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How to Use the Income Tax Calculator

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Master Your Tax Planning with the Income Tax Calculator

Understanding how income tax is calculated can help individuals estimate their annual tax liability more accurately. The Income Tax Calculator simplifies this process by letting you compare both the Old and New Tax Regimes based on your inputs. This makes it easier to understand how different income components and deductions affect your taxable income.

Complete Step-by-Step Tutorial

Step 1: Enter Your Annual Income

Begin by entering your total annual income before deductions. This may include multiple earnings:

  • For Salaried Individuals: Enter your gross annual salary, including basic pay, allowances, and bonuses.
  • For Business Owners/Freelancers: Enter your annual revenue minus eligible business expenses.
  • Multiple Income Sources: Include salary, business profits, rent, and other taxable income.

Example: If your annual salary is ₹9,00,000 and freelance income is ₹1,00,000, enter ₹10,00,000.

Step 2: Choose Your Tax Regime

India offers two tax regimes. The calculator provides comparisons to help you understand how each one affects your tax liability.

Old Tax Regime

This regime allows several exemptions and deductions, which may reduce taxable income. Some commonly claimed deductions include:

  • Section 80C (up to ₹1.5 lakh): Investments, insurance, and certain expenses
  • Section 80D: Health insurance premiums
  • HRA exemption based on rent and salary structure
  • Interest on home loan (self-occupied property)
  • Standard deduction for salaried taxpayers

Tax Slabs (Old Regime):

  • Up to ₹2.5 lakh: Nil
  • ₹2.5 - ₹5 lakh: 5%
  • ₹5 - ₹10 lakh: 20%
  • Above ₹10 lakh: 30%

New Tax Regime

This regime offers simplified tax slabs and fewer deductions. It is the default option from FY 2023–24 onward.

  • Most exemptions and deductions are not applicable
  • Includes a standard deduction of ₹50,000 for salaried individuals

Tax Slabs (New Regime):

  • Up to ₹3 lakh: Nil
  • ₹3 - ₹6 lakh: 5%
  • ₹6 - ₹9 lakh: 10%
  • ₹9 - ₹12 lakh: 15%
  • ₹12 - ₹15 lakh: 20%
  • Above ₹15 lakh: 30%

Step 3: Add Your Deductions (Old Regime Only)

If you choose the Old Regime, enter applicable deductions such as:

Section 80C Deductions

Includes eligible investments and expenses such as:

  • PPF
  • EPF
  • ELSS
  • Life insurance premiums
  • Home loan principal
  • NSC
  • Children's tuition fees

Section 80D (Health Insurance)

Enter health insurance premiums paid for self, family, and parents (as permitted by law).

HRA Exemption

If you receive HRA and live in rented property, enter the required details:

  • Actual HRA received
  • Rent paid minus 10% of basic salary
  • 50% of basic salary (metro) or 40% (non-metro)

The calculator determines the eligible exemption automatically.

Home Loan Interest

Enter interest paid on your home loan as per the allowed limit.

Step 4: Review Your Tax Calculation

The tool presents a breakdown including:

  • Gross Total Income
  • Total Deductions
  • Taxable Income
  • Tax Liability based on slab rates
  • Health and Education Cess (4%)
  • Total Tax Payable

Step 5: Compare Both Regimes

The calculator displays taxes under both regimes, helping users understand the difference between the two based on their inputs.

Real-World Example

Profile: Priya, 32

  • Annual Salary: ₹12,00,000
  • HRA: ₹3,60,000
  • Rent: ₹30,000/month
  • 80C: ₹1,50,000
  • Health Insurance: ₹15,000
  • Home Loan Interest: ₹1,80,000

Old Regime (Illustration):

  • Gross Income: ₹12,00,000
  • Taxable Income calculated after deductions
  • Tax computed as per slab

New Regime (Illustration):

  • Gross Income: ₹12,00,000
  • Standard Deduction: ₹50,000
  • Tax computed as per new regime slabs

Pro Tips for Tax Optimization

  • Plan early: Keeping track of income and deductions throughout the year makes tax filing easier.
  • Know your eligible deductions: Understanding which deductions apply helps improve accuracy.
  • Maintain documentation: Records of investments, rent, and insurance support smoother tax filing.
  • Review annually: Income and deductions may change each year.

The Income Tax Calculator is a helpful tool for understanding how different tax inputs influence your estimated tax liability.

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