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Guide · Salary & Deductions

Salary, Perquisites, EPF
& Other Income — Taxed Right

How your CTC becomes taxable salary, which allowances stay exempt, how perquisites, EPF, gratuity and leave encashment are taxed, and how FD interest, dividend and gifts add to your income — for FY 2025-26 (AY 2026-27).

TaxClue Income-Tax Desk Updated 18 August 2026 7 min read 18 FAQs answered
Updated for FY 2025-26 CA Reviewed New & Old Regime
Quick Answer

Your whole CTC is not taxed. Salary is taxed after a standard deduction of Rs 75,000 (new regime) or Rs 50,000 (old regime). Under the old regime you can also exempt HRA u/s 10(13A) and LTA u/s 10(5); the new (default) regime drops almost all of these but has a higher standard deduction and Rs 12 lakh rebate. Perquisites, gratuity, leave encashment, EPF interest, plus FD interest, dividend and gifts each have their own rules — covered below.

Std deduction (new) Rs 75,000
Std deduction (old) Rs 50,000
HRA / LTA Old only
EPF interest 8.25%
CTC is not your salary

CTC includes the employer's PF (12% of basic), gratuity provision (4.81%) and ESI — money never credited to your account. Gross salary is CTC minus those employer contributions; take-home is gross minus employee PF, TDS and professional tax. Always ask for a gross and net breakdown before accepting an offer.

Worked example

CTC to Take-Home — Rs 12L CTC, New Regime

A quick walk-through of how a Rs 12 lakh CTC becomes annual take-home under the default new regime for FY 2025-26. Use our income-tax calculator for your exact figures.

From CTC to gross salary

Total CTCRs 12,00,000
Less: employer PF (12% basic)Rs 57,600
Less: gratuity provision (4.81%)Rs 23,088
Gross salaryRs 11,19,312

From gross to take-home

Std deduction + prof. taxRs 77,400
Income tax + 4% cess (TDS)Rs 45,960
Employee PF (12% basic)Rs 57,600
Annual take-homeRs 10,13,352

That is roughly Rs 84,446 a month in hand. Structure basic and HRA well and — on the old regime — HRA and LTA exemptions can cut the taxable figure further.

Component by component

Salary Components — Exempt vs Taxable

Which parts of your pay slip are taxable, which are exempt, and the section that governs each. Most exemptions apply only under the old regime.

ComponentStatusRule / condition
Basic salaryTaxableFully taxable; drives HRA, PF & gratuity
HRA (House Rent Allowance)Part exemptu/s 10(13A) — least of actual HRA, 50%/40% of basic+DA, rent minus 10% of salary. Old regime only
LTA (Leave Travel Allowance)Part exemptu/s 10(5) — domestic travel, 2 journeys in a 4-year block, bills needed. Old regime only
Standard deductionDeductionRs 75,000 (new) / Rs 50,000 (old) — no proof needed
Special allowanceTaxableFully taxable in both regimes
Food coupons / meal vouchersExempt*Up to Rs 50/meal; a perquisite benefit — old regime only
Employer NPS 80CCD(2)DeductionUp to 14% of basic+DA; allowed in the new regime too
Employee PF (12% basic)80CCounts in the Rs 1.5L 80C cap — old regime
Professional taxDeductionUp to Rs 2,400/year — old regime

* Perquisite exemptions and FBP allowances largely lapse under the new (default) regime, which trades them for a higher standard deduction and lower slabs.

The big choice

Old vs New Regime for Salaried Employees

Old

Old regime — exemptions live

  • Standard deduction Rs 50,000
  • HRA u/s 10(13A) & LTA u/s 10(5) allowed
  • 80C, 80D, 80CCD(1B), 24(b) home-loan interest
  • Best when rent + deductions are high
vs
New

New regime (default) — fewer add-backs

  • Standard deduction Rs 75,000
  • Employer NPS 80CCD(2) still allowed
  • Rebate u/s 87A up to Rs 12L taxable income
  • Most allowances & 80C not available
  • Simpler — best with few deductions
Compare both before you structure

For most employees with CTC under about Rs 15 lakh and modest rent/deductions, the new regime's Rs 75,000 standard deduction, lower slabs and Rs 12 lakh rebate now win. If you pay high rent (large HRA) and use 80C/80D/home-loan interest fully, the old regime can still beat it. Run both — see our old vs new regime guide.

