Records to collect
- AIS, tax-credit and TDS records
- Indian and foreign income statements
- Residence and travel working
- Foreign-tax-credit and asset information
NRI cornerstone guide
NRI Filing Checklist for Tax Year 2026–27
An NRI filing checklist should reconcile every Indian income source, TDS certificate, tax payment, residence conclusion and foreign credit claim against the current e-filing utility. Start early and do not rely on legacy form names or dates.
Reviewed for Tax Year 2026-27 on 2026-08-25.
Start here
Three things to do before relying on an answer
1. Begin with your facts
Confirm the correct tax year and utility
2. Keep the evidence ready
AIS, tax-credit and TDS records • Indian and foreign income statements
3. Treat this as a planning path
Use the workflow and official links to verify the rule, form and date that apply to you.
Planning workflow
- 1Confirm the correct tax year and utility
- 2Reconcile incomes and credits
- 3Check treaty/foreign-tax-credit documentation
- 4File and verify using the official portal instructions
Use a relevant tool
Official sources cited in this guide
Verify the current rule
Questions to answer before you act
An NRI filing checklist should reconcile every Indian income source, TDS certificate, tax payment, residence conclusion and foreign credit claim against the current e-filing utility. Start early and do not rely on legacy form names or dates.