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Section 115BAC is the legal home of the New Tax Regime (NTR) — the government's attempt to simplify income tax by offering lower slab rates in exchange for giving up most deductions and exemptions. From AY 2024-25 onwards, the NTR is the default regime. If you do nothing — you're already in it. To use the old regime, you must actively opt out.

Here's the core deal: the tax slabs under NTR (AY 2025-26, relevant for May 2026 exam) are — nil up to ₹3,00,000; 5% from ₹3,00,001 to ₹7,00,000; 10% from ₹7,00,001 to ₹10,00,000; 15% from ₹10,00,001 to ₹12,00,000; 20% from ₹12,00,001 to ₹15,00,000; and 30% above ₹15,00,000. Add 4% Health & Education Cess on the tax amount. The big sweetener: a rebate u/s 87A of ₹25,000 if your total income is ≤ ₹7,00,000 — meaning effectively zero tax up to ₹7 lakh.

What you lose in NTR: Chapter VI-A deductions (80C, 80D, 80G, 80E…), HRA exemption, LTA, professional tax, and interest on self-occupied house property u/s 24(b). What you keep: standard deduction of ₹75,000 for salaried employees and pensioners (₹25,000 for family pension), employer's NPS contribution u/s 80CCD(2), and the Agniveer corpus fund deduction u/s 80CCH. Salaried individuals can switch between regimes every year. Those with business or professional income can opt out only once — after that, re-entry is allowed only if they permanently exit business income.

This section is exam gold — expect 4-to-8-mark questions asking you to compute tax under NTR, compare it with old regime, or identify which deductions survive. Always state the regime explicitly in your answer and don't forget cess.

📊 Worked example

Example 1 — Salaried employee, income above ₹7 lakh

Ms. Iyer is a salaried employee. Her gross salary for FY 2024-25 is ₹12,00,000. She has no employer NPS contribution. Compute her tax liability under the New Tax Regime.

| Particulars | Amount |

|---|---|

| Gross Salary | ₹12,00,000 |

| Less: Standard Deduction u/s 16(ia) | (₹75,000) |

| Net Total Income | ₹11,25,000 |

Tax on ₹11,25,000:

  • ₹0 – ₹3,00,000 → Nil = ₹0
  • ₹3,00,001 – ₹7,00,000 (₹4,00,000 × 5%) = ₹20,000
  • ₹7,00,001 – ₹10,00,000 (₹3,00,000 × 10%) = ₹30,000
  • ₹10,00,001 – ₹11,25,000 (₹1,25,000 × 15%) = ₹18,750
  • Total Tax before cess = ₹68,750
  • Add: Health & Education Cess @ 4% = ₹2,750
  • Total Tax Payable = ₹71,500

(Note: Income > ₹7,00,000 → 87A rebate is NOT available)

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Example 2 — Income within ₹7 lakh (rebate applies)

Mr. Sharma, salaried, earns ₹7,50,000 gross salary. He contributes ₹60,000 to PPF and pays ₹18,000 LIC premium. Compute tax under NTR.

| Particulars | Amount |

|---|---|

| Gross Salary | ₹7,50,000 |

| Less: Standard Deduction | (₹75,000) |

| Net Total Income | ₹6,75,000 |

| 80C deduction (PPF + LIC)? | NOT allowed under NTR |

Tax on ₹6,75,000:

  • ₹0 – ₹3,00,000 → ₹0
  • ₹3,00,001 – ₹6,75,000 (₹3,75,000 × 5%) = ₹18,750
  • Less: Rebate u/s 87A (income ≤ ₹7,00,000) = (₹18,750)
  • Tax after rebate = ₹0
  • Add: Cess @ 4% on ₹0 = ₹0
  • Total Tax Payable = NIL

⚠️ Common exam mistakes

  • Claiming 80C/80D under NTR: Students force-fit deductions they've memorised. Under NTR, these don't exist — skip them entirely unless the question specifies Old Regime.
  • Forgetting the standard deduction of ₹75,000: Many students treat NTR as 'no deductions at all'. The ₹75,000 standard deduction for salaried/pensioners IS available — always deduct it first.
  • Misapplying the 87A rebate: The rebate applies only when total income (after standard deduction, before cess) is ≤ ₹7,00,000. If income is ₹7,10,000 — full tax applies, not just tax on ₹10,000 extra.
  • Confusing opt-out rules: Salaried people can switch yearly. But if Mr. Rajesh runs a proprietorship and opts out once, he can't re-enter NTR while he has business income. Students mix these up and apply the wrong rule.
  • Omitting cess: Tax computed under NTR is still subject to 4% Health & Education Cess. A surprisingly common omission in exam answers that costs easy marks.
📖 Reference: Section 115BAC — Income Tax Act 1961
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