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Rule 3 valuation

Perquisites — Taxing Non-Cash Benefits

Perquisites are benefits in kind, valued under Rule 3 (revised 2023) and added to taxable salary. The common ones:

  • Rent-free / concessional accommodation — valued as a percentage of salary (city-population slabs, revised 2023); reduced by any rent you pay.
  • Company car — a fixed monthly perquisite value depending on engine capacity and whether a driver and running costs are provided.
  • ESOPs — taxed as a perquisite at exercise on FMV minus exercise price; eligible startups get deferral of the TDS.
  • Interest-free / concessional loans, club fees, gift vouchers over Rs 5,000 — each valued under Rule 3.
On exit

Retirement Benefits — Gratuity, Leave Encashment & Pension

BenefitExempt up toSection
Gratuity (non-govt)Rs 20,00,00010(10)
Leave encashment on retirement (non-govt)Rs 25,00,00010(10AA)
Retrenchment compensationRs 5,00,00010(10B)
Commuted pensionFormula10(10A)
Family pension standard deduction1/3, max Rs 25,00057(iia)

Leave-encashment limit was raised to Rs 25 lakh in 2023 (from Rs 3 lakh). Government employees get full exemption on gratuity and leave encashment.

Family pension deduction is higher now

The standard deduction on family pension is one-third of the pension, capped at Rs 25,000 (raised from Rs 15,000) and available in the new regime too. Uncommuted pension is fully taxable as salary; commuted (lump-sum) pension is exempt under 10(10A) within the prescribed formula.

Provident fund

EPF & PF — Contributions, Interest & Withdrawal

Both you and your employer contribute 12% of basic + DA to EPF, which earned 8.25% for FY 2025-26. The recent tax traps are on high contributions and early withdrawal.

SituationTax treatmentSection
Employee PF contributionQualifies for 80C (old regime)80C
Interest on employee PF above Rs 2.5L/yearTaxable (Rs 5L if no employer contribution)10(11)/(12)
Employer contribution to EPF+NPS+superannuation above Rs 7.5L/yearTaxable perquisite17(2)(vii)
EPF withdrawal after 5 years continuous serviceExempt10(12)
EPF withdrawal before 5 yearsTaxable · TDS 10% (20% without PAN)192A
Transfer of PF on job changeNot taxable

VPF (Voluntary Provident Fund) is extra employee contribution earning the same 8.25% and sharing the Rs 2.5 lakh taxable-interest threshold.

Don't break the 5-year rule

Withdrawing EPF before 5 years of continuous service makes the whole accumulation taxable and attracts TDS u/s 192A at 10% (20% if PAN is not furnished). Job changes do not reset the clock if you transfer the balance instead of withdrawing. See EPF withdrawal tax.

High salary crossing the Rs 2.5L / Rs 7.5L PF thresholds?

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Beyond salary

Other Income — Interest, Dividend, Gifts & Bonus

Income that is not salary still gets taxed — usually at your slab rate, with TDS at source. The main ones for a salaried taxpayer:

IncomeTaxed atTDS / threshold
Bank / FD interestSlab rate194A — TDS 10% above Rs 50,000 (Rs 1,00,000 senior citizen)
Savings-account interestSlab rate80TTA Rs 10,000 deduction / 80TTB Rs 50,000 senior — old regime
DividendSlab rate194 — TDS 10% above Rs 10,000 (taxable since FY 2020-21)
Gifts from non-relativesSlab rate56(2)(x) — taxable if aggregate over Rs 50,000/year
Bonus / joining bonusSlab rateFully taxable as salary in the year received

Budget 2025 raised the bank-interest TDS threshold to Rs 50,000 (Rs 1,00,000 for senior citizens), effective 1 April 2025.

