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Microlesson · 5-min read

Valuation of Rent-Free / Concessional Accommodation [Rule 3(1)]

## Valuation of Rent-Free Accommodation (RFA) [Rule 3(1)]

### General structure

ParticularsAmount
Gross Value of Perquisite (see cases below)XXXX
Less: Amount recovered from employee for accommodation/movable assets(XXX)
Taxable Perquisite ValueXXXX

### Meaning of 'Salary' for RFA valuation

Salary = Basic + DA (to the extent it forms part of retirement benefits) + Bonus + any Commission + taxable portion of allowances only.

It excludes: DA not for retirement benefits, employer's PF contribution, tax-exempt allowances, value of perquisites u/s 17(2), payments excluded under the 17(2) proviso, and lump-sum termination payments (gratuity, severance, leave encashment, commuted pension).

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### Case 1 — Accommodation provided by the Government

TypePerquisite value
Owned/rented by GovernmentLicense fee determined by the Government
Hotel accommodationLower of 24% of salary or actual rent. (If hotel provided for ≤ 15 days on account of transfer → NO perquisite.)

Add: Furniture & appliances → 10% p.a. of original cost (if owned by employer), or actual rent (if hired).

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### Case 2 — Accommodation provided by any other (non-Government) employer

(a) Owned by employer — based on city population (2011 census):

City populationValue
> 40,00,00010% of salary
> 15,00,000 and ≤ 40,00,0007.5% of salary
Other areas5% of salary

(b) Rented by employer → Lower of (i) 10% of salary or (ii) actual rent paid.

(c) Hotel accommodation → Lower of (i) 24% of salary or (ii) actual rent. (≤ 15 days on transfer → exempt.)

Add: Furniture & appliances → same as Case 1.

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### Special situations

Accommodation on account of transfer (two houses retained):

  • First 90 days → perquisite based on the lower value of the two accommodations.
  • After 90 daysboth accommodations charged.

Subsequent-year cap (non-Government employer, Case 2 only): if the same accommodation continues for more than one year, the value for subsequent years cannot exceed:

$$\text{Value in FPY} \times \frac{\text{CII of Current PY}}{\text{CII of First PY}}$$

where 'First Previous Year' = PY 2023-24 OR the PY in which accommodation was first provided, whichever is later.

Employee on deputation: where deputed to a body/undertaking controlled by Central/State Government, the deputation employer is treated as the actual employer, and value is computed as if accommodation is owned by the employer (Case 2 rules).

Judges: rent-free official residence to a High Court / Supreme Court judge is not taxable if they opt for the optional regime.

Worked example

### Example 1

Furniture add-on: Employer owns furniture costing ₹2,00,000 provided with the accommodation. Add to gross perquisite = 10% × ₹2,00,000 = ₹20,000 p.a. If instead the furniture were hired for ₹15,000, add the actual hire charge of ₹15,000.

### Example 2

Hotel on transfer: Employee given hotel accommodation for 12 days on account of transfer → since ≤ 15 days, NO perquisite arises. If the stay were 20 days, perquisite = lower of (24% of salary for the period) or actual hotel charges.

⚠️ Common exam mistakes

  • Using the wrong definition of 'salary' — DA is included only to the extent it is for retirement benefits, and only the taxable portion of allowances counts.
  • Applying the old fixed population slabs/percentages — current owned-accommodation rates are 10% / 7.5% / 5% on the >40 lakh, 15–40 lakh, and other-area bands (2011 census).
  • Charging both houses from day one on a transfer — for the first 90 days only the lower-valued accommodation is charged.
  • Forgetting the ≤15-day hotel-on-transfer exemption.
  • Ignoring the subsequent-year CII-indexed cap for non-Government employers, or using the wrong 'First Previous Year' (it is PY 2023-24 or the year first provided, whichever is later).
  • Not deducting the amount recovered from the employee from the gross perquisite value.
Reference: Rule 3(1) — Income-tax Rules
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