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Transactions Where PAN Is Mandatory In India Full List After Form 97 Replaces Form 60

Form 60, used for transactions without a PAN, has been replaced by Form 97, expanding the scope of mandatory PAN usage.

The requirement for providing a Permanent Account Number (PAN) has been broadened across various financial transactions in India, following the introduction of Form 97 which replaces Form 60. This change impacts individuals and entities engaging in high-value transactions, aiming to enhance transparency and curb tax evasion. The updated regulations mandate PAN submission for transactions such as property sales exceeding ₹10 lakh, opening bank accounts, and making investments in securities. Non-compliance can lead to penalties under Section 270A of the Income Tax Act, potentially triggering scrutiny from tax authorities and impacting Input Tax Credit claims for businesses. Taxpayers must ensure accurate PAN reporting to avoid these repercussions.

Section 139A of the Income Tax Act mandates the use of PAN for specific transactions to ensure tax compliance and track financial activities. Failure to comply with this section can attract penalties under Section 270A, including fines and potential prosecution, as the tax authorities can deem the transaction non-compliant.

The shift towards mandatory PAN usage reflects a broader trend of enhanced financial surveillance by the government. CAs and CFOs should proactively advise clients on these changes to mitigate risks of penalties and scrutiny. This also presents an opportunity to streamline compliance processes and leverage technology for accurate PAN reporting.

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Form 60 is replaced by Form 97 for declaring transactions without PAN.
PAN is mandatory for property sales exceeding ₹10 lakh.
Opening bank accounts now requires mandatory PAN submission.

The expanded PAN requirement ensures greater transparency in financial dealings, aiding in tracking high-value transactions and reducing tax evasion. This impacts CAs and CFOs by increasing compliance obligations and the need for meticulous record-keeping.

Action Required
Review all financial transactions to ensure PAN compliance and update internal systems to reflect the new requirements.
Is PAN mandatory for opening a new bank account?
Yes, providing PAN is now mandatory for opening a new bank account to comply with Section 139A of the Income Tax Act. This requirement helps in tracking financial transactions and ensuring tax compliance.
Can a transaction be completed without PAN if Form 97 is submitted?
Submitting Form 97 might allow certain transactions without PAN, but it is subject to stricter scrutiny and may not be applicable for all types of transactions. It is advisable to obtain PAN to avoid complications and ensure compliance.

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