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Microlesson · 5-min read

Section 36 - Insurance Premium [36(1)(i) & 36(1)(ib)]

# Section 36: Insurance Premium

Two distinct sub-clauses cover insurance premium payable by the assessee in the course of business.

## Section 36(1)(i) — Insurance of Stock-in-Trade

Premium paid for insurance against risk of damage / destruction of stock-in-trade or stores used in business is fully deductible.

The asset insured must be stock, not capital assets (capital asset insurance is governed by other principles).

## Section 36(1)(ib) — Health Insurance of Employees

Premium paid by the employer for the health insurance of employees is deductible, provided:

  • Premium is paid by any mode other than cash (cheque, electronic transfer, etc.).
  • Premium is paid under a scheme framed by GIC / approved insurer for the welfare of employees.

## Key Distinction from Sec 36(1)(ii)

Don't confuse premium on employee health (Sec 36(1)(ib)) with life insurance on key persons — the latter follows separate rules.

Worked example

### Example 1

Example 1: A trader insures his stock of garments for Rs. 50,000 premium. Deduction u/s 36(1)(i) = Rs. 50,000.

### Example 2

Example 2: Company pays Rs. 2,00,000 group mediclaim premium for its employees by cheque. Deduction u/s 36(1)(ib) = Rs. 2,00,000. If paid in cash, disallowed.

⚠️ Common exam mistakes

  • Claiming insurance on capital assets (factory building, machinery) under Sec 36(1)(i) — those go via Sec 30/31 or are part of general business expense.
  • Paying employee health insurance premium in cash and claiming deduction — strictly disallowed.
  • Confusing employer-paid health insurance (deductible u/s 36(1)(ib)) with employee-paid health insurance (deductible to the employee u/s 80D).
Bare-Act text Section 36(1)(i) & 36(1)(ib) · Income-tax Act, 1961 · click to expand
Section 36(1)(i): The amount of any premium paid in respect of insurance against risk of damage or destruction of stocks or stores used for the purposes of the business or profession. Section 36(1)(ib): The amount of any premium paid by any mode of payment other than cash by the assessee as an employer to effect or to keep in force an insurance on the health of his employees under a scheme framed in this behalf...
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