Important information
Disclaimer
This page explains the limits of the information, tools, videos and other materials published by Cross Border Tax Desk.
Quick summary
CBTD content helps you understand issues and possible next steps, but it does not replace advice based on your full facts.
Articles, videos, FAQs, calculators, generators, route checkers and downloadable materials are general resources. They are not tax opinions, legal opinions, certificates, filed returns or instructions tailored to your circumstances.
Using the website, submitting an enquiry or attending a free introductory call does not automatically create a professional relationship.
Before acting, confirm the current law, procedure, documents, tax position and deadlines that apply to your case.
General information
Website materials are educational
CBTD publishes information about Indian tax, FEMA, NRI property, repatriation, inheritance, estate planning, residential status, foreign asset reporting and support for CPA firms.
This material is intended to explain common issues in a practical way. It is not a substitute for professional advice based on complete documents and facts.
Professional relationship
No automatic CA-client, adviser-client or lawyer-client relationship
Reading the website, using a tool, downloading a template, sending an email, submitting a form or attending a free introductory call does not by itself create a professional engagement.
A professional relationship begins only after the relevant professional accepts the matter and the scope, fees, responsibilities and terms are confirmed.
Individual circumstances
Outcomes depend on facts and documents
Tax and compliance outcomes can depend on residential status, citizenship, source of income, dates, ownership structure, acquisition history, treaty eligibility, banking records, legal documents, family relationships, jurisdiction and other facts.
A general example may not apply where even one important fact differs. Users are responsible for obtaining review appropriate to their circumstances.
Current law
Tax laws, forms and procedures can change
Indian tax law, FEMA rules, reporting requirements, government forms, bank procedures, treaty interpretations, court decisions, portal processes and administrative guidance may change.
CBTD seeks to keep information useful and current, but cannot guarantee that every page or video reflects the latest position at the moment it is viewed.
Users should verify current official guidance before relying on a rule, threshold, due date, form number or procedure.
Calculators, generators and route checkers
| Tool | Intended use | Important limitation |
|---|---|---|
| Tax calculators | Provide an estimate using entered assumptions. | Not a final computation, certificate, return or professional opinion. |
| Residential-status calculators | Help organise day-count and status information. | Do not replace a complete review of law, exceptions and personal facts. |
| Route checkers | Indicate possible next steps. | Do not guarantee that a route is legally available or suitable. |
| Schedule FA Generator | Creates a workpaper from user-supplied data. | Does not file an ITR, verify completeness or confirm classification and valuation. |
| Templates and downloads | Help organise information and documents. | Do not replace official forms, professional review or transaction-specific advice. |
Tool outputs depend on the completeness and accuracy of the information entered. Users must review assumptions, calculations, dates, exchange rates, classifications and supporting documents.
Videos and social media
Short-form content simplifies complex topics
Videos, Shorts and social-media posts may summarise a topic within a limited time. They may omit exceptions, procedural detail or fact-specific considerations.
Captions, titles and descriptions are intended for general explanation and should be read together with current official guidance and professional advice where needed.
External information
Third-party websites and materials
CBTD may link to government portals, banks, YouTube, professional resources and other third-party services. These links are provided for convenience or reference.
CBTD does not control or guarantee the accuracy, security, availability, privacy practices or continued operation of third-party services.
Legal matters
Tax information is not a substitute for legal advice
Some NRI matters involve wills, probate, succession, title, family settlements, powers of attorney, relinquishment, partition or other legal issues.
CBTD content may explain tax and procedural considerations, but it does not replace advice from a qualified legal professional where legal interpretation, drafting, title review, litigation or representation is required.
Banks and authorities
Processes may differ between institutions
Banks, authorised dealers, assessing officers, registrars, courts and other authorities may request different documents or apply procedures differently based on their internal checks and the facts of the case.
Website content cannot guarantee that a bank or authority will accept a particular document, certificate, explanation or route.
Responsibility
Users remain responsible for deadlines and filings
Unless a written professional engagement expressly assigns responsibility, users remain responsible for monitoring tax, filing, payment, remittance, response and legal deadlines.
Submitting an enquiry shortly before a deadline does not guarantee that CBTD or any professional will be able to accept or complete the work in time.
Availability and errors
Content and tools may contain errors or interruptions
CBTD does not guarantee that every page, link, download, calculation or tool will be error-free, complete, uninterrupted or available at all times.
Users should independently verify material information and retain appropriate records before relying on website output.
Limitation
Responsibility for reliance on general website information
To the extent permitted by law, CBTD and persons associated with the website are not responsible for loss arising solely from reliance on general website content, incomplete user inputs, tool estimates, third-party information or decisions made without appropriate professional review.
This may include penalties, interest, missed deadlines, rejected remittances, filing errors, legal costs, lost opportunities or other direct or indirect consequences.
Nothing on this page excludes a responsibility that cannot lawfully be excluded or overrides duties expressly accepted under a written professional engagement.
Accepted work
Written engagement terms take priority
Where CBTD or a participating professional formally accepts an engagement, the written engagement terms define the scope, responsibilities, assumptions, confidentiality, fees, deliverables and limitations applying to that work.
If there is a conflict between this general disclaimer and a signed engagement document, the engagement document governs the accepted professional services.
Contact
Questions about this disclaimer
For questions about this page or CBTD website content, contact:
Cross Border Tax Desk
Email: hello@crossbordertaxdesk.com
Website: crossbordertaxdesk.com
You can also review the Privacy Policy and Terms of Use.
Final note: Use CBTD content to understand the issue and prepare questions, but obtain case-specific review before taking a material tax, legal, financial, FEMA or compliance step.