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Article 4(2) Income Tax on Savings Interest Paid by the Cooperative to Individual Cooperative Members

Maulana Ibrahim, Andre Wilson Siregar & Ellicia Emerliawati

Cover article with the title "Article 4(2) Income Tax on Savings Interest Paid by the Cooperative to Individual Cooperative Members" by MIB

The objective of the imposition of final income tax is to provide convenience for Taxpayers alongside increasing the effectiveness and efficiency of tax imposition. Additionally, the imposition of tax also stretches to push the development of cooperatives in Indonesia. 


Tax Subject


Article 4(2) Income Tax is imposed on Individual Taxpayers who are interest-receiving cooperative members, sourced from savings stored in the cooperative where the said taxpayer is a member.


Tax Withholder


The withholding of Article 4(2) Income Tax is done by cooperatives conducting savings interest payments on individual cooperative members, where they are obligated to withhold Final Income Tax.


Tax Object


Article 4(2) Income Tax is imposed on income received in the form of savings interest, which is a reward in the form of savings interest received by individual cooperative members from savings stores in the cooperative where the individual is a member.


Income in the form of savings interest is paid by domestically established cooperatives to individual cooperative members imposed with Final Income Tax.


Not included in this definition is savings interest received by individual cooperative members as part of dividends.


Tax Basis


The imposition basis for Article 4(2) Income Tax is the interest’s gross amount paid to individual cooperative members.


Tax Rate


Cooperative savings interest is imposed with Final Income Tax with the following rate:

  • 0% for income in the form of savings interest with an amount until IDR240,000 each month 

  • 10% of the total interest gross amount for income in the form of savings interest with an amount of more than IDR240,000 each month


Tax Due Date


Article 4(2) Income Tax on income in the form of cooperative savings interest is due on the savings interest’s payment maturity date.


Tax Withholding Procedure


The withholding of Article 4(2) Income Tax is done by Cooperatives on income in the form of interest paid by Cooperative on Individual Cooperative Members. Cooperatives must provide an Article 4(2) Income Tax withholding slip to the Individual Taxpayer.


The obligation to provide the withholding tax slip is done on income sourced from savings interest imposed with a 0% withholding tax rate.


Tax Payment Procedure


Income Tax Withholders must pay the Income Tax to the Tax Office or banks appointed by the Ministry of Finance, no later than the 10th (tenth) day of the following month after the month the tax withholding is made.


The payment is made using a Tax Payment Slip with the tax account code 411128 for Article 4(2) Income Tax and the payment code 417 is for Savings Interest of Cooperative Members Paid to Individuals.


If the tax payment due date coincides with a holiday including Saturday, Sunday, national holidays, days off for holding the General Election, or national collective leave, the payment can be made on the next working day.


Tax Filing Procedure


Article 4(2) Income Tax must report the withheld income tax on the Unification Income Tax Returns no later than the 20th (twentieth) day after the tax period ends.


If the filing due date of the Article 4(2) Final Income Tax return coincides with a holiday including Saturday, Sunday, national holidays, days off for holding the General Election, or national collective leave, the filing can be made on the next working day.


Individuals that receive cooperative savings interest that has been withheld with Article 4(2) Income Tax must file income in the form of cooperative savings interest and withheld Article 4(2) Income Tax in the Individual Annual Income Tax Returns by 3 (three) months after the end of the Tax Year.


Example Calculation of Article 4(2) Income Tax on Savings Interest Paid by the Cooperative to Individual Cooperative Members


Illustration 1


X Cooperative paid savings interest to Mrs. Malika in February 2024 with an amount of IDR240,000 for the January 2024 period.


The payable Article 4(2) Income Tax is:

Article 4(2) Income Tax = 0% x IDR240,000 =  IDR0,00


Illustration 2


X Cooperative paid savings interest to Mrs. Malika in February 2024 with an amount of IDR245,000 for the January 2024 period.


The payable Article 4(2) Income Tax is:

Article 4(2) Income Tax = 10% x IDR245,000 = IDR24,500


Illustration 3


X Cooperative paid savings interest to Mrs. Malika in February 2024 with an amount of IDR500,000 for the April 2024 period with the following details:


Payment for the January 2024 period with an amount of IDR250,000

Payment for the February 2024 period with an amount of IDR150,000

Payment for the March 2024 period with an amount of IDR100,000


Article 4(2) Income Tax is then imposed for the January 2024 period with the calculation as follows:

10% x IDR250,000 = IDR25,000.


However, the February 2024 period and March 2024 period are imposed with Article 4(2) Income Tax at a rate of 0%, where the withheld Article 4(2) Income Tax is then IDR0.00.


 

Legal Basis:

  1. Law Number 7 Year 1983 regarding Income Tax as lastly amended by Law Number 7 Year 2021 regarding Harmonization of Tax Regulations

  2. The Government Regulations Number 15 Year 2009 regarding Income Tax on Savings Interest Paid by the Cooperative to Individual Cooperative Members

  3. The Ministry of Finance Regulations Number 112/PMK.03/2010 regarding Procedures of Income Tax Withholding, Payment, and Filing on Savings Interest Paid by the Cooperative to Individual Cooperative Members

 

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MIB is a group of certified and registered professionals in Indonesia, where each member has a unique set of skills and expertise. Each member is independent, compliant with our standards, and responsible for the works and services provided to the clients.

 

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MIB is a group of certified and registered professionals in Indonesia, where each member has a unique set of skills and expertise. Each member is independent, compliant with our standards, and responsible for the works and services provided to the clients.

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