Tax Planning Guide · FY 2026-27

How to Save Income Tax in India 2026

15 legal, proven tax-saving strategies for salaried employees. Updated for FY 2026-27 with new tax regime analysis.

15 Tax-Saving Strategies
New & Old Regime
FY 2026-27 Limits
Expert Verified

Complete Guide: Tax Saving for Salaried Employees (FY 2026-27)

For salaried employees in India, income tax can take up a significant chunk of your CTC — anywhere from 5% to 30% depending on your income bracket. The good news: the Indian tax code offers many legal avenues to reduce your tax liability. Here are the 15 most effective strategies for FY 2026-27.

First Step: Choose the Right Tax Regime. For most employees below ₹12–15 LPA with limited investments, the New Tax Regime now offers lower taxes. For those with large deductions (home loan, HRA, 80C), the Old Regime may be better. Use our Income Tax Calculator to compare.

Tax-Saving Strategies Under Old Tax Regime

01

Section 80C Investments

Invest in PPF, ELSS, EPF, LIC premium, 5-year FD, NSC, or pay tuition fees. Each reduces taxable income by the amount invested.

Limit: ₹1,50,000/year
02

NPS – Section 80CCD(1B)

Invest in National Pension System (NPS) for an additional ₹50,000 deduction over and above the 80C limit. Reduces taxable income significantly.

Limit: ₹50,000/year (extra)
03

Health Insurance 80D

Premium paid for health insurance for self, spouse, children and parents. Deduction up to ₹25,000 for self/family + ₹25,000–₹50,000 for parents (based on age).

Limit: ₹25,000–₹75,000
04

HRA Exemption

If you pay rent and receive HRA, claim the exemption — minimum of actual HRA received, rent paid minus 10% of basic, or 40–50% of basic salary.

As per HRA formula
05

Home Loan Interest – Section 24(b)

Deduct up to ₹2 Lakhs annually on interest paid on a home loan for a self-occupied property. For a let-out property, there's no upper limit on interest deduction.

Limit: ₹2,00,000/year
06

Home Loan Principal – Section 80C

Principal repayment on home loan qualifies under Section 80C. Combined with other 80C investments, total deduction is capped at ₹1.5 Lakhs.

Part of ₹1,50,000 80C cap
07

Standard Deduction

All salaried employees get a flat ₹50,000 standard deduction (old regime) or ₹75,000 (new regime) from salary income. No proof required.

₹50,000 (old) / ₹75,000 (new)
08

Leave Travel Allowance (LTA)

Claim LTA exemption for domestic travel expenses (train/air) for self and family, twice in a block of 4 years. Only economy class airfare or AC1 train fare is exempt.

As per actual fare paid
09

Children Education Allowance

₹100/month per child (max 2 children) for tuition fees paid to educational institutions. Additional ₹300/month hostel allowance per child.

₹2,400/year per child
10

80E – Education Loan Interest

Full interest paid on education loans for self, spouse, or children is deductible for up to 8 years. No upper cap on the deduction amount.

No upper limit, 8 years

Tax-Saving Strategies Available Under Both Regimes

11

Employer NPS Contribution (80CCD(2))

Your employer can contribute up to 14% of your basic salary to NPS. This is fully deductible for the employer and exempt for the employee — available under both regimes.

14% of basic (govt), 10% (private)
12

Voluntary Provident Fund (VPF)

Contribute more than the mandatory 12% to EPF through VPF. The entire contribution and returns are tax-free. Available under both regimes as employer PF is excluded from taxable income.

No upper cap on contribution
13

Reimbursements – Food Coupons

Meal vouchers/coupons up to ₹50/meal (₹26,400/year for 2 meals/day) are tax-exempt. Ask your employer to restructure salary to include these.

₹26,400/year
14

Phone & Internet Reimbursement

Actual telephone and internet bills paid for official use are fully exempt from tax when reimbursed by the employer. Keep bills for substantiation.

Actual bills (official use)
15

Switch to New Tax Regime

For most employees with CTC below ₹12–15 LPA and limited deductions, the new regime gives a higher in-hand salary due to lower slab rates. Re-evaluate every year during investment declaration season.

Default from FY 2024-25

How Much Tax Can You Save in FY 2026-27?

DeductionMax AmountTax Saved (30% bracket)Tax Saved (20% bracket)
Section 80C₹1,50,000₹46,800₹31,200
NPS 80CCD(1B)₹50,000₹15,600₹10,400
Health Insurance 80D₹75,000₹23,400₹15,600
Home Loan Interest₹2,00,000₹62,400₹41,600
HRA ExemptionVariesUp to ₹60,000+Up to ₹40,000+
Total Potential Saving₹4.75 Lakhs+₹1,48,200₹98,800

Tax saving amounts include 4% Health & Education Cess.

Frequently Asked Questions

Is it better to choose New or Old Tax Regime for tax saving?
If your total deductions (80C + 80D + HRA + Home Loan) exceed ₹3.5–4 Lakhs, the Old Regime is likely better. For most employees below 15 LPA with minimal deductions, the New Regime (default) results in lower taxes and higher take-home. Use our calculator to compare both for your exact situation.
What is the last date to make tax-saving investments?
The deadline for tax-saving investments under the Old Regime is March 31st of the financial year. For FY 2026-27, the deadline is March 31, 2027. However, employers usually ask for investment declarations in January–February for TDS adjustment purposes.
Can I switch between old and new tax regime every year?
Yes, salaried employees can switch between old and new tax regime every year when filing their ITR. However, you can only inform your employer about the regime choice once per year during the investment declaration season. If you have business income, switching is more restricted.

Related Calculators

Tools to plan your tax savings

📊

Income Tax Calculator

Compare old vs new regime and find which saves you more tax.

FY 2026-27
💼

CTC to In-Hand Calculator

Calculate exact take-home after all deductions.

MOST USED
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PF / EPF Calculator

See your EPF corpus growth and monthly deduction.

FREE
🏠

HRA Exemption Calculator

Calculate your tax-exempt HRA amount.

FREE