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Variable compensation · component

Performance and annual bonus

Fully taxable as salary when it is declared and paid, not when it is earned.

How the taxable value is determined

Included in salary income of the year of receipt; employers deduct TDS in that month, which is why a bonus month shows a higher deduction.

Regime availability

Old regime
Prescribed value applies
New regime
Prescribed value applies

Documentation to keep

Payslip for the bonus month and Form 16 Part B.

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

Value this benefit at my tax rate

Frequently asked questions

Is performance and annual bonus taxable in India?

Fully taxable as salary when it is declared and paid, not when it is earned. Included in salary income of the year of receipt; employers deduct TDS in that month, which is why a bonus month shows a higher deduction.

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 performance and annual bonus?

Payslip for the bonus month and Form 16 Part B.

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