Tax Rates

CA Final Direct Tax Rates — AY 2026-27

Complete tax rates reference for CA Final Paper 4 (Direct Tax Laws & International Taxation). Covers individual, company, capital gains, MAT/AMT, TDS/TCS, and international taxation rates.

AY 2026-27 FY 2025-26 CA Final Paper 4

Note: New Tax Regime (Section 115BAC) is the default regime from AY 2024-25. Health & Education Cess of 4% applies on tax + surcharge for all assessees.

Individual / HUF Tax Slabs

New Regime (Default) — Section 115BAC

Income RangeRate
Up to Rs 3,00,000 Nil
Rs 3,00,001 - 7,00,000 5%
Rs 7,00,001 - 10,00,000 10%
Rs 10,00,001 - 12,00,000 15%
Rs 12,00,001 - 15,00,000 20%
Above Rs 15,00,000 30%

Rebate u/s 87A: Full rebate if income ≤ Rs 7,00,000

Standard Deduction: Rs 75,000 for salaried/pensioners

Old Regime (Opt-in required)

Income RangeRate
Up to Rs 2,50,000 Nil
Rs 2,50,001 - 5,00,000 5%
Rs 5,00,001 - 10,00,000 20%
Above Rs 10,00,000 30%

Senior Citizen (60-80): Exempt up to Rs 3,00,000

Super Senior (80+): Exempt up to Rs 5,00,000

Surcharge on Income Tax — Individual/HUF

Total IncomeOld RegimeNew Regime
Rs 50 Lakh - 1 Crore 10% 10%
Rs 1 Crore - 2 Crore 15% 15%
Rs 2 Crore - 5 Crore 25% 25% (max)
Above Rs 5 Crore 37% 25% (max)

Marginal relief applicable where surcharge exceeds the additional income above the threshold.

Company Tax Rates

TypeRateSurchargeEffective Rate (incl. cess)
Domestic Company (Turnover ≤ 400 Cr in FY 2023-24) 25% 7% / 12% ~26.00% / ~27.82%
Domestic Company (Other) 30% 7% / 12% ~31.20% / ~34.94%
Section 115BAA (Concessional) 22% 10% ~25.17%
Section 115BAB (New Manufacturing) 15% 10% ~17.16%
Foreign Company (Income ≤ 1 Cr) 40% Nil 41.60%
Foreign Company (Income 1-10 Cr) 40% 2% 42.43%
Foreign Company (Income > 10 Cr) 40% 5% 43.68%
115BAA: No MAT, no exemptions (80-IA, 80-IAB, etc.), no additional depreciation, no set-off of losses from exemption years. 115BAB: For companies incorporated on/after 1.10.2019 and commencing manufacturing by 31.3.2024.

Capital Gains Tax Rates

Asset TypeHolding Period for LTSTCG RateLTCG Rate
Listed equity shares / equity MF 12 months 20% 12.5% (above Rs 1.25L)
Other listed securities (bonds, debentures) 12 months Slab rate 12.5%
Unlisted shares 24 months Slab rate 12.5%
Immovable property 24 months Slab rate 12.5%
Other assets (gold, jewellery, etc.) 24 months Slab rate 12.5%
Section 112A: LTCG on listed equity/equity MF exempt up to Rs 1,25,000 per year. No indexation benefit available. Section 112: LTCG on other assets at 12.5%. No indexation benefit for transfers on or after 23.7.2024.

Presumptive Taxation

Section 44AD Resident Individual, HUF, Partnership (not LLP)

Turnover Limit: Up to Rs 2 Crore (Rs 3 Crore if digital receipts ≥ 95%)

Deemed Profit: 6% of digital turnover + 8% of other turnover

Section 44ADA Resident professionals (specified)

Turnover Limit: Up to Rs 50 Lakh (Rs 75 Lakh if digital receipts ≥ 95%)

Deemed Profit: 50% of gross receipts

Section 44AE Any person owning goods carriages

Turnover Limit: Not more than 10 goods carriages at any time

Deemed Profit: Rs 1,000 per ton of gross vehicle weight per month (heavy) / Rs 7,500 per month (other)

MAT & AMT

MAT (Section 115JB)

15% of book profit

Applicability: All companies except those opting for 115BAA/115BAB

Credit: MAT credit can be carried forward for 15 years

AMT (Section 115JC)

18.5% of adjusted total income

Applicability: All persons other than companies claiming specified deductions

Credit: AMT credit can be carried forward for 15 years

Plus surcharge and 4% Health & Education Cess on MAT/AMT.

