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Income-tax Act 1961 vs 2025 Survival Clauses Explained: FAQ for Founders, CFOs and Individuals

Income-tax Act 1961 vs 2025 Survival Clauses Explained: FAQ for Founders, CFOs and Individuals
📅 June 2026 Income-tax Act 2025 Transition Law ✔ incometaxindia.gov.in

The Income-tax Act 2025 replaced the Income-tax Act 1961 from 1 April 2026. But repeal does not mean erasure. Survival (savings) clauses in the new Act preserve old law for returns, notices, assessments and appeals that predate the switchover. This article maps exactly which law governs which situation — so founders, CFOs and individual taxpayers know what section to cite in every interaction with the tax department.

The Core Rule: Which Law Governs Which Year?

The guiding principle is that tax liability is determined by the law in force during the income year, not the year of filing or assessment. Because the Income-tax Act 2025 came into force on 1 April 2026, it governs income earned from Tax Year 2026-27 (April 2026 – March 2027) onwards.

Income PeriodOld TerminologyNew TerminologyGoverning Law
Apr 2025 – Mar 2026FY 2025-26 / AY 2026-27Pre-transition yearIncome-tax Act 1961
Apr 2026 – Mar 2027Tax Year 2026-27Income-tax Act 2025
Apr 2024 – Mar 2025FY 2024-25 / AY 2025-26Pre-transition yearIncome-tax Act 1961
Any year before Apr 2026 (pending proceedings)Previous AY under 1961Pre-transition yearIncome-tax Act 1961 (via survival clause)
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One Sentence Rule: If the income was earned before 1 April 2026, the 1961 Act governs — no matter when the return is filed, the assessment is completed, or the appeal is decided.

What the Survival Clause in the New Act Says

The Income-tax Act 2025 contains the repeal and savings provision in Section 536, which preserves the 1961 Act for a defined set of situations. A point that's frequently misunderstood: Section 536(2)(c) covers not only proceedings that were already pending as of 1 April 2026, but also proceedings initiated on or after 1 April 2026, as long as they relate to a tax year beginning before 1 April 2026 — both categories are carried out under the old Act's procedure, not just matters that happened to already be in motion before the transition date. So a fresh notice issued in, say, 2027 for an old assessment year is still governed by the old Act if it falls within the applicable limitation period, even though the notice itself postdates the new Act coming into force. The key savings are:

  • Pending and newly initiated assessments and reassessments for tax years beginning before 1 April 2026 continue under the old Act's procedural framework, whether the proceeding was already underway or starts after the transition date — subject always to the applicable limitation period for initiating that proceeding.
  • Appeals, revisions and references for old-year assessment orders are decided under old Act provisions, whether filed before or after 1 April 2026.
  • Search and seizure proceedings relating to pre-transition years continue under the old search assessment framework (old Sections 153A–153D), consistent with the same pending-and-newly-initiated logic.
  • Refund claims for pre-transition years are processed under old Act provisions.
  • Penalties and prosecutions for acts committed before 1 April 2026 are governed by old Act penalty sections.
  • Circulars, notifications, approvals and registrations issued under the old Act remain valid under the new Act as long as they don't conflict with it (Section 536(2)(j)).
  • Agreements, contracts and MoUs referencing old Act section numbers remain valid and are construed with reference to the corresponding new Act section.
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Important: The survival clause does not freeze the new Act's procedural improvements. For example, the Faceless Assessment Scheme applies to pre-transition year assessments initiated after 1 April 2026, even if they relate to old years.

