VittSphere ONE Calculators Blog CA Prabhakar Kumar · FCA · ICAI 560762
Case lawCBDT Circulars & Instructions › Statutory position — s.10(10B): retrenchment compensation, the lesser-of test against s.25F(b) of the Industrial Disputes Act, and the second proviso that removes the cap altogether for an approved scheme
CBDT Circulars & InstructionsCuts both wayss.10(10B)s.17(3)s.17(3)(i)s.17(3)(ii)s.10(10C)

Statutory position — s.10(10B): retrenchment compensation, the lesser-of test against s.25F(b) of the Industrial Disputes Act, and the second proviso that removes the cap altogether for an approved scheme

My client's factory closed and he was paid retrenchment compensation. How much is exempt, and is there any way to get the whole of it out of tax?

My client's factory closed and he was paid retrenchment compensation. How much is exempt, and is there any way to get the whole of it out of tax?

Section 10(10B) exempts compensation received by a workman at the time of his retrenchment under the Industrial Disputes Act 1947 or under any other Act, rules, orders, notifications, standing orders, award, contract of service or otherwise, but the first proviso caps the exemption at the lower of two figures — the amount calculated under clause (b) of section 25F of the Industrial Disputes Act, and such amount, not being less than fifty thousand rupees, as the Central Government may specify by notification. There is one way to escape the cap entirely: the second proviso disapplies the first where the compensation is received in accordance with a scheme approved by the Central Government having regard to the need for extending special protection to the workmen in the undertaking to which the scheme applies.

Decided by the CBDT Circulars & Instructions (Not applicable — statutory text) on 2025-04-01, reported as Income-tax Act, 1961, s.10(10B), as printed on the departmental Year 2025 and Year 2019 (No. 1) pages. It bears on section 10(10B), section 17(3), section 17(3)(i), section 17(3)(ii), section 10(10C) of the Income Tax Act 1961, in Salary & Perquisites and Capital Gains Exemptions matters.

Still good law. Two departmental editions six years apart (Year 2019 (No. 1) and Year 2025) print clause (10B), both provisos and the whole Explanation in identical words, which is the best evidence obtainable on this pass that the clause is unchanged. No Finance Act text was retrieved and no amendment footnote against clause (10B) could be read, so the clause's legislative history is not established here. THE NOTIFIED MONETARY LIMIT UNDER THE FIRST PROVISO WAS NOT VERIFIED AGAINST ANY NOTIFICATION; see the editor note. I did not carry out any check of judicial treatment of s.10(10B).

Why it matters

Three features of this clause decide most cases. The first is the Explanation, which is doing quiet but heavy work: compensation received at the time of the CLOSING DOWN of the undertaking is deemed to be compensation received at the time of retrenchment, and so is compensation received on a TRANSFER of the ownership or management of the undertaking — but only if one of three conditions is met, namely that the service was interrupted by the transfer, or that the terms and conditions after the transfer are in any way less favourable, or that the new employer is legally not liable to pay retrenchment compensation on the footing of continuous uninterrupted service. A transfer that preserves continuity of service on identical terms therefore falls outside the clause. The second is the definitional carry-over in clause (c) of the Explanation: "employer" and "workman" bear the meanings they have in the Industrial Disputes Act 1947, so an employee who is not a "workman" within that Act — the supervisory and managerial exclusions in section 2(s) — is outside s.10(10B) altogether and must look to s.10(10C) or to s.17(3) instead. The third is the second proviso, which is the only route to a full exemption and is worth checking whenever a large closure or restructuring package is on the table; it requires an approval by the Central Government of the scheme, not merely an approval of the closure. Note finally the relationship with s.17(3)(i): compensation received at or in connection with the termination of employment is profits in lieu of salary and therefore chargeable, and s.17(3)(ii) expressly carves out payments referred to in clause (10B) of section 10 — so what s.10(10B) does not exempt remains fully taxable as salary.

Binding on the department, not on the assessee or the courts. An assessee may rely on a circular that is beneficial to them.

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