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Guide · Investments & Loans

EPF Passbook —
Download, Read & Tax Rules

How to download your EPF passbook from the EPFO portal and UMANG, what every column means, the 8.25% interest for FY 2025-26, and exactly when your PF interest or withdrawal becomes taxable.

TaxClue Income-Tax Desk Updated 18 August 2026 6 min read 16 FAQs answered
Updated for FY 2025-26 CA Reviewed EPFO & UAN Portal
Quick Answer

To download your EPF passbook, log in at passbook.epfindia.gov.in with your UAN and password, pick your Member ID, and click Download PDF — or open the UMANG app → EPFO → View Passbook. The passbook shows your 12% employee contribution, the employer’s 3.67% EPF share and interest at 8.25% for FY 2025-26. Your PF is normally tax-free, but interest on employee contributions above Rs 2.5 lakh a year is taxable, and a withdrawal before 5 years of continuous service attracts tax and TDS.

EPF rate FY 25-26 8.25%
Tax-free cap Rs 2.5L
Withdrawal < 5 yrs Taxable
Transfer of PF Nil
Two ways

How to Download Your EPF Passbook Online

EPFO runs a dedicated passbook site separate from the main portal. Your UAN must be activated and KYC (Aadhaar, PAN, bank) approved before the passbook is visible.

Open portalpassbook.epfindia.gov.in
Log inUAN + password + captcha
Pick Member IDOne per employer under your UAN
Download PDFBalance, credits & interest

On mobile, the UMANG app gives the same passbook: search “EPFO” → Employee Centric Services → View Passbook, enter your UAN and verify with the OTP sent to your Aadhaar-linked mobile. The PDF is accepted as proof of PF balance for loans and housing purposes.

UAN, Member ID and EPS are not the same thing

Your UAN is one lifelong number across all jobs; each employer creates a separate Member ID under it. The passbook closing balance is only the EPF component — the employer’s 8.33% Employees’ Pension Scheme (EPS) share sits in a separate pension account and is not added to your EPF balance.

Line by line

EPF Passbook Columns Explained

Each row is one month’s contribution transaction. Contributions are on basic salary + DA; both employee and employer put in 12%, but the employer’s 12% is split between EPF and EPS.

ColumnWhat it meansContributed by
TRNTransaction Reference Number — unique ID for each row; quote it when raising a grievance.
Wage MonthSalary month the contribution relates to (deposited the following month by law).
Employee Share (EPF)12% of basic + DA; the whole amount goes into EPF.Employee
Employer Share (EPF)3.67% of basic + DA (out of the employer’s 12%) goes into EPF.Employer
Pension (EPS)8.33% of basic + DA (up to the Rs 15,000 wage ceiling) goes to EPS — not in EPF balance.Employer
InterestCredited once a year at the declared rate (8.25% for FY 2025-26) on the monthly running balance.EPFO
Closing BalanceCumulative EPF only (employee + employer EPF share + interest); excludes EPS.

VPF (Voluntary Provident Fund) is extra employee contribution above the mandatory 12% and earns the same 8.25% rate; it appears within the Employee Share.

Passbook not updating after a job change?

After a job change or transfer it typically takes 6–8 weeks for entries to appear — the new employer must file the ECR and your KYC must be “Digitally Approved”. If it is still blank after 8 weeks, raise a grievance at epfigms.gov.in under “Passbook Not Updated” with your UAN and Member ID.

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The tax part

Is EPF Interest Taxable? Interest, Rates & Limits

EPF is an EEE instrument — contribution, interest and maturity are normally exempt. But since FY 2021-22, interest on high contributions is taxable, and EPFO maintains separate taxable and non-taxable sub-accounts to track it.

Exempt

PF that stays tax-free

  • Interest on employee contribution up to Rs 2.5 lakh/year
  • Employer EPF contribution within the combined Rs 7.5 lakh cap
  • Withdrawal after 5 years of continuous service
  • Transfer of PF on a job change — never taxed
vs
Taxable

