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Microlesson · 5-min read

PGBP - Items to be DEDUCTED from Net Profit (Allowances)

# PGBP — Items to be Deducted from Net Profit (Allowances)

When computing PGBP starting from Net Profit as per P&L, certain items are allowable under the IT Act but may not have been debited (or were inadequately recognised). These must be deducted from Net Profit.

## Rule for deductions

Deduct only if not already debited to the Profit & Loss Account. If already debited, no adjustment needed.

## List of allowable deductions

#ItemTreatment
1Depreciation as per Income-tax Act (Sec 32)Always deduct here (replaces book depreciation added back)
2Scientific Research contribution to approved university (Sec 35)Allowable; not allowed if opting 115BAC
3Gift of dry fruits/sweets to important customersAllowed as revenue expense (business promotion)
4Payment in cash up to ₹35,000 to a TransporterAllowed (higher limit u/s 40A(3) for transporters)
5Capital expenditure u/s 35AD — 100% deduction on capital exp. in specified businesses, except Land, Goodwill & Financial Instruments100% deduction
6Salary paid to sister-in-law in excess of reasonable amountAllowed — sister-in-law is NOT a relative as per Sec 40A(2)(b). No disallowance
7Employer's contribution to PF u/s 36(1)(iv) — allowed if paid before due date of ROISec 43B
8Employee's contribution to PF — allowed only if paid before due date of relevant Act (i.e., 15th of next month)Sec 36(1)(va) — strict deadline (Checkmate Services SC)
9Interest on loan after asset put-to-useAllowed as revenue expense (only for business asset)
10Sale of furniture to brother at less than FMVSec 40A(2) does NOT apply on sale transactions — no adjustment required
11Interest & Municipal taxes for Business portion of houseAllowed if paid before due date of ROI
12Additional depreciation u/s 32(1)(iia) — 20% (or 35% for backward area)For manufacturing/power generation; NOT allowed if opting 115BAC
13Expenses on Buy-back of shares, Debenture Issue, Bonus SharesAllowed as revenue expense

## Key principles

  • 40A(2) applies only to expenditure — sale of asset to a relative below FMV is NOT covered by 40A(2).
  • 'Relative' under 40A(2)(b) does NOT include sister-in-law/brother-in-law. It is restricted to specified close relatives (spouse, brother, sister, lineal ascendant/descendant).
  • 35AD specified businesses — cold chain, warehouse for agri produce, hospitals (≥100 beds), hotels (2-star+), production of fertilizer, etc. Full 100% deduction; not available under 115BAC.
  • Additional depreciation is 20% of actual cost (10% if asset used < 180 days). For backward areas of specified states it is 35% (17.5%).
  • 115BAC restrictions — Several incentive deductions (additional depreciation, Sec 35 weighted deduction, Sec 35AD, etc.) are NOT available under the new regime.

Worked example

### Example 1

Example 1 — Employer vs Employee PF Contribution

For March 2026 wages: Employer's share ₹50,000, Employee's share ₹30,000. PF Act due date = 15-April-2026. ROI due date = 31-October-2026.

  • Employer's share deposited on 30-Sept-2026 → Allowed (before ROI due date u/s 43B).
  • Employee's share deposited on 30-Sept-2026 → Disallowed (after 15-April-2026; per Checkmate Services SC). Must be deposited by 15-April-2026.

### Example 2

Example 2 — Sale to relative below FMV

Mr. P sells office furniture (book value ₹40,000, FMV ₹50,000) to his brother for ₹30,000.

→ Sec 40A(2) applies only to expenditure, not sale. No disallowance/addition required from PGBP angle.

### Example 3

Example 3 — Additional Depreciation

XYZ Ltd. (manufacturer, normal regime) buys new plant for ₹10,00,000 on 1-July-2025 and uses it immediately. Depreciation rate 15%.

  • Normal Depreciation = 15% × 10,00,000 = ₹1,50,000
  • Additional Depreciation u/s 32(1)(iia) = 20% × 10,00,000 = ₹2,00,000
  • Total Depreciation = ₹3,50,000

If XYZ opted 115BAC, only normal depreciation ₹1,50,000 is allowed.

⚠️ Common exam mistakes

  • Treating sister-in-law/brother-in-law as 'relative' for Sec 40A(2) — they are NOT specified relatives.
  • Confusing the deadlines: Employee's PF share must be paid by the PF Act due date (15th), not the ROI due date.
  • Claiming additional depreciation under 115BAC — not available under the new regime.
  • Disallowing transporter cash payment up to ₹35,000 under Sec 40A(3) — the higher ₹35,000 limit applies specifically to transporters.
  • Including land, goodwill or financial instruments in 35AD deduction — these are SPECIFICALLY excluded.
Bare-Act text Sections 30-37, 32(1)(iia), 35AD, 36(1)(va), 43B · Income-tax Act, 1961 · click to expand
Section 32(1)(iia): In the case of any new machinery or plant (other than ships and aircraft) acquired and installed after 31st March 2005 by an assessee engaged in the business of manufacture or production of any article or thing or in the business of generation, transmission or distribution of power, a further sum equal to twenty per cent of the actual cost of such machinery or plant shall be allowed as deduction. Section 36(1)(va): Any sum received by the assessee from his employees as contributions to any provident fund... shall be allowed as deduction only if such sum is credited by the assessee to the employee's account in the relevant fund on or before the due date.
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