Skip to main content

Easy Return

Income Tax Act 2025 — Updated Guide

Section 93 & 94: Expenses Allowed & Disallowed in Income from Other Sources

Everything you need to know about deductions on interest, dividends, family pensions, and rental income under the new Income Tax Act 2025 — with real tax calculation examples.
📅 Last Updated: May 2025
📖 Reading time: 12 minutes
💰 Act: Income Tax Act 2025
SB
CA Sagar Batra — Chartered Accountant & Tax Expert, Easy Return

When you earn money from interest, dividends, or family pensions, you might wonder: do I pay tax on the entire amount? Fortunately, the Income Tax Act 2025 allows you to reduce your taxable income by claiming certain deductions. Section 93 and Section 94 of the Income Tax Act 2025 set the exact rules for which expenses you can and cannot deduct from your "Income from Other Sources."

Understanding Section 93 expenses allowed other income and Section 94 expenses disallowed other income is essential for filing your ITR accurately, avoiding tax notices, and maximizing your legally permitted deductions.

i

Quick Summary

Section 93 = What you CAN deduct. Section 94 = What you CANNOT deduct. Both sections apply specifically to income that falls under the fifth head: "Income from Other Sources."

📋 Expert ITR Filing & Tax Advisory

File Your ITR with India’s Trusted Tax Experts

CA Sagar Batra & Easy Return team ensure every deduction is claimed correctly under Section 93 & 94. From FD interest and dividend income to family pension and rental income — we help you file accurately, reduce tax legally, and stay fully compliant.
✔ Maximum Legal Deductions We identify every eligible deduction under Section 93.
✔ 100% Compliant Filing Avoid notices caused by wrong claims under Section 94.
✔ Old vs New Regime Review We calculate both regimes to minimise your tax liability.
✔ Expert CA Support Direct guidance from CA Sagar Batra & tax advisory team.
⚡ Quick Tax Assistance
Talk to a Tax Expert

What is "Income from Other Sources"?

"Income from Other Sources" is the fifth and final head of income under India's income tax framework. Any income that does not fall under Salary, House Property, Business/Profession, or Capital Gains is taxed under this head.

Type of Income Head of Income Section 93 & 94 Apply?
Bank fixed deposit interest Income from Other Sources ✔ Yes
Company deposit interest Income from Other Sources ✔ Yes
Dividend from shares / mutual funds Income from Other Sources ✔ Yes
Family pension received by nominee Income from Other Sources ✔ Yes
Rental income from machinery/plant Income from Other Sources ✔ Yes
Lottery / prize winnings Income from Other Sources ✔ Yes
Gifts received exceeding ₹50,000 Income from Other Sources ✔ Yes
Salary income Salaries ✘ No
Rental income from house property House Property ✘ No

Why does this category exist?

Tax law needs a catch-all for miscellaneous earnings. Income from Other Sources captures everything that does not fit into the first four heads. That is why having clear deduction rules like Sections 93 and 94 is so critical.

Section 93: Expenses ALLOWED in Other Income

Section 93 of the Income Tax Act 2025 permits deductions for expenses that are incurred wholly and exclusively for the purpose of earning income under "Income from Other Sources." The key test is a direct nexus between the expense and the income.

# Deduction Type Condition Example
1 Bank/agent commission for collecting dividends or interest Must be a reasonable fee paid for collection ₹1,000 paid to bank to collect ₹1,00,000 company deposit interest
2 Revenue expenditures wholly and exclusively for earning the income Direct, non-capital expense with a clear link to the income earned Maintenance cost of a machine given on rent
3 Family pension standard deduction One-third of pension received OR ₹25,000, whichever is lower Pension ₹72,000 → deduction = ₹24,000 (one-third)
4 Insurance premium on a rented asset Premium must be for the income-producing asset only Insurance on machinery given on hire
5 TDS-compliant payments made outside India TDS must have been properly deducted and deposited Commission paid to a foreign agent after deducting TDS

"The golden rule under Section 93 is simple: if you would not have incurred the expense but for earning that specific income, it is deductible. But the moment the expense serves a personal purpose — even partially — it fails the test."

SB
CA Sagar Batra, Chartered Accountant — Easy Return Tax Advisory Team

Practical Examples of Section 93 Deductions

Example 1 — Commission on Interest Collection

Rahul earns ₹1,00,000 in interest from a company fixed deposit. His bank charges a collection commission of ₹1,000.

Under Section 93, Rahul can deduct ₹1,000. His taxable interest income becomes ₹99,000.

