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Section 536 Repeal and Savings: the transitional plumbing in operational detail

Section 536 has 4 sub-sections. Sub-section 2 alone has 22 sub-clauses. It governs every matter that straddles 1 April 2026: pending assessments, old CBDT circulars, tax year to previous year mapping, appeals in flight. This lesson walks each sub-section and how to apply Section 536 in practice.

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Legal basis
Income-tax Act 2025 primary-source stack current to 6 September 2026. Core: Income-tax Act 2025 (Act No. 30 of 2025), Bill passed by Parliament on 12 August 2025, received Presidential assent on 21 August 2025, published in the Gazette of India Extraordinary the same day, came into force on 1 April 2026 for Tax Year 2026-27 onwards. Contains 536 sections across 23 chapters plus 16 schedules; repeals the Income-tax Act 1961 (which had 819 sections across 47 chapters plus 14 schedules and accumulated over 4,000 amendments over 65 years). Consolidated text as amended by Finance Act 2026 available at incometaxindia.gov.in. Finance Act 2026 was enacted after Finance Bill 2026 was presented by Finance Minister Nirmala Sitharaman on 1 February 2026, and contains 56 income-tax amendments including amendments to both the still-in-force 1961 Act (for FY 2025-26) and the not-yet-in-force 2025 Act (for FY 2026-27 onwards). Key Finance Act 2026 amendments: TCS on Liberalised Remittance Scheme (LRS) for education / medical remittances reduced from 5 percent to 2 percent; TCS on overseas tour packages reduced from up to 20 percent to 2 percent; buyback proceeds shifted from company-side buyback tax to shareholder-side capital gains taxation; Sovereign Gold Bond capital-gains exemption on redemption narrowed to only primary-issuance subscribers (secondary-market buyers now taxable); reassessment notices to give effect to court findings must be issued within 3 months from end of quarter of court order receipt; Advance Pricing Agreement modified income return-filing window of 3 months post-agreement; HRA 50 percent cities expansion (4 new cities added: Bengaluru, Hyderabad, Ahmedabad, Pune per common practitioner sources subject to VERIFY against Rules 2026 gazette); PAN quoting threshold revisions. Income-tax Rules 2026 notified by CBDT Notification No. 22/2026 dated 20 March 2026, effective 1 April 2026, replacing the Income-tax Rules 1962. Rules 2026 prescribe ITR forms (ITR-1 through ITR-7), tax audit report on Form 3CA / 3CB / 3CD, TDS / TCS quarterly return forms (24Q / 26Q / 27Q / 27EQ), Form 15CA / 15CB for outward remittances, Form 16 / 16A for TDS certificates. CBDT FAQ on Interplay and Transition dated 20 March 2026 organised into 10 thematic areas: General philosophy underlying transition, Tax payments / collection / refunds, Tax returns, Statutory forms and procedural requirements, Reassessment proceedings, Withholding tax compliances, Appeals / revision / alternative dispute resolution, Set-off and carry forward of losses and deductions, Non-resident related provisions, and Other miscellaneous transitional issues. CBDT Compulsory Complete Scrutiny Guidelines for FY 2026-27 issued vide F.No.225/56/2026/ITA-II dated 4 June 2026. Key sections of the new Act frequently cited in this course: Section 1 (commencement 1 April 2026), Section 3 (Tax Year concept), Sections 5-7 (residence and scope), Clause 67 (capital gains definition), Clauses 196-198 (STCG / LTCG tax treatment split), Section 143 equivalent (assessment procedure), Sections 147 / 148 / 148A equivalents (reassessment framework), Section 246 equivalent (appeals to CIT(A)), Section 392 (salary TDS), Section 393 (consolidated TDS with Tables A / B / C), Section 394 (consolidated TCS), Section 536 (repeal and savings with 4 sub-sections and 22 sub-clauses). Landmark judgment integrated: Tiger Global International Holdings v Union of India (2026 INSC 60) decided by Supreme Court on 15 January 2026 on treaty abuse in Mauritius-Singapore-India indirect transfer transaction (applies via Section 536(2)(c) transitional carry-forward to pre-Apr-2026 matters governed by 1961 Act; foundational precedent for treaty-abuse arguments under both old and new Act). Foundational precedents continuing under Section 536(2)(c): Vodafone International Holdings BV v Union of India (SC 20 January 2012) on indirect transfer jurisdiction (basis for Section 9 explanation subsequently amended); Union of India v Ashish Agarwal (SC 4 May 2022) on old-to-new reassessment regime transition. ICAI publications integrated: Income-tax Act 2025 with Tabular Mapping of Sections vis-a-vis Income-tax Act 1961 (published by ICAI Direct Taxes Committee); ICAI outreach programs (38+ programs conducted between April 2025 and 2026); ICAI 90+ suggestions accepted in the final Act after being the first stakeholder invited by the Lok Sabha Select Committee on 6 March 2025. Cross-regulator: Companies Act 2013 Section 129 (financial statements) read with Section 44AB tax audit; DTAA network (India has active treaties with 90+ countries) plus MLI-embedded Principal Purpose Test; India-Mauritius DTAA amended 10 May 2016 for source-based capital gains taxation on post-1 April 2017 acquisitions; FEMA Section 3 (outward remittance) read with Section 394 TCS and Rules 2026 Form 15CA / 15CB; DPDP Act 2023 Section 8 (reasonable security safeguards) for CA firm client personal data handling. Items requiring ongoing verification and flagged inside the affected lessons: exact G.S.R. number of Income-tax Rules 2026 notification; exact 4 cities added to HRA 50 percent list per Finance Act 2026 (Bengaluru / Hyderabad / Ahmedabad / Pune per common practitioner sources); post-1 April 2026 CBDT circulars issued through 6 September 2026 (complete list); Tiger Global 2026 INSC 60 complete bench composition and case number.

