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Microlesson · 5-min read

Previous Year and Assessment Year

## Previous Year (P.Y.) and Assessment Year (A.Y.)

### Core Definitions

TermMeaning
Assessment Year (A.Y.)The year in which tax is paid / return is filed. A 12-month period from 1st April to 31st March.
Previous Year (P.Y.)The year in which income is earned. It is the year immediately preceding the A.Y. Generally a 12-month period (1st April to 31st March).

### Special Rule for a New Business / New Source of Income

When a business or source of income is newly set up during a financial year, the P.Y. is NOT a full 12 months. It runs from the date of setting up of the new business/source up to 31st March of that year.

### As per Finance Act, 2025

  • Relevant P.Y. = 2025-26 (income earning year)
  • Relevant A.Y. = 2026-27 (tax payment year)

### General Rule of Taxability

> Income of the Previous Year is taxable/assessable in the Assessment Year.

### Exceptions: Income of P.Y. Taxable in the P.Y. Itself

In the following situations, tax is charged in the same year in which income arises (to safeguard revenue):

1. Income of casual shipping business of a Non-Resident.

2. Income of a person leaving India permanently or for a long duration.

3. Income of a discontinued business.

4. Income of a person trying to transfer assets for tax avoidance.

5. AOP/BOI/AJP formed for a particular purpose with a short duration.

Worked example

### Example 1

Example — Date of Setting Up a New Business

Mr. X starts a new consultancy on 1st November 2025.

  • P.Y. = 1.11.2025 to 31.3.2026 (period less than 12 months)
  • A.Y. = 2026-27

Income from 1.11.2025 to 31.3.2026 will be assessed in A.Y. 2026-27.

⚠️ Common exam mistakes

  • Treating the Previous Year as a fixed 12-month period for a newly set up business — it actually runs from the date of setting up to 31st March.
  • Confusing 'Assessment Year' with the year of earning income. Income is earned in the P.Y. and assessed in the A.Y.
  • Forgetting that exceptions (e.g., person leaving India, discontinued business) require taxation in the P.Y. itself, not in the A.Y.
Reference:
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