Example 2 — Machinery Rental Expenses

Priya rents out industrial machinery and earns ₹60,000 per year. She spends ₹8,000 on repairs and ₹4,000 on insurance specifically for that machine.

Total allowable deductions = ₹12,000. Her taxable rental income = ₹48,000.

Example 3 — Family Pension Deduction

Sunita receives a family pension of ₹72,000 per year after the passing of her husband.

Deduction = lower of one-third of ₹72,000 (₹24,000) or ₹25,000 = ₹24,000. Taxable pension = ₹48,000.

Section 94: Expenses NOT Allowed in Other Income

Section 94 of the Income Tax Act 2025 draws firm boundaries. No matter how you frame them, these expenses will never reduce your taxable Income from Other Sources. Getting this wrong is one of the most common causes of tax notices and penalty assessments.

# Disallowed Expense Why Disallowed Common Mistake
1 Personal or living expenses Serve personal, not income-generating purposes Claiming home internet or personal travel as "investment research"
2 Capital expenditure (buying assets) These create enduring long-term benefit; only revenue expenses allowed Deducting cost of a laptop purchased to track investments
3 Payments outside India without TDS deduction Non-compliance with TDS provisions disqualifies the deduction Paying a foreign advisor without deducting applicable TDS
4 Interest paid on loans to invest in securities (partially) Interest on personal borrowings to invest in shares is disallowed under Section 94 Borrowing from family and claiming interest as dividend income deduction
5 Depreciation on assets used personally Depreciation only allowed if asset is wholly used for earning income Depreciating a car used for both personal and income-generating activities

Red Flag for Tax Officers

Blending personal expenses into deductions claimed under Income from Other Sources is one of the top triggers for scrutiny assessments. Always maintain separate accounts for investment-related activity.

Practical Examples of Disallowed Expenses

Example 4 — Personal Vacation Cannot Be Deducted

Amit travels to Goa on a family vacation. While there, he spends 30 minutes reviewing his stock portfolio. He tries to claim ₹15,000 in travel expenses against his dividend income.

Section 94 disallows this entirely. The trip's primary purpose is personal. No deduction is permitted.

Example 5 — Laptop Purchase is Capital, Not Revenue

Neha buys a new laptop for ₹55,000 to monitor her mutual fund investments. She claims the full cost against her dividend income.

Section 94 disallows this. The laptop is a capital asset providing long-term benefit. Only the annual depreciation (if the laptop is exclusively used for income-generating activity) might be considered under revenue expense rules — the full purchase price is not deductible.

Section 93 vs 94: Complete Allowed vs Disallowed Expenses Table

Use this quick reference table to instantly determine whether an expense is deductible under Section 93 (allowed) or blocked under Section 94 (disallowed) when calculating your Income from Other Sources.

Expense Type Section 93 — Allowed ✔ Section 94 — Disallowed ✘ Notes
Bank collection commission on interest ✔ Yes ✘ No Must be reasonable and directly related
Agent fee for collecting dividends ✔ Yes ✘ No Deductible as commission expense
Machinery repair for rental income ✔ Yes ✘ No Revenue nature, directly linked
Insurance on rented asset ✔ Yes ✘ No Only for income-generating asset
Family pension standard deduction ✔ Yes ✘ No 1/3 of pension or ₹25,000, lower
TDS-compliant foreign payments ✔ Yes ✘ No TDS must be deducted & deposited
Personal / living expenses ✘ No ✔ Disallowed No personal expenses allowed
Capital expenses (buying assets) ✘ No ✔ Disallowed Only revenue expenses deductible
Foreign payments without TDS ✘ No ✔ Disallowed Non-compliance = full disallowance
Loan interest for personal share investment ✘ No ✔ Disallowed No nexus with income earned
Home office expenses (if not exclusively for income) ✘ No ✔ Disallowed Mixed-use = disallowed
Portfolio manager fee (if directly for earning dividend) ✔ Yes ✘ No Must have a direct nexus

Income Calculation & Tax Calculation Examples

The following examples show step-by-step how to apply Section 93 and Section 94 to arrive at your net taxable Income from Other Sources — and then calculate the actual tax payable.

Example A: Salaried Individual with Dividend & Interest Income
Profile: Rohit Kumar, salaried employee in Delhi, age 35. Earns salary plus investment income.
📊 Income from Other Sources Calculation — Rohit Kumar
Interest from company FD ₹80,000
Dividend income from shares ₹40,000
Gross Income from Other Sources ₹1,20,000
Less: Bank collection commission (Section 93) — ₹800
Less: Portfolio management fee for dividends (Section 93) — ₹2,000
Net Taxable Income from Other Sources ₹1,17,200
💰 Tax Payable on ₹1,17,200 (New Tax Regime FY 2025-26)
Total Gross Income (Salary + Other Sources) ₹12,17,200
Less: Standard Deduction (Salary) — ₹75,000
Net Taxable Income ₹11,42,200
Tax on ₹0–₹3,00,000 @Nil ₹0
Tax on ₹3,00,001–₹7,00,000 @5% ₹20,000
Tax on ₹7,00,001–₹10,00,000 @10% ₹30,000
Tax on ₹10,00,001–₹11,42,200 @15% ₹21,330
Total Tax + 4% Cess ₹74,533
Example B: Retired Individual with Family Pension
Profile: Sunita Sharma, retired widow, age 62. Receives family pension and FD interest.
📊 Income from Other Sources Calculation — Sunita Sharma
Family pension received (annual) ₹96,000
FD interest income ₹1,20,000
Gross Income from Other Sources ₹2,16,000
Less: Family pension standard deduction (Section 93) — ₹25,000
Less: Bank commission for FD interest collection — ₹500
Net Taxable Income from Other Sources ₹1,90,500

Senior Citizen Benefit

Sunita also gets a basic exemption of ₹3,00,000 under the old tax regime (for senior citizens above 60). With no other income exceeding ₹3,00,000, her tax liability in this example is NIL under the old regime. Always compare old vs new regime before filing.

Example C: Freelancer with Commission & Machinery Rental
Profile: Arjun Mehta, freelance consultant. Also rents out industrial machinery.
📊 Machinery Rental — Section 93 vs Section 94
Gross machinery rental income ₹1,80,000
Less: Repairs & maintenance (Section 93 — allowed) — ₹18,000
Less: Insurance on machinery (Section 93 — allowed) — ₹9,000
Personal dinner expenses (Section 94 — DISALLOWED) ₹0 (blocked)
Purchase of new tools — capital expense (Section 94 — DISALLOWED) ₹0 (blocked)
Net Taxable Machinery Rental Income ₹1,53,000

Section 93 & 94 vs Old Sections 57 & 58: What Changed?

If you filed taxes under the Income Tax Act 1961, Sections 93 and 94 of the new Income Tax Act 2025 are direct successors to Section 57 (Allowed Deductions) and Section 58 (Disallowed Deductions) respectively.

Aspect Old Act 1961 (S. 57 & 58) New Act 2025 (S. 93 & 94)
Section for allowed deductions Section 57 Section 93
Section for disallowed deductions Section 58 Section 94
Core principle Wholly and exclusively for income Wholly and exclusively for income (unchanged)
Family pension deduction 1/3 or ₹15,000 (lower) 1/3 or ₹25,000 (lower) — enhanced
Commuted pension exemptions Limited scope Expanded — new exemptions added for specified funds
Code structure Scattered across multiple subsections Reorganized and consolidated for clarity
TDS compliance requirement Present but scattered Explicitly codified in Section 94

Takeaway for Taxpayers Switching from Old to New Act

The logic has not changed — only the section numbers and some enhanced caps. If you have been filing correctly under the 1961 Act, the transition to the 2025 Act is smooth. But do update your family pension deduction cap to ₹25,000.

How to Calculate Your Net Taxable Income from Other Sources

1

Identify all income streams

List every source: FD interest, savings account interest, dividends, rental income from machinery, family pension, prizes, gifts over ₹50,000 and all other income taxable under this head.

2

Add them up for Gross Income

Sum all the amounts to calculate your Gross Income from Other Sources before claiming any deductions.

3

Identify allowable expenses (Section 93)

List only those expenses that are revenue in nature, directly incurred to earn the income, and fully documented with invoices, contracts, or bank records.

4

Apply family pension deduction if applicable

Calculate 1/3 of family pension received OR ₹25,000 — whichever is lower and apply it as a deduction under Section 93.

5

Remove disallowed expenses (Section 94)

Exclude all personal expenses, capital expenses, mixed-use expenses, and foreign payments without TDS compliance. These cannot be claimed under any circumstances.

6

Arrive at Net Taxable Income from Other Sources

Gross Income minus valid Section 93 deductions gives your final net taxable figure to report under Income from Other Sources in your ITR.