Section Equivalence: Old Act → New Act

The Central Board of Direct Taxes (CBDT) has released a section-equivalence table. Key cross-references for daily use:

Old Act SectionTopicNew Act Section
Section 2 (Definitions)Key definitionsSection 2
Section 10 (Exemptions)Exempt income listSection 10 (restructured)
Section 32(2)Unabsorbed depreciation carry-forwardSection 33(2)
Section 37(1)General business deductionsSection 34
Section 43BActual payment deductions (MSME, ESI etc.)Section 37
Section 54LTCG exemption on residential propertySection 82
Section 54FLTCG exemption — other assets → houseSection 86
Section 54ECLTCG exemption — bondsSection 85
Section 71(3A)HP loss set-off cap ₹2L (old regime only; the cap and the carry-forward-only-against-future-HP-income rule both continue in substance)Renumbered equivalent within the new Act's set-off and carry-forward provisions (confirm the exact current section number against the Act text before citing it formally)
Section 79Shareholding continuity for company lossesRenumbered provision carrying forward the same 51% shareholding-continuity test (confirm the exact current section number against the Act text before citing it formally, as this project's research found inconsistent secondary-source numbering for this specific provision)
Section 80CInvestment deductions (old regime)Chapter VI-A retained for old regime
Section 115BACNew tax regimeDefault regime under new Act
Section 132Search and seizureSection 247 equivalent
Section 139 (general return-filing provision)Filing of return of incomeSection 263
Section 139(8A)Updated return (ITR-U)Updated-return provision retained within the new Act's return-filing framework, with the filing window extended to 48 months from the end of the relevant tax year
Section 148Reassessment noticeSection 280 (notice itself); the broader reassessment framework — old Sections 147/148/148A/149/151 — is reorganised across new Sections 279–286 (e.g., old 147 income-escaping-assessment→279, old 148A show-cause procedure→281, old 149 time limit→282)
Section 234A/B/CInterest on default/advance taxEquivalent retained with same rates
Section 270A (under-reporting/misreporting of income — this replaced the older Section 271(1)(c) concealment penalty back in AY 2017-18, so 271(1)(c) only still applies to pre-AY-2017-18 years)Penalty for under-reported or misreported income: 50% of tax on under-reported income; 200% of tax where the under-reporting amounts to misreporting (e.g., misrepresentation of facts, false entries)Section 439 (carries forward the same 50%/200% under-reporting/misreporting structure)

Case Study: Reassessment Notice for FY 2022-23

Scenario — Ravi Mehta, Pune-based manufacturer

Ravi received a notice in May 2026 from the Income Tax Department seeking reassessment of his FY 2022-23 return (AY 2023-24) citing under-reporting of ₹12 lakh in cash sales detected through SFT data.

Notice basis
Old Section 148A / 148 (1961 Act)
Reassessment framework
Old Sections 147–151 (1961 Act)
Appeal route if needed
CIT(A) → ITAT under old Act
Penalty (if applicable)
Old Section 270A — 50% of tax on the under-reported amount, or 200% if classified as misreporting (not the older 271(1)(c) 100–300% range, which stopped applying to assessment years from 2017-18 onwards)

Since the income relates to FY 2022-23 and the notice was issued under the old Act, the entire reassessment — including Ravi's reply, the assessment order and any appeal — will be governed by the Income-tax Act 1961's survival clause, even though proceedings extend well into 2026 and beyond.

ITR Filing for FY 2025-26: Old Act Applies

The ITR for FY 2025-26 (income earned April 2025 to March 2026) will be filed as an assessment under the old Act. This means:

  • Old section numbers (80C, 80D, 24(b), 10(14) etc.) apply to the ITR form and the ITR instructions.
  • Deductions under Chapter VI-A of the 1961 Act (old regime) or the Section 115BAC new regime (as opted under old Act) are available.
  • The due date for non-audit filers without business/professional income (ITR-1/ITR-2) is 31 July 2026. Non-audit filers with business/professional income (ITR-3/ITR-4) get 31 August 2026 — this staggered structure already applies for the current AY 2026-27 filing, not a future Tax Year.
  • Form 16 for FY 2025-26 will reference old Act section numbers. Do not discard old-Act form 16s.
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Due Date Alert — FY 2025-26 ITR: The ITR filing due date for FY 2025-26 (AY 2026-27) is 31 July 2026 for non-audit filers without business/professional income (ITR-1/ITR-2), and 31 August 2026 for non-audit filers with business/professional income (ITR-3/ITR-4) — this staggered non-audit due date already applies to the current AY 2026-27 return. (Section 263, the renumbered equivalent of old Section 139) applies only from Tax Year 2026-27. Confirm with your CA before assuming the extra month.

