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Guide · Income Tax

Section 89(1) Relief on
Salary Arrears

When arrears, advance salary, gratuity or VRS received this year push you into a higher slab, Section 89(1) refunds the extra tax — provided you file Form 10E online before your ITR.

TaxClue Editorial Desk Updated 18 August 2026 5 min read 16 FAQs answered
Updated for AY 2026-27 Reviewed by tax experts Form 10E filing included
Quick Answer

When you receive salary arrears, advance salary, gratuity, VRS or commuted pension in one year for services of earlier years, the lump sum can push you into a higher tax slab. Section 89(1) lets you claim relief so you pay tax roughly as if the income had arrived in the correct years. You must file Form 10E online on the income-tax portal before filing your ITR — otherwise the relief is disallowed.

Relief section Sec 89(1)
Mandatory form Form 10E
Timing Before ITR
Applies to Salary income
Non-negotiable

Form 10E — File It Before Your ITR

Form 10E is the online statement that supports a Section 89 claim. If you claim relief in your income tax return without first filing Form 10E, the department disallows the relief and issues an intimation/demand under Section 143(1).

  • Log in to incometax.gov.ine-File → Income Tax Forms → File Income Tax Forms → Form 10E.
  • Fill Annexure I (salary arrears/advance) with year-wise income and tax; the portal auto-computes the relief figure.
  • Submit Form 10E, then enter the same relief amount in the "Relief u/s 89" field of your ITR.
  • There is no fee for Form 10E, and it must be filed every year you claim relief — it is not a one-time form.
The most common reason 89 relief is denied

Claiming relief in the ITR but forgetting to file Form 10E first. The portal accepts the ITR, then a 143(1) intimation removes the relief and raises a demand. Always file Form 10E and note its acknowledgement number before you submit the return.

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How relief is worked out

Section 89(1) Relief — 5-Step Calculation

Relief is the extra tax caused by bunching the arrears into the receipt year, minus the tax those arrears would have added had they fallen in their original years. If that difference is positive, it is your relief.

StepWhat to computeSymbol
1Tax on receipt-year income with arrearsA
2Tax on receipt-year income without arrearsB
3Extra tax in receipt yearA − B
4Tax on each arrear year with its arrearsC
5Tax on each arrear year without its arrearsD
Relief(A − B) − (C − D), if positiveRelief

If (A−B) is not more than (C−D), there is no relief — the arrears simply sit in your current-year income. Compute steps 4-5 separately for each year the arrears relate to.

Receipt year (arrears bunched)

Tax WITH ₹3L arrears (A)₹1,20,000
Tax WITHOUT arrears (B)₹60,000
Extra tax (A − B)₹60,000

Spread over the correct years

Tax WITH arrears in those years (C)₹90,000
Tax WITHOUT arrears (D)₹65,000
Would-be tax (C − D)₹25,000
Relief in this example = ₹35,000

(A − B) ₹60,000 minus (C − D) ₹25,000 = ₹35,000 of Section 89 relief. Figures are illustrative — actual relief depends on your slab, the regime chosen in each year and other income. Use the income tax calculator to model your own numbers.

Not sure which regime gives you a bigger 89 relief? We compute both.

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Eligibility

Which Payments Qualify for Section 89 Relief

Section 89 relief is for salary and salary-like receipts bunched into one year. Discretionary payments and non-salary income do not qualify.

Payment type89 relief?Notes
Salary arrears (prior-year unpaid wages)YesThe most common case — 7th Pay Commission arrears, pay revisions, court-ordered dues
Advance salaryYesSalary of future years received now
Gratuity above the exemptionYesTaxable excess over the Sec 10(10) limit — see gratuity tax
VRS compensation above ₹5 lakhYesExcess over the Sec 10(10C) exemption
Commuted pension (taxable part)YesSec 10(10A) exemption applies first
Family pension arrearsYesSee family pension tax
Bonus / ex-gratia / giftNoDiscretionary — not arrears of salary due
Business income, capital gains, interestNoSection 89 covers salary-type income only

For gratuity/VRS, the statutory exemption is applied first; Section 89 relief is then available on the balance that is taxable and bunched.

New vs old regime

Does the Tax Regime Affect 89 Relief?

Section 89 relief works under both the new (default) and old regimes — it is not a Chapter VI-A deduction. But the relief amount differs because each regime's slab tax on income "with vs without" arrears differs. For AY 2026-27 the new regime offers a ₹75,000 standard deduction and rebate up to ₹12 lakh taxable income; the old regime keeps ₹50,000 standard deduction and Chapter VI-A deductions. Compute relief separately in the regime you actually use in each year.

