CA K Sanjay BhargavChartered Accountant
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Tax year, assessment year, previous year: which one your notice or challan means

CA K Sanjay Bhargav, Chartered Accountant, Bengaluru

Membership No. 250054 · DISA (ICAI)

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Short answer: the 2025 Act replaces "previous year" and "assessment year" with a single "tax year" (Section 3) — the year the income is actually earned. Nothing about your rates, deductions or filing dates changes. The one real complication is FY 2026-27, when AY 2026-27 and TY 2026-27 are both live.

Most people arrive at this question holding something that states a year — an intimation, a demand, a challan screen asking which Act and which year to pay under. The label on that document decides which twelve months of income is in issue, and for FY 2026-27 the two systems name the same period differently. The overlap and the challan trap are below; if the document in your hand is a notice rather than a challan, start instead with what a 143(1) intimation means or the time limits on a reassessment notice.

The old system, and why it confused people

The 1961 Act named two years for every piece of income:

  • Previous year — the financial year in which the income was earned
  • Assessment year — the following financial year, in which it was assessed and taxed

So salary earned between 1 April 2025 and 31 March 2026 belonged to previous year 2025-26 and was filed for assessment year 2026-27. Two labels, twelve months apart, for one set of income.

Every rate, threshold, due date and notice then had to specify which of the two it meant. Most practical errors came from the gap: a challan paid for the wrong year, a rate applied from the wrong column, a deadline read off the wrong row.

The new system

Section 3 of the 2025 Act keeps one label. The tax year is the financial year in which the income arises — the old previous year, under a clearer name — and the assessment year concept is gone.

Concept1961 Act2025 Act
Year income is earnedPrevious yearTax year
Year income is assessedAssessment year— (no separate concept)
Defining sections.3s.3

Income earned from 1 April 2026 to 31 March 2027 is simply tax year 2026-27. You still file after the year ends; the return is just labelled with the year the income belongs to rather than the year after it.

The timeline, side by side

Income earnedOld namingNew namingGoverning Act
1 Apr 2024 – 31 Mar 2025PY 2024-25 / AY 2025-261961
1 Apr 2025 – 31 Mar 2026PY 2025-26 / AY 2026-271961
1 Apr 2026 – 31 Mar 2027Tax year 2026-272025
1 Apr 2027 – 31 Mar 2028Tax year 2027-282025

Read the middle two rows together and the overlap becomes obvious. AY 2026-27 and tax year 2026-27 carry the same digits and refer to completely different income.

⚠️ The overlap year, and the challan trap

Through FY 2026-27, both are live on the e-filing portal at once:

  • AY 2026-27 — income of FY 2025-26, under the 1961 Act, on the old ITR forms
  • Tax year 2026-27 — income from 1 April 2026, under the 2025 Act

When paying tax you must select the right one. A challan tagged to the wrong year does not bounce. It sits against the wrong demand, leaves the intended demand outstanding, and quietly accrues interest and recovery follow-up until someone reconciles it. Because the two share the same digits, this is easy to get wrong and tedious to unwind.

The safe habit for this year: say which Act you mean, not just the year. "AY 2026-27 under the 1961 Act" and "tax year 2026-27 under the 2025 Act" are unambiguous in a way that "2026-27" is not.

What has not changed

  • Rates and slabs — untouched by the 2025 Act and by the Finance Act 2026
  • Deductions — same reliefs, renumbered
  • The financial year itself — still 1 April to 31 March
  • When you file — still after the year ends
  • Old years — governed by the 1961 Act and its terminology, whenever you file them

The 2025 Act was a re-codification, not a policy change. If your working was right before, it is right now with the labels updated.

Where to go next

For which Act governs your current return, see does the Income Tax Act 2025 change your FY 2025-26 return?. For the sections themselves, the old-to-new mapping is the quick reference. If you are holding a notice and the year on it does not look right, income tax notices under the new Act explains how to read it.

This is a working reference, not the statute. For anything you are filing or relying on, confirm the position against the Act or the department's official 1961-vs-2025 comparison utility.

Frequently asked questions

What is a 'tax year' under the Income-tax Act 2025?

Section 3 of the 2025 Act defines the tax year as the twelve months of the financial year — the period in which the income is actually earned. It replaces two separate concepts from the 1961 Act: the 'previous year' in which income arose, and the 'assessment year' in which it was assessed. One label now does the work of both.

Does this change when I file my return?

No. Filing still happens after the year ends, on broadly the same due dates. What changes is the label on the form. Under the old system, income earned in FY 2026-27 would have been filed for 'AY 2027-28'. Under the new system it is filed for 'tax year 2026-27' — the year it was earned. The timing is identical; only the naming moved.

Why did the assessment year exist at all?

It reflected the sequence: income arises in one year, and is assessed in the next. The 1961 Act named both, which meant every rate, threshold and due date had to specify which of the two it referred to. It was a persistent source of confusion, particularly on challans and notices, and the 2025 Act removes the ambiguity by naming only the year the income belongs to.

What year do I use for my FY 2025-26 return?

Assessment year 2026-27, under the 1961 Act. That return is unaffected by the new terminology — it uses the old forms and the old labels. The 'tax year' concept starts with income earned from 1 April 2026, which is tax year 2026-27.

Why does the portal show both AY 2026-27 and TY 2026-27?

Because during FY 2026-27 both genuinely exist. AY 2026-27 is the assessment year for FY 2025-26 income under the 1961 Act. Tax year 2026-27 is the first year of the 2025 Act, covering income earned from 1 April 2026. They overlap in calendar time and both are live on the portal, so a payment must be tagged to the right one.

Does anything about my tax actually change?

No. The 2025 Act was a re-codification with no policy change, and the Finance Act 2026 left slabs and rates untouched. Rates, deductions, due dates and the amount payable are unaffected. This is a naming change, with one real transitional complication — the overlap year.

Unsure which year to file or pay against?

Send your position on WhatsApp. Which year applies, which Act governs it and what falls due when are confirmed before anything is filed or paid.

Related service: Income Tax & ITR Filing