TDS Rates

SectionNature of PaymentRateThreshold
192 Salary Slab rates Basic exemption
193 Interest on Securities 10% Rs 10,000
194 Dividend 10% Rs 5,000
194A Interest (Other) 10% Rs 40,000 (Rs 50,000 for senior)
194B Lottery/Crossword 30% Rs 10,000
194C Contractor - Ind/HUF 1% Rs 30,000 single / Rs 1,00,000 aggregate
194C Contractor - Others 2% Rs 30,000 single / Rs 1,00,000 aggregate
194D Insurance Commission 5% Rs 15,000
194H Commission/Brokerage 5% Rs 15,000
194I(a) Rent - P&M, Equipment 2% Rs 2,40,000 p.a.
194I(b) Rent - Land, Building 10% Rs 2,40,000 p.a.
194J Professional/Technical Fees 10% Rs 30,000
194J Technical Services (FTS to specified) 2% Rs 30,000
194LA Compensation on acquisition 10% Rs 2,50,000
194Q Purchase of goods 0.1% Rs 50 Lakh
195 Payment to Non-resident Rates in force / DTAA Any amount
196D Income of FIIs 20% Any amount

Higher TDS rate of 20% applies if PAN not furnished (Section 206AA). Section 206AB: higher rate for non-filers of ITR.

TCS Rates

SectionNatureRate
206C(1) Scrap 1%
206C(1) Tendu leaves 5%
206C(1) Timber, forest produce 2.5%
206C(1) Minerals (coal, lignite, iron ore) 1%
206C(1G) Foreign remittance under LRS (above Rs 7 Lakh) 20% (5% for education loan)
206C(1H) Sale of goods (above Rs 50 Lakh) 0.1%

International Taxation — Key Rates

ItemRate (without DTAA)
Royalty to non-resident (Section 115A) 10%
FTS to non-resident (Section 115A) 10%
Dividend to non-resident 20%
Interest income of non-resident (Section 115A) 20% (5% for specified bonds)
LTCG of non-resident (unlisted shares) 10% without indexation
Equalisation Levy (e-commerce supply) 2% of consideration
DTAA: Where India has a DTAA with a country, the rate under the Act or DTAA, whichever is more beneficial to the assessee, applies (Section 90). Plus surcharge and cess on above rates.

Key Due Dates

DateDescription
July 31 ITR - Individual/HUF (non-audit)
October 31 ITR - Companies & audit cases
November 30 ITR - Transfer Pricing cases
March 31 Belated/Revised return deadline
June 15 / Sep 15 / Dec 15 / Mar 15 Advance tax installments (non-44AD)
7th of following month TDS deposit (non-government)
30th April TDS deposit for March (non-government)
May 31, July 31, Oct 31, Jan 31 Quarterly TDS/TCS returns

Key Penalties & Interest

SectionDescriptionRate/Amount
234A Late filing of return 1% per month on tax due
234B Default in advance tax 1% per month on shortfall
234C Deferment of advance tax 1% per month on shortfall per quarter
234F Late filing fee Rs 5,000 (Rs 1,000 if income ≤ Rs 5 Lakh)
270A Under-reporting of income 50% of tax on under-reported income
270A Misreporting of income 200% of tax on misreported income
271B Failure to get books audited 0.5% of turnover or Rs 1.5 Lakh (whichever is lower)

Frequently Asked Questions

What is the MAT rate for AY 2026-27?

MAT under Section 115JB is 15% of book profit (plus surcharge and cess). Companies opting for Section 115BAA or 115BAB are exempt from MAT.

What is the LTCG tax rate on listed equity shares?

LTCG on listed equity shares and equity-oriented mutual funds exceeding Rs 1,25,000 is taxed at 12.5% under Section 112A. The holding period for listed equity is 12 months.

What is the corporate tax rate under Section 115BAA?

Under Section 115BAA, domestic companies can opt for a concessional rate of 22% (effective ~25.17% with 10% surcharge and 4% cess). No MAT applies, but the company must forego certain exemptions and deductions (80-IA, 80-IAB, additional depreciation, etc.).

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