Income-tax Act 2025  ·  Effective 1 April 2026

Form 145 & Form 146 Filing — Foreign Remittance & Funds Repatriation Outside India

Expert CA-certified filing of Form 145 (new Form 15CA) and Form 146 (new Form 15CB) under the Income-tax Act 2025 for all outward remittances, LRS transfers, NRO-NRE repatriation, NRI property sale proceeds and DTAA-optimised withholding. UDIN-verified, FEMA compliant, 24-48 hour delivery.

USD 2.5LLRS Limit / FY
₹5 LakhForm 146 Threshold
USD 1MNRO Repatriation

Free Consultation

Get a quote for Form 145 / 146 filing within 2 hours

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IMPORTANT UPDATE: From 1 April 2026, the Income-tax Act 2025 replaces the 1961 Act. Form 15CA → Form 145 and Form 15CB → Form 146. Section 195 is renumbered as Section 393. Rule 37BB is now Rule 220. Using old form numbers for post-April 2026 remittances will cause portal validation errors.
Understanding the New Framework

Form 145 & Form 146 — What the New Income-tax Act 2025 Means for Your Foreign Remittance

If you are an Indian resident, NRI, Indian company or partnership that needs to send money outside India — whether for imports, royalty, software payments, overseas education, medical treatment, investment, gift to relatives, NRO-NRE repatriation or NRI property sale proceeds — you must file the correct forms with the Income Tax Department before the remittance leaves the Authorised Dealer bank.

The new Income-tax Act 2025 (notified under Section 397(3)(d) and Rule 220 of Income Tax Rules 2026) has retained the substantive compliance philosophy of the old regime but renumbered the forms and sections. Our expert team at Wealth4India handles every aspect — from DTAA analysis to bank liaison — so your remittance clears smoothly, on time, and with zero penalty risk.

Form 145

Remitter's declaration — 4 parts (A/B/C/D) based on taxability, amount & CA certificate availability

Form 146

CA certificate with mandatory UDIN — required for taxable remittance exceeding ₹5 lakh/FY

LRS Scheme

USD 250,000 per FY for resident individuals — education, medical, travel, gift, investment

NRO Repatriation

USD 1 million per FY for NRIs from NRO to NRE/foreign bank — after tax verification

Governing Law at a Glance

Remitter's Declaration FormForm No. 145
CA Certificate FormForm No. 146
Charging ProvisionSection 397(3)(d)
TDS on Non-ResidentSection 393 (old 195)
Lower/Nil TDS CertificateSection 395 (old 197)
Exemption List RuleRule 220 (old 37BB)
Rule — Exempt Categories33 Specified Payments
Form 146 ThresholdAbove ₹5 Lakh / Tax Year
UDIN RequirementMandatory on Form 146
Definition of AccountantSection 515(3)(b)
Effective Date1 April 2026
Old vs New

Income-tax Act 1961 → Income-tax Act 2025 — Complete Mapping

Every form, section and rule for foreign remittance has been renumbered. Here is the complete concordance you will need to reference in all communications from 1 April 2026 onwards.

Reference Old (IT Act 1961) New (IT Act 2025) What It Governs
Remitter's DeclarationForm 15CAForm 145Self-declaration by person making payment to non-resident — filed online on e-filing portal before remittance
CA CertificateForm 15CBForm 146Chartered Accountant's certificate on taxability, DTAA and TDS rate — UDIN now mandatory
Charging SectionSection 195(6)Section 397(3)(d)Empowers CBDT to prescribe information-reporting for payments to non-residents
TDS on Non-ResidentSection 195Section 393(2)TDS obligation on every payment to non-resident or foreign company
Lower/Nil TDS OrderSection 195(2)/(3), 197Section 395(1)/(2)Assessing Officer's certificate for lower or nil withholding
Prescribing RuleRule 37BBRule 220Lays down thresholds, formats, and the list of exempt payments (expanded from 28 to 33)
Definition of AccountantSection 288 ExplanationSection 515(3)(b)Who qualifies as a CA to issue Form 146
Quarterly TDS Return (NR)Form 27QForm 144Quarterly statement of TDS on non-resident payments
Lower TDS ApplicationForm 13Under Section 395Application to AO for lower/nil deduction certificate
Penalty for DefaultSection 271I (₹1 lakh)Corresponding penalty clausePenalty for non-filing or inaccurate filing of Form 145
Tax Year / Assessment YearPrevious Year + AYTax Year (single concept)Tax Year 2026-27 = 1 Apr 2026 to 31 Mar 2027
Complete Service Suite

Every Foreign Remittance Need — Handled End-to-End

From a simple LRS transfer for overseas education to a complex NRI property sale repatriation with DTAA optimisation, we handle every type of outward remittance from India with speed, precision and full regulatory cover.

