HomeArticlesHow ToHow to Calculate TDS on Salary
HOW TO

How to Calculate TDS on Salary

Calculate TDS on salary step by step for FY 2026-27 — how employers calculate monthly TDS and how to verify Form 26AS before filing your return.

Reviewed by the thecalcu.com team · Last updated 4 August 2026

TDS on salary is the income tax your employer deducts from your monthly paycheck and deposits directly with the Income Tax Department on your behalf. Think of it as advance tax spread across 12 monthly installments instead of one lump-sum payment at year-end. Get TDS right throughout the year and there are no surprise tax dues, or interest charges, when you file your ITR.

This guide walks through the TDS on salary process for FY 2026-27, from how employers estimate your taxable income to how you verify deductions in Form 26AS.

What you need before you start:

  • Your offer letter or salary structure (basic, HRA, LTA, special allowance)
  • Investment details you plan to declare (PPF, ELSS, LIC, home loan statement, rent receipts)
  • Your PAN linked to your employer's payroll
  • Access to the income tax portal (incometax.gov.in) for Form 26AS

Step 1: Employer Estimates Your Annual Taxable Salary

At the start of each financial year, in April, your employer's payroll team projects your total salary income for the full year. This includes basic salary, dearness allowance, HRA received, special allowances, bonuses, and any other taxable components.

From the projected gross salary, they subtract:

  • Standard deduction: Rs 50,000 flat (available under both old and new tax regimes for FY 2026-27)
  • HRA exemption: If you live in rented accommodation and your employer pays HRA, the exempt portion works out to the least of: actual HRA received, 50% of basic salary (metro cities) or 40% (non-metro), or actual rent paid minus 10% of basic salary
  • LTA exemption: Leave Travel Allowance for eligible travel is exempt twice in a block of four calendar years
  • Professional tax: Deducted if applicable in your state

What's left is your estimated taxable salary income for the year, the number all TDS calculations are based on.


Step 2: Submit Form 12BB to Declare Investments

Form 12BB is the investment declaration form you submit to your employer. It tells your employer which deductions to factor into your TDS. Skip it, and your employer calculates TDS on a higher taxable income than necessary.

What to declare in Form 12BB:

Declaration Section Annual Limit
PPF, ELSS, EPF employee share, LIC, NSC 80C Rs 1,50,000
Home loan interest (self-occupied) 24(b) Rs 2,00,000
NPS (additional contribution) 80CCD(1B) Rs 50,000
Health insurance premium 80D Rs 25,000-Rs 1,00,000
HRA (rent receipts) 10(13A) As computed

Submit Form 12BB at the start of April. If your investment plans change during the year, say you start a home loan in August or increase your ELSS SIP, update your declaration right away so your employer can recalculate TDS going forward.

Old regime vs new regime: The new regime carries lower slab rates but disallows most deductions (80C, 80D, HRA, home loan interest). The old regime allows all deductions but comes with higher slab rates. Let your employer know which regime you're choosing, since that determines whether your Form 12BB declarations actually reduce your TDS.


Step 3: Employer Calculates Annual Tax Liability

With estimated taxable income in hand, your employer applies the applicable income tax slabs for FY 2026-27.

New regime slabs (FY 2026-27):

Income slab Tax rate
Up to Rs 4,00,000 Nil
Rs 4,00,001 - Rs 8,00,000 5%
Rs 8,00,001 - Rs 12,00,000 10%
Rs 12,00,001 - Rs 16,00,000 15%
Rs 16,00,001 - Rs 20,00,000 20%
Rs 20,00,001 - Rs 24,00,000 25%
Above Rs 24,00,000 30%

After computing the base tax, the employer adds Health and Education Cess at 4% on the tax amount. Surcharge gets added on top for income above Rs 50 lakh, where applicable.

Example: Taxable salary = Rs 12,00,000 (old regime with Rs 1,50,000 in 80C deductions reducing from Rs 13,50,000). Tax under old regime = Rs 1,17,500 + 4% cess = Rs 1,22,200 annual tax liability.

The Income Tax Calculator lets you run this yourself and cross-check your employer's calculation.


Step 4: Monthly TDS = Annual Tax ÷ 12

Once the annual tax liability is settled, your employer divides it equally across the 12 months of the financial year.

Formula:

Monthly TDS = Annual tax liability ÷ Remaining months in financial year

Join a company in July and the annual tax gets divided by 9 (July through March), not 12. Leave mid-year and your employer issues Form 16 for the period you were employed, with your new employer picking up the calculation for the remaining months.