Deductions and Exemptions: Old vs New Act by Tax Year

Deduction / ExemptionFY 2025-26 (Old Act)Tax Year 2026-27 (New Act)
Standard deduction (salaried)₹50,000 (old regime) / ₹75,000 (new regime)₹75,000 (new regime); ₹50,000 (old regime)
Section 80C / equivalentUp to ₹1.5L (old regime)Old regime Chapter VI-A retained; not available under default new regime
HRA exemption (Section 10(13A))Available (old regime)Available (old regime); not available under new regime
Home loan interest (Section 24(b))Up to ₹2L (old regime, self-occupied)Same cap; Section 26(b) equivalent under new Act
LTCG exemption on equity (Section 112A)₹1.25L per year (this increase from the older ₹1L threshold took effect from Budget 2024, applicable from FY 2024-25 onwards — it predates the new Act and is not a transition-related change)₹1.25L per year (new Act's renumbered equivalent of Section 112A; same threshold carried forward, not newly introduced)
Capital gains Section 54 rolloverSection 54 of 1961 ActSection 82 of new Act; ₹10Cr cost cap introduced

Contracts and Agreements Referencing Old Act Sections

Employment agreements, shareholder agreements, partnership deeds, LLP agreements and vendor contracts often reference specific sections of the 1961 Act (e.g., "TDS under Section 194J," "perquisite valuation under Rule 3 read with Section 17(2)"). These references remain legally valid. The law treats them as references to the equivalent sections of the new Act.

However, for practical clarity — especially in contracts drafted after 1 April 2026 — it is advisable to:

Contract Update Checklist for Legal and HR Teams

  • Update employment contracts to reference new Act section numbers at next renewal
  • Update partnership deeds referencing Section 40(b) remuneration to cite the new Act's renumbered partner-remuneration provision (confirm the exact new section number against the current Act text before finalising the deed, since this project's research did not independently verify a single confirmed number for this specific provision)
  • Update vendor agreements with TDS clauses to reference new consolidated TDS sections (392/393)
  • Update ESOPs and SARs plans referencing Section 17(2) perquisite rules
  • Update board resolutions referencing old depreciation Section 32 to cite new Section 33
  • Add a savings clause in new contracts: "References to provisions of the Income-tax Act 1961 shall be construed as references to the corresponding provisions of the Income-tax Act 2025"

Pending Appeals and Litigation: Which Law Applies?

Many taxpayers have live disputes at CIT(A), ITAT, High Courts or the Supreme Court as of April 2026. The survival clause ensures seamless continuity:

ForumPending Appeal for Pre-2026 YearGoverning Law
CIT(A) / NFACAssessment order under 1961 Act challengedIncome-tax Act 1961 procedures
ITATAppeal against CIT(A) order for old yearIncome-tax Act 1961 substantive provisions
High CourtReference/appeal for old yearIncome-tax Act 1961 interpreted; court may note new Act parallels
Supreme CourtSLP for old yearIncome-tax Act 1961
New assessment (post-Apr 2026) for Tax Year 2026-27Fresh disputeIncome-tax Act 2025

Case Study: ITAT Appeal Spanning Both Acts

Scenario — Priya Sharma, Mumbai startup founder

Priya's AY 2021-22 assessment was completed under the old Act in September 2024, disallowing ₹18 lakh of R&D expenses. She filed an appeal before CIT(A) in October 2024, which was decided against her in February 2026. She filed an ITAT appeal in April 2026 — after the new Act came into force.

ITAT appeal filed under
Old Act (AY 2021-22)
R&D deduction section cited
Old Section 35 of 1961 Act
New Act equivalent
New Act Section 30 (for reference only)
Outcome
ITAT decides under 1961 Act; new Act irrelevant

Priya's counsel need not cite the new Act at ITAT. The survival clause ensures the 1961 Act governs entirely. New Act section numbers may be noted as "pari materia" but have no binding impact on this appeal.

