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Service · Switch CA / 2nd-opinion audit

Your current CA may be
missing ₹40K–₹15L of NRI-specific refunds. Find out for free.

Send us your last 3 ITRs and TDS certificates. We audit them against the 10 NRI-specific items generic CAs systematically miss — DTAA treaty rate, Form 10F, Schedule FA, Form 67, 244A interest, and 5 others. You get a written diagnostic. If there's nothing to fix, you walk away free. If there's real recovery, we file the revised returns.

Get free 2nd-opinion auditNo commitment. We share the diagnostic, you decide.

ICAI-registered · 31-country DTAA expertise · ₹12 Cr+ recovered for NRIs since 2018

What you get in the free 2nd-opinion audit

Written diagnostic of your last 3 ITRs: every miss flagged, the recoverable ₹ per item, whether it's past-year fixable, and a flat-fee quote to fix it. Free. No commitment.Most NRIs find ₹50K–₹5L of recoverable refund their previous CA didn't claim.

The 10 gaps we look for

10 NRI-specific items generic CAs systematically miss.

Resident CAs handle ITR-1 / ITR-2 every day. NRI ITR is a different beast — treaty articles, Schedule TR / FSI / FA, Form 10F + TRC, Section 195 / 197, 244A interest. A 100-client generalist sees this 2-3 times a year. We do it daily.

Gap 1

DTAA treaty rate not applied (NRO TDS at 30% instead of 7.5-15%)

Generic CA files ITR with default rate. Needs Form 10F + TRC + Schedule TR + correct treaty article. Cost: ₹40K-₹3L per year of lost refund.

Recoverable: Yes — revise last 4 FYs

Gap 2

Form 10F missing on IT portal (you can't claim treaty rate without it)

Most generic CAs skip Form 10F because it requires a TRC from your foreign country. Without it on the portal, the treaty rate is rejected at processing.

Recoverable: Yes — file now + revise pending returns

Gap 3

Schedule FA not filed (foreign assets > ₹50L)

If you have RSUs, 401k, foreign bank accounts, ISA, or property abroad worth ₹50L+ aggregate, Schedule FA is mandatory. Penalty: ₹10L per FY missed. Black Money Act exposure.

Recoverable: Yes — file revised return with Schedule FA disclosure

Gap 4

Form 67 missing (foreign tax credit lost)

Section 90 FTC mechanism. Filed BEFORE the ITR. Required if you paid US, UK, or other foreign tax on the same income. Without Form 67, you pay double tax.

Recoverable: Yes — file Form 67 + revised ITR within the window

Gap 5

ITR-1 filed instead of ITR-2 / ITR-3

NRIs cannot file ITR-1. Generic CAs default to it for low-income clients. Wrong form = revised return required + delays past the 244A interest clock.

Recoverable: Yes — revise within 12 months of original ITR or before assessment

Gap 6

244A interest not claimed on delayed refunds

Section 244A entitles you to 6% per annum on refunds delayed past 3 months from ITR due date. Most generic CAs don't bother — it's free money you're not asking for.

Recoverable: Yes — rectification application under Section 154

Gap 7

Section 195 / Form 13 missed on property sale

Generic CA files post-sale ITR — by then 12.5% of full sale value is already blocked at the registrar. Form 13 + Section 197 BEFORE the deed cuts it to 1-3%.

Recoverable: Partly — past sales unrecoverable on this front, but bank-desk briefing prevents future ones

Gap 8

Schedule TR + Schedule FSI not populated

ITR-2 / ITR-3 requires Schedule TR (treaty relief claim) + Schedule FSI (foreign-sourced income). Default tax officer assumption: rate applied = 30%. With these schedules properly filled = treaty rate honored.

Recoverable: Yes — revise return with schedules populated

Gap 9

NRO TDS at bank not switched to treaty rate going forward

Form 10F on IT portal isn't enough — your NRO bank's compliance desk needs a copy too. Without that briefing, every future FD continues TDS at 30%.

