CBDT notifies changes to Rule 11UA of Income Tax Rules, 1962 - (26 Sep 2023)
Direct Taxation
Central Board of Direct Taxes notifies changes to Rule 11UA of Income Tax Rules, 1962 in respect of Angel Tax. Rule 11UA for valuation of shares for the purposes of Section 56(2)(viib) of the Income Tax Act, 1961 has been modified vide notification no. 81/2023 dated 25th September, 2023. The notified Rule provides for expansion of the valuation methodologies to include globally accepted methodology and provide a broad parity to resident and non-resident investors.
The key highlights of the changes in Rule 11 UA are:
a) In addition to the two methods for valuation of shares, namely, Discounted Cash Flow (DCF) and Net Asset Value (NAV) method, available to residents under Rule 11UA, five more valuation methods have been made available for non-resident investors, namely, Comparable Company Multiple Method, Probability Weighted Expected Return Method, Option Pricing Method, Milestone Analysis Method, Replacement Cost Method.
b) When any consideration is received for issue of shares from any non-resident entity notified by the Central Government, the price of the equity shares corresponding to such consideration may be taken as the Fair Market Value (FMV) of the equity shares for resident and non-resident investors, subject to the following:
(i) To the extent the consideration from such FMV does not exceed the aggregate consideration that is received from the notified entity, and
(ii) The consideration has been received by the company from the notified entity within a period of ninety days before or after the date of issue of shares which are the subject matter of valuation.
c) Further, price matching for resident and non-resident investors would be available with reference to investment by Venture Capital Funds or Specified Funds.
d) Valuation methods for calculating the FMV of Compulsorily Convertible Preference Shares(CCPS) have also been provided.
e) A safe harbor of 10% variation in value has been provided.
Tags : RULES AMENDMENT ANGEL TAX
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