfall in advance tax
  • 234C: deferment of advance-tax installments

6) Which ITR form is usually used?

  • ITR-1: simple eligible salaried/pension profiles
  • ITR-2: capital gains/foreign complexity without business income
  • ITR-3: business or professional income
  • ITR-4: eligible presumptive business/profession cases

Always validate final eligibility for your year before filing.

7) Practical checklist before filing

  • Form 16
  • AIS and 26AS reconciliation
  • Interest certificates
  • Capital gains statement
  • Rent / loan / deduction proofs

Need a practical comparison with your numbers? Use the Tax Regime Calculator.

Frequently asked questions

Is new regime always better up to ₹15–20 lakh?
Often yes for many salaried users, but not always. Strong HRA/home-loan/deduction stacks can still make old regime better. Compare both using actual data.
Is 87A the same as 80C?
No. 87A is a rebate on computed tax. 80C is a deduction section that can reduce taxable income in eligible cases.
Can wrong ITR form create notices?
Yes. Wrong form selection and AIS mismatch are common reasons for post-filing issues. Validate form eligibility before submit.

Next steps

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