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Variable compensation · component

Joining and retention bonus

Fully taxable as salary in the year received, including any amount later clawed back.

How the taxable value is determined

Taxed on receipt at your slab rate. Where a bonus is refunded on early exit, relief depends on the year of refund and the employer's treatment; keep the clawback agreement.

Regime availability

Old regime
Prescribed value applies
New regime
Prescribed value applies

Documentation to keep

Offer letter and the clawback clause.

Legal basis: Section 17(1), Income-tax Act

Value this benefit at my tax rate

Frequently asked questions

Is joining and retention bonus taxable in India?

Fully taxable as salary in the year received, including any amount later clawed back. Taxed on receipt at your slab rate. Where a bonus is refunded on early exit, relief depends on the year of refund and the employer's treatment; keep the clawback agreement.

Does the exemption apply under the new tax regime?

Under the old regime this treatment is not applicable — the value is prescribed, not exempted; under the new regime it is not applicable — the value is prescribed, not exempted. Legal basis: Section 17(1), Income-tax Act.

What records should I keep for joining and retention bonus?

Offer letter and the clawback clause.

Reflects provisions in force for FY 2026-27; verify against the latest government publications (incometax.gov.in). Information, not tax advice.