Income Tax: INCENTIVES FOR EDUCATION

Education plays an important role in sustainable economic development of a nation.

Under Income Tax Act certain incentives are available for promotion of education like children education allowance, repayment of loan for higher education, tuition fee of children etc. Table 2.1 shows changes carried on by the Government with reference to these incentives during the study period.

INCOME TAX INCENTIVES FOR EDUCATION ..

Name of incentive
Income Tax Section
Highest limit
Period
Exemption of children education allowance paid by employer to employee
10(14)
Rs. 1,200 p.a. per child (maximum for 2children)
From A.Y. 1997-98
Repayment of loan taken from any financial institution for higher education (it can be availed even for higher study of spouse and children from A.Y. 2006-07)
80E
1) Rs. 25,000 p.a. for maximum 8 years
2) Rs. 40,000 p.a. for maximum 8 years
3) Full amount of interest only
1) A.Y. 1996-97 to A.Y. 2000-01
2) A.Y. 2001-02 to A.Y. 2005-06
3) From A.Y. 2006-07
Tuition fee of children (maximum for 2 children)
80C
1) Rs.12,000 p.a. per child
2) Subject to ceiling of Rs. 1,00,000 under Sec.80 C
1) From A.Y. 2004-05
2) From A.Y. 2006-07
Repayment of loan taken from any financial institution for higher education (it can be availed even for higher study of spouse and children
80E
Full amount of interest only
From A.Y. 2006-07
Tuition fee of children (maximum for 2 children)
80C
Subject to ceiling of Rs. 1,50,000 under
Section 80 C
From A.Y. 2015-16


The above Table reveals that Union Government has tried to achieve social objective of education to masses through the above mentioned provisions.

However, exemption limit for children education allowance is very meager and has not been revised since A.Y. 1997-98 despite the fact that cost of study has increased many times. Further, it can also be observed that principal amount under Sec. 80E has been disallowed since A.Y. 2006-07.

Moreover, only tuition fee is deductible under Sec. 80C which forms a small portion of total charges by educational institutions.



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