TDS threshold is not a tax exemption

If your FD interest is below Rs 50,000 the bank simply does not deduct TDS — but the interest is still taxable and you must declare it. Similarly, gifts from close relatives (parents, spouse, siblings) are always exempt, but gifts from friends aggregating over Rs 50,000 a year are fully taxable.

  • Form 16 from employer
  • Form 26AS & AIS cross-check
  • Rent receipts & landlord PAN (HRA)
  • LTA travel bills
  • Interest certificates (bank / FD)
  • Dividend & capital-gains statements
  • EPF passbook / statement
  • Old vs new regime compared before filing

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Government sourcesIncome-tax provisions: incometax.gov.in · EPF interest 8.25% FY 2025-26: epfindia.gov.in · Std deduction, gratuity 10(10) Rs 20L, leave encashment 10(10AA) Rs 25L — Income-tax Act 1961 · Section 194A threshold Rs 50,000 / Rs 1,00,000 — Finance Act 2025 (eff. 1 Apr 2025)
People also ask

Salary & Other Income Tax — Frequently Asked Questions

Salary Basics
What is the difference between CTC, gross salary and take-home salary?
CTC (Cost to Company) is the total annual cost the employer bears — gross salary plus the employer's PF (12% of basic), ESI (if applicable) and gratuity provision (4.81% of basic). Gross salary is CTC minus those employer contributions. Take-home (net) salary is gross minus the employee's PF (12% of basic), income-tax TDS and professional tax. For a Rs 12L CTC, gross is roughly Rs 11.19L and annual take-home about Rs 10.13L under the new regime.
What is the standard deduction on salary for FY 2025-26?
Rs 75,000 under the new (default) tax regime and Rs 50,000 under the old regime, for salaried employees and pensioners. It is applied automatically by the employer while computing TDS, needs no bills or proof, and is also claimable in the ITR. The new-regime figure was raised from Rs 50,000 to Rs 75,000 in Budget 2024.
Is my whole CTC taxable?
No. Employer contributions to PF, gratuity and ESI within CTC are not part of your taxable salary in the year (though EPF interest above Rs 2.5 lakh and employer PF+NPS+superannuation above Rs 7.5 lakh a year are taxable). Your taxable salary is gross salary minus the standard deduction and, under the old regime, exemptions like HRA and LTA.
HRA & LTA
How is HRA exemption calculated?
Under Section 10(13A) the exempt HRA is the least of: (1) actual HRA received, (2) 50% of basic+DA for metro cities or 40% for non-metros, and (3) rent paid minus 10% of basic+DA. The balance is taxable. HRA exemption is available only under the old regime; if you pay annual rent above Rs 1 lakh you must give the landlord's PAN to your employer.
Can I claim HRA and LTA under the new tax regime?
No. HRA exemption u/s 10(13A) and LTA exemption u/s 10(5) are available only under the old regime. The new (default) regime removes almost all salary exemptions in exchange for a higher Rs 75,000 standard deduction, lower slab rates and the Section 87A rebate up to Rs 12 lakh taxable income.
How often can I claim LTA?
LTA (Leave Travel Allowance) under Section 10(5) can be claimed for two journeys within a block of four calendar years, and covers only domestic travel fare (not hotels or food). Actual travel bills are required, and it is available only under the old regime. Unclaimed LTA in a block can be carried to the first year of the next block in limited cases.
Perquisites
How is a company car taxed as a perquisite?
A car provided by the employer is a perquisite valued under Rule 3 by a fixed monthly amount that depends on engine capacity and whether the employer also bears running and maintenance costs and provides a driver. That value is added to your taxable salary. If the car is used purely for official duties with proper records, the perquisite value can be nil.
How are ESOPs taxed?