Search Cases: Old Sections 153A–153D vs New Act

Search and seizure is a critical area where the survival clause has the most practical impact. Assessments arising from searches conducted before 1 April 2026 continue under old Sections 153A–153D of the 1961 Act:

  • Old Section 153A: Assessment for six years preceding the year of search — continues under old framework.
  • Old Section 153C: Assessment of third persons whose documents/assets are found — old procedure applies.
  • Old Section 271AAB: Penalty for undisclosed income in old search cases — 30% (admitted) or 60% (not admitted).

Searches initiated on or after 1 April 2026 will be governed by the new Act's search assessment framework (equivalent provisions in the new Act's Chapter on Search and Seizure).

Key Points for Founders and CFOs

✅ What You Need to Know

  • ITR for FY 2025-26 → old Act rules; due 31 July 2026 (ITR-1/ITR-2) or 31 August 2026 (ITR-3/ITR-4 non-audit business/professional)
  • ITR for Tax Year 2026-27 → new Act rules; the following filing cycle follows the same staggered due-date pattern under the renumbered provisions
  • All pending assessments, appeals and search cases for pre-April 2026 years → old Act governs
  • Old Act section references in contracts remain valid; update at next renewal for clarity
  • The ₹1.25L LTCG exemption limit on equity has applied since FY 2024-25 (Budget 2024) and simply carries forward under the new Act — it is not a new-Act change taking effect only from Tax Year 2026-27
  • Faceless assessment can apply to old years if notice issued after 1 April 2026
  • New TDS consolidated sections (392/393) apply only from Tax Year 2026-27 income; old TDS sections for FY 2025-26 deductions

FAQ

Does the Income-tax Act 1961 apply to my FY 2025-26 income? +
Yes. Income earned during FY 2025-26 (April 2025 to March 2026) is governed by the Income-tax Act 1961. The ITR for that year (AY 2026-27) will use 1961 Act sections, forms and deductions. The new Act applies from Tax Year 2026-27 onwards.
My Section 148 notice was issued on 15 March 2026 — old Act or new Act? +
The notice was issued before 1 April 2026, so this clearly falls under the old Act. The entire reassessment — reply, assessment order, penalty and any appeal — will be governed by the Income-tax Act 1961 via the survival clause (Section 536) in the new Act. Worth noting: even if a notice for this same old tax year had instead been issued after 1 April 2026, it would still follow the old Act's reassessment procedure, since Section 536(2)(c) covers proceedings initiated after the transition date too, as long as they relate to a pre-transition tax year and remain within the applicable limitation period.
Can I claim Section 80C deductions for FY 2025-26 investments? +
Yes. Section 80C of the Income-tax Act 1961 fully applies to FY 2025-26. Deductions up to ₹1.5 lakh are available if you opt for the old regime when filing AY 2026-27. The new Act's default new regime (which eliminates most 80C-type deductions) applies from Tax Year 2026-27.
My employment contract says "TDS under Section 192" — is it still valid? +
Yes. The survival clause treats references to old Act sections in contracts as references to corresponding new Act sections. Old Section 192 maps to the salary TDS provision in the new Act (Section 392(1)). Your contract is legally valid; update section references at the next renewal for clarity.
When does the ₹1.25 lakh LTCG exemption on equity apply? +
It has applied since FY 2024-25 (AY 2025-26) onwards, having been increased from the earlier ₹1 lakh threshold by Budget 2024 — this happened well before the Income-tax Act 2025 came into force and isn't connected to the transition. So FY 2025-26 equity gains (reported in AY 2026-27) under the old Act already get the ₹1.25 lakh exemption, and the new Act's renumbered equivalent of Section 112A simply carries the same ₹1.25 lakh threshold forward for Tax Year 2026-27 onwards.
What is the ITR filing due date for FY 2025-26? +
For non-audit individuals without business/professional income (ITR-1/ITR-2), 31 July 2026. For non-audit filers with business/professional income (ITR-3/ITR-4), 31 August 2026 — this staggered structure already applies to the current FY 2025-26/AY 2026-27 return, it is not deferred to a future Tax Year. For audit cases, 31 October 2026.

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