Gratuity — Eligibility, Formula & Tax Treatment — WorkWisely Knowledge Base

Gratuity — Eligibility, Formula & Tax Treatment — WorkWisely Knowledge Base

India Payroll Compliance

Gratuity — Eligibility, Formula & Tax Treatment

Gratuity is a statutory lump-sum payment made by an employer to an employee as a token of appreciation for long and loyal service. This guide covers eligibility, calculation formulas, tax rules, forfeiture conditions, and key compliance forms under the Payment of Gratuity Act, 1972.

▶ 5-Year Eligibility Rule ▶ Act-Covered vs Non-Covered ▶ Tax Exemption up to ₹20 Lakh

What Is Gratuity?

Gratuity is a one-time financial benefit paid by an employer to an employee upon separation from service, provided the employee has completed a minimum qualifying period. It is governed by the Payment of Gratuity Act, 1972, which came into force on 16 September 1972.

The Act mandates gratuity payment for organisations that employ 10 or more persons. Once an establishment crosses this threshold, the Act continues to apply even if the headcount later falls below 10.

ℹ Key Fact
Gratuity is a statutory entitlement — not a discretionary bonus. Eligible employees have a legal right to claim it, and non-payment attracts penalties under the Act.

Eligibility Criteria

An employee becomes eligible for gratuity if any one of the following conditions is met:

Trigger Minimum Service Required
Retirement or superannuation 5 years of continuous service
Resignation 5 years of continuous service
Death during service No minimum (paid to nominee/legal heir)
Permanent disability due to accident or illness No minimum (paid irrespective of tenure)

What Counts as Continuous Service?

Continuous service means uninterrupted employment with a single employer. Breaks caused by circumstances beyond the employee's control — such as authorised leave, medical leave, lay-off, or strike not due to the employee's misconduct — do not break the continuity of service.

For employees working in seasonal establishments, a minimum of 75% attendance in a season qualifies as continuous service for that season.

Gratuity Calculation

The Payment of Gratuity Act divides non-government employees into two categories. The formula differs depending on which category applies.

✅ Covered Under the Act
(15 × Last Drawn Salary × Years) ÷ 26
Salary = Basic Pay + DA + Sales Commission
Rounding: >6 months in a year rounds up to the next full year
⚠ Not Covered Under the Act
(15 × Last Drawn Salary × Years) ÷ 30
Salary = Basic Pay + DA + Sales Commission
Rounding: Only completed years are counted
👥 Example 1 — Covered Under the Act (Meera)
Meera has been working as a Finance Manager at a mid-sized firm. She resigns after 14 years and 7 months of service. Her last drawn salary components are:
Component Amount
Basic Pay ₹28,000
Dearness Allowance ₹10,000
Last Drawn Salary (for gratuity) ₹38,000
Service tenure: 14 years 7 months → rounds up to 15 years (since 7 months > 6 months)

Gratuity = (15 × ₹38,000 × 15) ÷ 26
            = ₹85,50,000 ÷ 26
            = ₹3,28,846
👥 Example 2 — Not Covered Under the Act (Suresh)
Suresh works as a Sales Executive at a small trading firm with 6 employees, which falls outside the Act. He resigns after 9 years and 3 months. His last drawn salary:
Component Amount
Basic Pay ₹40,000
Dearness Allowance ₹12,000
Last Drawn Salary (for gratuity) ₹52,000
Service tenure: 9 years 3 months → only 9 completed years counted (3 months < 6 months)

Gratuity = (15 × ₹52,000 × 9) ÷ 30
            = ₹70,20,000 ÷ 30
            = ₹2,34,000

Tax Treatment of Gratuity

Gratuity received is taxable as salary income, but the Income Tax Act provides partial or full exemptions depending on the employee's category.

Employee Category Exemption Rule
Government employees (Central/State) Entire gratuity amount is fully exempt from income tax
Covered under Payment of Gratuity Act Exempt up to the least of: actual gratuity received or ₹20 lakh
Not covered under the Act Exempt up to the least of: ₹20 lakh or actual gratuity or ½ month's salary × completed years of service
⚠ Important
The tax-free gratuity limit was enhanced from ₹10 lakh to ₹20 lakh for non-government employees with effect from 29 March 2018. The amount exceeding the exemption limit is added to the employee's gross salary and taxed at the applicable slab rate.

Forfeiture of Gratuity

While gratuity is a statutory right, employers may withhold or forfeit it in specific situations:

🚫 Partial Forfeiture
  • Damage or destruction of employer's property due to negligence
  • Outstanding dues recoverable from the gratuity amount
  • Misconduct causing financial loss to the employer
🚫 Full Forfeiture
  • Termination for engaging in riotous or disorderly conduct
  • Involvement in any act of violence on the employer's premises
  • Conviction for an offence involving moral turpitude
🔒 LIC Insurance Cover
Employers are permitted to take a group gratuity insurance policy from the Life Insurance Corporation (LIC) of India to fund future gratuity liabilities. Premiums paid toward such policies are deductible as a business expense.

Key Compliance Forms

The Payment of Gratuity Act prescribes specific forms for various notifications and claims. Employers and employees must use the correct form to remain compliant.

Form Purpose Filed By
Form A Notice of Opening — submitted when the establishment begins operations Employer
Form B Notice of Change — for changes in employer name, address, or ownership Employer
Form C Notice of Closure — submitted when the establishment shuts down Employer
Form F Nomination — employee nominates a beneficiary to receive gratuity in case of death Employee
Form I Application for Gratuity — claim filed by the eligible employee Employee
Form J Application for Gratuity — claim filed by nominee or legal heir on employee's death Nominee / Legal Heir
Form L Notice for Payment of Gratuity — issued by employer confirming the amount payable Employer
Form M Notice for Rejection — issued by employer when rejecting a gratuity claim, with reason Employer

Payment Timeline & Penalties

🕑 Payment Deadline

Gratuity must be paid within 30 days from the date it becomes payable. If delayed beyond 30 days, the employer must pay simple interest at the prescribed rate for the period of delay.

⚠ Non-Compliance Penalties
  • Non-payment: Imprisonment up to 2 years, or fine up to ₹20,000, or both
  • Failure to file Forms: Fine up to ₹10,000

Quick Reference

Parameter Details
Governing law Payment of Gratuity Act, 1972
Applicability Establishments with 10 or more employees (once covered, always covered)
Minimum service 5 years continuous service (except death/disability)
Formula (Act-covered) (15 × Last Drawn Salary × Years) ÷ 26
Formula (Non-covered) (15 × Last Drawn Salary × Years) ÷ 30
Tax exemption limit Up to ₹20 lakh (non-government employees)
Payment deadline Within 30 days of the date gratuity becomes due
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