New

New regime (default AY 2026-27)

  • Standard deduction ₹75,000 on salary
  • Rebate u/s 87A up to ₹12L taxable income
  • Most Chapter VI-A deductions not available
  • 89 relief still allowed on bunched salary
vs
Old

Old regime (optional)

  • Standard deduction ₹50,000 on salary
  • 80C/80D and other Chapter VI-A deductions
  • Rebate u/s 87A up to ₹5L taxable income
  • 89 relief allowed; often larger where slabs differ
Government sourcesRelief provision: incometax.gov.in — Section 89(1), Income-tax Act 1961 · Form 10E & computation: Rule 21A / 21AA, Income-tax Rules 1962 · Filing path: e-File → Income Tax Forms → Form 10E on incometax.gov.in · AY 2026-27 slabs & rebate: Finance Act 2025 (Union Budget 2025)
People also ask

Section 89 Relief & Form 10E — FAQs

Basics
What is Section 89(1) relief and when does it apply?
Section 89(1) gives relief when you receive salary or salary-like income of an earlier (or later) year in one lump sum, and the bunching pushes you into a higher slab than if the income had arrived in its proper year. Typical cases are salary arrears, advance salary, gratuity, VRS compensation and commuted pension. Relief is the extra tax caused by the bunching, less the tax those amounts would have added in their original years.
Is Section 89 relief available in the new tax regime?
Yes. Section 89 relief is not a Chapter VI-A deduction, so it works under both the new (default) and old regimes for AY 2026-27. The relief figure differs between regimes because the slab tax on income "with vs without" the arrears is different in each. Compute the relief in whichever regime you actually use in each relevant year.
What is tax on salary arrears and how does Section 89 help?
Salary arrears are fully taxable in the year you receive them, even if they relate to earlier years. Because tax slabs are progressive, receiving several years of dues together can be taxed at a higher rate. Section 89(1) offsets that by refunding the extra tax attributable to the bunching, so you pay tax closer to what you would have paid had the arrears arrived on time.
Form 10E
What is Form 10E and is it mandatory for Section 89 relief?
Form 10E is the online statement that supports a Section 89 claim. It is mandatory: you must file it on the income-tax portal before filing the ITR in which you claim the relief. Without it, the relief is disallowed and a 143(1) intimation raises a demand. There is no fee, and it must be filed every year you claim relief.
How do I file Form 10E online?
Log in to incometax.gov.in, go to e-File → Income Tax Forms → File Income Tax Forms → Form 10E. Fill Annexure I with the year-wise income, tax and arrears details; the portal auto-computes the relief. Submit the form, note the acknowledgement, then enter the same relief amount in the "Relief u/s 89" field of your ITR.
Do I need to file Form 10E every year?
Yes. Form 10E is not a one-time filing. You must file it for each assessment year in which you claim Section 89 relief, before submitting that year's ITR.
What happens if I claim 89 relief without filing Form 10E?
The department disallows the relief. Even though the portal may accept your ITR, a subsequent intimation under Section 143(1) removes the relief and creates a tax demand. You would then have to file Form 10E and, if needed, a rectification/revised return to restore the relief.
Calculation
How is Section 89(1) relief calculated?
Compute tax on the receipt-year income with arrears (A) and without arrears (B); the extra tax is A minus B. Then, for each year the arrears relate to, compute tax with those arrears (C) and without (D); the would-be tax is C minus D. Relief = (A − B) − (C − D), if positive. If that difference is zero or negative, there is no relief.
What if the Section 89 calculation gives no relief?
It can happen — for example if your income was already high in the earlier years, so the arrears would have been taxed at the same top rate anyway. In that case there is no relief and the arrears simply remain taxable in the receipt year. You are not penalised, but you also cannot reduce tax below the normal amount.
Coverage
Can I claim Section 89 relief on gratuity and VRS?
Yes, on the taxable portion. Gratuity above the Section 10(10) exemption and VRS compensation above the ₹5 lakh Section 10(10C) exemption qualify for Section 89 relief where the lump sum causes a slab jump. The statutory exemption is applied first, and relief is worked out on the balance that is taxable.
Is Section 89 relief available on pension arrears and commuted pension?
Yes. Arrears of pension (including family pension) received together for earlier years qualify. For commuted pension, the Section 10(10A) exemption applies first, and Section 89 relief is available on any residual taxable amount that bunches into one year.
Does Section 89 relief apply to bonus or ex-gratia payments?
No. A bonus, incentive, gift or ex-gratia payment made at the employer's discretion is not an arrear of salary that was due — it is income of the year it is paid. Section 89 relief covers salary and salary-like receipts of earlier/later years, not discretionary one-off payments.
Can Section 89 relief be claimed on business income or capital gains?
No. Section 89 covers salary and salary-like income only. Business or professional income, capital gains, interest, dividends and other heads do not qualify, even if received as a lump sum for multiple years.
Practical
My employer showed arrears in Form 16 — do I still file Form 10E?
Yes. Even if arrears appear in Form 16 and the employer factored relief into TDS, you must still file Form 10E on the portal and claim the relief in your ITR. The employer's computation does not replace Form 10E; without the form on record the relief is disallowed on assessment.
In which year do I claim Section 89 relief?
In the year you actually receive the arrears/advance, not the years the income relates to. The receipt year is the year of taxation; Section 89 then adjusts for the fact that the income economically belonged to earlier (or later) years.
Can I revise my return to add Section 89 relief I forgot?
If you are within the time limit to file a revised return, file Form 10E first and then revise the ITR to include the relief. If the return has already been processed, you may need to file a rectification. It is far simpler to file Form 10E before the original ITR.
If you would rather not do it yourself

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