Download the All in One TDS on Salary for Govt & Non-Govt Employees for F.Y.2015-16 [ This Excel Based Utility can prepare at a time Tax Compute Sheet + Individual Salary Structure + Individual Salary Sheet + Automated Arrears Relief Calculator with Form 10e + Automatic HRA Exemption Calculation + Form 16 Part A&B and Form 16 Part B ]
Allowances Exempted Under Section 10 of Income Tax Act
1. House Rent Allowance (HRA)
You get a job and shift
to another city. Because of your job, you live in a different place. You are
forced to live in a rented accommodation. The rented flat is not by choice but
because of the duty. Hence, the expense on rent is because of your job. You
can’t avoid this, even if you wish. Therefore, government exempt the rent from income tax. However, your
employer must pay the house rent
allowance.
Click here to Download and Calculate your House Rent
Exemption U/s 10(13A)
Leave Travel Allowance
LTC or LTA is exempted if the
same is actually spent
Transport Allowance
You daily go to your office or workplace from you house. You also spend on the local transport. This expenditure is also forced upon you. Therefore, the government has exempted transport allowance from the income tax, provided your employer gives you the transport allowance. You don’t need to give any receipt of this local travel. However, the tax exemption is Rs 1600/month and for Phy. Disable Persons can get Rs.3200/- Per Month.
Children Education Allowance
Children Education allowance
in also exempted from income tax. Your employer must give this allowance for
availing the tax exemptions. It is Rs. 100 per month per child up to a
maximum of 2 children.
Hostel Subsidy
This is another tax exemption
related to your child’s education. It is Rs. 300 per month per child up to
a maximum of two children.
Other Allowance Eligible For Income Tax exemptions
Uniform Allowance, Special
Compensatory Allowance, High Altitude Allowance, allowances applicable to North
East, Compensatory Field Area Allowance, Counter Insurgency Allowance, High
Active Field Area Allowance, island duty allowance, tribal allowance etc. These
allowances are tax-free, but you need to produce the proof of the actual
expense in some cases.
Income Tax Exemption on Interest Paid on Housing Loan U/s 24B
This Exemption is also related to your
accommodation because of the job. After shifting to a different place, you may
opt for your own house instead of rented accommodation. If you take home loan for the house, the interest payment is
tax exempted. You can get maximum
exemption of Rs 2 lakh on housing loan interest.
There are some conditions for this exemption.
The house should be
self-occupied. You may get this exemption if your home is under
construction. however the construction should complete within 3
years.
Tax Deduction Under Section 80C, Max limit Rs.1.5 Lakh
The Government wants to encourage some certain types
of investments and expenses. To achieve this goal it gives the benefit of tax deductions. There are many investments
and expenses under section 80C, 80CCC and 80CCD. However, the total deductions
under this section are limited to Rs 1.5 lakh.
·
Employee
Provident Fund
·
Pension/ Annuity Schemes
·
Life insurance
premium
·
Tax Saving mutual fund (ELSS)
·
Home loan principal payment
·
Sukanya Samriddhi Account
·
Tuition fees of children
·
PPF Account Contribution
·
National Saving
Certificate
·
Tax-saving fixed
Deposit
·
Post office time deposits
Section 80CCC: Deduction For Annuity Plan
You can also get a deduction for the annuity plan of insurance companies. There are some
limitations on this deduction.
·
You can’t
contribute more than 10% of your salary or gross income.
·
You can’t enjoy
the deduction of more than Rs 1.5 lakh in a year.
Section 80CCD(1) : Contribution For Pension Plan
Similar to annuities,
contribution in pension plans is also eligible for tax deduction. For example
contribution to National Pension Scheme (NPS) will get deduction benefit under
this rule.
It is also limited to 10% of
salary or 10% gross income (if not salaried).
Section 80CCD(2): Contribution To Pension Plan By employer
This section gives you extra
tax saving opportunity. If your employer contributes into your pension plan, it
would be also tax-free. This contribution does not come under the overall limit
of 1.5 lakh.
