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Indian tax and compliance, from the Australia

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Australia taxes residents on worldwide income, but carves out a temporary resident exemption: someone on a qualifying temporary visa is generally not taxed on foreign income or most foreign capital gains. Indian rent and Indian interest stay outside the Australian net while that status holds.

The moment permanent residency or citizenship arrives, the exemption ends. Indian income becomes assessable in Australia from that date, and the Australian tax year running July to June against India's April to March makes the transition year the awkward one.

Australia's tax treaty with India was amended alongside the economic cooperation agreement, which resolved a long-running issue for Indian technology firms whose Australian-sourced income was being taxed on services performed in India. For businesses that matters as much as the personal rules do.

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Working out what India still expects from you?

Two fields. We come back with what applies to your residency position and what it costs — and we work Indian hours, so allow for the time difference.

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Before anything else

Who holds which licence

Tax Station — India

Anything under the Income-tax Act, FEMA or the Companies Act. Your Indian return, treaty relief, remittance certificates, and an Indian company if you need one. Our work, our fee, published on each service page.

Anything filed in the Australia

Your Australia return, and anything filed with the authorities there, needs an adviser licensed in the Australia. We do not hold that licence and will not pretend to. What we will do is make sure the Indian position we take fits the one they take, and speak to them directly where the two have to line up.

We say this up front because it decides who is answerable if something goes wrong. One point of contact, two firms, and you should know which is which before you engage either.

Where it goes wrong

What catches people in the Australia

01

The exemption ends with the visa, mid-year

Temporary resident status protects foreign income only while it lasts. Permanent residency granted in March changes the position for the rest of the Australian year, and apportioning that correctly is what the first post-PR return turns on.

02

Tax years that overlap awkwardly

Australia runs July to June; India runs April to March. A single Indian financial year spans two Australian ones, so credit for Indian tax has to be allocated rather than simply carried across.

03

Superannuation has no Indian equivalent

Its Australian concessions do not follow you to India. On becoming an Indian resident the balance is a foreign asset for Schedule FA, and how withdrawals are treated in India is a separate question worth answering early.

04

Indian capital gains once permanent

A permanent resident selling Indian shares or property is assessable in Australia on the gain, computed under Australian rules with no indexation. Indian tax paid is creditable, but the two computations do not match.

05

Treaty relief needs Indian paperwork

A residency certificate and Form 10F are what make the Indian side work. Without them the Indian payer withholds at the domestic rate and the treaty rate has to be reclaimed by filing a return.

Before you act on this

Residency tests, treaty relief and reporting thresholds change on both sides of the border, and the two countries' tax years rarely align. This explains the position in general terms and is not advice on your facts. Check the current rule, or ask us, before you act on it.

Handled by us, in India

The India side

Fees are published on each page. Government charges, where they apply, are shown separately and billed at actuals.

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Every service on this site carries its fee. You get a written scope and a number before any work begins, and the invoice matches it.

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Nothing goes to a department on one pair of eyes. A second professional reviews the return before it is submitted.

A person, not a ticket

You get a named associate who knows your file, reachable on WhatsApp, not a queue and a different voice every call.

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Once you are on our books we track your due dates and reach out before the deadline, not after the late fee.

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