NRI DTAA Advisory
Avoid Double Taxation with Expert Guidance
If you live abroad and earn income from India, the last thing you want is to be taxed twice. NRIs often struggle to interpret Double Taxation Avoidance Agreement rules correctly. DTAA benefits vary based on each country of residence, and the way you disclose, claim, and document your foreign income decides whether you save tax or end up paying unnecessary amounts.
Our NRI DTAA Advisory service ensures that you apply the correct treaty rules for your country, claim eligible credits, avoid double taxation, and file your Indian taxes accurately. Whether you live in the USA, Canada, UAE, UK, Singapore, Australia, or any other DTAA partner country, our tax experts ensure that you get full benefit under the treaty.
We simplify everything so that your global income, foreign tax credits, Form 67 disclosures, and Indian filings stay compliant, accurate, and risk free.
“You can claim foreign tax credit only if Form 67 is filed before your ITR. Missing this step can lead to denied FTC claims.”
“DTAA rules differ across countries. NRIs in the USA, Canada, UAE, and UK have different obligations and credit methods.”
What You Get With This Service
What You Get With This Service
Feature | Benefit |
|---|---|
Country specific DTAA interpretation | Prevents double taxation |
Form 67 preparation | Ensures FTC eligibility |
Global income classification | Accurate reporting and compliance |
AIS and TIS review | Eliminates mismatch risk |
Expert guidance on tax residency | Avoids errors in treaty application |
RM support | Consistent communication throughout |
Escrow protected service | Full financial safety |
Post filing assistance | Refund tracking and clarifications |
Query Form
- Advisory depends on accurate information shared by the client.
- Incorrect or missing documents may delay service.
- Treaty benefits depend entirely on your country of residence and valid proof.
- NRIHelpLine will provide accurate computation and advisory, but tax outcomes depend on government systems.
- Clients must verify filings as required.
- Counseling fee is fully adjustable upon confirmation of service.
- Refunds apply only if NRIHelpLine is unable to provide advisory due to internal limitations.
- No refunds for invalid or incomplete documents provided by the client.
- Refunds processed through the original payment method.
Who Should Use Our NRI DTAA Advisory
This service is meant for NRIs who:
- Earn income in India and in their country of residence
- Pay taxes abroad and want to claim credit in India
- Have foreign income appearing in AIS or TIS
- Need Form 67 compliance
- Have salary, business income, or capital gains abroad
- Sell Indian property while living in a treaty country
- Have dividend income or interest income taxable in both countries
- Want to reduce double taxation liability
- Need help understanding tax residency under treaty rules
Whether you are a salaried professional in the USA, a business owner in the UAE, or a resident of Canada receiving Indian rental income, our DTAA service ensures you claim benefits correctly.
Understanding the Problem
DTAA is one of the most misunderstood areas in NRI taxation. Most errors happen because NRIs do not understand:
Residency rules and tie breaker clauses
Your residency for Indian tax purposes is not always the same as your residency under DTAA.
Exemption vs Credit methods
Some treaties provide exemption, some offer tax credit, and some provide reduced tax rates.
Form 67 guidelines
Many NRIs skip Form 67, leading to denied foreign tax credit claims.
Mismatch between foreign and Indian tax years
Countries like the USA use calendar year taxation. India uses April to March. This mismatch must be reconciled carefully.
Income classification differences
Salary, capital gains, dividends, and royalties are treated differently across treaty jurisdictions.
Incorrect disclosures
AIS may show foreign income or foreign asset details. NRIs must report correctly to avoid scrutiny.
Our advisory eliminates all confusion by applying exact treaty articles to your case.
Why NRIs Choose NRIHelpLine for DTAA Advisory
Precise treaty interpretation
We do not use generic templates. All advice is country specific.
Expert handling of complex cases
Including mixed income and multi country taxpayers.
Startup India and IIT Catalyst backed
Your advisory is handled by trusted specialists.
Escrow protected payments
Your money is safe until the advisory is delivered.
Dedicated relationship manager
One RM handles your case throughout.
Clear, simple explanation of complex rules
We break down treaty articles into everyday language.
Expert Warning from NRIHelpLine
Many NRIs misunderstand DTAA and assume it exempts tax in India automatically. This is incorrect. Most treaties offer credit, not exemption. Claiming DTAA wrongly leads to mismatched data and can trigger scrutiny.
Documents Required
Your NRIHelpLine Relationship Manager will tailor this, but commonly required items include:
Passport Copy | PAN | Form 16 Or Salary Slips | Foreign Tax Paid Proofs | Foreign Salary Statements | W2 or Equivalent (For Usa Based NRIs) | T4 Or Equivalent (For Canada Based NRIs) | UAE Salary Certificates | Rental Agreements | Capital Gains Statements | AIS & TIS | Bank Statements | Investment Summaries
How Our DTAA Advisory Process Works
NRIHelpLiine ProcessCountry Specific Review
We study the treaty between India and your country of residence.
.
➤
Residential Status Confirmation
We identify if you are NRI, RNOR, or Resident under Indian law and DTAA rules.
➤
➤
Income Classification
We list each income type and map it to the correct article of the treaty.
➤
➤
➤
Document Review
We verify foreign tax paid, foreign salary slips, investment statements, and Indian income documents.
➤
➤
➤
➤
Form 67 Assistance
We prepare and guide you through filing Form 67 correctly.
➤
➤
➤
➤
➤
Computation and Filing Support
We ensure your ITR reflects the right credits, exemptions, or reduced withholding benefits.
➤
➤
➤
➤
➤
➤
Post Filing Support
We assist with any FTC clarifications requested by the Income Tax Department.
◼
Visit our Blogs
Frequently Asked Questions
FAq
Q1. Which ITR form should an NRI file?
Most NRIs file ITR-2 unless they have business income, in which case ITR-3 is filed.
Q2. Is rental income taxable for NRIs?
Yes. Standard deduction and municipal taxes apply.
Q3. Do NRIs need to file taxes in India if they earn abroad?
If you are NRI under the Income Tax Act, foreign income is not taxable.
Q4. Is DTAA helpful for NRIs?
Yes. It prevents double taxation between India and your resident country.
Q5. Can NRIs claim TDS refund?
Yes. Excess TDS deducted during property sale or rent can be refunded.
Q6. Do NRIs need a PAN card?
Yes, for most financial and taxation activities.
Q7. Is Form 15CA required for sending money abroad?
Yes. It is required for most outward remittances.
Q8. What is Form 15CB?
This is a CA certificate required before certain foreign remittances.
Q9. Can NRIs file taxes without coming to India?
Yes, for most financial and taxation activities.
Q10. How long does an NRI refund take?
Yes, for most financial and taxation activities.
Our Other NRI Tax Solutions
INCOME TAX RETURN - Basic
INCOME TAX RETURN (Rent+CG+FI)
DTAA ADVISORY
FORM 15CA
FORM 15CA+15CB
Capital Gains Calculator
TDS Refund for NRIs
NRI TAX Planning Advisory