Example from Step 3: Annual liability = Rs 1,22,200. Monthly TDS = Rs 1,22,200 ÷ 12 = Rs 10,183 per month.

This amount shows up on your salary slip as "Income Tax" or "TDS" under deductions. The TDS Calculator lets you verify the monthly figure matches what's on your payslip.


Step 5: Verify TDS in Form 26AS

Form 26AS is your consolidated tax credit statement on the income tax portal. It shows all TDS deducted from your income and deposited with the government against your PAN, whether by your employer, bank, or any other deductor.

How to access Form 26AS:

  1. Log in to incometax.gov.in with your PAN and password
  2. Go to "e-File" → "Income Tax Returns" → "View Form 26AS"
  3. Select the relevant Assessment Year (AY 2027-28 for FY 2026-27)

What to check:

  • TDS amount matches your salary slips for each month
  • Your employer's TAN (Tax Deduction Account Number) is correctly shown
  • TDS has been deposited: "F" status means final, "U" means unmatched, which is a problem

Run this check in September, after Q1 and Q2 TDS filings, not just at year-end. Unmatched or missing entries in Form 26AS mean the tax credit won't show up when you file your ITR, and you could end up paying twice.


Step 6: Adjust TDS in February-March

If you made investments late in the year, say you bought ELSS in January or paid home loan principal in February, submit updated proof to your employer before their deadline, usually the first week of February.

Your employer recalculates the remaining annual tax after factoring in your newly declared investments. If TDS already deducted exceeds the revised liability, they reduce TDS in the last months. If there's a shortfall, because you didn't declare enough investments or your income went up, the balance gets deducted across February and March, which can feel heavy on those payslips.

If TDS is still short after March payroll: you'll need to pay the balance as advance tax (by 15 March) or self-assessment tax before filing your ITR to avoid interest under Sections 234B and 234C.


TDS on Other Income

TDS on salary (Section 192) runs separately from TDS on other income types:

  • Fixed deposit interest: the bank deducts TDS at 10% if total interest from all FDs with that bank exceeds Rs 40,000 in a financial year (Rs 50,000 for senior citizens). Submit Form 15G (below 60) or Form 15H (60+) if your total income falls below the taxable limit.
  • NRO account interest: TDS at 30% plus surcharge and cess on all interest credited to NRO accounts.
  • Rent income: if rent exceeds Rs 50,000 per month, the tenant must deduct TDS at 5% under Section 194IB.

These TDS amounts also appear in Form 26AS and get credited against your total tax liability when you file your ITR.


What Happens If TDS Is Less Than Your Actual Tax?

If your total tax liability for the year exceeds the TDS deducted, whether from a bonus, freelance income, or under-declared investments, you owe the difference to the government.

Options:

  1. Advance tax: pay in installments by 15 June, 15 September, 15 December, and 15 March of the financial year. Pay at least 90% of total tax liability by 15 March to sidestep Section 234B interest.
  2. Self-assessment tax: pay the balance before filing your ITR. Interest applies from 1 April of the assessment year.

Interest under Section 234B runs 1% per month (simple interest) on the unpaid tax. On a Rs 50,000 shortfall, that's Rs 500 a month, easy to avoid with mid-year checks using the Income Tax Calculator.


Key Terms

  • TDS: Tax Deducted at Source, tax collected at the point of payment by the payer on behalf of the government
  • Form 16: Certificate issued by your employer showing TDS deducted and deposited for the financial year; required for ITR filing
  • Form 26AS: Consolidated tax credit statement showing all TDS, advance tax, and self-assessment tax paid against your PAN
  • Advance Tax: Tax paid in installments during the financial year when TDS alone doesn't cover the full liability

