Income Tax — New Act 2025

Tax Audit Reporting Under New Income-tax Act 2025: Step-by-Step Compliance Playbook

By Finin2min Research DeskP1 — High PullUpdated June 2026New Act
✅ Verified: Income-tax Act 2025 Section 194 | Income-tax Rules 2026 | ICAI Guidance Note on Tax Audit | incometax.gov.in

Tax audit under Section 44AB of the old Act (now Section 194 of the Income-tax Act 2025) is mandatory for businesses and professionals above specified turnover/receipt thresholds. While the core requirement is unchanged, the new Act has renumbered the section, revised the report forms, and introduced additional reporting clauses for digital transactions, presumptive taxation, and GST reconciliation. For Tax Year 2026-27 (April 2026 onwards), CAs must file the new-format audit report by 30 September 2026. This guide covers every change.

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Tax Audit Applicability — Who Must Get Audited

CategoryOld SectionNew SectionThreshold (Tax Year 2026-27)
Business (general)44AB(a)194(1)(a)Turnover exceeds ₹1 crore
Business — digital transactions (95%+)44AB(a) proviso194(1)(a) provisoTurnover exceeds ₹10 crore (if 95%+ receipts and payments are digital)
Profession (general)44AB(b)194(1)(b)Gross receipts exceed ₹50 lakh
Presumptive scheme opted — income below prescribed rate44AB(d)194(1)(d)Applicable if presumptive profit declared is lower than prescribed percentage AND income exceeds basic exemption
Business loss — no presumptive scheme44AB(e)194(1)(e)Applicable if book profits declared under normal provisions

New Audit Report Forms — From 3CA/3CB/3CD to 6CA Format

The old Act used Form 3CA (audit report where statutory audit done), Form 3CB (other cases), and Form 3CD (statement of particulars). The Income-tax Rules 2026 (notified in June 2026) replace these with:

⚠️
Old Act Audits for AY 2026-27: For AY 2026-27 (FY 2025-26 income), the tax audit must be done using old Forms 3CA/3CB/3CD with old section references. The new Form 6CA/6CD applies only from Tax Year 2026-27 (income earned April 2026 onwards), with the audit due by 30 September 2026.

Key Changes in Form 6CD Reporting (New vs Old)

Clause AreaOld Form 3CDNew Form 6CD Change
GST turnover reconciliationClause 44 — indirect tax paymentsEnhanced — GSTR-1 vs books vs Form 26AS reconciliation mandatory
TDS non-deductionClause 21(b)New section references (Section 393/392) must be cited
Payments to MSME vendorsClause 22Section 43B(h) (new: Section 54(h)) — 45-day rule violations must be quantified
International transactionsClause 30BEnhanced — FEMA and TP documentation cross-reference required
Digital payment ratioNot presentNew clause — report percentage of receipts via digital mode (determines ₹10 crore threshold applicability)
Bonus/gratuity provisionsClause 20(b)Section 54(a)/(b) equivalent — computation under new Act must be stated

Case Study: CA Kavita's Tax Audit Checklist for a ₹8 Crore Tech Startup

SaaS Startup, Bengaluru — Tax Year 2026-27 Audit (Due 30 Sep 2026)

Kavita, a Bengaluru-based CA, is conducting the first tax audit of a 3-year-old SaaS startup with ₹8 crore turnover (Tax Year 2026-27). All receipts and 97% of payments are digital — so the ₹10 crore digital threshold applies, meaning no audit was required under the digital exception. But the company declared presumptive income at a rate lower than 8% of turnover (under Section 58, new Act), triggering mandatory audit under Section 194(1)(d).

Turnover (TY 2026-27)
₹8 crore
Digital receipts
100% — qualifies

The audit is triggered not by turnover but by the presumptive income election being lower than the prescribed rate. Kavita verifies: (a) GST GSTR-3B vs books reconciliation — ₹12 lakh difference (timing — Q4 invoice raised on 31 March, GSTR-1 filed in April); (b) 3 MSME vendor payments delayed beyond 45 days — ₹4.8 lakh to be disallowed under Section 54(h); (c) ESOP accounting — valued correctly. She flags all in Form 6CD and completes the audit by 25 September 2026.

Due Date and Penalty for Non-compliance

ParameterDetails
Audit due date — Tax Year 2026-2730 September 2026
Extension (if applicable)By CBDT notification — typically no automatic extension
Penalty for missed auditSection 406 — 0.5% of turnover or ₹1.5 lakh, whichever is lower
ITR due date for audit cases31 October 2026
Form for filing audit reportForm 6CA/6CD on income tax e-filing portal (CA login)

Tax Audit Readiness Checklist (CA + Client)

  • Finalise books of account by 15 August — trial balance, bank reconciliation, depreciation schedule
  • Prepare GSTR-3B vs GSTR-1 vs books reconciliation — identify all timing differences
  • List all MSME vendors and check if payments were made within 45 days of acceptance
  • Verify TDS deducted on all vendor payments above threshold — cross-check with 26Q TDS returns
  • Compute digital payment ratio — if 95%+ digital receipts, confirm ₹10 crore threshold applies
  • List all related-party transactions — Section 40A(2) reporting required in Form 6CD
  • Ensure CA registration is active on UDIN portal — UDIN mandatory for each audit report
  • File Form 6CA and 6CD before 30 September — late filing triggers Section 406 penalty

Frequently Asked Questions

Under Section 194(1)(a) of the Income-tax Act 2025, a business with turnover exceeding ₹1 crore must get a tax audit. If 95% or more of receipts and payments are through digital/banking channels, the threshold is enhanced to ₹10 crore. For professionals, the threshold is ₹50 lakh in gross receipts. Additionally, any taxpayer who opts for presumptive taxation but declares income below the prescribed percentage must get an audit regardless of turnover.
For Tax Year 2026-27 (income earned April 2026 onwards), the Income-tax Rules 2026 prescribe Form 6CA (unified audit report, replacing old Forms 3CA/3CB) and Form 6CD (statement of particulars, replacing Form 3CD). These forms include new clauses for digital payment ratio, enhanced GST reconciliation, MSME payment tracking (Section 54(h)), and new Act section references. For AY 2026-27 ITRs (old Act), old forms 3CA/3CB/3CD continue to apply.