Expat Tax

Recently, a client from 𝒕𝒉𝒆 𝑼𝒏𝒊𝒕𝒆𝒅 𝑺𝒕𝒂𝒕𝒆𝒔 𝒂𝒑𝒑𝒓𝒐𝒂𝒄𝒉𝒆𝒅 us for assistance with obtaining 𝐅𝐨𝐫𝐦 41. He was receiving a sponsorship fee from one of India’s most prestigious companies. As part of their compliance requirements, the Indian company requested several documents, including a 𝑻𝒂𝒙 𝑹𝒆𝒔𝒊𝒅𝒆𝒏𝒄𝒚 𝑪𝒆𝒓𝒕𝒊𝒇𝒊𝒄𝒂𝒕𝒆 (𝑻𝑹𝑪), a 𝑵𝒐 𝑷𝒆𝒓𝒎𝒂𝒏𝒆𝒏𝒕 𝑬𝒔𝒕𝒂𝒃𝒍𝒊𝒔𝒉𝒎𝒆𝒏𝒕 (𝑵𝒐 𝑷𝑬) declaration, and Form 41.

The client already had his 𝑻𝑹𝑪 𝒂𝒏𝒅 𝑵𝒐 𝑷𝑬 𝒄𝒆𝒓𝒕𝒊𝒇𝒊𝒄𝒂𝒕𝒆 in place but was unsure about the processfor obtaining Form 41 in India. He also had a PAN, which had likely been arranged earlier by the Indian company on his behalf.

He reached out to us via email to check if we could assist. We promptly scheduled a video call to understand his situation and guide him through the process.

During the call, we helped him register on the Indian Income Tax Portal. He had been facing an issue during registration because he had not selected his correct status as a non-resident/foreign entity, which prevented the process from moving forward. Once we guided him to enter the correct details, his company was successfully registered on the portal.

We then proceeded with filing the necessary details for Form 41. We collected his TRC and entered the relevant information, including the applicable financial year for which the form was being requested.

The next step was obtaining a 𝑫𝒊𝒈𝒊𝒕𝒂𝒍 𝑺𝒊𝒈𝒏𝒂𝒕𝒖𝒓𝒆 𝑪𝒆𝒓𝒕𝒊𝒇𝒊𝒄𝒂𝒕𝒆 (𝑫𝑺𝑪), which is mandatory for foreign applicants to verify the form online. Typically, a valid passport is required for this process for foreign applicants. However, the client’s passport had expired. Despite this, we were able to successfully arrange the DSC using alternative documents, such as his U.S. driving license and utility bill.

Through this structured approach, we were able to complete the entire process smoothly and help the client obtain Form 41. Although he was initially quite stressed about the requirements, he felt relieved once everything was handled efficiently.

While the process is straightforward for us, given our familiarity with the Indian Income Tax portal, it can be quite challenging for foreign applicants and may even disrupt their business operations.

For us, this was a routine assignment—but seeing the client relieved and satisfied reinforced that our work genuinely made a difference.

Below is the email he shared with our team

𝑪𝒐𝒎𝒑𝒍𝒆𝒙 𝒓𝒆𝒈𝒖𝒍𝒂𝒕𝒊𝒐𝒏𝒔 𝒃𝒆𝒄𝒐𝒎𝒆 𝒔𝒊𝒎𝒑𝒍𝒆 𝒘𝒉𝒆𝒏 𝒈𝒖𝒊𝒅𝒆𝒅 𝒕𝒉𝒆 𝒓𝒊𝒈𝒉𝒕 𝒘𝒂𝒚.

Vidhu Duggal & Company
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