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Finance Bill 2026: TDS/TCS Changes – Relief for Individuals, Clarity for Compliance

"Finance Bill 2026 infographic showing TDS and TCS reforms, including lower TCS rates for education, medical and travel, simplified NRI property sale TDS rules, and highlights such as easy digital filing, better PAN tracking, and improved cash flow, illustrated with students, a couple reviewing documents, and financial icons."

Major reforms in withholding tax provisions bring relief to remitters and simplify compliance for property transactions. Here’s what’s changing:

TCS ON FOREIGN REMITTANCES – MAJOR RELIEF

Reduced Rates Under LRS (Liberalised Remittance Scheme)

Amendments to Section 206C(1G)

PurposeOld RateNew Rate (FY 2026-27)Savings
Overseas Education5% (0.5% with loan)2% (0.5% with loan) ✅60% reduction
Medical Treatment Abroad5%2%60% reduction
Foreign Travel Packages5% without threshold / 20% above ₹7LFlat 2% (no threshold)Up to 90% reduction
Other LRS Remittances5% up to ₹7L, 20% above20% (unchanged)

What This Means

BEFORE (FY 2025-26):

Example: ₹10 lakh education fee to US university

  • TCS @ 5% = ₹50,000 upfront
  • (0.5% if education loan = ₹5,000)

NOW (FY 2026-27):

Same ₹10 lakh education fee

  • TCS @ 2% = ₹20,000 upfront ✅
  • (0.5% with loan remains same)

You Save: ₹30,000 in cash flow per transaction

Foreign Travel Package – Game Changer

Old Structure:

  • First ₹7 lakh: No TCS
  • Above ₹7 lakh: 5% TCS only on excess
  • Above ₹7 lakh (without PAN): 20%

New Structure (From FY 2026-27):

  • Flat 2% from first rupee
  • No threshold
  • Simpler calculation

Example: ₹15 lakh European tour package

ScenarioOld TCSNew TCSImpact
With PAN₹40,000 (5% on ₹8L excess)₹30,000 (2% on ₹15L)Save ₹10,000
Without PAN₹1,60,000 (20% on ₹8L)₹30,000 (2% on ₹15L)Save ₹1,30,000

Who Benefits Most?

Students & Parents:

  • Lower upfront TCS on tuition fees
  • Better cash flow for education loans
  • Applicable to all foreign universities

Medical Patients:

  • Critical illness treatment abroad
  • Reduced TCS on hospital payments
  • Includes accompanying family expenses

Business Travelers:

  • Conference/training abroad
  • Corporate travel packages now cheaper
  • Simplified compliance

Leisure Travelers:

  • Family vacations
  • Honeymoon packages
  • No more ₹7L threshold confusion

TCS Credit Adjustment

Important: TCS collected is adjustable against your tax liability

  • Reflects in Form 26AS / AIS
  • Claimed in ITR as “Taxes Paid”
  • Refundable if tax liability < TCS paid

No loss, just cash flow improvement

TDS ON PROPERTY TRANSACTIONS – STRICTER NRI PROVISIONS

Property Purchase from Non-Resident (Section 195)

Key Changes:

1. No TAN Required for Buyers

BEFORE:

  • Individual/HUF buying from NRI: Must obtain TAN (Tax Deduction Account Number)
  • Apply online, wait 15-30 days
  • Penalty if TDS deducted without TAN

NOW (From FY 2026-27):

  • Individual/HUF buyers: TAN not required
  • Can deduct TDS using PAN only
  • Simplified compliance

Example: Mr. Sharma (resident) buys flat from NRI Mr. Patel for ₹1 crore

  • TDS @ 20% (LTCG) or 30% (STCG) = ₹20-30 lakh
  • Old: Obtain TAN → Deduct TDS → File Form 27Q
  • New: Deduct using PAN → Pay online → File Form 27Q

2. Better PAN-Based Tracking

Enhanced Compliance Mechanism:

Automated matching:

  • TDS cre­­­­­­dit auto-flows to NRI seller’s Form 26AS
  • Real-time verification of TDS payment
  • Reduces disputes at time of NRI’s return filing

Lower deduction certificates:

  • NRIs can apply for Section 197 certificate online
  • Valid up to 3 years (increased from 1 year)
  • Auto-renewal if circumstances unchanged

Payment simplification:

  • Online challan pre-filled with buyer/seller PANs
  • Instant confirmation of TDS deposit
  • Quarterly consolidated statement instead of monthly

NRI Seller – Tax Rate Clarification

No change in rates, but clearer process:

Asset TypeHolding PeriodTDS Rate
Residential Property<2 years (STCG)30%
Residential Property>2 years (LTCG)20% (with indexation under old regime)
Other Immovable Property<2 years30%
Other Immovable Property>2 years20%

TDS applies on: Sale consideration, not capital gains

Section 194-IA vs. Section 195 – Know the Difference

Resident-to-Resident Property Sale (Section 194-IA):

  • Buyer deducts TDS @ 1%
  • Threshold: Sale value >₹50 lakh
  • PAN mandatory for both parties