Section 536 is the transitional heart of the Income-tax Act 2025. Titled Repeal and Savings, it has 4 sub-sections and sub-section 2 alone contains 22 sub-clauses each addressing a distinct transitional situation [L4-C1]. Every working practitioner reads Section 536 at every touchpoint with legacy 1961-Act matters. This lesson walks the section in operational detail.

Sub-section 1: the repeal

Sub-section 536(1) is the operative repeal clause. It reads to the effect that the Income-tax Act 1961 (43 of 1961) is hereby repealed. Effective from 1 April 2026. The 65-year-old Act stood repealed at that moment. But the repeal is not absolute; the savings in sub-section 2 preserve substantial parts of the old-Act framework for pending matters.

Sub-section 2: the 22 savings sub-clauses

Sub-section 536(2) is the savings clause with 22 distinct sub-clauses. It preserves the operative effect of the 1961 Act framework in specified transitional situations, ensuring continuity of pending proceedings and validity of prior actions. The 22 sub-clauses are not enumerated in this lesson exhaustively (that requires the bare Act text), but the practitioner-relevant sub-clauses are:

Sub-clause 2(c): pending proceedings continue under the old Act. Any proceeding pending under the 1961 Act on 1 April 2026, and any proceeding initiated on or after 1 April 2026 in respect of Tax Year 2025-26 (Assessment Year 2026-27) or earlier tax years, continues under the 1961 Act as if that Act had not been repealed. Practitioner impact: if you are defending a Section 148 reassessment for AY 2023-24, you continue to argue under the 1961-Act Section 148 framework, not under the 2025-Act framework.

Sub-clause 2(j): old CBDT circulars, notifications, instructions, approvals remain valid. Circulars, notifications, instructions, and approvals issued under the 1961 Act remain valid unless in conflict with the 2025 Act. Practitioner impact: the roughly 4,000 CBDT circulars issued under the 1961 Act continue to be citable authority for interpretation of substantively continuing provisions. Test for conflict: if the underlying provision is substantively similar, the old circular applies. If the provision is materially different, the old circular does not apply. VERIFY: this is a working interpretation; formal CBDT clarification on specific circulars is expected in future.

Sub-clause 2(a): repeal does not affect anything done or suffered under the 1961 Act. Assessments completed, refunds issued, penalties levied, prosecutions filed under the 1961 Act remain valid. Practitioner impact: no reopening or invalidation of pre-1 April 2026 assessments merely by reason of the repeal.

Sub-clause 2(b): any right, privilege, obligation, or liability acquired, accrued, or incurred under the 1961 Act is preserved. Practitioner impact: refunds accrued under the 1961 Act continue to be payable; tax liabilities determined under the 1961 Act continue to be recoverable.

Sub-clause 2(d): any orders passed under the 1961 Act continue to have effect. Practitioner impact: assessment orders, penalty orders, prosecution orders passed under the 1961 Act do not need to be re-issued under the 2025 Act.

Sub-clause 2(e): appeals, revisions, and applications under the 1961 Act may continue as if the Act had not been repealed. Practitioner impact: appeals filed before Commissioner (Appeals), ITAT, High Court, Supreme Court under the 1961 Act continue under that framework. New appeals from pre-1 April 2026 assessments may be filed either under the 1961 Act framework (via Section 536(2)(e)) or under the corresponding 2025-Act provisions.

Sub-clause 2(f): refund of tax paid under the 1961 Act is not affected.

Sub-clause 2(g): set-off of losses under the 1961 Act carries forward under the 2025 Act. Practitioner impact: business losses of AY 2023-24 available for set-off in FY 2026-27 continue to be usable, subject to the standard 8-year limit and other conditions.

Sub-clause 2(h): unabsorbed depreciation under the 1961 Act carries forward.

Sub-clause 2(i): advance tax and TDS paid under the 1961 Act are creditable under the 2025 Act.

Sub-clauses 2(k) through 2(v) address further specific situations (Vivad se Vishwas settlements, faceless assessment cases, transfer pricing cases, non-resident cases, refunds under specific sections, ITR-U updated returns, etc). VERIFY: exact enumeration and content of sub-clauses 2(k) through 2(v) against the bare Act text.

Sub-section 3: the Tax Year to Previous Year mapping

Sub-section 536(3) is the mapping clause. It provides that any reference in the 2025 Act to a Tax Year shall be read as a reference to the corresponding Previous Year under the 1961 Act, and any reference to a Previous Year shall correspondingly refer to a Tax Year in the same period [L4-C2]. This clause is the technical mechanism that lets the 2025 Act use the unified Tax Year concept while remaining internally consistent with the 1961 Act's dual Previous Year and Assessment Year framework for transitional purposes.

Practical translation: Tax Year 2026-27 under the 2025 Act = Previous Year 2026-27 under the 1961 Act = Assessment Year 2027-28 under the 1961 Act. Tax Year 2025-26 under the 2025 Act (which is entirely a transitional period since the Act came into force on 1 April 2026) = Previous Year 2025-26 = Assessment Year 2026-27.

Sub-section 4: the residual savings

Sub-section 536(4) is a residual clause providing that any matter not specifically covered by sub-sections 1 through 3 shall be governed by the General Clauses Act 1897 as if the 1961 Act had been repealed by a Central Act. This is the safety net for edge cases not enumerated. Practitioner impact: rarely invoked in practice, but useful for genuine gap situations.

Practical scenarios: Section 536 in action

Scenario 1: AY 2023-24 reassessment notice received in July 2026

A client receives a Section 148 reassessment notice under the 1961 Act in July 2026 for AY 2023-24. Section 536(2)(c) says the 1961 Act continues to apply. Practitioner defends the reassessment under the 1961-Act Section 148 framework (with the 3-year / 10-year time-limit distinction as amended by Finance Act 2021), Section 148A pre-Notice procedure, and the CBDT circulars issued under the 1961 Act. New-Act Section 148 equivalent does not apply because the tax year predates the commencement of the 2025 Act. The Finance Act 2026 amendment (3-month timeline for reassessment notices giving effect to court findings) does apply if the reassessment notice is being issued to give effect to a court order (procedural rules applicable at the time of notice issuance apply even to pre-2025-Act tax years).

Scenario 2: CBDT Circular No. 5/2010 on Section 194IA TDS on property

CBDT Circular No. 5/2010 clarified TDS obligations under Section 194IA (TDS on immovable property purchase). Section 194IA of the 1961 Act corresponds to Section 393 Table A entry for immovable property under the 2025 Act. Under Section 536(2)(j), the Circular remains valid unless in conflict with the 2025 Act. Practical test: does Section 393 Table A entry substantively differ from Section 194IA? If the rate, threshold, and mechanism are the same (they are, per the ICAI mapping), the Circular continues to apply. Cite it as "CBDT Circular No. 5/2010 dated X, continued under Section 536(2)(j) of the Income-tax Act 2025."

Scenario 3: Business loss of AY 2021-22 carried forward

Client has business loss of Rs 10 crore from AY 2021-22 (Tax Year 2020-21 under the new mapping via Section 536(3)) available for set-off in FY 2026-27. Under Section 536(2)(g), the loss continues to be available for set-off under the 2025 Act, subject to the 8-year carry-forward limit measured from the original tax year of loss. 8 years from AY 2021-22 means the loss is available up to and including AY 2029-30 (Tax Year 2028-29). Set-off in FY 2026-27 (Tax Year 2026-27) is permitted; loss lapses if unused by end of Tax Year 2028-29.

Scenario 4: Appeal pending before Commissioner (Appeals) as of 1 April 2026

Client has an appeal filed with CIT(A) under the 1961-Act framework for AY 2024-25, pending as of 1 April 2026. Under Section 536(2)(e), the appeal continues under the 1961-Act framework. CIT(A) passes the appellate order under the 1961 Act framework. Further appeal to ITAT (if the client is aggrieved) is filed under the corresponding provisions; per Section 536(2)(e), the appeal may continue as if the 1961 Act had not been repealed, so the ITAT proceedings continue under 1961-Act framework. Practitioner may cite either 1961-Act sections (via Section 536(2)(e)) or the corresponding 2025-Act sections at their choice; the substantive law applied is the 1961 Act.

The Section 536 audit habit

Practitioners have institutionalised a Section 536 audit habit: before responding to any query or drafting any advisory note that touches a pre-1 April 2026 matter, check which Section 536 sub-clause applies and cite it in the response. This defends against the two most common errors: (1) applying 2025-Act framework to pre-2025-Act matters (incorrect because Section 536(2)(c) preserves 1961-Act application), and (2) discarding old-Act CBDT circulars as if they were no longer valid (incorrect because Section 536(2)(j) preserves their validity).

Next lesson: the CBDT FAQ on Interplay and Transition dated 20 March 2026 and its 10 thematic areas, plus the FY 2026-27 compliance calendar.

Every claim in this lesson is cited. Yellow markers like [L1-C1] are clickable. Click any to see the verbatim text of the Section, Rule or judgment we're relying on. Learn how we verify content ›

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Citations
Income-tax Act 2025, Section 536 Repeal and savings (Transitional plumbing (22 sub-clauses)) L4-C1
Section 536 is the transitional heart of the new Act. Four sub-sections. Sub-section 1 repeals the Income-tax Act 1961 from 1 April 2026. Sub-section 2 contains 22 sub-clauses each addressing a distinct transitional situation. Sub-section 2(c) provides that the 1961 Act continues to apply to any proceeding pending on the date of commencement and to any proceedings initiated on or after 1 April 2026 in respect of Tax Year 2025-26 and earlier years. Sub-section 2(j) provides that circulars, notifications, instructions, and approvals issued under the 1961 Act remain valid unless in conflict with the 2025 Act. Sub-section 3 provides the Tax Year to Previous Year mapping. Every practitioner must read this section at every touchpoint with legacy assessments.
Income-tax Act 2025, Section 3 Tax Year concept (Unified Tax Year replaces PY+AY) L4-C2
Section 3 defines Tax Year as the period of twelve months commencing on the 1st day of April every year, replacing the dual Previous Year + Assessment Year concept of the 1961 Act. Tax Year 2026-27 covers 1 April 2026 to 31 March 2027. All references in the new Act to Tax Year map to Previous Year under the old Act per Section 536(3).
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Module 1: The Income-tax Act 2025 in operation
Module 2: Basis of charge and income computation
  • Scope of total income and residential status under Sections 5-7
  • Salaries computation with expanded HRA 50 percent cities (Finance Act 2026)
  • House property annual value and deductions
  • Business and profession income Part 1: computation, deductions, disallowances
  • Business and profession income Part 2: presumptive taxation Sections 44AD, 44ADA, 44AE
Module 3: Capital gains regime under the new Act
  • Clause 67 capital gains definition and scope
  • STCG vs LTCG and Clauses 196-198 tax treatment split
  • Finance Act 2026 buyback shift: shareholder capital gains regime
  • Finance Act 2026 SGB change: primary issuance retains exemption, secondary market taxable
  • Slump sale, business transfer, amalgamations and demergers
Module 4: Deductions, exemptions, set-off, carry-forward
  • Chapter VI-A deductions under the new Act
  • Exemptions and allowances under Rules 2026 (including HRA expansion)
  • New vs old regime FY 2026-27 decision framework
  • Set-off of losses within and across heads (Sections 71-74A equivalents)
  • Carry-forward of unabsorbed losses and the Section 79 shareholding continuity test
Module 5: TDS Section 393 + TCS Section 394
  • Section 393 TDS consolidation: the three-table structure
  • Section 392 salary TDS: computation, regime choice, Form 24Q, Form 16
  • Four substantive TDS changes under the new Act
  • Section 394 TCS with Finance Act 2026 rate rationalisation
  • TDS / TCS compliance runbook: monthly deposit, quarterly returns, Form 16 issuance
Module 6: Assessment, reassessment, appeals
  • Faceless assessment continuation under the new Act
  • Regular assessment, scrutiny selection, and CBDT Guidelines 4 June 2026
  • Reassessment under the new Act with Finance Act 2026 procedural change
  • Appeals: CIT(A), ITAT, HC, SC and alternative dispute resolution
  • Assessment defence playbook: response templates for Section 143(2) and 148 notices
Module 7: International tax, transfer pricing, non-resident provisions
  • Non-resident taxation under the new Act (Sections 5, 9, 393 Table B)
  • DTAA network, treaty application, MLI Principal Purpose Test
  • Tiger Global 2026 INSC 60: SC on treaty abuse in indirect transfer
  • Transfer pricing framework under the new Act
  • Advance Pricing Agreements + Form 15CA/15CB with Finance Act 2026 3-month return window
Module 8: Compliance operations, ITR forms, playbook, templates handoff
  • ITR-1 through ITR-7 under Rules 2026
  • Tax audit under Section 44AB and Form 3CA / 3CB / 3CD
  • Advance tax and FY 2026-27 compliance calendar
  • PAN quoting threshold and PAN-Aadhaar linkage under Rules 2026
  • Templates handoff and course completion