Form 145 Filing — All Parts

Expert filing of Form 145 under Income-tax Act 2025, identifying the correct Part (A/B/C/D) for your transaction and ensuring acknowledgement within minutes.

  • Part A — Taxable, aggregate ≤ ₹5 lakh/FY
  • Part B — Taxable >₹5 lakh with AO order (Sec 395)
  • Part C — Taxable >₹5 lakh with Form 146
  • Part D — Not chargeable to tax

Form 146 CA Certificate (UDIN)

Chartered Accountant's certificate with mandatory UDIN verification, DTAA analysis and precise TDS computation under Section 393 — accepted by all AD banks.

  • UDIN generation & ICAI verification
  • DTAA article analysis & rate optimisation
  • TRC & Form 10F review
  • Same-day delivery available

NRO to NRE Repatriation

Complete handling of NRO account repatriation up to USD 1 million per FY, from Indian tax verification to bank submission.

  • Rental income, interest, dividends
  • Property sale proceeds (post TDS)
  • Inherited funds & gifts
  • A2 form & bank documentation

NRI Property Sale Proceeds

End-to-end service for repatriating sale proceeds of property held in India — TDS coordination, capital gains computation, Section 54/54EC exemption planning.

  • TDS on property (1% resident / 20-30% NRI)
  • Lower TDS certificate under Section 395
  • Capital gains computation & exemptions
  • Form 146 + 145 + bank liaison

LRS Advisory (USD 250,000)

Complete Liberalised Remittance Scheme planning for residents — education, medical, travel, investment and gifts to relatives abroad.

  • Education fees (direct or loan-funded)
  • Medical treatment overseas
  • US stocks & international mutual funds
  • Maintenance of close relatives abroad

TCS Computation & Refund

Advance planning for Tax Collected at Source under Section 394 — the ₹10 lakh threshold, purpose-wise rates, and ITR refund strategy.

  • TCS impact projection before remittance
  • Form 27D verification from AD bank
  • TCS credit claim in ITR
  • Refund follow-up

DTAA Benefit Optimisation

India has DTAAs with 95+ countries. We apply the beneficial article to reduce withholding on royalty, interest, FTS and dividends — often from 20% down to 10% or even 5%.

  • Tax Residency Certificate (TRC) guidance
  • Form 10F electronic filing
  • No-PE declaration drafting
  • Most-favoured-nation (MFN) claim

Lower TDS Certificate — Section 395

Application to the Assessing Officer under Section 395 (old Section 197) for a certificate permitting lower or nil deduction — especially useful for NRI property sellers.

  • Form filing & AO liaison
  • Computation justification
  • Eliminates need for Form 146 (Part B filing)
  • Cash-flow optimisation for NRIs

Bank Liaison & A2 Form

Direct coordination with your Authorised Dealer bank — HDFC, ICICI, SBI, Axis, Kotak, Standard Chartered, Citi — to ensure the remittance is processed without friction.

  • A2 form preparation
  • Purpose code selection
  • Supporting documentation
  • Follow-up till credit
Form 145 Structure

Which Part of Form 145 Applies to You?

Form 145 has four parts, prescribed under Rule 220 of the Income Tax Rules 2026. Which part you file depends on whether the payment is taxable, the aggregate amount in the tax year, and whether a CA certificate (Form 146) or an AO order (Section 395) has been obtained.

PART A

Self-Declaration Only

Taxable, below ₹5 lakh threshold

Filed when the taxable remittance (or aggregate of such remittances to the same payee) does not exceed ₹5 lakh during the tax year. No Form 146 required.
No CA Certificate Needed
PART B

AO Certificate Route

Taxable, >₹5 lakh, AO order obtained

Filed when taxable remittance exceeds ₹5 lakh AND a lower/nil withholding certificate from the Assessing Officer under Section 395(1) or 395(2) has been obtained. No Form 146 required.
AO Order Under Section 395
PART D

Not Taxable

No income-tax liability in India

Filed when the remittance is not chargeable to tax under the Income-tax Act 2025 — other than transactions listed in Rule 220(3) which are fully exempt from any filing.
No Form 146 Needed
Interactive Tool

TCS on Foreign Remittance — Live Calculator

Calculate Tax Collected at Source instantly under the FY 2026-27 rules. Threshold is now ₹10 lakh per financial year (raised from ₹7 lakh). Different purposes carry different rates.