7

Add to other heads of income

Combine this net income with income from Salary, House Property, Capital Gains, and Business/Profession to calculate your Total Gross Taxable Income.

8

Apply slab rates

Calculate tax payable according to your selected old or new tax regime and applicable slab rates for FY 2025-26.

Documentation & Record-Keeping for Section 93 Deductions

The burden of proof always falls on the taxpayer. If you claim a deduction under Section 93 and the Income Tax Department sends a scrutiny notice, you must be able to prove the expense is legitimate and directly connected to your income. Here is what you should maintain:

For Interest & Dividend Income

Bank statements, FD certificates, broker statements, collection commission receipts, portfolio manager agreements and all supporting documents showing the expense directly relates to earning interest or dividend income.

For Machinery / Asset Rental

Rental agreements, repair invoices, insurance policy copies, payment receipts, photographs of the rented asset and all expense proofs related to the income-generating machinery or equipment.

For Family Pension

Pension payment order, pension slips, bank credits and detailed calculation workings showing how the 1/3 or ₹25,000 deduction was calculated and claimed in the ITR.

Expenses to NEVER Include

Personal credit card bills, personal travel, home expenses, grocery bills, lifestyle purchases or any expense only loosely connected to investments should never be claimed under Section 93.

Practical Tip from CA Sagar Batra

Open a dedicated bank account for all income-generating activities (investments, machinery rental). This makes it easy to trace expenses back to income and eliminates the risk of mixing personal and deductible expenses during assessment.

7 Most Common Mistakes Taxpayers Make Under Section 93 & 94

# Mistake Which Section Violated Consequence
1 Claiming personal expenses as "investment research" Section 94 Deduction disallowed + penalty possible
2 Deducting full cost of capital assets (laptop, software) Section 94 Only depreciation may be allowed; full cost blocked
3 Paying foreign professionals without TDS and then claiming the expense Section 94 Full deduction disallowed
4 Forgetting to apply family pension deduction Section 93 missed Overpayment of tax
5 Not maintaining receipts for commission / repair expenses Section 93 — no proof Deduction denied during scrutiny
6 Claiming interest on personal loan taken to buy shares Section 94 Disallowed — no direct nexus
7 Mixing rental income from house property with machinery rental Wrong head of income Wrong section applied, incorrect ITR

File ITR — Discuss with Expert

Confused about which expenses qualify under Section 93 and which are blocked by Section 94? Our expert team, led by CA Sagar Batra, reviews your income details, identifies every valid deduction, and files your ITR accurately — so you pay only what you owe.

✔ Expert review
✔ Maximum deductions
✔ 100% compliant filing
✔ Available for salaried, retired & business taxpayers

🏆 Why File with Easy Return? India's Trusted Tax Filing Platform

At Easy Return, we are not just software — we are a team of qualified tax professionals, led by CA Sagar Batra, who bring years of practical income tax experience to every filing. Whether you are a salaried professional, a retiree receiving family pension, or a business owner with complex other income, our team ensures you:

✔ Claim Every Legal Deduction

Our experts identify and apply every eligible Section 93 deduction — including those most taxpayers miss, like small commission fees and asset maintenance costs.

✔ Stay Fully Compliant

We ensure Section 94 disallowances are correctly applied so you never face a scrutiny notice for claiming an ineligible expense.

✔ Old vs New Regime Comparison

We run a full comparison for both regimes and recommend the one that minimises your tax outgo — with full workings provided.

✔ Expert Support Year-Round

Got a notice? Have a complex situation? CA Sagar Batra and the Easy Return team are available throughout the year — not just at filing season.

🎯 Conclusion

Understanding Section 93 and Section 94 of the Income Tax Act 2025 is not just about legal compliance — it is about paying exactly the right amount of tax, no more and no less. The rules are clear: expenses that are directly and wholly incurred to earn Income from Other Sources are deductible under Section 93, while personal expenses, capital expenditures, and TDS-non-compliant foreign payments are firmly blocked under Section 94.

The most important actions you can take today are: maintain perfect documentation, separate your investment expenses from personal ones, and apply every eligible deduction — especially the family pension standard deduction under Section 93 that many taxpayers overlook.

When in doubt, consult a qualified tax professional. The Easy Return team, led by CA Sagar Batra, is here to ensure your ITR is accurate, fully optimized, and filed on time.

Section 93 Income Tax 2025
Section 94 Disallowed Expenses
Income from Other Sources
Family Pension Deduction
CA Sagar Batra
Easy Return
Section 94 Expenses Not Allowed