CA K Sanjay BhargavChartered Accountant
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Old vs new tax regime under the Income-tax Act 2025

CA K Sanjay Bhargav, Chartered Accountant, Bengaluru

Membership No. 250054 · DISA (ICAI)

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Short answer: the new regime is the default under Section 202, with nil tax to ₹4 lakh and a ₹60,000 rebate under Section 156 taking most people to nil up to ₹12 lakh. The old regime survives only as an opt-out. It still wins for a narrow band — chiefly people with HRA plus home loan interest plus full Chapter VI-A deductions — and that is an arithmetic question, not a rule of thumb.

The two regimes, renumbered

Provision1961 Act2025 Act
Default (new) regime for individuals and HUFss.115BACs.202
Rebate for resident individualss.87As.156
Relief for salary arrears (Form 10E)s.89s.157

Note the trap: s.87A becomes s.156, and s.157 is the old s.89. Two different reliefs now sit next to each other, and transposing them is an easy mistake to make in a working paper.

New regime slabs — tax year 2026-27

Total incomeRate
Up to ₹4,00,000Nil
₹4–8 lakh5%
₹8–12 lakh10%
₹12–16 lakh15%
₹16–20 lakh20%
₹20–24 lakh25%
Above ₹24 lakh30%

Plus 4% health and education cess on tax and surcharge. The Finance Act 2026 left all of this unchanged.

The Section 156 rebate, and its limit

Under the new regime, a resident individual with total income up to ₹12 lakh gets a rebate of up to ₹60,000 — which, combined with the slabs above, means no tax at all at that level. Marginal relief applies just above ₹12 lakh, so income slightly over the threshold does not trigger a disproportionate liability.

⚠️ The rebate does not apply to special-rate income, and the Act says so directly. Section 156(3) provides that the deduction "shall not exceed income-tax payable as per the rates provided in section 202(1)" — that is, the slab rates. Income charged under a special-rate section, such as long-term capital gains under Section 198, is not taxed at the Section 202(1) rates, so the rebate cannot reach it.

Someone with ₹10 lakh of salary and ₹2 lakh of listed-equity long-term gains does not get those gains covered — they are taxed at 12.5% above the ₹1,25,000 annual exemption regardless. This is the single most common misreading of the ₹12 lakh figure.

Under the old regime, the rebate is unchanged at ₹12,500 for income up to ₹5 lakh.

Old regime, if you opt out

Total incomeRate
Up to ₹2,50,000Nil
₹2.5–5 lakh5%
₹5–10 lakh20%
Above ₹10 lakh30%

Basic exemption rises to ₹3 lakh for residents aged 60–80 and ₹5 lakh above 80.

Standard deduction and surcharge

New regime (s.202)Old regime
Standard deduction (salary)₹75,000₹50,000
Surcharge above ₹50L / ₹1cr / ₹2cr10% / 15% / 25%10% / 15% / 25%
Surcharge above ₹5crCapped at 25%37%

That surcharge cap is easy to overlook and decisive at the top end. For income above ₹5 crore, the new regime's ceiling of 25% against the old regime's 37% will usually outweigh any deduction the old regime could offer.

So who should still compute the old regime?

The old regime wins when deductions are large relative to income. In practice that means a combination of:

  • House rent allowance, where rent is high — a Bengaluru-specific consideration for many salaried taxpayers
  • Home loan interest on a let-out or self-occupied property
  • The full ₹1,50,000 under Section 123 (ex-80C)
  • Health insurance under Section 126 (ex-80D)
  • NPS contributions under Section 124 (ex-80CCD)

Stack enough of those and the old regime's higher rates can still come out lower. Strip them away — no rent, no loan, modest investments — and the new regime wins comfortably.

There is no income level at which the answer is automatic. Two people earning the same salary can land on opposite sides of it depending on rent and loan position. The only reliable method is to compute both and compare, which is what we do before filing rather than after.

For what actually survives under each regime, see Section 80C is now Section 123 — the deduction table there is the input to this decision.

Which year, which Act

The regime choice itself is not new — Section 115BAC operated the same way under the 1961 Act. What changes on 1 April 2026 is the citation.

Income ofGoverned byRegime section
FY 2025-26 (AY 2026-27) and earlierIncome-tax Act, 1961s.115BAC
Tax year 2026-27 onwardsIncome-tax Act, 2025s.202

Economically the two are the same — the 2025 Act was a no-policy-change rewrite, and the slabs, rebate and standard deduction above applied in FY 2025-26 too. Only the section numbers differ. See does the Income Tax Act 2025 change your FY 2025-26 return? and the full old-to-new section mapping.

This is a working reference, not the statute. For anything you are filing or relying on, confirm the section text and the applicable Finance Act rates against the Act itself or the department's official 1961-vs-2025 comparison utility.

Frequently asked questions

Which regime is the default under the new Act?

The new regime, at Section 202 of the Income-tax Act, 2025 — the old Section 115BAC. If you do nothing, you are taxed under it. The old regime continues to exist but only as a deliberate opt-out, and the election has to be made in the manner and within the time the Act prescribes.

What is the rebate now?

Section 156 of the 2025 Act, which replaces Section 87A. Under the new regime a resident individual with total income up to ₹12 lakh gets a rebate of up to ₹60,000, with marginal relief just above ₹12 lakh so that a small excess does not create a disproportionate jump. Under the old regime the rebate remains ₹12,500 for income up to ₹5 lakh.

Can the rebate wipe out tax on my capital gains?

No, and this catches people out. The Section 156 rebate is not available against income taxed at special rates — long-term capital gains under Section 198, for example. So a person whose income is under ₹12 lakh but includes listed-equity long-term gains still pays tax on those gains at 12.5% above the annual exemption, notwithstanding the rebate.

Have the slabs changed for tax year 2026-27?

No. The Finance Act 2026 made no change to slabs or rates. The new-regime structure is nil up to ₹4 lakh, then 5%, 10%, 15%, 20%, 25% and 30% at ₹4, 8, 12, 16, 20 and 24 lakh respectively. A 4% health and education cess applies on tax plus surcharge.

Who should still opt for the old regime?

The taxpayer whose deductions are large relative to income — typically a combination of house rent allowance, home loan interest, a full ₹1,50,000 under Section 123, health insurance under Section 126 and NPS. The old regime's higher rates have to be outweighed by those deductions, and whether they are is arithmetic. There is no income level at which the answer is automatic, which is why it should be computed rather than assumed.

Does the surcharge differ between the regimes?

Yes, and it matters at the top. Surcharge runs 10% above ₹50 lakh, 15% above ₹1 crore, 25% above ₹2 crore and 37% above ₹5 crore — but the 37% band applies only under the old regime. Under Section 202 the surcharge is capped at 25%. For income above ₹5 crore that cap is a material argument for the new regime on its own.

Want the regime decided on your actual numbers?

Send your salary structure, rent, home loan interest and investment details. Both regimes are computed side by side and the cheaper one is set out with the workings, before anything is filed.

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