PF that gets taxed

  • Interest on employee/VPF contribution above Rs 2.5 lakh (Rs 5 lakh if no employer contributes) — u/s 10(11)/(12)
  • Employer EPF + NPS + superannuation above Rs 7.5 lakh/yr — taxed as a perquisite
  • Withdrawal before 5 years — taxed, TDS u/s 192A
  • Interest on the taxable PF pool — TDS u/s 194A
SituationTaxable?Provision
Employee EPF/VPF interest — contribution up to Rs 2.5L/yrExemptSection 10(11)/(12)
Interest on employee contribution above Rs 2.5L/yrTaxableSlab; TDS u/s 194A
Interest above Rs 5L/yr where employer does not contributeTaxableSection 10(11)/(12) proviso
Employer EPF+NPS+superannuation above Rs 7.5L/yrTaxablePerquisite, Rule 3(1)(vii)
Withdrawal after 5 years of continuous serviceExemptSection 10(12)
Withdrawal before 5 years of serviceTaxableTDS u/s 192A @10% (20% w/o PAN)

Employee contribution to EPF/VPF is also deductible under Section 80C (old regime only) within the overall Rs 1.5 lakh limit.

High VPF? Watch the Rs 2.5 lakh line

If your EPF + VPF contribution crosses Rs 2.5 lakh in a year, only the interest on the excess is taxable — not your whole balance. High earners piling into VPF for the 8.25% rate should compare the after-tax return against other options once past that threshold.

Contribution crossed Rs 2.5 lakh? Get the taxable interest computed correctly.

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On exit

Tax on EPF Withdrawal & the 5-Year Rule

Whether an EPF withdrawal is taxed turns almost entirely on your total continuous service, counting periods with previous employers if you transferred the PF rather than withdrawing it.

Withdrawal is tax-free if

  • You have 5+ years of continuous service (including transferred periods)
  • You withdraw on retirement at or after 58
  • Service ended due to ill-health or the employer closing down
  • You transferred old PF instead of withdrawing it

Withdrawal is taxable if

  • You withdraw before 5 years of continuous service
  • You break service and encash instead of transferring
  • Amount is Rs 50,000+ and PAN/Form 15G not given — TDS applies
  • You add the 80C benefit taken earlier back to income
  • UAN activated & KYC digitally approved
  • Aadhaar, PAN and bank seeded and verified
  • PF transferred (not withdrawn) on each job change
  • Form 15G filed if withdrawal < taxable limit
  • Passbook PDF saved as balance proof
  • Taxable interest tracked once past Rs 2.5L
  • Employer perquisite check if contribution > Rs 7.5L
  • TDS u/s 192A reconciled in Form 26AS
Transfer, don’t withdraw

Transferring your PF on a job change keeps the 5-year clock running and is never taxable, whereas withdrawing between jobs can trigger tax and TDS and break the continuity. Use the transfer facility on the Unified Portal instead of a fresh withdrawal.

Planning an EPF withdrawal or transfer? Get the tax and TDS handled.

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Government sourcesEPF interest 8.25% FY 2025-26 (CBT 239th meeting): epfindia.gov.in · Taxable PF interest above Rs 2.5L / Rs 5L: Section 10(11) & 10(12), incometax.gov.in · Employer contribution over Rs 7.5L taxable as perquisite: Rule 3(1)(vii) · TDS on pre-5-year withdrawal: Section 192A, Income-tax Act 1961 · Passbook & UAN portal: passbook.epfindia.gov.in
People also ask