NRI-to-Resident Property Sale (Section 195):

  • Buyer deducts TDS @ 20-30% (based on capital gains nature)
  • No threshold – TDS on full consideration
  • TAN no longer required for individual buyers

OTHER TDS/TCS UPDATES

1. Declaration Forms – File Once with Depository

Sections 197A (15G/15H for interest/dividend)

BEFORE:

  • Submit Form 15G/15H to each payer separately
  • Banks, companies, post office – all need separate forms
  • Repeat monthly/quarterly

NOW (From FY 2026-27):

  • File once with depository (NSDL/CDSL)
  • Depository shares with all payers automatically
  • Filing frequency: Quarterly (relaxed from monthly)

Who Benefits:

  • Senior citizens (Form 15H for interest)
  • Low-income taxpayers (Form 15G)
  • Reduces paperwork by 70%

2. Supply of Manpower – TDS Clarity

Amendment to Section 194C

Issue: Was “manpower supply” a contract (1-2% TDS) or professional service (10% TDS)?

Clarified:

  • “Supply of manpower” = Work contract
  • TDS rates:
    • Individual/HUF: 1%
    • Others: 2%
  • No confusion with Section 194J (professional fees @ 10%)

Example:

  • Security services contract: 1-2% TDS
  • Housekeeping staff supply: 1-2% TDS
  • Not 10% anymore

3. Co-operative Society Interest – No TDS

New Exemption

Benefit: No TDS on interest paid to:

  • Co-operative societies engaged in banking
  • Co-operative land mortgage banks

Simplifies: Rural credit and co-operative lending compliance

4. Electronic Lower/Nil TDS Certificate

Section 197 – Process Digitization

BEFORE:

  • Paper application to jurisdictional AO
  • Manual verification (30-60 days)
  • Physical certificate issuance

NOW:

  • 100% online application
  • Instant provisional approval for eligible cases
  • Certificate validity: 3 years (from 1 year)
  • Auto-renewal if circumstances unchanged

Who Should Apply:

  • Senior citizens with no tax liability
  • Startups in loss-making phase
  • Individuals with income below taxable limit
  • NRIs with lower treaty rates

TCS RATE SUMMARY TABLE (FY 2026-27)

Transaction TypeOld TCS RateNew TCS RateSection
Overseas Education5% (0.5% with loan)2% (0.5% with loan)206C(1G)
Medical Treatment Abroad5%2%206C(1G)
Foreign Travel Package5% above ₹7L / 20%Flat 2%206C(1G)
Other LRS Remittances5% up to ₹7L, 20% after20%206C(1G)
Sale of Motor Vehicle >₹10L1%1% (no change)206C(1F)
Sale of Goods >₹50L0.1%0.1% (no change)206C(1H)
Alcoholic Liquor1%2%206C(1)
Scrap1%2%206C(1)
Coal/Lignite/Iron Ore1%2%206C(1)
Tendu Leaves5%2%206C(1)

COMPLIANCE CHECKLIST (FY 2026-27)

For Remitters (Education/Travel/Medical):

  • Ensure bank has your correct PAN
  • Mention purpose code clearly (S0501 for education, S0502 for medical)
  • Collect TCS certificate from bank
  • Verify TCS credit in Form 26AS before ITR filing
  • Claim TCS adjustment in ITR – fully refundable

For Property Buyers (from NRI):

  • Obtain NRI seller’s PAN
  • Calculate TDS @ 20-30% on sale consideration
  • Deduct TDS before payment (no TAN needed if you’re individual/HUF)
  • Pay challan online (Form 26QB for property TDS)
  • File Form 27Q within 30 days
  • Provide TDS certificate to NRI seller

For Form 15G/15H Filers:

  • File once with depository (NSDL/CDSL) quarterly
  • Update all bank account details
  • Ensure PAN-Aadhaar linking done
  • Banks will auto-receive your declaration

KEY TAKEAWAYS

For Individuals & Families:

  • 60% lower TCS on education/medical remittances
  • Better cash flow – pay ₹2 instead of ₹5 per ₹100 remitted
  • Simplified travel – flat 2% on all packages, no threshold confusion
  • Full TCS credit in ITR – nothing lost, only timing improved

For Property Transactions:

  • No TAN headache for individual buyers purchasing from NRIs
  • Faster processing with PAN-based tracking
  • Lower disputes with automated credit matching
  • 3-year validity for lower deduction certificates

For Tax Compliance:

  • File 15G/15H once – depository handles distribution
  • Manpower supply clarity – 1-2% TDS, not 10%
  • Digital certificates – instant approval, auto-renewal
  • Quarterly filing – reduced frequency for declarations

The Finance Bill 2026 TDS/TCS changes are about:

  1. Cash Flow Relief – Lower TCS rates = less money blocked upfront
  2. Compliance Ease – Digital processes, one-time filings, no TAN for individuals
  3. Transparency – Better PAN tracking, automated credit matching
  4. Middle-Class Focus – Education, medical, travel made affordable

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