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Aug 30, 2010

Direct Tax Code Bill - Highligts


Direct Tax Code Bill – Highlights

The Direct Tax Code Bill (DTC), which was tabled in the Lok Sabha on Monday, has been delayed by a year. The Bill will now come into effect from April 1, 2012.

The biggest piece of news for investors out of the direct tax code is probably that the zero rate of tax on long term capital gains has been retained. For short term capital gains, half of the total income would be exempt from taxes while the other half will be taxed according to the slab that you fall under. So if you are in the lower tax slabs, your liability could be a little lower. “Shares of companies have a significant benefit compared to other asset classes as far as capital gains are concerned as gains from other asset classes will be taxed at full rates,”

The big blow to mutual fund investors is the fact that income distributed by mutual funds to unit holders of equity-oriented fund or that distributed by life insurer to policy holders of an approved equity-oriented life insurance scheme will be taxed at 5 per cent.

The Direct Taxes Code Bill (DTC) is expected to boost investment flow into capital markets, as the government proposes to retain a zero long-term capital gain tax, less than that proposed in the first DTC draft. 

The DTC Bill, introduced today, proposes to keep long-term capital gain tax at the present level of zero per cent, that means any investor selling a share after a year of holding will not have to pay any tax on the gains. 

The draft DTC had proposed long-term capital gain tax at the same rate as that of Income Tax slabs. This had raised concerns amongst investors. With the DTC Bill retaining the present status, it will be a boost for capital market as more investments will flow in

Besides, the DTC has also tinkered with the short-term capital gain tax charged from investors. Individual investors will now have to pay tax on 50 per cent of the gains earned. The rate of short-term capital gain tax would be according to the income tax slab of that individual. 

For corporates, the short-term capital gain tax would be calculated at 30 per cent after deducting 50 per cent from the overall gains. 

The taxation for short-term capital gains will be in three slabs -- 5%, 10% and 15%, as per reports. Besides, the new DTC Bill will have dividend distribution tax of 5% for both equity mutual funds (MFs) and unit linked insurance policies (ULIPs).

The Bill proposes to raise the exemption limit on income tax from the current Rs 160,000 to Rs 200,000. Introduced by Finance Minister Pranab Mukherjee, the Bill seeks to widen income tax slabs to levy 10 per cent rate on income between Rs 200,000 and Rs 500,000, 20 per cent on between Rs 500,000-10 lakh and 30 per cent above Rs 10 lakh (Rs 1 million).

For senior citizens, tax exemption is sought to be raised to Rs 250,000 from Rs 240,000. Currently, income between Rs 160,000 and Rs 500,000 attracts 10 per cent tax; between Rs 500,000 and Rs 800,000, 20 per cent and beyond Rs 800,000, 30 per cent.

Savings of up to Rs 14,040!

People earning more than Rs 10 lakh a year may save up to Rs 41,040 in income tax, if slabs proposed by the Direct Taxes Code Bill come into effect, experts said.

Similarly, tax burden would reduce by Rs 21,540 for those earning annual income between Rs 5 lakh (Rs 500,000) and Rs 10 lakh (Rs 1 million), while those making Rs 2 lakh (Rs 200,000) to 5 lakh could be richer by Rs 7,660, Deloitte Haskins & Sells partner Neeru Ahuja said.

According to the bill presented in the Lok Sabha on Monday, income from Rs 2-5 lakh is likely to attract tax rate of


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