The review ordinarily begins with residential status, travel history, sources of income and overseas holdings. Treaty positions and disclosure requirements are considered only after the relevant facts and supporting records are assembled.
Make a professional enquiryService at a glance
How this assistance may be relevant
Moving into or out of India
For considering residential status and the Indian reporting implications for the relevant year.
Foreign income or assets
For organising overseas income, account and asset information before Indian return preparation.
Indian income while overseas
For Indian income, property, investments and related tax records held by non-residents.
Scope may include
Areas of assistance
- Residential-status review
- Indian and foreign income reporting
- Foreign asset and account disclosures
- Treaty and foreign-tax-credit documentation
- Return preparation and filing
When to speak with us
Typical situations
- Moving into or out of India
- Holding overseas accounts, securities or property
- Receiving foreign salary, interest, dividends or capital gains
- Claiming relief for tax paid outside India
Initial discussion
Information that may help
Please do not send sensitive identifiers, passwords or confidential records through the website enquiry form. We will confirm an appropriate method after reviewing your request.
- 01Passport travel history for the relevant period
- 02Indian and overseas income records
- 03Foreign account and asset statements
- 04Foreign tax returns or tax-payment evidence
Common questions
Before you make an enquiry
These answers are general information. The applicable position depends on the facts, records and scope of the proposed engagement.
Is residential status reviewed every year?
It is considered for the relevant financial year using the applicable rules and the facts available for that period.
Should foreign statements be uploaded through the website?
No. The initial enquiry should remain brief. Appropriate secure sharing arrangements are confirmed after scope review.