You can ask your employer to
contribute 10% of your salary into your pension plan. It will not affect
your employer financially, but you would be able to save some more tax.
Deductions Under Chapter VIA of Income Tax Act
Section 80CCG: Rajiv Gandhi Equity Saving Scheme (RGESS)
This scheme also gives you the extra tax saving. To
avail this benefit, you must be the first-time investor in the share market.
Your annual income should not be more than Rs 10 lakh. You can invest up to Rs
50,000 under this scheme. However, the tax deduction would be available for the
50% of your investment. So, if you invest Rs 50,000, you will get the tax
deduction of only Rs 25,000. There is some mutual fund scheme which is designed
for RGESS. However, due to the complex rules, it could not become popular.
Section 80D: Medical Insurance Deduction
This scheme also gives you a chance to save tax
over and above the 1.5 lakh. One must use this tax saving opportunity. In the
budget 2015 the government does not change income tax slab, but it
has increased the limit for section 80D. Section 80D can give you a tax deduction of up to Rs 65,000.
Medical insurance of self, family and parents are eligible for tax deduction
under section 80D.
Section 80D: Tax Deduction For Medical Insurance In FY 2015-16
Section 80DD: Deduction For Maintenance of Disable Dependent
Under this section, one can
get extra tax deduction of Rs 50,000. To avail this deduction, you must fulfill
some conditions.
1. A person with
a disability must be dependent upon you. The disability may be
physical or mental.
2. You must produce a
certificate from the doctor.
3. You must incur the expense
of treatment, rehabilitation, nursing and training.
If you deposit any amount in
any scheme for the disabled, it would be also eligible for tax deduction.
If dependent person is with
severe disability, you can claim deduction up to Rs 1,00,000.
Section 80DDB: Serious Illness Deduction
This deduction is for the
treatment of serious illness. An assessee can get an income tax deduction of Rs
80,000 under this section. Amended by the Finance Budget 2015
1.
The deduction is
for the expense of illness of self or dependent.
2.
The illness
should be within the prescribed list.
3.
There should be real expense. Any reimbursements of
insurance claims should be subtracted.
4.
You must give a
certificate from the government doctor.
5.
For senior
citizens this deduction limit is Rs 80,000.
Section 80E: Deduction on Loan for Higher Studies
Like the home loan interest, one can also claim income
tax deduction for education loan interest.
1.
You must take
education loan from a financial institution.
2.
You can avail
this tax deduction maximum of 7 years.
3.
You can take the
benefit of this deduction only for the higher education.
4.
You can take
this benefit only for the education of self, spouse or children. If you are the
legal guardian of a student, you can also take this benefit.
Section 80G: Deduction for Donations
The donations specified in Section 80G are
eligible for deduction. The deduction may of 100% of donation or 50%, It
depends upon the type of receiver.
Section 80GG: Deduction on House Rent Paid
This deduction is for those,
who don’t get the house rent allowance from their employer. Such person can
avail this deduction according the specified rules.
Deduction is the least of
1.
Rent paid less
10% of total income
2.
Rs. 2000/ month,
i.e. Maximum
Deduction available is 24,000.
3.
25% of total
income
There are some conditions for
this benefit.
·
Assessee or his
spouse or minor child should not own residential accommodation at the place of
employment.
·
He should
not get a house rent allowance (HRA).
·
He should not
have self occupied residential premises in any other place.
Section 80TTA: Saving Account Interest Deduction
Interest earned on a saving
account is not added in taxable income, if it is less than Rs 10,000 in a
financial year.
Section 80U: Deduction For Disabled
Under section 80U a person
with disability gets extra deduction from his/her taxable income. Such person
can deduct Rs 75,000 from the taxable income. In case the disability is severe,
the deduction is up to Rs 1,25,000. To avail this deduction one should obtain a
certificate from the government doctor.