EPF Passbook & PF Tax — Frequently Asked Questions

Download & Access
How do I download my EPF passbook online?
Log in at passbook.epfindia.gov.in with your 12-digit UAN and Unified Member Portal password, enter the captcha, select your Member ID and click Download PDF. Your UAN must be activated and KYC approved first. On mobile, open the UMANG app, go to EPFO, Employee Centric Services, View Passbook, enter your UAN and verify with the OTP sent to your Aadhaar-linked mobile.
How do I activate my UAN to view the passbook?
Visit the Unified Member Portal at unifiedportal-mem.epfindia.gov.in and click Activate UAN. Enter your UAN (given by your employer), your Aadhaar-linked or registered mobile number and date of birth. An OTP is sent to your mobile; enter it to activate, then set a password. Once activated you can log in to the passbook portal.
I forgot my EPF UAN password — how do I reset it?
On the Unified Member Portal login page click Forgot Password, enter your UAN and the captcha, and an OTP is sent to your Aadhaar-linked or registered mobile. Enter the OTP and set a new password. If your mobile number has changed, update it through your current employer or at the regional EPFO office with Aadhaar for a biometric update.
Why is my EPF passbook not updating after changing jobs?
Entries appear only after your new employer files the ECR (Electronic Challan cum Return) and your KYC is verified on the Unified Portal, which usually takes 6 to 8 weeks after a job change or transfer. If it is still blank after 8 weeks, raise a grievance at epfigms.gov.in under Passbook Not Updated with your UAN, Member ID and employer details.
Reading the Passbook
What do the EPF passbook columns mean?
Each row is one month. Employee Share is your 12% of basic plus DA (all into EPF); Employer Share is 3.67% of basic plus DA into EPF; the employer's 8.33% goes to the separate Employees' Pension Scheme (EPS) and is not in the EPF balance; Interest is credited once a year; and Closing Balance is the cumulative EPF only. TRN is the transaction reference and Wage Month is the salary month the contribution relates to.
Why is the EPS amount not showing in my EPF balance?
The employer's 8.33% Employees' Pension Scheme contribution funds your monthly pension and sits in a separate EPS account, so it is deliberately excluded from the EPF closing balance. After 10 years of qualifying service you receive an EPS pension at retirement; if you exit earlier you can claim the EPS amount as a lump sum via Form 10C.
What is VPF and does it show in the passbook?
VPF (Voluntary Provident Fund) is extra contribution you choose to make above the mandatory 12% of basic. It earns the same rate as EPF (8.25% for FY 2025-26) and appears within your Employee Share in the passbook. VPF also qualifies for the Section 80C deduction under the old regime, within the overall Rs 1.5 lakh limit.
Interest & Rate
What is the EPF interest rate for FY 2025-26?
The EPF interest rate for FY 2025-26 is 8.25% per annum, ratified by EPFO's Central Board of Trustees at its 239th meeting and approved by the government. It is unchanged for the third consecutive year. Interest is calculated on the monthly running balance and credited once at the end of the financial year, usually reflecting in the passbook a few months later.
When is EPF interest credited to the passbook?
EPF interest is not credited monthly. It accrues on the monthly running balance through the year and is credited in a lump sum after the financial year ends, once EPFO processes it centrally, typically reflecting in the passbook a few months into the next year. Interest also stops accruing on accounts with no contribution for 36 months, except for retired members or those who have reached 58.
Tax on PF
Is EPF interest taxable?
EPF is normally exempt, but since FY 2021-22, interest on the employee's own contribution above Rs 2.5 lakh a year is taxable as income from other sources under Section 10(11)/10(12). The threshold rises to Rs 5 lakh where the employer does not contribute (as in a GPF). EPFO keeps separate taxable and non-taxable sub-accounts and deducts TDS under Section 194A on the taxable interest.
What happens if my EPF contribution crosses Rs 2.5 lakh in a year?
Only the interest on the amount above Rs 2.5 lakh becomes taxable, not your entire balance or the interest below the limit. Your total contribution below Rs 2.5 lakh continues to earn tax-free interest. High earners using VPF for the 8.25% rate should compare the after-tax return above the threshold with other investments.
Is the employer's EPF contribution taxable?
The employer's contribution is tax-free up to a combined cap. If the total employer contribution to EPF, NPS and a superannuation fund together exceeds Rs 7.5 lakh in a year, the excess is taxed as a perquisite in your hands and shown in Form 16. Annual accretion (interest and gains) on that excess is also treated as a taxable perquisite.
Does the employee EPF contribution qualify for a deduction?
Yes. The employee's EPF contribution, and any VPF, is deductible under Section 80C within the overall Rs 1.5 lakh limit, but only if you file under the old tax regime. The new (default) regime does not allow the 80C deduction. The employer's EPF share is never part of your 80C.
Withdrawal
Is EPF withdrawal taxable?
It depends on your continuous service. Withdrawal after 5 years of continuous service (including periods with earlier employers if you transferred the PF) is fully exempt under Section 10(12). Withdrawal before 5 years is taxable, and EPFO deducts TDS under Section 192A at 10% (20% without PAN) if the amount is Rs 50,000 or more and Form 15G/15H is not submitted.
Is transferring my PF to a new employer taxable?
No. Transferring your EPF balance to your new employer on a job change is never taxable, and it keeps your continuous-service clock running towards the 5-year exemption. Always prefer a transfer over a withdrawal between jobs, because withdrawing can trigger tax and TDS and reset your service continuity.
Can I submit Form 15G to avoid TDS on PF withdrawal?
Yes, if your total income for the year is below the taxable limit, you can submit Form 15G (or Form 15H for senior citizens) so EPFO does not deduct TDS under Section 192A on a pre-5-year withdrawal. If your income is above the limit the withdrawal remains taxable and you must report it in your ITR; Form 15G cannot be used to dodge a genuine tax liability.
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