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Microlesson · 5-min read

Block of Assets - Depreciation & Tax Treatment in Terminal Year (WDV)

## Block of Assets: Tax Treatment in the Terminal Year

Under the WDV (Written Down Value) method used for Income Tax, assets are grouped into a block. The terminal-year treatment depends on whether the block continues or ceases to exist after the asset is sold.

### Core Rule

Treatment depends on whether the block consists of one asset or several assets.

Block survives?Depreciation in terminal yearTax effect
Case 1 (one asset)No, ceasesNoneSTCL or STCG arises
Case 2 (multiple assets)YesChargedTax benefit via depreciation

### Case 1 - Single Asset (block ceases)

No depreciation in terminal year.

```

STCL/STCG = WDV at beginning of year - Sale value

```

  • WDV > Sale -> Short-Term Capital Loss -> tax benefit = STCL x rate
  • Sale > WDV -> Short-Term Capital Gain -> tax outflow = STCG x rate

### Case 2 - Multiple Assets (block survives)

Depreciation charged on reduced WDV:

```

Depreciation = (WDV at beginning - Sale value) x dep. rate

Tax benefit = Depreciation x tax rate

```

Caveat: if Sale value > WDV at beginning, no depreciation can be charged in Case 2 either.

Worked example

### Example 1

Setup: A Ltd buys machinery for Rs.1,00,000, dep @ 20% WDV, life 5 yrs, salvage Rs.10,000, tax 30%. WDV at start of year 5 = Rs.40,960 (after 4 yrs: 80,000 -> 64,000 -> 51,200 -> 40,960).

Case 1 (only asset, salvage Rs.10,000):

```

WDV beginning yr5 40,960

Less: Sale value 10,000

STCL 30,960

Tax benefit @30% 9,288

```

Case 2 (multiple assets, salvage Rs.10,000):

```

WDV beginning yr5 40,960

Less: Sale value 10,000

WDV 30,960

Depreciation @20% 6,192

Tax benefit @30% 1,858

```

### Example 2

If sale value = Rs.50,000 (exceeds WDV of 40,960):

Case 2: No depreciation (sale > WDV).

Case 1: a gain arises -

```

WDV beginning yr5 40,960

Less: Sale value 50,000

STCG 9,040

Tax outflow @30% 2,712

```

⚠️ Common exam mistakes

  • Charging depreciation in the terminal year when only one asset exists in the block (Case 1) - none is allowed; only STCL/STCG arises.
  • Treating WDV-minus-sale as a capital loss in Case 2 (multiple assets) instead of charging depreciation.
  • Forgetting that when sale value exceeds opening WDV, no depreciation is possible in Case 2, and a short-term capital GAIN (tax outflow) arises in Case 1.
  • In replacement sums under SLM (no block concept), wrongly reducing the old machine's sale value from cost - only do this under WDV.
Reference:
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