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4/17/2010 1:28:58 PM

Taxation Terms

Residential Status

The residential status of a person is required to be determined for each financial year in order to determine the scope of total taxable income. There are three types of residential status under the law. They are 1) Resident 2) Resident but not ordinary resident [RNOR] and 3) Non-resident. Resident An individual is resident for tax purposes if s/he satisfies any one of the two conditions below: (a) S/he is in India for at least 182 days in the financial year, OR (b) S/he is in India for at least 60 days in the financial year and has been in India for a total of at least 365 days in the four preceding financial years combined. Exceptions: The law gives certain concessions for Indian citizens traveling or staying abroad. If an Indian citizen goes abroad for employment purposes, the period of 60 days will be substituted by 182 days. This relaxation is also extended to an Indian citizen who leaves India as a member of crew of an Indian ship. Therefore, s/he will be resident only if s/he is in India for at least 182 days in the financial year. Similarly, in the case of an Indian citizen or in the case of a non-resident Indian who lives abroad and comes on a visit to India, s/he will not be treated as resident unless s/he stays in India for at least 182 days in the financial year. In the case of an individual, we have to further see if residential status is `resident` and `not ordinarily resident [RNOR].` RNOR – A resident individual will be Not Ordinarily Resident if s/he further satisfies any one of the following conditions: (i) S/he is non-resident (as per basic conditions) in 9 out of 10 immediately preceding financial years OR (ii) S/he has been in India for a maximum period of 729 days in the 7 immediately preceding financial years. If the individual is resident but not ordinarily resident (RNOR), certain types of income will not be taxable in India. But, if s/he fails to satisfy the additional condition/s stated above, s/he will be resident and ordinarily resident (ROR) and will be taxed accordingly. Residential status of HUF A HUF is non-resident if its control and management in any financial year is wholly outside India. In all other situations, it is resident. A HUF also has to be categorized as ROR (ordinarily resident) or RNOR (not ordinarily resident). A HUF is RNOR if its Karta is not ordinarily resident, i.e. (i) S/he is non-resident (as per basic conditions) in 9 out of 10 immediately preceding financial years OR (ii) S/he has been in India for a maximum period of 729 days in the 7 immediately preceding financial years.

 

Physical or Mental disability

An individual who is suffering from more than 40% of any of the following disabilities is considered to have physical or mental disability and is eligible to claim the special deduction – a) blindness; b) low vision; c) leprosy-cured; d) hearing impairment; e) locomotor disability; f) mental retardation; g) mental illness; h) autism; i) cerebral palsy; j) multiple disability.

 

Severe Disability

An individual is said to be severely disabled if s/he is suffering from 80 per cent or more of any of the following disabilities – a) blindness; b) low vision; c) leprosy-cured; d) hearing impairment; e) locomotor disability; f) mental retardation; g) mental illness; h) autism; i) cerebral palsy; j) multiple disability.

 

Type of Employer

Government /PSU Company or organization in which Central or State government has direct or indirect control over its affairs Others Company or organization which are not called Government Undertaking

 

Date of Joining

If a person is employed by the Central government or any other employer on or after 1st January 2004, then s/he is eligible for a deduction for contribution made to the Pension Scheme notified by the Central government.

 

Form No.16

Form 16 is a certificate issued by your employer which confirms all your receipts from employment and tax deducted from such receipts. It also carries information about the tax paid to the Government. In the absence of Form No.16, you will not be in a position to provide the necessary information to complete your tax return like; allowances, deductions, tax deducted etc. For e.g. Tax is deducted for each month by your employer from your salary, information of each payment of tax by the employer is required to get credit of the tax deducted, such information is part of the Form 16.

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