NRI Tax Services
NRI Taxation Services in India
For a non-resident, the return is the last step. What matters first is residential status on your actual facts, then which Indian income is taxable, how it has been withheld, and what a treaty position and foreign tax credit change.
- Residential-status orientation on your facts, not a rule of thumb
- Indian-source income mapped income head by income head
- Property, capital gains and TDS handled together
- Treaty position and foreign tax credit considered before filing
- Residential status
- Property & capital gains
- TDS
- DTAA & FTC
Advisory-led engagement
NRI Tax Advisory & Filing
On quotescope-based
- Starts with
- Residential status
- Mode
- Fully online
- Time zones
- Calls arranged
- Scope
- Confirmed in writing
- Residential-status orientation
- Indian income mapping
- House property computation
- Capital gains working
- TDS and credit reconciliation
- Treaty and foreign tax credit review
- Disclosure review
- Return preparation and filing
Scope varies widely between NRIs. Fees are quoted after we understand your income heads, the number of transactions and whether a treaty position is involved.
Status
Fact-based review
Property
Sale & rental
Treaty
Position reviewed
Filing
CA supervised
Professionally reviewed by CA Suraj SoniLast reviewed
Is this right for you?
Do you need NRI-specific tax help?
Usually yes, if you
- moved out of or back to India during a year
- earn rent, interest or dividend from India
- sold or plan to sell Indian property
- hold Indian mutual funds, shares or deposits
- have had TDS deducted at a rate you did not expect
- pay tax in another country on the same income
- need to move funds out of India
A standard filing may be enough if
- you are clearly resident in India for the year on your facts
- you have no income arising in or received from India
- your only Indian income is fully exempt and correctly reported
Residential status is the pivot for everything else and cannot be assumed from a passport, a visa or a general rule. It has to be worked out on your actual facts for the year concerned.
Everything for an NRI follows from residential status — nothing before it.
Residential status determines what India can tax, how it is taxed, what has to be reported and whether a treaty is even relevant. It depends on facts for the year concerned, not on your citizenship, your visa or where you have lived longest. Once status is established, each Indian income stream — rent, interest, dividend, capital gains, business income — is examined on its own footing, then set against tax already withheld and any treaty relief or foreign tax credit available.
Status first
Established on your facts for the year concerned, and documented, because it shapes every later step.
Income stream by income stream
Rent, interest, dividend, capital gains and business income are each looked at separately, not as one total.
Withholding matters
For non-residents, tax is often deducted at source before you receive anything. Reconciling that with your final liability is core work.
Two countries, one income
Where a treaty applies, the position and any foreign tax credit are examined with the documentation each requires.
Orientation map
The order in which NRI tax questions have to be answered.
This is a map of the work, not a calculator. Each level depends on the one above it — which is why a residency answer cannot be produced from a form, and why treaty relief cannot be assumed before status and income characterisation are settled.
01Residential status
FoundationDetermined on your facts for the year concerned under the law applicable to that year. Citizenship, visa type or a general day-count rule of thumb is not the answer.
02Indian income
ScopeWhich income arises in India or is received in India — rent, interest, dividend, business income, professional fees — identified head by head.
03Property
House propertyRental income, permissible deductions, joint ownership shares and tenant-side withholding, including years when a property is vacant.
04Capital gains
TransactionsProperty and securities transactions: cost, holding period, applicable computation and available reliefs, subject to documentation.
05TDS
WithholdingFor non-residents, tax is frequently deducted before receipt. What was deducted, on what, and how it appears on your tax record has to be reconciled.
06DTAA / foreign tax credit
Two countriesWhere a treaty applies, the position depends on the specific treaty, your facts and the documentation held. Treaty positions and credit entitlement vary and are never assumed.
07Disclosures
ReportingReporting obligations that follow from your status for the year, including asset and account disclosure considerations where they apply to you.
08Return filing / advisory
OutputReturn prepared and filed on the settled position, with working papers retained — plus advisory on remittance or next-year planning where engaged.
Orientation only. Nothing here determines your residential status, treaty entitlement or tax liability. Each depends on your facts, the documentation available and the law applicable for the year concerned.
What NRI tax work actually covers
Residential-status orientation
Your travel and stay facts for the year are reviewed against the applicable law, and the basis is documented.
Indian-source income mapping
Every stream arising in or received from India is identified before anything is computed.
House property
Rental income, permissible deductions, joint ownership and tenant-side withholding reviewed together.
Property sale and capital gains
Cost, holding period, gain computation and buyer-side withholding handled as one exercise, ideally before the sale closes.
Investment income and TDS
Interest, dividend and securities transactions reconciled with tax credits available on your record.
DTAA and foreign tax credit
Treaty position reviewed where applicable, along with the documentation and forms it depends on.
Disclosures
Reporting obligations relevant to your status, including asset and account disclosure considerations where they apply.