Your TCS Computation

Purpose of remittance
Prior remittance this FY
Current remittance
Cumulative FY remittance
TCS-free threshold (₹10 lakh)
Amount above threshold (TCS-able)
Applicable TCS rate
TCS on this remittance
Total bank debit (remittance + TCS)

TCS is refundable / adjustable against your income tax liability while filing ITR. Need planning help? Call +91-9266242424

Interactive Finder

Form 145 Part Finder — Which Part Applies?

Answer 3 quick questions and we'll tell you exactly which part of Form 145 you need to file, whether Form 146 is required, and what documents to prepare.

Step 1 of 3 — Is the payment chargeable to tax in India?

Examples of taxable: royalty, FTS, software, interest, rent, capital gains, dividend, salary. Examples of non-taxable: reimbursement of out-of-pocket expenses, certain imports, personal gifts under LRS.

Step 2 of 3 — Does aggregate remittance exceed ₹5 lakh in the tax year?

Count all payments made to this same payee during the current tax year (1 April to 31 March).

Step 3 of 3 — Have you obtained an Assessing Officer's certificate?

This is the lower/nil withholding certificate under Section 395(1) or 395(2) of Income-tax Act 2025 (old Section 195(2)/(3)/197).

Get This Filed
FY 2026-27 Updated

TCS Rates on Foreign Remittance (Post Budget 2025 & Finance Act 2026)

From 1 April 2025 the TCS-free threshold was raised to ₹10 lakh per financial year and TCS on education loans was removed entirely. Budget 2026 has further rationalised rates. Below is the current chart.

Purpose of Remittance Up to ₹10 Lakh / FY Above ₹10 Lakh / FY Notes
Education — Loan funded 0% 0% Fully exempt if loan taken from specified financial institution under Section 80E
Education — Self-funded Nil 5% Tuition, living expenses, test fees, visa fees for studies abroad
Medical treatment Nil 5% Hospital bills, consultation, travel of accompanying attendant
Overseas tour package (bundled) 5% 20% Applies only to bundled tour packages; direct flight/hotel bookings do not attract TCS
Investment abroad (US stocks, MF, property) Nil 20% Includes remittance for buying foreign equities, ETFs, real estate abroad
Gift / Maintenance of relatives Nil 20% Gift to non-relative; maintenance of close relatives (spouse, parents, children) abroad
Emigration / Employment abroad Nil 20% Applies if aggregate exceeds ₹10 lakh/FY

Important: TCS is not a tax cost — it is a prepayment of tax. The amount collected by your bank reflects in Form 26AS / AIS and can be fully adjusted against your income tax liability or claimed as a refund while filing ITR. If your total tax liability is less than the TCS collected, the difference is refunded.

Our Process

How We File Your Form 145 & 146 — From Start to Wire Transfer

A streamlined 5-step process refined over thousands of foreign remittance cases, delivering complete documentation in 24-48 hours.

1

Free Consultation

Share your remittance purpose, amount and counterparty details. We assess taxability, applicable DTAA and required documents — at no cost.

2

Document Collection

Upload invoice/agreement, PAN, passport, TRC, Form 10F, bank details. Our secure portal keeps everything encrypted.

3

Tax Analysis & Form 146

CA computes exact TDS under Section 393 after DTAA optimisation, issues Form 146 with valid UDIN, uploads on portal.

4

Form 145 Submission

Form 145 filed online before remittance. Acknowledgement number generated and shared with you for onward submission to bank.

5

Bank Liaison & Wire

A2 form prepared, purpose code assigned, all documents submitted to Authorised Dealer bank. We follow up till the wire credits abroad.

Rule 220 Exempt List

33 Transactions Fully Exempt from Form 145 & 146

Rule 220 of Income Tax Rules 2026 (which replaces the old Rule 37BB) lists 33 categories of remittances where Form 145 and Form 146 are not required at all. The list has been expanded from the earlier 28 categories.