Recoverable: Yes — brief the desk (we do this as part of every engagement)

Gap 10

RNOR sequencing wrong for return-to-India clients

RNOR window (2-3 tax-free years on foreign income) only works if your move-back date and ITR are aligned. Generic CAs file last NRI ITR + first resident ITR as separate engagements — miss the RNOR opportunity.

Recoverable: Yes if move was recent — RNOR can be claimed retroactively

Want us to check yours? Free. Written diagnostic in 48 hours.

Send your last 3 ITRs + Form 26AS. We come back with every miss flagged + the ₹ recoverable.

Senior CA who specialises in NRI tax · we deal with the tax officer, you don't

Why a specialist matters

Generalist CA vs NRI specialist CA.

Not a knock on your current CA — they may be excellent for residents. The skill curve for NRI tax is a separate one.

CapabilityGeneralist CANRI specialist (us)
DTAA treaty rate applicationrareevery ITR
Form 10F + TRC coordinationrare31 countries handled
Schedule TR + FSI + FAsometimesalways
Form 67 (FTC) for foreign tax paidrarealways when applicable
244A interest on delayed refundsrareauto-claimed
Section 195 / Form 13 pre-deednoyes — bundled
RNOR sequencing for return-NRIsnoyes — full plan
Section 288 representationlimitedevery notice handled
Bank-desk briefing for future TDSnoyes — included
NRO / NRE / FCNR account guidancelimitedFEMA + tax integrated
Past-year recovery (4 yrs)case-by-casebundled at flat fee

How the switch happens

5 steps. Zero awkward conversations with your current CA.

Most NRIs worry about “breaking up” with their CA. You don't need to. We handle the handoff. You don't even need to tell them — they're not your only filer anymore.

Step 1

Send us your last 3 ITRs + 26AS

Upload PDFs to our secure portal. We don't need to contact your current CA. Anything you already have is enough to start the audit.

Step 2

Free written diagnostic in 48 hours

We come back with every gap flagged, recoverable ₹ per item, whether it's revisable, and a flat-fee quote to fix. No commitment.

Step 3

Choose what to fix (or walk away)

If the diagnostic says there's nothing to fix, you walk away free. If there's real recovery, you tell us which items to act on. Flat fee scoped after.

Step 4

Revised returns + future-year switch

We file revised returns for fixable past gaps. From the next FY, we file your fresh ITR. Your old CA isn't notified unless you want to inform them.

Step 5

Bank-desk briefing + ongoing engagement

We brief your NRO bank's compliance desk so future TDS is at the treaty rate. Annual ITR + any notices that arise are bundled at one flat fee.

Past errors are mostly recoverable.

Section 139(5) lets you revise an ITR up to 12 months after the original assessment year ends (or before assessment, whichever is earlier). Section 119(2)(b) covers older years where the case has merit (treaty under-claim is a recognised CBDT-blessed reason).

Realistic timeline: revised return filed within 4 weeks of engagement. CPC re-processes in 30-90 days. Refund (with 244A interest at 6% p.a. for the delay) credits to your NRO account.

Read the full past-year recovery service

Pricing

Flat fee. No NRI markup. Free audit always.

Always free

2nd-opinion audit

  • Review of last 3 ITRs + 26AS
  • Written diagnostic of all 10 NRI gaps
  • Recoverable ₹ per item, computed
  • 15-min CA call to walk through findings
  • Quote for fix, if you want it

After the audit

Fix what you choose

  • Revised returns for fixable past gaps
  • Form 10F + TRC procurement
  • Form 67 for foreign tax paid
  • Schedule FA disclosure if missing
  • Bank-desk briefing + ongoing CA

Flat fee scoped per audit. Refund typically covers fee 4-10x.

ICAI

Registered CAs

Sec 288

Faceless representation

31

DTAA-treaty countries

₹12 Cr+

Recovered for NRIs

Free audit. Written diagnostic. No commitment.

Send your last 3 ITRs + 26AS. We respond in 48 hours with every gap flagged + recoverable ₹.

Senior CA who specialises in NRI tax · we deal with the tax officer, you don't