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Microlesson · 5-min read

Perquisite: Excess Employer Contribution to RPF/NPS/Superannuation

## Excess Employer Contribution to Specified Funds

Employer contribution to Recognised Provident Fund (RPF), National Pension Scheme (NPS), and Approved Superannuation Fund, taken together, is exempt up to ₹ 7,50,000 p.a. Any excess over this threshold is a taxable perquisite.

### Two Components of Perquisite

1. Excess Contribution itself = (Total Employer Contribution − ₹ 7,50,000) — taxable in the year of contribution.

2. Annual Accretion (Interest) on such excess contribution — taxable each year using the prescribed formula.

### Formula for Annual Accretion

> TP = (PC ÷ 2) × R + (PC₁ + TP₁) × R

Where:

  • TP = Taxable value of accretion (interest) for the current year
  • PC = Contribution in excess of ₹ 7,50,000 during the current year
  • R = Interest Rate = Total interest for current year ÷ Average balance of fund
  • Total interest = Closing balance − Opening balance − Employer contribution − Employee contribution (all of current year)
  • Average balance = (Opening balance + Closing balance) ÷ 2
  • PC₁ = Excess contribution in preceding years (cumulative)
  • TP₁ = Taxable accretion of preceding years (cumulative)

### Logic

The PC/2 term assumes excess contribution flowed in evenly across the year, so only half-year interest is attributable. Past accretions (PC₁ + TP₁) earn a full year's interest at rate R.

Worked example

### Example 1

Worked Example: Mr. X joined ABC Ltd. on 1.4.2024. He contributes ₹ 7,77,600 to RPF; employer matches with ₹ 7,77,600. Balances: 1.4.2024 = ₹ 9,81,137; 31.3.2025 = ₹ 27,43,048; 31.3.2026 = ₹ 46,48,555.

P.Y. 2024-25

• Excess contribution (taxable) = 7,77,600 − 7,50,000 = ₹ 27,600

• Interest computation:

– Total interest = 27,43,048 − 9,81,137 − 7,77,600 − 7,77,600 = ₹ 2,06,711

– Average balance = (9,81,137 + 27,43,048) ÷ 2 = ₹ 18,62,093

– R = 2,06,711 ÷ 18,62,093 = 0.111

• TP = (27,600 ÷ 2) × 0.111 + Nil (no preceding-year amounts) = ₹ 1,532

P.Y. 2025-26

• Excess contribution = ₹ 27,600

• Interest computation:

– Total interest = 46,48,555 − 27,43,048 − 7,77,600 − 7,77,600 = ₹ 3,50,307

– Average balance = (27,43,048 + 46,48,555) ÷ 2 = ₹ 36,95,802

– R = 3,50,307 ÷ 36,95,802 = 0.09479

• PC₁ = ₹ 27,600 (PY 24-25 excess); TP₁ = ₹ 1,532

• TP = (27,600/2) × 0.09479 + (27,600 + 1,532) × 0.09479 = 1,308 + 2,761 ≈ ₹ 4,069

⚠️ Common exam mistakes

  • Taxing only the excess contribution and forgetting the annual accretion on it.
  • Using current-year contribution as PC₁ — PC₁ is the cumulative excess from PRIOR years only.
  • Wrong total-interest computation: forgetting to deduct BOTH employer and employee contribution while solving for interest from balance change.
  • Multiplying current-year excess by full rate R — must use PC/2 (half-year assumption).
Reference:
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