Frequently Asked Questions

What is the difference between TDS and income tax?
TDS (Tax Deducted at Source) is how income tax gets collected in advance. Your employer deducts it from your monthly salary before paying you. Income tax is the total annual tax liability computed when you file your ITR. If TDS deducted during the year matches your total income tax liability, you owe nothing more at filing time; any excess comes back as a refund.
How can I reduce TDS deducted from my salary?
Submit a complete Form 12BB to your employer at the start of the financial year (April) declaring all eligible deductions: Section 80C investments up to Rs 1,50,000 (PPF, ELSS, EPF, LIC), home loan interest under Section 24(b) up to Rs 2,00,000, NPS contributions under Section 80CCD(1B) up to Rs 50,000, and HRA exemption backed by rent receipts. The more deductions you declare, the lower your estimated taxable income, and the lower your monthly TDS.
How do I get a TDS refund if too much was deducted?
File your Income Tax Return (ITR) for the relevant financial year before the due date, typically 31 July for salaried individuals. The Income Tax Department processes your return and credits any excess TDS as a refund to the bank account linked with your PAN. Refunds usually land within 3-6 weeks of ITR verification, and you can track status on the income tax portal under "Refund/Demand Status".
Can I submit Form 12BB late in the financial year?
You can submit it at any point during the financial year, but doing it late means your employer will have deducted higher TDS for the earlier months. Once you submit the form, your employer recalculates the remaining annual tax liability and adjusts future monthly deductions, often bringing TDS down to a small amount or nil for the last few months. Plenty of employees submit proof-of-investment documents between December and February.
Can I change my tax regime (old vs new) with my employer mid-year?
You can tell your employer your preferred regime at the start of the financial year. Most employers allow one change during the year, usually before February when they finalize TDS calculations. Switching regimes changes which deductions apply: the old regime allows 80C, HRA, and other deductions, while the new regime offers lower slab rates but very few deductions. Your final regime choice locks in when you file your ITR.
Is TDS deducted on salary bonuses?
It is. Bonuses count as part of your gross salary and are fully taxable. Your employer adds the bonus to your projected annual salary and recalculates the annual tax liability. Depending on the employer's payroll practice, the incremental tax on the bonus gets spread across the remaining months or deducted in a lump sum the month the bonus is paid. Performance bonuses, joining bonuses, and retention bonuses are all taxable under the head "Salaries".
What should I do if my employer is deducting the wrong amount of TDS?
Start by checking your Form 26AS on the income tax portal to see how much TDS has actually been deposited against your PAN, then compare it against your salary slips. If something doesn't match, contact your HR or payroll team with corrected investment declarations or salary details. If TDS is genuinely being deducted in error, say your income falls below the taxable limit, submit a declaration to your employer. They aren't required to deduct TDS if projected annual salary is below Rs 3,00,000 under the new regime or Rs 2,50,000 under the old.
How do I check how much TDS has been deducted from my salary?
Two ways work here. Review your monthly salary slips, where TDS deducted for the month shows up as a deduction line. Or, more reliably, log in to the income tax portal at incometax.gov.in, go to "View Form 26AS" or "Annual Information Statement (AIS)", and check the TDS credited against your PAN by your employer. Form 26AS updates quarterly and stands as the authoritative record of TDS deposited with the government.
Is TDS deducted on EPF or PF withdrawal?
TDS at 10% applies to EPF withdrawals if the amount exceeds Rs 50,000 and the employee has completed less than 5 continuous years of service. Without a linked PAN, that rate jumps to 20%. No TDS applies if service runs 5 years or more, the withdrawal follows illness or business closure, or the amount stays below Rs 50,000. You can claim a refund for TDS deducted on PF withdrawal by filing your ITR if your total income falls below the taxable threshold.
Does TDS apply to freelance or professional income?
It does, but under a different provision, Section 194J, not the salary TDS rules. Clients deduct TDS at 10% on professional fees exceeding Rs 30,000 in a financial year (2% for technical services). This runs separately from the salary TDS your employer deducts. If you earn both salary and freelance income, your employer only deducts TDS on the salary portion; you need to account for professional income and self-declare it in your ITR, paying advance tax if the total liability exceeds Rs 10,000.
What happens if no TDS or insufficient TDS is deducted and I owe tax?
If your total tax liability for the year exceeds the TDS deducted, you'll need to pay the difference as advance tax (by 15 March) or self-assessment tax before filing your ITR. Miss the advance tax deadline and interest kicks in under Sections 234B and 234C, typically 1% per month on the shortfall. Checking mid-year with the [TDS Calculator](/in/tds-calculator/) and [Income Tax Calculator](/in/income-tax-calculator/) helps you estimate liability and pay any shortfall as advance tax before it snowballs.
Is TDS applicable if my salary is below the taxable limit?
It isn't. If your estimated annual salary after all deductions and exemptions falls below the basic exemption limit, Rs 3,00,000 under the new regime or Rs 2,50,000 under the old, your employer doesn't need to deduct any TDS. Still submit Form 12BB with your investment declarations so your employer has the full picture. If TDS gets deducted by mistake anyway, you can claim a full refund by filing your ITR.

Related Articles

HOW TO

How to Read Your Salary Slip

BEST OF

Best Salary Calculators India 2026 — Free Tools for Salaried Employees

GUIDE

Tax Planning Guide — FY 2026-27

BEST OF

Best Tax Saving Tools for Salaried Employees India 2026

HOW TO

How to Calculate HRA Exemption