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Malaysia resident relief inputs
Resident individual rules only; use the same year for the eventual tax return.
Enter annual aggregate income before the deductions modeled here.
RM
RM
RM
RM
RM
RM
RM
Adds the selected year's fixed disabled-individual amount when eligibility is met.
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Adds the selected year's fixed disabled-spouse amount when eligibility is met.
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RM
The first-home interest relief is available in this model for qualifying YA 2025 agreements only.
Enter interest paid for a qualifying first home after selecting its price band.
RM
Chargeable-income bridge
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Calculation method:
Chargeable income = aggregate income − allowed donations − allowed resident reliefs
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The chart renderer is unavailable. The same claim amounts remain available in the ledger.

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Filing checks
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Planning estimate only. Verify eligibility and current filing instructions with HASiL; this tool does not apply rebates, zakat, PCB/MTD, penalties, non-resident rules, or special assessments.

Malaysian resident individual tax is worked out in stages, and the order matters. Aggregate income is reduced first by eligible gifts and donations, then by personal reliefs. The amount left is chargeable income, which is the figure used with the resident tax-rate schedule.

A relief is not a ringgit-for-ringgit refund. A RM1,000 relief reduces chargeable income by RM1,000, while the tax reduction depends on the marginal rate that would otherwise apply to that slice of income. A donation can also reduce income, but only qualifying categories follow the modeled 10% cap; gifts to the Government or a local authority are treated separately.

Aggregate income
Annual income before the modeled donations and resident reliefs are deducted.
Allowed claim
The entered amount after the applicable annual limit or shared sublimit is applied.
Chargeable income
Income remaining after allowed donations and reliefs, floored at zero.
Marginal rate
The rate applied to the highest portion of chargeable income, not the rate applied to every ringgit.

Year of Assessment (YA) identifies the income year and the rules attached to that return. YA 2024 and YA 2025 share many limits, but several amounts changed. YA 2025 raises the disabled-individual, disabled-spouse, disabled-child, child-disability-care, and education-and-medical-insurance limits, and adds first-home loan-interest relief for qualifying sale and purchase agreements.

Eligibility depends on facts that an amount alone cannot prove. Receipts, relationship and age conditions, course or provider status, disability certification, purchase dates, and whether another person has claimed the same expense can all decide whether a deduction is allowed. A value under a cap can still be ineligible.

The result is a planning bridge for resident individuals, not a complete tax return. It does not model rebates, zakat credits, monthly tax deductions, business-loss rules, separate or joint assessment choices, foreign-source questions, penalties, or every relief subcategory. Filing should follow the applicable HASiL return form and explanatory notes.

How to Use This Tool:

Use figures for one resident individual's return and one Year of Assessment. Enter annual amounts before applying the calculator's caps yourself.

  1. Choose Year of assessment and enter Aggregate income before donations and reliefs.
  2. Enter the major claims that apply, including spouse or alimony, qualifying children, EPF, life insurance, medical expenses, lifestyle spending, and approved donations. Leave ineligible categories at zero.
  3. Open Advanced for the remaining relief categories, fixed disability amounts, government gifts, and qualifying YA 2025 first-home interest. Use Manual verified relief adjustment only for an eligible amount already checked outside this model.
  4. Review Chargeable income, Allowed reliefs, and Claims capped. Check the claim ledger against receipts and the selected year's filing notes before carrying the chargeable-income figure into a broader tax estimate.

Interpreting Results:

Chargeable income is the main handoff value. Allowed reliefs includes the automatic RM9,000 individual amount and every modeled relief that survives its cap. Donations are shown separately because they reduce aggregate income before reliefs.

  • Claims capped is the total entered amount removed by modeled limits. It does not identify claims rejected for eligibility, because eligibility is not fully tested.
  • Estimated tax impact compares resident schedule tax before and after reliefs. It is not final tax payable and excludes rebates, credits, withholding, and other return adjustments.
  • A zero chargeable-income result means the modeled deductions reached the available income floor. It does not create a negative balance or a refundable relief.
  • Confirm every nonzero ledger row against official notes for the selected YA. The cap is only one condition of a valid claim.

Technical Details:

The model separates donation deductions from resident reliefs, applies each category limit, and prevents either stage from reducing income below zero. A progressive resident-rate lookup is then used only to estimate the change associated with the modeled relief total.

Formula Core

Let A be aggregate income, D allowed donations, R allowed resident reliefs, and C chargeable income.