Imports of goods

Including advance payments against genuine import transactions

Freight & insurance on imports

Paid directly or through authorised dealers

Business travel abroad

Per diem, incidentals, business meeting costs

LRS personal remittances

By residents under ₹10 lakh threshold not requiring RBI approval

Overseas education fees

Paid directly to university or institution

Medical treatment abroad

Direct payment to foreign hospital or clinic

Maintenance of close relatives

Spouse, parents, children residing abroad

Gifts & donations

To non-relatives subject to LRS limit

Embassy & international org payments

To UN, World Bank, foreign embassies in India

Government & PSU remittances

Government-to-government transactions

Port & airport charges

Paid to foreign ports and airports for operating Indian vessels

Subscription to foreign journals

Scientific, technical, educational periodicals

These are 12 of the 33 exempt categories. For the complete updated list and to verify if your transaction qualifies, speak to our expert.

Why Wealth4India

The Trusted Foreign Remittance Advisor Since 2011

Under the professional leadership of CA Alok Kumar (FCA, AICA, LLM, AML Specialist), Wealth4India has processed thousands of foreign remittance cases for Indian residents, NRIs, and Indian businesses — with zero regulatory adverse action.

Expert CA Leadership

Founded by CA Alok Kumar — FCA, AICA, LLM from NLU Delhi, AML Specialist — with 22+ years of international tax advisory experience.

24-48 Hour Delivery

Standard filings delivered in 2-3 working days. Express same-day service for urgent wire transfers where documentation is complete.

UDIN-Verified

Every Form 146 carries a valid UDIN from ICAI, ensuring acceptance by the income tax portal and all authorised dealer banks.

DTAA Optimisation

Deep working knowledge of 95+ Indian tax treaties — we routinely reduce withholding on royalty and FTS from 20% to 10% or lower.

5000+ Happy Clients

Trusted by individuals, SMEs, listed companies, startups and NRIs across 35+ countries with a 98% client retention rate.

Bank-Grade Confidentiality

Your financial information is handled on encrypted channels. We never share client data, and every engagement is bound by CA Act confidentiality.

Transparent Pricing

Clear quotes upfront. No hidden charges. Professional fees quoted in writing before work begins — always "Onwards" format with scope detail.

Dedicated Relationship Manager

One point of contact from quote to wire credit. WhatsApp, call and email support during business hours — every day of the week.

Frequently Asked

Form 145 & Form 146 — Your Questions Answered

Everything you need to know about the new foreign remittance compliance framework under the Income-tax Act 2025.

What are Form 145 and Form 146 under the new Income-tax Act 2025?

Form 145 and Form 146 are the new forms prescribed under the Income-tax Act, 2025 (effective 1 April 2026) that replace Form 15CA and Form 15CB of the old Income-tax Act, 1961. Form 145 is the remitter's self-declaration for any payment to a non-resident or foreign company, and Form 146 is the Chartered Accountant's certificate required when the taxable remittance exceeds ₹5 lakh in a tax year. They are notified under Section 397(3)(d) of the Act and Rule 220 of the Income Tax Rules, 2026.

When is Form 145 required to be filed?

Form 145 must be filed by any person responsible for making a payment to a non-resident or foreign company, before the remittance is actually made. It applies to taxable payments such as royalty, fees for technical services, professional fees, interest, dividends, software payments, and NRO-NRE repatriations. It is not required for remittances made by an individual under LRS that do not need RBI approval, or for the 33 transactions specified under Rule 220 (which replaces the old Rule 37BB).

What is the difference between Form 145 and Form 146?

Form 145 is the remitter's self-declaration filed online on the income tax portal before sending money abroad. Form 146 is a Chartered Accountant's certificate certifying the taxability of the remittance, applicable DTAA provisions, and correct TDS under Section 393. Form 146 must carry a valid UDIN (Unique Document Identification Number) and is required only when the taxable remittance exceeds ₹5 lakh in a tax year and no AO certificate has been obtained under Section 395.

What is the LRS limit for foreign remittance from India in 2026?

Under RBI's Liberalised Remittance Scheme (LRS), a resident individual can remit up to USD 250,000 (approx ₹2.1 crore) per financial year for permitted purposes including education, medical treatment, overseas travel, investment, gift to relatives, and maintenance of close relatives abroad. The USD 250,000 limit applies cumulatively across all authorised dealers and includes forex card loading and international debit card spends abroad.

What is the TCS rate on foreign remittance for FY 2026-27?

