BUDGET ANALYSIS 2023 - CA NITESHKUMAR

Budget Highlights 2023

Favourable to Tax Payers:


  1. New Regime Tax Slab is increased – 0-3L-NIL, 3-6L-5%, 6-9L-10%, 9-12L-15%, 12-15L-20%, above 15l-30%.

  2. New Regime Tax Slab rates benefit extended to Individual, HUF, AOP and BOI also. (Co Operative Society separate section inserted)

  3. Co op Soct incorporated after 01.04.2023 start manufacturing activities with new machines before 31.03.2024 – tax rate is 15% for life time.

  4. Rebate on Tax is increased upto Income of Rs. 700000/-

  5. Leave encashment upto 25 lakh will be exempt. Limit increased from 2 Lakh to 25 Lakhs.

  6. Reducing highest income surcharge from 37% to 25% !!! Highest tax rate down from 42.74% down to 39% (and all AIFs benefit!)

  7. Business – Presumtive Taxation turnover limit increased to Rs. 3 Crore subject to max 5% cash transactions.

  8. Profession – Presumtive Taxation Turnover limited increase to Rs. 75 Lakhs subject to max 5% cash transactions.

  9. Start up - Losses are allowed to be carry forward for 10 years instead of 7 years.

  10. 80CCH – deduction equal to amount paid to Agniveer Corpus fund.

  11. Alternate Minimum Tax is not applicable to those who select New Tax Regime.

  12. 194N – Co Operative Soct – No TDS on cash withdrawal upto Rs. 3 Crores annually.

  13. 269SS – Primary Co Op Soct – Cash acceptance upto Rs. 200000/- is allowed from member. Limit increased from 20000/-

  14. 269T – Primary Co Op Soct – Cash payment upto Rs. 200000/- is allowed from member. Limit increased from 20000/-



Unfavourable to Tax Payers:


  1. New Regime of Tax is default from Year 2023-24. You need to choose old if you wishes so.

  2. Old Tax Regime – No change in Tax Rates and Rebate

  3. Winning from Online Gaming – tax rate 30% flat.

  4. Rent Free accommodation provided to employees will be taxable in the hands of employees.

  5. No change in Deductions for insurance, PPF, NPS, Tution Fees, House Rent, House Loan Interest, House Loan Principal, Donations, Mediclaim Insurance, etc.

  6. 43B(h) – Payment to MSME after due date of filling of Income Tax Return is not allowed to Business or Profession.

  7. Interest on housing loan claimed as deduction u/s 24(b). Then, such interest paid can not be added to the cost of acquisition of house at the time of calculation of capital gain on sale of such house property.

  8. Insurance policies - where premium is > 5 lakh p.a., at maturity any income above premium paid is fully taxable. In the instance of Death, it is not taxable. Policies issues after 1 Apr 2023 only.

  9. Market Linked Debentures are classified as debt and any income (regardless of redemption, maturity or sale) will be short-term gain only i.e. added to income, taxed at marginal rates. Excluded from Capital Gain.

  10. U/s 54 and 54F, one can only invest capital gains upto 10 cr. in a house. More than that, pay tax on the excess. Means, you sell houses of >10cr only 10 cr. is allowed to be tax-free reinvested.

  11. 206C - All overseas remittances (including buying of US stocks, and debit card spends like Niyo abroad) will now have 20% TDS without a limit (was 5% above 7 lakh)

  12. TDS on interest from listed debentures. From 1 April 2023: Tax will be deducted at source.

  13. Certain News agencies were tax exempt. Now they are not exempt.

  14. TDS will be deducted on Winning from Online Games – Rate 10%

  15. 194R – TDS to be deducted on any benefit or perquisite given to any person over and above Rs. 20000/- per annuam.



Slab Rates: FY 2023-24 (AY 2024-25)


New Tax Regime :


Indivudial, HUF, AOP, BOI, (Other than Co Op Soct)

Sr No

Total Income

Rate of Tax

1

Upto Rs. 300000/-

Nil

2

From Rs. 300001 to Rs. 600000/-

5%

3

From Rs. 600001 to Rs. 900000/-

10%

4

From Rs. 900001 to Rs. 1200000/-

15%

5

From Rs. 1200001 to Rs. 1500000/-

20%

6

Above Rs 1500000/-

30%


Note - Rebate of 100% of the tax payable on total income of Rs 700000/-


Co Operative Societies

Regular Society Rate – 22% plus Surcharge 10%

New Soct with Mfg Activities – 15% plus Surcharge 10%



Old Tax Regime :


Individual (Below 60Yrs), HUF, AOP, BOI, 

Sr No

Total Income

Rate of Tax

1

Upto Rs. 250000/-

Nil

2

From Rs. 250001 to Rs. 500000/-

5%

3

From Rs. 500001 to Rs. 1000000/-

20%

4

Above Rs 1000000/-

30%


Individual (60Yrs to 80Yrs) 

Sr No

Total Income

Rate of Tax

1

Upto Rs. 300000/-

Nil

2

From Rs. 300001 to Rs. 500000/-

5%

3

From Rs. 500001 to Rs. 1000000/-

20%

4

Above Rs 1000000/-

30%


Individual (Above 80Yrs) 

Sr No

Total Income

Rate of Tax

1

Upto Rs. 500000/-

Nil

2

From Rs. 500001 to Rs. 1000000/-

20%

3

Above Rs 1000000/-

30%


Co Operative Societies

Sr No

Total Income

Rate of Tax

1

Upto Rs. 10000/-

10%

2

From Rs. 10001 to Rs. 20000/-

20%

3

Above Rs 30000/-

30%


Firms, Local Authorities

Rate – 30%


Companies

Rate – 15% and 22% as per the options selected by the companies.




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