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Budget Aligns Private PF Trusts With EPFO Rules, Sets Rs 7.5 Lakh Employer Cap

EPFO welcomed the proposal, which now moves toward formal amendments and regulatory notifications.

Overview

  • Tax recognition for private provident funds will be limited to trusts that secure exemption under Section 17 of the EPF & MP Act, 1952.
  • The requirement for employer contributions to match employee contributions and the 12% of wages cap on taxability have been removed.
  • Employer contributions are capped at Rs 7.5 lakh per employee per year, with any excess taxable as a perquisite.
  • Investment rules will follow EPF norms, including removal of the 50% ceiling on government securities.
  • The budget also proposes easing compliance by allowing deductions for employee PF contributions deposited up to the income tax return due date.