ESOPs are taxed twice. At exercise, the difference between the fair market value and the exercise price is a perquisite added to salary and taxed at your slab rate. Later, when you sell the shares, the gain over the FMV at exercise is a capital gain. Employees of eligible start-ups get a deferral of the TDS on the perquisite (payable at the earliest of five years, sale, or leaving).
Is a joining bonus taxable?
Yes. A joining or sign-on bonus is fully taxable as salary in the year received and TDS is deducted on it. If you later leave and refund the bonus, the returned amount can be claimed as a deduction in the year of repayment. There is no special exemption for a joining bonus under the Income-tax Act.
Retirement
How much gratuity is tax-free?
For non-government employees covered by the Payment of Gratuity Act, gratuity is exempt under Section 10(10) up to Rs 20,00,000 in a lifetime; any excess is taxable. The exempt amount is the least of Rs 20 lakh, the actual gratuity, and 15 days' salary for each completed year of service. Government employees get full exemption.
Is leave encashment taxable on retirement?
For non-government employees, leave encashment on retirement is exempt under Section 10(10AA) up to Rs 25,00,000 (raised from Rs 3 lakh in 2023); the excess is taxable. Leave encashment while still in service is fully taxable. Government employees get full exemption on retirement leave encashment.
How is family pension taxed?
Family pension received by legal heirs is taxed under "Income from Other Sources", with a standard deduction of one-third of the pension capped at Rs 25,000 (raised from Rs 15,000). Uncommuted (monthly) pension received by the employee is taxable as salary; commuted (lump-sum) pension is exempt under Section 10(10A) within the prescribed formula.
EPF & PF
What is the EPF interest rate for FY 2025-26?
The EPFO declared 8.25% for FY 2025-26, unchanged for the third consecutive year. It applies to both the employee's and employer's 12% contributions credited to the EPF account. Interest on the employee's own contribution above Rs 2.5 lakh in a year (Rs 5 lakh where the employer makes no contribution) is taxable.
Is EPF withdrawal taxable?
EPF withdrawn after five years of continuous service is fully exempt. Withdrawal before five years is taxable and TDS is deducted u/s 192A at 10% (20% if PAN is not provided), unless the amount is below Rs 50,000. Job changes do not break the five-year period if you transfer the balance to the new employer instead of withdrawing it. Transferring PF is never taxable.
When is employer PF contribution taxable?
The employer's aggregate contribution to EPF, NPS and superannuation funds is taxable as a perquisite to the extent it exceeds Rs 7.5 lakh in a financial year, along with the interest/return on that excess. Separately, interest on the employee's own PF contribution above Rs 2.5 lakh a year (Rs 5 lakh with no employer contribution) is taxable under Section 10(11)/(12).
Other Income
Is FD and bank interest taxable?
Yes. Fixed-deposit and bank interest is taxable at your slab rate under "Income from Other Sources". Banks deduct TDS u/s 194A at 10% once interest crosses Rs 50,000 a year (Rs 1,00,000 for senior citizens, from 1 April 2025). Even below that threshold the interest is still taxable and must be declared. Under the old regime, 80TTA gives a Rs 10,000 deduction on savings interest and 80TTB gives Rs 50,000 for senior citizens.
How is dividend income taxed?
Since FY 2020-21 dividend is taxable in the hands of the shareholder at slab rate. The company deducts TDS u/s 194 at 10% once dividend in a year exceeds Rs 10,000 (raised from Rs 5,000 by Budget 2025). Declare all dividend in your ITR and claim credit for the TDS shown in Form 26AS / AIS.
Are gifts taxable in India?
Gifts from relatives (parents, spouse, siblings, lineal ascendants/descendants) are always exempt. Gifts from non-relatives are taxable u/s 56(2)(x) if the aggregate value in a year exceeds Rs 50,000 — then the whole amount is taxed at slab rate. Gifts on marriage, by will/inheritance, and from certain funds are exempt regardless of value.
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