Expat Taxation Services in India

Expat Taxation services

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Expat Taxation Services

Expert Tax Solutions for Expatriates

Navigating taxation as an expatriate can be complex, with various compliance requirements and planning strategies. We specialize in ensuring tax efficiency and compliance for individuals working in a foreign country or returning to India. Whether you’re a foreign national living in India or an Indian citizen working abroad, our tailored expat tax services help manage cross-border tax obligations seamlessly.

Our Expat Taxation Services

Residential Status Determination
Taxability of Income
Withholding Tax & DTAA Benefits
Social Security & Compliance
Tax Return Filing & Compliance
Repatriation & Exit Tax Planning

Residential Status Determination

Determining your residential status under Indian tax laws is the foundation of accurate tax planning. The classification—Resident, Non-Resident (NR), or Resident but Not Ordinarily Resident (RNOR)—affects the scope of income taxed in India. It is calculated based on the number of days spent in India during the financial year and the preceding years.

How We Assist:

Determining residential status based on legal provisions and individual travel history
Advising on tax implications for each residential classification
Structuring income and financial arrangements based on residential status
Structuring income and financial arrangements based on residential status
Providing clarity on switching residency during the year and its consequences

Taxability of Income

Expatriates often receive income from multiple countries, which can result in tax liabilities across jurisdictions. Indian tax laws specify the taxability of salary income, foreign income, and allowances/perquisites depending on your residency status and income source.

Salary Income – Salaries earned in India or received in India are typically taxable in India.

Foreign Income – Income from overseas employment, bonuses, ESOPs, and investments may be exempt or taxable based on DTAA provisions and residency.

Allowances & Perquisites – Benefits such as housing, relocation costs, travel, and education allowances have specific tax treatments.

How We Assist:

Tax-efficient structuring of salary and benefits packages
Identifying taxable and exempt income under Indian law
Review of global income and Indian income for proper tax disclosure
Double taxation mitigation and tax planning for complex income sources

Withholding Tax & DTAA Benefits

Double taxation can occur when income is taxed in both the country of source and residence. To avoid this, India has signed Double Taxation Avoidance Agreements (DTAAs) with several countries, which allow for Foreign Tax Credit (FTC) and reduced withholding tax rates.

How We Assist:

DTAA application & treaty interpretation based on your country of residence
End-to-end support in claiming FTC for taxes paid abroad
Drafting and submitting Form 67 for FTC claims
Guidance on withholding tax obligations for both inbound and outbound expatriates

Social Security & Compliance

Cross-border employment often brings complexities in complying with Provident Fund (PF) and Social Security Agreements (SSAs) between India and other countries. Proper planning helps avoid dual contributions and ensures eligibility for benefits.

How We Assist:

Assessment of PF eligibility and social security obligations
Support in applying social security exemptions under SSA between India and other countries
Ensuring FEMA & RBI compliance for foreign remittances, bank accounts, and investments
Periodic compliance checks to ensure error-free filings

Tax Return Filing & Compliance

Expatriates are required to file Indian Income Tax Returns (ITRs) disclosing global income, foreign assets, and bank accounts. Non-compliance may attract penalties and tax scrutiny.

How We Assist:

Preparation and e-filing of Income Tax Returns (ITRs) for expatriates
Assistance with Form 67 and FTC claims
Reporting of foreign bank accounts, financial interests, and assets under Schedule FA
PAN application, tax portal registrations, and rectifications if needed

Repatriation & Exit Tax Planning

When expatriates leave India or return to their home country, repatriating funds and closing tax matters can be challenging. Planning for exit formalities, tax settlements, and clearances ensures a smooth transition.

How We Assist:

Advisory on repatriating funds and overseas assets into India tax-efficiently
Preparation for exit from India – including final tax return, advance tax, and clearances
Guidance on NRI status, tax residency planning, and change of financial reporting status
Support in securing tax clearances from authorities before departure

+91 8595957586

abassociates.ncr@gmail.com