Return filing
Return prepared, positions documented and filed, with the working papers retained for any later query.
Who this service is for
NRIs with Indian income
Rent, interest, dividend or professional income arising in or received from India.
NRIs selling Indian property
Where buyer-side withholding, gain computation and reliefs all have to be handled together.
Returning Indians
Where status changes during a year and the treatment of income shifts partway through it.
Newly departed residents
The first year abroad, where both countries may have a claim on part of the year's income.
OCI and PIO cardholders
Indian income and asset holdings taxed on the basis of status rather than card type.
Seafarers and globally mobile professionals
Fact-heavy status positions requiring careful documentation.
NRIs with legacy Indian assets
Inherited property, old deposits or dormant holdings that still carry reporting consequences.
Readiness check
Where does your situation sit on the map?
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Getting started
Let's get the basics in place.
- 01
Do you have your travel dates for the year, in and out of India?
- 02
Do you receive rent, interest or dividend from India?
- 03
Did you sell or do you plan to sell Indian property or securities?
- 04
Has tax been deducted on any Indian payment made to you?
- 05
Are you taxed on the same income in the country you live in?
- 06
Do you need to move funds out of India?
Your score is only a starting point. A short consultation can confirm your proposed structure, name strategy and documentation before filing begins.
0/6
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Getting started
Let's get the basics in place.
- Residential status
- Indian income
- House property
- Capital gains
- TDS
- DTAA / foreign tax credit
- Disclosures
- Return filing
What we usually need from an NRI client.
- Passport pages showing travel during the year
- Visa or residence permit of the country you live in
- Dates of arrival in and departure from India for the year
- PAN and registered Indian contact details
Travel dates are the primary factual input for status. Approximations are not enough.
How an NRI engagement runs.
Advisory first, filing last. The order matters — a return filed before status and treaty position are settled usually has to be revisited.
- 01Start
Profile call
Your status facts, Indian income streams, transactions during the year and the country you are taxed in.
- 02Foundation
Status orientation
Residential status reviewed on your facts for the year, with the basis recorded.
- 03Inputs
Document collection
Statements, deduction certificates, property papers and foreign tax documents as applicable.
- 04Working
Computation
Income head by income head, including property and capital gains where relevant.
- 05Review
Treaty and credit review
Treaty position and foreign tax credit examined with the documentation each requires.
- 06Sign-off
Confirmation
Computation and positions explained to you and confirmed on facts.
- 07Filing
Filing
Return filed, acknowledgement shared, working papers retained.
- 08After
Follow-on advisory
Refund tracking, remittance support and planning for the next year, where engaged.
Not sure where you stand?
Start with residential status — everything else follows from it.
Scope
What an NRI engagement typically includes.
- 01
Status orientation
IncludedReview of stay and travel facts for the year and the basis on which status is taken.
- 02
Income mapping
IncludedIdentification of Indian-source and India-received income by head.
- 03
House property computation
IncludedRental income, deductions and ownership share.
- 04
Capital gains working
IncludedComputation for property or securities transactions during the year.
- 05
TDS reconciliation
IncludedTax withheld against credits appearing on your tax record.
- 06
Treaty review
IncludedWhether a treaty position is available and what it requires.
- 07
Foreign tax credit review
IncludedCredit position where the same income is taxed abroad, with the documentation involved.
- 08
Disclosure review
IncludedReporting considerations applicable to your status for the year.
- 09
Return preparation and filing
IncludedPreparation, your confirmation, and filing with acknowledgement.
- 10
Lower / nil withholding application
On requestWhere such an application is appropriate to your transaction, scoped separately.
- 11
Repatriation and remittance advisory
On requestDocumentation and certification support for moving funds out of India, where required.
- 12
Notice or proceedings assistance
On requestWhere a departmental communication arises, handled as a separate engagement.
Not every item applies to every NRI. Scope is confirmed in writing after the first review.
Pricing for NRI tax work
NRI engagements range from a single rental income return to a property sale with treaty and credit questions across two countries. We scope first, then quote — no standard fee is published because it would be misleading.
Professional fee
On quotescope-based
Fees are quoted in writing after a scope review. Government / statutory fees at actuals.
Professional fee
MYFINTAX feeBased on income heads involved, number of transactions, whether a treaty position is taken and the documentation review required.
Statutory amounts
StatutoryTax, interest and any other statutory amount payable is determined by law and your facts, and is paid by you directly.
Variable scope
VariesLower or nil withholding applications, repatriation certification and any notice or proceeding work are quoted separately.
Advisory outcomes cannot be guaranteed. Positions are taken on your facts, with the documentation available, subject to the law applicable for the year concerned.
Why an NRI engagement is not a standard return
| Parameter | Standard resident filing | NRI engagementThis service |
|---|---|---|
| Starting point | Income documents for the year | Residential status on the year's facts |
| Scope of income | Generally global income, as applicable | Indian-source and India-received income, determined by status |
| Withholding | Usually salary or standard deductions | Transaction-level withholding, often before receipt |
| Treaty | Rarely in issue | Reviewed where applicable, with documentation |
| Foreign tax | Occasional | Credit position frequently central |
| Property sale | Gain computation | Gain computation plus buyer-side withholding and reliefs |
| Documentation | Indian records | Indian and foreign records, often across time zones |
Indicative comparison of typical work. What your engagement actually involves depends on your profile for the year.
Ongoing support
NRI work rarely ends with one return.
Phase 1
After filing
- Acknowledgement and working papers retained
- Refund position, where any, tracked
- Credits verified against your tax record
Phase 2
Transactions
- Advice before a property sale rather than after
- Withholding planned so cash flow is not disrupted
- Documentation prepared alongside the transaction
Phase 3
Remittance
- Repatriation documentation support, where offered for your case
- Certification requirements explained in advance
- Bank-side requirements coordinated
Phase 4
Status changes
- Planning for the year you return to India, or leave
- Treatment of income across a split year explained
- Disclosure consequences of a change in status reviewed
Where a departmental communication arises at any stage, notice and proceedings work is a separate engagement.
One Indian team for everything you hold here.
Beyond personal tax, NRIs often hold property, run an Indian business or need entity-level compliance. The same ecosystem covers it.
- Company Registration
- Accounting
- GST
- GST Returns
- TDS
- Income Tax
- ROC Compliance
- Trademark
- Startup India
- Virtual CFO
What goes wrong most often
Assuming status from a visa
Residential status is a factual determination for the year concerned. A long-term visa does not settle it.
Selling property first, asking later
Withholding on a sale to a non-resident seller is decided at the transaction. Advice after closing has far fewer options.
Assuming a treaty rate applies
Treaty entitlement depends on the specific treaty, your facts and documentation. It is not automatic.
Ignoring small Indian income
Modest rent or deposit interest still creates reporting consequences, and mismatches surface later.
Missing foreign tax credit documentation
Credit claims usually depend on evidence of foreign tax paid for the corresponding period.
Filing before status is settled
A return filed on an unexamined status position often has to be revisited, sometimes under a proceeding.
Why MYFINTAX
CA-led judgement
Your position is reviewed by a Chartered Accountant, not simply pushed through a portal form.
End-to-end responsibility
One team from documentation and filing to the notices and compliance that can follow.
Transparent scope
You know what is professional fee, what is statutory and what varies before you commit.
Business-first advice
Advice is given against your actual operations, not as a generic default.
Continuity
Accounting, GST, TDS, payroll, ROC and CFO support sit in the same ecosystem when you need them.
“MYFINTAX has been a true partner in our compliance journey. From GST filings and ROC annual returns to trademark registration, everything is handled professionally and on time. Their proactive approach has helped our creative brand stay protected and compliant.”
Snehal Tripathi
Director, Roboto Studio Pvt Ltd
“Our export compliance, IEC, and legal structuring were managed end-to-end by MYFINTAX. Their expert guidance on Startup India registration and tax exemption eligibility was particularly valuable for our global trade operations.”
Shweta SK Tirkey
Director, ArchAngel Exim Private Limited
“As a financial services business, MYFINTAX's assistance with DPIIT recognition, income tax filings, and trademark protection gave us the right support for our growth journey. Their team understands the nuances of regulatory compliance and startup taxation and provides practical guidance whenever required.”
Nitin Nashine
Director, GISA Insurance Brokers Limited
Income Tax Return Filing
Resident filings for family members or after your return to India.
View ITR filingIncome Tax Notice Reply
Where a communication has already been issued on an Indian income matter.
View notice supportFAQs
NRI Taxation Services in India — questions founders ask
Still unsure? A short call with a Chartered Accountant is usually faster than reading one more page.
NRI Tax Services
Get the Indian side of your tax position settled properly.
Share your travel dates, Indian income streams and any transaction during the year. We will review the position, explain what applies to you and quote the work involved.
CA Suraj Soni · Chartered Accountant · Founder, MYFINTAX
Content reviewed for current regulatory and procedural relevance on .
Non-resident taxation in India is governed by the Income-tax Act read with the applicable Double Taxation Avoidance Agreement, and by FEMA for remittance and account-related matters. Residential status, treaty eligibility and the taxability of each income stream depend on your facts and on the law applicable for the year concerned.
Content is for general informational purposes and does not constitute case-specific professional advice. Requirements, fees and processing depend on your facts and current Government procedure.
Related services
- Income Tax Return FilingResident filings, prepared with the position documented.
- Income Tax Notice ReplyWhere a communication has already been issued.
- TDS Return FilingFor NRIs who are also deductors in India.
- Accounting & BookkeepingFor Indian businesses owned from abroad.
- Virtual CFO ServicesFinance oversight for your Indian operations.
- Private Limited Company RegistrationSetting up an Indian entity from overseas.