Monday, July 8, 2013

Income from Salary (Sec 15-17)

INCOME   FROM   SALARY(Sec 15  to 17)
Sec.15.    Basis of charge
(a)              Due -         Salary due from employer or  former employer to the assessee during the previous year whether paid or  not by the employer

(b)             Advance-           Advance salary received by the assessee during P.Y before it  falls due

(c)              Arrears -          Arrears of salary received from the employer or former employer during  the P.Y
Explanation:
Salary received in advance shall not be included again in the Previous year in which it falls due.
Salary, bonus, commission, remuneration  received by partner from firm shall not be regarded as salary.

  Sec. 16 – Deductions from salary

16(i)       deleted

16(ii)      Deduction from  entertainment allowance received by government employee.
Least of followings:
(a)              Actual Entertainment allowance received
Or
(b)             1/5th of salary (basic salary only)
                             Or
(c)              Rs. 5,000/-      

16(iii)          Tax on employment any amount


Section 17, defines salary, perquisites, profits in lieu of
                   Salary, addition to salary
17(1):  Salary includes:
(i)                            Wages
(ii)                         Annuity, gratuity,
(iii)                       Pension
(iv)                       Fee, commission, bonus perquisites, allowances
(v)                         Leave salary
(vi)                       Advance salary
(vii)                    Annual accretion to  salary
(viii)                  Transferred balances
(ix)                       Contribution by govt. or any other employer towards New Pension Scheme(NPS)

17(2) Perquisites
(i)                            Value of rent free accommodation provided by the employer to the assessee

Where accommodation is owned by employer and population
exceeds 25,00,000                                                15% of Salary
10,00,000  - 25,00,000                               10% of salary
Not exceeding 10,00,000                                     7.5% of salary

Salary means:  S + A + B + C

Basic Salary
Allowances :  D.A (Eligible) and other allowances to the extent taxable
Bonus
Commission

Added:  10% P.A of cost of furniture to the employer
Hire charges/ rent of furniture 

Where accommodation is not owned by employer
          15% of salary
               Or
          Fair rent of the accommodation
          Which ever is less
(ii)                         Concession in the matter of rent respecting accommodation provided by the employer to the assessee
(iii)                       Value of any benefit or amenity granted or provided free of cost or at concessional rate to specified employees:

(a)              to director of company
(b)             to substantially interested person
(c)               any other employee having monetary salary exceeding Rs. 50,000.

(a)                          Provision of gas, electric energy and  water for house hold consumption
(b)                         Provision of house hold servants – sweeper, gardener, watchman, cook etc.
(c)                          Provision of Motor car/ other automotive
(d)                         Provision of educational facility for children
(e)                          Provision of transport facility by employer engaged   in carriage of passengers/goods
(i)                            In case of  air or railway:      Nil
(ii)                         In case of road /shipping :    Cost as offered to public.
(iii)                       Interest free /concessional loan to employee or house hold
Sum  equal to rate charged by SBI as on Ist day of relevant previous year on loan for the same purpose on maximum outstanding monthly balance.
(iv)                       Free food and non-alcoholic beverages :
Actual expenditure incurred by the employer.
(v)                         Free food and non-alcoholic beverages during office hours, or business premises or through paid vouchers not transferable and usable at eating joints excess of Rs. 50/- per meal, or to tea or snacks .
(vi)                       Value of any gift, voucher or coupon    



Other fringe/benefits provided
(i)                            Any sum paid by employer in respect of any obligation which but for such payment, would have been payable by the assessee.
(ii)                         Any sum payable by the employer to effect assurance on the life of the assessee or to effect contract for an annuity.

(iii)                       Value of any specified security or sweat equity share allotted or transferred by the employer free of cost or at concessional rate to the assessee
(iv)                       Amount of contribution to SAF (Super Annuation Fund) to the extent exceeding Rs. 1,00,000/-
(v)                         Value of any other fringe benefit or any amenity as may be prescribed {See rule-3(7)}
Provided  that this sub-section not to apply to value of medical facility provided to assessee by the employer.

17(3)- Profits in lieu of salary includes:
(i)                            Any amount of compensation – in connection termination of employment of modification in terms of employment.
(ii)                          (a)         Any payment to assessee  from URPF (employer’s share of  contribution towards URPF)
(b) Payment of interest on Employer’s contribution to URPF)
(c) Any sum received under Keyman insurance policy and bonus allocated on such policy.
                   (iii)    any sum due to or received – in lump sum or otherwise from any person
                             A:      before joining employment
                             B:      After cessation of employment  
           
Treatment of allowances
Allowance is fixed quantity of money- given regularly to employee by employer
A:      Allowances fully taxable:
(i)                            Dearness Allowance (DA)
(ii)                         City Compensatory allowance (CCA)
(iii)                       Over Time Allowance (OTA)
(iv)                       Entertainment allowance received by private employee.
(v)                         Medical Allowance (whether or not any expenditure on medical treatment is incurred)
(vi)                       Warden Allowance
(vii)                    Non-practicing allowance
(viii)                  Lunch/Tiffin Allowance
(ix)                       Servant Allowance
(x)                         Family Allowance

B:      Allowances fully exempt/not taxable
(i)                            Any allowance received by Gov. Employee while serving outside India Sec. 10(7)
(ii)                         Leave Travel Concession {sec. 10(5)}
(iii)                       Conveyance Allowance if fully spent
(iv)                       Travelling Allowance if fully spent
(v)                         Allowance received by Judges of High Courts and Supreme Court.



C:      Allowances partly exempt - partly taxable
House Rent Allowance (HRA) Sec. 10(13A)/Rule 2A
Least of the following amount is exempt
Actual HRA received
OR
Rent paid in excess of 10% of salary*
OR
50% of salary* if accommodation situates at Delhi, Mumbai, Kolkata or Chennai
40% of salary* if accommodation situates at any other place.
*Salary means – Basic Salary + eligible DA + Commission given at fixed rate on turnover achieved by employee
*Salary to be taken for the period during which accommodation is occupied.

(i)                            Entertainment allowance received by Govt. employee – as provided u/s 16(ii)
(ii)                         Any allowance received by assessee from his employer specifically given for specific purpose to the extent spent for official duty will be exempt.  Allowance not spent will be taxable.
(iii)                       Children Education Allowance - 10(14):
Exempt – Rs. 100/- P.M per child limited to two children
(iv)                       Hostel Allowance – 10(14) :
Exempt – Rs. 300/- P.M per child limited to two children
(v)                         Transport Allowance - 10(14) :
Exempt -  Rs. 800/- P.M
Rs. 1,600 P.M in the case of blind or orthopedically handicapped.
(vi)                       Under Ground Allowance – 10(14)
to employees working in underground mines
Exempt Rs. 800/-  P.M


(vii)                    Transport Allowance to employees working in transport system such on road airways, shippings.
Exempt – 70% of such allowance or Rs. 6,000/- P.M whichever is less.  

    


Name of the Assessee:                                Mr.Mohan
Status:                                                        Individual
Previous ended on:                                                31.03.2012
Assessment Year:                                        2012-13
                                       …………….
                             Computation of Income

I        Income from Salary {15-17}
          Salary                                                                   7,45,600
          Entertainment allowance                   25,400
          Less deduction u/s 16(ii)                       Nil              25,400
          (being private employee)
          Leave salary:                                     18,600
          Less exemption:                           Nil                       18,600
          Bonus:                                                                      37,300

          Value of Perquisites  {sec. 17(2)}
(i)                Provision of free gas and water                                15,500
(ii)             Domestic servant:                                  48,000
(iii)           Value of cook:                                                 42,000
(iv)           Value of holiday home:                                   27,500

Total:                                                             9,59,900
II       Income from other sourcesL (sec. 56-59)                  37,500

          Gross total income: {80A(5)}                                 9,97,400
          Less deductions u/c VIA
          Section 80C
          Qualifying Amount:
(a)  PPF                                     70,000
(b) NSC                          75,000
                                                                      1,45,000  
          Limited to Rs.                                                      1,00,000

          Taxable Income:                                         8,97,400
          Rounded off u/s 288A:                                         8,97,400





                             COMPUTATION OF TAX LIABILITY

Income-tax on Rs. 1,80,000:                                Nil
Income-tax on Rs. 3,20,000 @ 10%                    32,000
Income-tax on Rs. 3,00,000 @ 20%                    60,000
Income-tax on Rs. 97,400 @ 30%                       29,220
Total:                                                                      1,21,220
Sur charge:                                                 NIL
Total:                                                                      1,21,220
Education Cess @ 3%                                             3,636
Total:                                                                      1,24,856                                        
Total tax liability:
Rounded off u/s 288B:                               1,24,860
                             ………………………………..







Name of the Assessee:                                Mr.Ram Manohar
Status:                                                        Individual
Previous ended on:                                               31.03.2012
Assessment Year:                                       2012-13
                                      …………….
                             Computation of Income
Income from Salary( Sec. 15-17)

Basic Salary:                                                                  2,50,000
DA (eligible)                                                                  1,00,000
Entertainment allowance                            20,000
Less deduction u/s 16(ii)                                NIL               20,000
House Rent Allowance                      60,000
Less exemption u/s 10(13A)/Rule 2A
(i):    Actual HRA received:               60,000
                             OR
(ii):   Rent in excess of 10% of
         Salary
          {1,20,000 – (10% os sal.)
( 1,20,000- 10% 0f Sal. 3,50,000):    85,000
                             OR
(iii): 40% of salary:*2,50,000 +1,00,000)   1,40,000
Whichever is less                                        60,000        NIL
 
Non-monetay benefits:

Employer’s contribution to
RPF in excess of 12% of salary
37,500 – (12% of (2,50,000+1,00,000)
37,500 – 42,000                                                                      NIL



Interest credited to RPF
In excess of 9.5% p.a

24,000 X 2.5 /12                                                               5,000

Value of Furniture:
10% p.a of Cost of furniture:                                    5,000

Value of Cook:                                                                   12,000

Concession -Value of Watchman
Salary of the watchman:                                      24,000
Less deduction by employer:                      18,000    6,000

Total:                                                                                  3,98,000
Gross total Income:                                                             3,98,000
Less deduction u/s VIA
Sec. 80C:
Qualifying amount
Contribution to RPF:              37,500
LIP on own life:                       40,000
LIP on life of  major son          20,000
                                                97,500                              97,500
Taxable Income:                                                            3,00,500

                             Computation of tax liability

Income-tax on first 2,50,000:                               Nil
Income-tax on 50,500 @ 10%                              5,050
Education Cess @ 3%:                                         151   
Total tax liability:                                                5,151                   
   












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