C=max0,ADR

If T is the progressive resident tax schedule, the displayed tax impact is the difference between tax after donations and tax after both donations and reliefs.

Impact=Tmax0,ADTC

All inputs and intermediate values remain in Malaysian ringgit. Display formatting rounds to sen, but the calculation retains full numeric precision.

Rule and Lookup Core

Most claims use the smaller of the entered amount and the selected year's limit. Fixed and per-child amounts are generated from eligibility choices or counts. The table lists the exact limits represented in the model.

Modeled Malaysia resident individual relief limits for YA 2024 and YA 2025
ReliefYA 2024YA 2025Application
Individual and dependent relativesRM9,000RM9,000Automatic
Disabled individualRM6,000RM7,000Fixed when selected
Spouse or alimonyRM4,000RM4,000Entered amount capped
Disabled spouseRM5,000RM6,000Fixed when selected
Child under 18 or child 18+ in pre-university studyRM2,000RM2,000Per qualifying child
Child 18+ in qualifying tertiary studyRM8,000RM8,000Per qualifying child
Disabled childRM6,000RM8,000Per qualifying child
Additional disabled child in higher educationRM8,000RM8,000Per qualifying child
Parents or grandparents medical and careRM8,000RM8,000Entered amount capped
Basic support equipmentRM6,000RM6,000Entered amount capped
Self education feesRM7,000RM7,000Entered amount capped
Medical, fertility, vaccination, or dentalRM10,000RM10,000Shared medical ceiling
Health screening and self-test subclaimRM1,000RM1,000Also limited by unused shared medical ceiling
Child disability diagnosis or interventionRM4,000RM6,000Entered amount capped
Main lifestyle / additional sports lifestyleRM2,500 / RM1,000RM2,500 / RM1,000Separate modeled limits
Breastfeeding equipment / childcare feesRM1,000 / RM3,000RM1,000 / RM3,000Separate modeled limits
SSPN net depositRM8,000RM8,000Deposits less withdrawals
EPF or approved scheme / life insurance or family takafulRM4,000 / RM3,000RM4,000 / RM3,000Separate modeled sublimits
PRS or deferred annuityRM3,000RM3,000Entered amount capped
Education and medical insuranceRM3,000RM4,000Entered amount capped
SOCSO contributionRM350RM350Entered amount capped
EV charging or eligible household compostingRM2,500RM2,500Composting is represented for YA 2025
Qualifying first-home loan interestRM0RM7,000 / RM5,000YA 2025 price bands up to RM500,000 / above RM500,000 to RM750,000

Approved donations in the capped category use min(entered donation, 10% × aggregate income). Government or local-authority gifts and the manual verified relief adjustment have no numeric cap in this model. The latter does not test eligibility and should not be used to bypass an official category limit.

Resident rate lookup

The same resident schedule is used for YA 2024 and YA 2025. Each rate applies only to the portion inside its band.

Malaysia resident individual tax bands modeled for YA 2024 and YA 2025
Chargeable-income portionRate
First RM5,0000%
Over RM5,000 to RM20,0001%
Over RM20,000 to RM35,0003%
Over RM35,000 to RM50,0006%
Over RM50,000 to RM70,00011%
Over RM70,000 to RM100,00019%
Over RM100,000 to RM400,00025%
Over RM400,000 to RM600,00026%
Over RM600,000 to RM2,000,00028%
Over RM2,000,00030%

Limitations and Filing Caution:

The result is an informational estimate for the categories represented, not tax or legal advice. Before filing:

  • confirm Malaysian residence status, the correct YA, and the official eligibility wording for each claim;
  • check shared limits, sublimits, once-per-period rules, and claims that may be available to only one spouse;
  • keep receipts and supporting records for the period required by HASiL;
  • do not treat the estimated tax impact as tax payable; and
  • use the current return form, explanatory notes, or qualified tax advice for circumstances not represented here.

Worked Examples:

YA 2025 planning bridge

Aggregate income of RM96,000 with RM600 of approved donations leaves RM95,400 before reliefs. One child under 18, the automatic individual amount, RM7,200 of EPF contributions, RM1,800 of life insurance, RM800 of qualifying medical expenses, and RM1,800 of lifestyle spending produce RM19,400 of allowed reliefs because EPF is capped at RM4,000. Chargeable income is RM76,000, and RM3,200 appears under claims capped. The estimated RM3,686 tax impact is a schedule comparison only, not final tax payable.

References: