CV

CA Final · Direct Tax Laws & International Taxation

DTAA & International Taxation

Chapter 4 · 3 formulas · 4 exam-critical pointers

Core concepts

  1. 01Double Taxation Avoidance Agreement: bilateral treaty under Sec 90/90A.
  2. 02OECD Model & UN Model — India follows UN model (source country favoured).
  3. 03Treaty override: Sec 90(2) — beneficial to assessee applies.
  4. 04Permanent Establishment (PE): fixed place, service, agency, construction (varies by treaty).
  5. 05Taxation of business income only if PE; dividend / interest / royalty / FTS at treaty rate.

Flowchart

DTAA Article Map | Art 4 Residence | Art 5 PE | Art 7 Business Profits | Art 10 Dividend | Art 11 Interest | Art 12 Royalty/FTS | Art 14 Independent Personal Services | Art 15 Employment | Art 23 Methods to Avoid DT

Exam-critical pointers

  • Multilateral Instrument (MLI) modifies existing treaties — Principal Purpose Test (PPT) introduced.
  • GAAR (Sec 95-102) — invokes anti-avoidance for arrangements lacking commercial substance.
  • Equalization Levy: 2% on e-commerce operators (non-resident) for specified supplies.
  • BEPS Action Plans — significant 2024 updates (Pillar 1 & Pillar 2 global minimum tax 15%).

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