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NRI· Checklist· Updated May 2025

Form 15CA / 15CB Filing Checklist

When 15CB is required, what the CA needs to certify, and how to file Part A/B/C/D of 15CA correctly.

What's inside

  • Decide Part A / B / C / D applicability (Rs.5L threshold + nature)
  • Documents for CA certification (invoice, agreement, TRC, Form 10F)
  • DTAA article identification + beneficial rate
  • Banker-side requirements (A1/A2 form, FEMA purpose code)
  • Post-filing record-keeping (8 years)

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