With effect from 1 April 2025, TCS is applicable only on LRS remittances exceeding ₹10 lakh in a financial year (threshold raised from the earlier ₹7 lakh). The standard rate is 20% on the portion above ₹10 lakh for purposes like investment and gift. Education (self-funded) and medical treatment attract 5% above ₹10 lakh. Education funded by an education loan from a specified financial institution is fully exempt (0% TCS). Overseas tour packages attract 5% up to ₹10 lakh and 20% thereafter. TCS is fully refundable or adjustable while filing your ITR.

How much can an NRI repatriate from India in a year?

An NRI can repatriate up to USD 1 million per financial year from their NRO account to an NRE account or to an overseas bank account. This is the aggregate limit across all NRO accounts of the NRI. Repatriation requires Form 146 (CA certificate), Form 145 (declaration), A2 form, and supporting documents like PAN, passport, proof of source of funds, and proof that Indian taxes have been paid. Our NRI Taxation team handles the complete process.

When is Form 146 (CA certificate) mandatory?

Form 146 is mandatory when all three conditions are satisfied: (a) the remittance is chargeable to tax under the Income-tax Act 2025, (b) the aggregate remittance to the recipient exceeds ₹5 lakh in the tax year, and (c) no certificate for lower/nil deduction has been obtained from the Assessing Officer under Section 395(1) or Section 395(2). Form 146 must carry a valid UDIN to be accepted on the income tax portal.

What is the penalty for not filing Form 145?

Failure to file Form 145 or furnishing inaccurate information attracts a penalty of ₹1,00,000 under the new penalty provisions of the Income-tax Act 2025 (corresponding to Section 271I of the old Act). Authorised Dealer banks will not process foreign remittances without a valid Form 145 acknowledgement, so non-compliance also results in the transaction being blocked. Form 145 can be withdrawn within 7 days of submission if filed incorrectly.

Do I need to file Form 145 for import payments?

Import payments are one of the 33 specified transactions under Rule 220 (previously Rule 37BB) that are exempt from Form 145/146 requirements, provided the remittance is routed through an Authorised Dealer bank and the RBI purpose code is correctly declared. However, banks may still ask for a simple declaration or Form 145 Part D for audit purposes, so it is advisable to consult a CA to avoid transaction delays.

Can I claim DTAA benefit while making foreign remittance?

Yes. India has Double Taxation Avoidance Agreements (DTAA) with over 95 countries. Where the DTAA rate is lower than the domestic Section 393 rate, the lower rate can be applied, provided you obtain: (i) a Tax Residency Certificate (TRC) from the recipient's country, (ii) Form 10F declaration (now filed electronically), and (iii) a No-PE declaration from the recipient. Your CA will analyse the applicable DTAA article while issuing Form 146 and certify the correct withholding rate.

How long does Form 145 and 146 filing take at Wealth4India?

Standard turnaround is 2-3 working days from receipt of complete documents. Express same-day filing is available for urgent transactions where all documentation is ready. Documents required include: invoice/agreement, PAN of remitter, PAN/TIN of remittee, TRC and Form 10F (if DTAA claimed), bank details, and the remittance purpose code.

Are old Forms 15CA and 15CB still valid?

Forms 15CA and 15CB filed before 31 March 2026 remain valid for remittances actually made within the validity period mentioned in the form. For any remittance made on or after 1 April 2026, the new Form 145 and Form 146 under the Income-tax Act 2025 must be used. Using the old form numbers for post-April-2026 remittances will result in system validation errors at the e-filing portal.

Which bank documents do I need for a foreign remittance?

You will need: (a) A2 form of the authorised dealer bank, (b) Form 145 acknowledgement, (c) Form 146 (if Part C route), (d) Invoice or agreement with the foreign party, (e) Purpose code declaration as per RBI, (f) PAN card, passport, KYC, (g) TRC and Form 10F if DTAA is being claimed, (h) For NRIs: proof of source of funds and tax payment proof. We prepare all bank documentation as part of our service.

Serving Clients Across India & NRIs Worldwide

Delhi NCRDwarkaMumbaiBangaloreChennaiHyderabadPuneKolkataAhmedabadGurgaonNoidaPatnaChandigarhJaipurKochiNRI USANRI UKNRI UAENRI SingaporeNRI CanadaNRI AustraliaNRI GermanyNRI Saudi ArabiaNRI Hong KongNRI New Zealand

Ready to File Your Form 145 & 146?

Talk to our foreign remittance experts for a free 15-minute consultation. We'll assess your transaction, tell you exactly which forms and parts apply, quote fees upfront, and deliver within 24-48 hours.