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Microlesson · 5-min read

Special Allowances under Section 10(14)

## Special Allowances — Section 10(14)

Section 10(14) splits into two sub-clauses: allowances for performance of duties [10(14)(i)] and allowances to meet personal expenses [10(14)(ii)].

### A. Performance-of-Duties Allowances — Section 10(14)(i)

Granted exclusively for official purposes; exempt to the extent actually spent for that purpose (Rule 2BB):

  • Helper, Research, Uniform Allowance → Fully taxable under DTR; under OTR exempt to the extent spent on official purpose.
  • Travelling, Daily, Conveyance Allowance → Exempt under BOTH regimes, to the extent spent for the official purpose.

### B. Personal-Expense Allowances — Section 10(14)(ii)

Granted to meet personal expenses; exemption is a flat amount (regardless of actual spend) and is available only under the Optional Tax Regime.

#AllowanceExempt amount
1Special Compensatory (Hilly Areas)/High-Altitude/Uncongenial Climate/Snow-Bound/Avalanche₹800 or ₹300 p.m. (location-based); ₹7,000 p.m. in Siachen (J&K)
2Border area / remote locality / difficult area / disturbed area₹1,300 / 1,100 / 1,050 / 750 / 300 / 200 p.m. (location-based)
3Tribal/Scheduled/Agency Areas (specified States)₹200 p.m.
4Transport-sector employee (running allowance; not also getting daily allowance)Lower of 70% of allowance or ₹10,000 p.m.
5Children Education Allowance₹100 p.m. per child, max 2 children
6Hostel expenditure allowance₹300 p.m. per child, max 2 children
7Compensatory Field Area Allowance₹2,600 p.m.
8Compensatory Modified Field Area Allowance₹1,000 p.m.
9Counter-insurgency allowance (armed forces away from permanent location)₹3,900 p.m.
10Underground Allowance (underground mines)₹800 p.m.
11High-Altitude allowance (armed forces)9,000–15,000 ft: ₹1,060 p.m.; above 15,000 ft: ₹1,600 p.m.
12Highly active field area allowance (armed forces)₹4,200 p.m.
13Island (duty) allowance (Andaman & Nicobar / Lakshadweep)₹3,250 p.m.

> Overlap rule: An assessee claiming exemption under items 7 & 8 or 9 is NOT entitled to also claim under item 2.

### C. Transport Allowance for Disabled Employees — exempt under BOTH regimes

Granted to an employee who is blind, deaf-and-dumb, or orthopaedically handicapped (disability in the lower extremities) to cover commuting between residence and place of duty: exempt up to ₹3,200 p.m., irrespective of the tax regime.

### D. Fully exempt only under OTR

  • High Court & Supreme Court Judges' allowances (under their respective Conditions of Service Acts, 1954 / 1958)
  • UNO salary, allowances and pension (United Nations (Privileges and Immunities) Act, 1947)
  • Sumptuary allowance to HC & SC Judges

### E. Fully exempt under BOTH regimes

  • Section 10(7): allowances/perquisites paid outside India by the Government to an Indian citizen for services rendered outside India.

Worked example

### Example 1

Children Education + Hostel Allowance. An employee (OTR) with 3 children receives Children Education Allowance ₹500 p.m. and Hostel Allowance ₹1,000 p.m. Education: ₹100 p.m. × 2 children = ₹200 p.m. exempt → ₹2,400 p.a. Hostel: ₹300 p.m. × 2 children = ₹600 p.m. exempt → ₹7,200 p.a. (max 2 children each; the 3rd child gives no exemption).

### Example 2

Spend-based vs flat allowance. Uniform Allowance ₹2,000, of which ₹1,500 is actually spent on uniform. Under OTR, exempt = amount spent = ₹1,500 (taxable ₹500). Under DTR, the entire ₹2,000 is taxable. Contrast with Children Education Allowance, which is a FLAT exemption (₹100 p.m./child) regardless of actual spend.

⚠️ Common exam mistakes

  • Treating Children Education / Hostel allowance exemption as 'per actual expenditure' — it is a FLAT amount (₹100 / ₹300 p.m. per child, max 2 children).
  • Claiming both the field-area allowances (items 7/8 or 9) AND the border/remote-area allowance (item 2) — the overlap rule bars this.
  • Allowing the transport allowance for disabled employees only under OTR — it is exempt up to ₹3,200 p.m. under BOTH regimes.
  • Giving 10(14)(ii) personal-expense exemptions under the default regime — they apply only under OTR (except disabled transport allowance and 10(7)).
Reference: Section 10(14)(i) and 10(14)(ii) — Income-tax Act, 1961 read with Rule 2BB
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