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Microlesson · 5-min read

Structure of tax computation: basic tax, surcharge, rebate/marginal relief and Health & Education Cess

# Computing Tax Liability — The Standard Format

## The computation ladder

Every individual's final tax is built up in a fixed sequence:

StepParticularsAmount
ABasic Tax (per slab/special rates)XXXX
BAdd: SurchargeXXX
CSub-total (A + B)XXXX
DLess: Rebate u/s 87A / Marginal Relief(XXX)
ESub-total (C − D)XXXX
FAdd: Health & Education Cess @ 4%XXX
GGross Total tax (E + F)XXXX

## The three components

1. Income Tax — charged on every person at rates prescribed by the Annual Finance Act or the Income-tax Act, 1961, or both.

2. Surcharge — an additional tax over and above income tax, computed as a percentage of the basic income-tax. It applies only when total income exceeds specified thresholds.

3. Health & Education Cess (HEC) @ 4% — levied on the **income tax plus surcharge** combined.

## Key points on HEC (frequent theory question)

  • Rate is 4% of (income tax + surcharge).
  • Applies to all assessees — individuals, HUF, AOP, BOI, artificial juridical persons, firms, local authorities, co-operative societies, and companies.
  • Purpose: to fund quality health services and education.

## Sequence matters

Surcharge is added before cess (cess is 4% of tax and surcharge). Rebate/marginal relief is deducted before cess is applied.

Worked example

### Example 1

Example (order of computation): Suppose basic tax = ₹3,00,000 and surcharge = ₹30,000. Sub-total = ₹3,30,000. After any 87A rebate/marginal relief (say nil), HEC @ 4% = 4% × ₹3,30,000 = ₹13,200. Gross tax = ₹3,43,200. Note that cess is applied on tax plus surcharge, not on tax alone.

⚠️ Common exam mistakes

  • Calculating the 4% cess only on basic tax — it must be on income tax + surcharge together.
  • Applying surcharge after cess — the correct order is tax → surcharge → rebate/marginal relief → cess.
  • Thinking cess applies only to individuals — it applies to all categories of assessees including companies and firms.
Reference: — Income-tax Act, 1961 / Annual Finance Act
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