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Writer's pictureCA Umang Jain

What is HUF?? Applying for HUF PAN?? Want some tax benefit?

Updated: Jun 8, 2023



HUF Stands for Hindu Undivided Family is a separate entity. It can, therefore, apply for a PAN card all by itself.


HUF Eligibility & Deed Creation


Only Hindu family can form HUF: Hindu includes Sikh, Jain or Buddhist families.


Creating a Corpus(initial capital): It must be set up first by forming a corpus. Any assets transferred to a will or ancestral property or any gifts from a relative can be used to create a corpus. Once you have established the corpus, the deed for HUF can be created.


Stamping the Deed: A deed is a stamp paper document, with the name of the Karta, coparceners, and members. A declaration (by the Karta) of all coparceners and members authorized to perform financial transactions is to be attached to the deed.

Refer here for Template of Deed:




What are documents required for HUF Pan Card?


1. The name of the HUF (or the name of the Karta [patriarch of the family], followed by ‘HUF’)

2. HUF’s address and residence proof

A. Copy of Karta’s Aadhaar card.

B. Copy of Karta’s Voter ID.

C. Copy of Karta’s driver’s license or passport.

D. Copy of Karta’s PAN card.

3. Source of income to the corpus.

4. Names, father’s name and addresses of all coparceners of the HUF, with affidavit made by the Karta.

5. Signature of the Karta on the completed Form 49A.


If the documents are in order, the PAN card would arrive around 21 days after submission.


Tax Benefits to HUF:


An HUF, as it is a separate entity, is taxed separately from its members and coparceners. Thus, the deductions and exemptions under Section 80 can be claimed by the HUF as well, thereby lowering individual tax liability. Similarly, rebates can be sought on loans taken, rent paid and other expenses.


This is why chartered accountants generally advise all Hindu married couples to form an HUF. Generally, HUFs end up paying 30% less tax than others.


Regards

CA Umang Jain

+91 96323-32850


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