MAT (Minimum Alternate Tax) and AMT (Alternate Minimum Tax)

 
INDEX

  • What is MAT (Minimum Alternate Tax)?
  • What is AMT (Alternate Minimum Tax)?
  • Key Differences Between MAT and AMT
  • Why MAT and AMT Are Important
  • Recent Developments & Relaxations

MAT (Minimum Alternate Tax) and AMT (Alternate Minimum Tax)

India’s Income Tax system allows various exemptions, deductions, and incentives to promote business growth and investment. However, these benefits often reduce or eliminate taxable income, even for companies earning substantial profits.
To ensure every taxpayer contributes a fair share, the government introduced Minimum Alternate Tax (MAT) and Alternate Minimum Tax (AMT) provisions.

This article explains the concept, applicability, computation, and differences between MAT and AMT in simple terms.

1. What is MAT (Minimum Alternate Tax)?

Concept

Minimum Alternate Tax (MAT) is a provision under Section 115JB of the Income Tax Act, 1961. It ensures that companies (domestic or foreign) pay a minimum amount of tax, even if they claim multiple deductions or exemptions under normal tax provisions.

In simple words, even if a company’s regular taxable income is low or nil due to tax incentives, it still needs to pay tax on its book profits as per MAT.

Applicability of MAT
  • Applicable only to companies (both Indian and foreign companies with income taxable in India).

  • Not applicable to non-corporate taxpayers such as individuals, firms, LLPs, or HUFs.

  • However, AMT applies to them (explained later).

MAT Rate (as per Finance Act, 2024–25)
Type of CompanyMAT RateSurcharge & Cess
Domestic Company15% of book profitPlus surcharge (if applicable) and 4% Health & Education Cess
Foreign Company15% of book profitPlus applicable surcharge and cess
Computation of MAT

MAT = 15% of Book Profit (plus surcharge and cess)

Book Profit is calculated as per the Profit & Loss Account prepared in accordance with Schedule III of the Companies Act, 2013, adjusted by adding or subtracting certain items specified under Section 115JB (like income tax, provisions, deferred tax, etc.).

Example:

A company’s profit as per P&L = ₹1 crore
After adjustments under Section 115JB, book profit = ₹1.2 crore
Regular tax liability = ₹10 lakh
MAT liability = 15% of ₹1.2 crore = ₹18 lakh

✅ The company must pay ₹18 lakh (since MAT > regular tax).

MAT Credit

If a company pays MAT in a year because it is higher than the regular tax, it can claim MAT credit in subsequent years.

  • MAT credit = MAT paid – regular tax liability

  • Can be carried forward for 15 assessment years.

  • In future years, if regular tax exceeds MAT, MAT credit can be adjusted.

2. What is AMT (Alternate Minimum Tax)?

Concept

Alternate Minimum Tax (AMT) is governed by Sections 115JC to 115JF of the Income Tax Act.
It ensures that non-corporate taxpayers who claim certain deductions or incentives (like under Chapter VI-A or Section 10AA) pay a minimum tax, similar to MAT for companies.

Applicability of AMT

Applicable to:

  • Individuals, HUFs, Firms, LLPs, AOPs, BOIs who have claimed:

    • Deductions under Sections 80H to 80RRB (Chapter VI-A Part C); or

    • Deduction under Section 10AA (for SEZ units); or

    • Certain deductions under Section 35AD (for specified business).

Threshold Exemption:
If the adjusted total income does not exceed ₹20 lakh, AMT provisions do not apply to individuals, HUFs, AOPs, BOIs, or artificial juridical persons.

AMT Rate
CategoryAMT RateSurcharge & Cess
Individuals, HUFs, Firms, LLPs, etc.18.5% of adjusted total incomePlus surcharge (if applicable) and 4% cess
Computation of AMT

AMT = 18.5% of Adjusted Total Income (plus surcharge and cess)

Adjusted Total Income = Total income before giving effect to:

  • Deductions claimed under Chapter VI-A (Part C)

  • Deduction under Section 10AA

  • Deduction under Section 35AD (less depreciation)

Example:

A partnership firm has:

  • Taxable income = ₹10 lakh

  • Deduction under Section 10AA = ₹20 lakh
    → Adjusted Total Income = ₹30 lakh
    → AMT = 18.5% × ₹30 lakh = ₹5.55 lakh

If normal tax = ₹3 lakh, then firm must pay ₹5.55 lakh under AMT.

AMT Credit

Like MAT, any excess AMT paid can be carried forward for 15 assessment years and adjusted in future years when regular tax liability exceeds AMT.

3. Key Differences Between MAT and AMT

BasisMATAMT
Applicable ToCompanies (Domestic & Foreign)Non-corporate taxpayers (Individuals, HUFs, Firms, LLPs, etc.)
Governing SectionSection 115JBSections 115JC to 115JF
Tax BaseBook ProfitAdjusted Total Income
Rate15%18.5%
ObjectiveTo ensure companies pay minimum taxTo ensure non-corporates claiming deductions pay minimum tax
Carry Forward of Credit15 years15 years

4. Why MAT and AMT Are Important

  • Prevents tax avoidance: Ensures all taxpayers pay some minimum tax even after claiming incentives.

  • Encourages balanced tax planning: Businesses can claim deductions but must be ready to pay a base-level tax.

  • Improves tax equity: Maintains fairness between profit-making entities and those claiming tax shelters.

  • Ensures revenue stability: Helps the government maintain steady tax collections despite incentives.

5. Recent Developments & Relaxations

  • MAT not applicable to companies opting for the new concessional tax regime under Section 115BAA or 115BAB.

  • AMT not applicable to taxpayers opting for the new regime under Section 115BAC (individuals) or 115BAD (co-operatives).

  • MAT rate reduced from 18.5% to 15% to align with global standards.

  Key Takeaways

Both MAT and AMT act as safeguards against excessive tax avoidance.
While MAT applies to companies, AMT ensures that non-corporate entities claiming significant tax deductions also contribute a minimum amount.
Understanding their applicability, computation, and credit mechanism is crucial for tax planning and compliance under the Income Tax Act.