🇮🇳 India

EPFO Passbook Calculator — FY 2025-26

Calculate your EPF passbook interest month-by-month at 8.25%, check if interest on contributions above ₹2.5 lakh is taxable, and verify your passbook balance against expected figures. Understand why your passbook shows only 3.67% employer EPF (not the full 12%) and where the 8.33% EPS goes. Updated for FY 2025-26.

Balance at the start of FY (1 April)
Your 12% of basic + DA deposited each month
3.67% of basic (employer's 12% minus 8.33% EPS)
%
Current rate: 8.25% (FY 2025-26)

Try another scenario

How to Use This Calculator

Interest Calculator tab

Enter your opening balance (from your EPFO passbook as of 1 April), monthly employee contribution (12% of basic + DA), and monthly employer EPF contribution (3.67% of basic). The calculator shows month-by-month interest accrual on the running balance and the closing balance after annual interest credit. Use "More options" to adjust the EPF interest rate.

Taxable Interest Check tab

Enter your total annual employee contribution (EPF + VPF combined). If it exceeds ₹2,50,000, the calculator shows how much interest is taxable at your slab rate and the estimated tax amount. EPFO maintains two separate accounts since FY 2021-22 for this purpose.

Passbook Verification tab

Enter your EPFO passbook closing balance (from member.epfindia.gov.in) and your calculated expected balance (from Tab 1 or your own calculation). The calculator shows the discrepancy and lists possible causes like interest not yet credited, employer short-deposit, or wrong UAN linking.

Share your result

Every input is encoded in the URL. Click Share to send your exact scenario to a friend, financial advisor, or save it for later.

The Formula

EPFO calculates interest on the monthly running balance and credits it at the end of the financial year. Here is how it works:

Monthly Interest Accrual:
Each month: Running Balance = Previous Balance + Employee Contribution + Employer EPF
Monthly interest = Running Balance × (Annual Rate / 12 / 100)

Annual Interest Credit:
Total FY interest = Sum of all 12 monthly interest amounts
Closing Balance = Opening Balance + Total Contributions + Total Interest

Employer Contribution Split (why passbook shows less):
Employer pays 12% of basic + DA, split as:
• 3.67% → EPF account (appears in passbook, earns interest)
• 8.33% → EPS pension fund (does NOT appear in passbook)
• EPS is capped at ₹15,000 basic — excess goes to EPF

Taxable Interest (Budget 2021):
If employee contribution (EPF + VPF) > ₹2,50,000/year:
• Interest on exempt portion (up to ₹2.5L) = Tax-free
• Interest on excess = Taxable at income slab rate
• EPFO maintains two separate accounts for this

Interest is typically credited to your passbook between June and August of the following financial year. Until then, your passbook may show a lower balance than the calculated closing balance.

Example

Priya — Verifying her FY 2025-26 EPFO passbook

Priya has an opening PF balance of ₹8,00,000, contributes ₹3,600/month (employee 12% of ₹30,000 basic), and her employer deposits ₹3,600/month total (of which ₹1,350 goes to EPF and ₹1,250 to EPS). She wants to calculate her expected closing balance.

Step 1: Monthly contributions to EPF passbook

Basic salary + DA₹30,000/month
Employee EPF (12%)₹3,600/month
Employer EPS (8.33% of ₹15,000)₹1,250/month (to EPS, not in passbook)
Employer EPF (12% of ₹30,000 minus ₹1,250)₹2,350/month (in passbook)
Total monthly deposit to passbook₹5,950/month

Step 2: FY 2025-26 calculation

Opening balance (Apr)₹8,00,000
Total contributions (12 months)₹71,400
Interest earned @ 8.25%₹72,600 (approx)
Closing balance₹9,44,000 (approx)

Step 3: Taxable interest check

Annual employee contribution₹43,200 (₹3,600 × 12)
Threshold₹2,50,000
StatusFully tax-free (below threshold)

Priya's EPF passbook should show approximately ₹9,44,000 after interest credit. Her annual employee contribution of ₹43,200 is well below the ₹2.5 lakh threshold, so all interest is tax-free. The employer's full 12% is ₹3,600/month but only ₹2,350 appears in her passbook because ₹1,250 goes to EPS.

FAQ

EPF interest is calculated on the monthly running balance at the rate declared by EPFO (8.25% for FY 2025-26). Each month, your contributions (employee 12% + employer 3.67% EPF) are added to the running balance, and interest is accrued at the monthly rate (8.25%/12 = 0.6875%). The total interest for all 12 months is then credited to your account at year-end, typically between June and August of the following financial year.
Your employer contributes 12% of basic + DA, but this is split: 3.67% goes to your EPF account (visible in passbook) and 8.33% goes to the Employee Pension Scheme (EPS), capped at ₹15,000 basic salary. The EPS portion does not appear in your EPF passbook. For example, if your basic is ₹25,000, the employer deposits ₹3,000 total (12%), but your passbook shows only ₹1,750 (3.67%) as the employer share. The remaining ₹1,250 went to EPS.
Since FY 2021-22 (Budget 2021), interest earned on employee EPF + VPF contributions exceeding ₹2,50,000 per year is taxable at your income slab rate. EPFO now maintains two separate PF accounts: a tax-exempt account (for contributions up to ₹2.5 lakh) and a taxable account (for the excess). Only employee contributions count; employer contributions are not affected. For government employees, the threshold is ₹5 lakh. Most employees with basic salary under ~₹1.74 lakh/month are not affected.
Visit member.epfindia.gov.in and log in with your Universal Account Number (UAN) and password. Navigate to "View Passbook" to see month-wise employee and employer contributions, and interest credited. You can also use the UMANG app, or send an SMS "EPFOHO UAN" to 7738299899. Make sure your UAN is activated and linked to your Aadhaar. Passbook updates usually reflect within 2-3 days of employer deposit.
Common reasons: (1) Interest not yet credited — EPFO credits annual interest between June-August of the next FY, so checking before that shows a lower balance. (2) Employer short-deposit — verify all 12 months have entries in your passbook. (3) Wrong UAN linking — if you changed jobs, your previous employer's PF may not be transferred to your current UAN. (4) Admin/EDLI charges — small deductions from employer share. (5) PF transfer pending — initiate transfer via member.epfindia.gov.in if needed.

Related Calculators

Add This Calculator to Your Website

Embed the sum.money EPFO Passbook Calculator on your site. Free, responsive, always up-to-date.

<iframe src="https://sum.money/embed/in/epfo-passbook-calculator" width="100%" height="600"></iframe>