Resident and Ordinarily Resident in India

Resident and Ordinarily Resident in India

Resident and Ordinarily Resident in India


In the context of Indian Income Tax, the determination of an individual's residential status is crucial because it affects the scope of their taxable income in India. A person can be classified as Resident and Ordinarily Resident (ROR), Resident but Not Ordinarily Resident (RNOR), or Non-Resident (NR) based on specific conditions.

Resident and Ordinarily Resident (ROR)

An individual is considered a Resident and Ordinarily Resident (ROR) in India if they satisfy both the following conditions:

Condition 1: Residential Status

The individual qualifies as a Resident in India. A person is treated as a Resident if they meet either of the following basic conditions:

  1. Stayed in India for 182 days or more during the relevant financial year,
    OR
  2. Stayed in India for 60 days or more during the relevant financial year and for 365 days or more in the preceding 4 financial years.

(Note: The 60-day requirement is extended to 182 days for Indian citizens or Persons of Indian Origin (PIOs) who are visiting India or Indian citizens leaving India for employment or as crew members of an Indian ship.)

 

Condition 2: Ordinarily Resident Status

To be classified as Ordinarily Resident, the individual must fulfill both the following additional conditions:

  1. Has been a Resident in India for 2 or more out of the last 10 financial years preceding the relevant year.
  2. Has stayed in India for a total of 730 days or more in the last 7 financial years preceding the relevant year.

If these conditions are not met, the individual will be classified as a Resident but Not Ordinarily Resident (RNOR).

 

Implications for Taxation of ROR

  1. Global Income Taxable:
    • An ROR is taxed on their worldwide income, i.e., income earned or accrued in India as well as outside India.
  2. Eligible for Tax Relief:
    • Tax treaties and provisions like foreign tax credit may apply to avoid double taxation.

 

Example:

  • Mr. A, an Indian citizen, stayed in India for 200 days in FY 2023-24 and has been a Resident in 8 out of the last 10 financial years, with over 1,000 days of stay in the last 7 years.
    • Mr. A is classified as Resident and Ordinarily Resident (ROR) because he satisfies both the residency and ordinariness conditions.

 

 

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