FY 2026-27 · Worked examples · Decision framework

Old vs New Tax Regime FY 2026-27

Side-by-side comparison with worked numbers. Skip the guesswork — see which regime saves you the most.

The 30-second answer

Run the exact comparison for your numbers in the Income Tax Calculator.

Side-by-side comparison

FeatureOld RegimeNew Regime
Standard deduction (salaried)₹50,000₹75,000
Section 87A rebateUp to ₹12,500 (income ≤ ₹5L)Full rebate up to ₹12L taxable
80C deduction (PPF, ELSS, etc.)Up to ₹1.5LNot available
80D (health insurance)Up to ₹1LNot available
HRA exemptionAvailable (Sec 10(13A))Not available
Home loan interestUp to ₹2L (Sec 24)Self-occupied: not available
NPS 80CCD(1B)Extra ₹50KNot available
Employer NPS 80CCD(2)Up to 10% basicUp to 14% basic
Slab structure4 slabs (0/5/20/30%)7 slabs, lower at all levels
Surcharge max37%25% (capped)

Worked examples at different income levels

Assumptions: Salaried, age <60, metro resident. Old regime deductions assumed: standard deduction + 80C ₹1.5L + 80D ₹25K + HRA exemption (where applicable). 4% cess included in all numbers.

Example 1: Gross income ₹6,00,000
StepOld RegimeNew Regime
Standard deduction₹50,000₹75,000
80C + 80D₹1,75,000
Taxable₹3,75,000₹5,25,000
Tax before rebate₹6,250₹6,250
87A rebate− ₹6,250− ₹6,250
Net tax₹0₹0
Result: Both zero. Pick whichever — but New is simpler (no need to invest in 80C just for tax).
Example 2: Gross income ₹10,00,000
StepOld RegimeNew Regime
Standard deduction₹50,000₹75,000
80C + 80D₹1,75,000
Taxable₹7,75,000₹9,25,000
Tax before rebate₹67,500₹32,500
87A rebate− ₹32,500
Net tax (incl. cess)₹70,200₹0
Result: New Regime wins by ₹70,200. The 87A rebate kicks in.
Example 3: Gross income ₹15,00,000, with HRA ₹1.5L exemption
StepOld RegimeNew Regime
Standard deduction₹50,000₹75,000
HRA exemption₹1,50,000
80C + 80D₹1,75,000
Taxable₹11,25,000₹14,25,000
Tax + 4% cess₹1,49,500₹1,17,000
Result: New Regime saves ₹32,500.
Example 4: Gross ₹15L, full deductions (HRA ₹3L + 80C + 80D + home loan)
StepOld RegimeNew Regime
Standard deduction₹50,000₹75,000
HRA exemption₹3,00,000
80C + 80D₹1,75,000
Home loan interest₹2,00,000
Taxable₹7,75,000₹14,25,000
Tax + 4% cess₹70,200₹1,17,000
Result: Old Regime saves ₹46,800. Significant deductions tip it.
Example 5: Gross ₹25L, low deductions (only standard + 80C)
StepOld RegimeNew Regime
Deductions₹2,00,000₹75,000
Taxable₹23,00,000₹24,25,000
Tax + 4% cess₹5,07,000₹3,57,000
Result: New saves ₹1,50,000.
Example 6: Gross ₹50L, full deductions + home loan
StepOld RegimeNew Regime
Deductions₹7,00,000₹75,000
Taxable₹43,00,000₹49,25,000
Tax + 4% cess₹11,38,000₹11,17,000
Result: New wins narrowly by ₹21,000 even with heavy old-regime deductions. The flatter slabs of New start to dominate at this income level.

Decision framework

  1. Add up your deductions: 80C + 80D + 80CCD(1B) + HRA exemption + home loan interest.
  2. If total deductions < ₹3 lakh: choose New Regime. Almost always wins.
  3. If total deductions are ₹3-5 lakh: run the exact numbers in the Income Tax Calculator. Result depends on income.
  4. If total deductions > ₹5 lakh: Old Regime usually wins, especially for incomes between ₹15-30 lakh.
  5. If income ≤ ₹12 lakh: New Regime always wins regardless of deductions (87A rebate).
  6. If income > ₹5 crore: New Regime wins on surcharge alone (37% vs 25%).

Things New Regime takes away

The New Regime does not allow: 80C (PPF/ELSS/insurance/home loan principal), 80D (health insurance), 80CCD(1B) (NPS extra ₹50K), HRA exemption, home loan interest under Section 24 (self-occupied), LTA, professional tax, education loan interest (80E), donations (80G), and most other deductions.

The Old Regime keeps these but charges higher rates at lower slabs.

Practical tip: don't invest just for tax

If the only reason you're investing in PPF / LIC / ELSS is the 80C deduction, the New Regime usually beats the Old once you factor in the lock-in and lower returns of those instruments. Pick the regime first, then invest based on your actual financial goals.

Run your own comparison

GSTBox Income Tax Calculator shows both regimes side-by-side and recommends the winner for your numbers — including HRA exemption, 80C/80D/80CCD(1B), surcharge with marginal relief, and 4% cess.

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