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Section 266 of Income-tax Act 2025 — Self-Assessment Tax and the Order of Adjustment

Section 266 of the Income-tax Act, 2025 requires self-assessment tax, interest and fee to be paid before the return is furnished, and adjusts a short payment first to fee, then...

Vikas Sharma Tax & Compliance Expert
6 min read 11 views Updated Sep 11, 2026 Expert Reviewed High Complexity
Section 266 of Income-tax Act 2025 — Self-Assessment Tax and the Order of Adjustment
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Last updated: September 2026Applies to: FY 2026-27 (AY 2027-28)Verified against: Government sources
Quick Answer

Section 266 of the Income-tax Act, 2025 requires self-assessment tax, interest and fee to be paid before the return is furnished, and adjusts a short payment first to fee, then interest, then tax.

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What section 266 does

Section 266 is self-assessment — the successor to section 140A of the Income-tax Act, 1961. It requires the tax on the return to be paid before the return is furnished, with proof of payment accompanying it.

The provision that costs taxpayers money is sub-section (3). Where the amount paid falls short, it is adjusted first towards the fee, then towards the interest, and only the balance towards tax. A part payment therefore leaves tax outstanding for longer than the taxpayer may expect, and interest keeps running on it.

The section applies not only to a return under section 263, but also to returns required under section 268 (inquiry before assessment), section 280 (reassessment) and section 294 (block assessment).

When this applies

The Income-tax Act, 2025 takes effect from 1 April 2026 and applies from tax year 2026-27. The Income-tax Act, 1961 continues to govern every year up to 31 March 2026, including assessments, appeals and penalties for those years, because of the repeal and savings provision in section 536. Figures quoted here are the amounts written into the Act as enacted (with the Gazette corrigenda of 3 September 2025); the annual Finance Act can change rates and thresholds.

Old Act and new Act, side by side

The table below shows what the Income-tax Act, 1961 did and where the same ground is covered in the Income-tax Act, 2025.

Income-tax Act, 1961What it didIncome-tax Act, 2025
140A(1)Tax, interest and fee payable before furnishing the return266(1)
140A(1), ExplanationCredits to be taken into account266(2)
140A(1), provisoAdjustment order — fee, interest, then tax266(3)
140A(1A)Computation of section 234A interest266(4)
140A(1B)Computation of section 234B interest266(5) and 266(6)
140A(3)Assessee in default266 (later sub-sections)
140BTax on updated return267

Section 266 sub-section by sub-section

Read this alongside the bare text — each heading below is a sub-section of the section as enacted.

Sub-section (1) — pay first, then file

Where tax is payable on the basis of a return required under section 263, 268, 280 or 294, after taking into account the credits in sub-section (2), the assessee shall be liable to pay such tax together with interest and fee payable for any delay in furnishing the return or any default in advance tax, before furnishing the return; and the return shall be accompanied by proof of payment.

Sub-section (2) — what reduces the amount payable

Seven credits: (a) tax already paid under any provision; (b) tax deducted or collected at source; (c) relief under section 157 (arrears relief); (d) relief or deduction under section 159(1) or 160 for foreign tax; (e) relief under section 159(2) for a specified territory; (f) tax credit under sections 206(1)(m) to (p) and 206(2)(e) to (h) — the MAT and AMT credits; and (g) tax or interest payable under section 391(2).

Sub-section (3) — the adjustment order that catches people

Where the amount paid falls short of the aggregate of tax, interest and fee, the payment is adjusted first towards the fee, thereafter towards the interest, and the balance towards the tax. Because interest under sections 423 and 424 runs on unpaid tax, this ordering means a part payment reduces the interest-bearing principal last.

Sub-sections (4) to (6) — how the interest is computed

Interest under section 423 (late filing) is computed on the tax on the total income as declared in the return, reduced by advance tax, TDS and TCS, and the reliefs in clauses (c) to (f). Interest under section 424 (advance tax default) is computed on the assessed tax, or on the shortfall of advance tax against it — and for this purpose assessed tax means the tax on the total income as declared in the return, reduced by the same credits.

What happens if you file without paying

The return is not invalid, but the assessee is treated as being in default for the unpaid amount, and interest continues to run. More practically, a return filed without payment of self-assessment tax is commonly processed under section 270 with a demand, and the shortfall then attracts recovery under Chapter XIX.

Worked example

A taxpayer computes the following for tax year 2026-27 and pays ₹1,50,000 before filing.

ComponentAmount
Tax payable on returned income after TDS and advance tax₹1,60,000
Interest under sections 423 and 424₹22,000
Late filing fee under section 428₹5,000
Total due under section 266(1)₹1,87,000
Amount actually paid₹1,50,000
Adjustment under section 266(3)OrderAmount
First — fee1₹5,000
Then — interest2₹22,000
Balance — tax3₹1,23,000
Tax still outstanding₹37,000

Had the payment been applied to tax first, only ₹10,000 of tax would have remained. The statutory ordering leaves ₹37,000 of tax unpaid, and interest under section 424 continues to run on that amount until it is cleared.

Compliance checklist and due dates

  • Pay tax, interest and fee in full before furnishing the return, and attach proof of payment.
  • Take credit for all seven items in sub-section (2), including MAT or AMT credit under section 206.
  • Where a full payment is not possible, remember the fee, interest, tax ordering in sub-section (3) and budget accordingly.
  • Compute section 423 interest on the tax on returned income as sub-section (4) requires.
  • Note that 'assessed tax' for section 424 purposes here means tax on the declared total income — section 266(6).
  • The section applies to returns under sections 268, 280 and 294 as well, not only section 263.

Common mistakes

  • Assuming a part payment is applied to tax first. Sub-section (3) applies it to fee and interest first.
  • Filing the return before paying, and treating the shortfall as a matter to sort out later.
  • Omitting proof of payment, which sub-section (1)(b) requires to accompany the return.
  • Forgetting to claim MAT or AMT credit under clause (2)(f).
  • Computing section 423 interest on assessed income rather than on the income declared in the return.
Please note

This is an explanatory guide, not tax advice, and it does not reproduce the section in full. Read the bare text of the section before you rely on it, and check for later amendments, the Income-tax Rules made under the new Act, and CBDT circulars and notifications.

Related Guides

Key Facts About Section 266 of Income

  • Applies in: All states across India, under the relevant central law.
  • Mode: Mostly online via the official government portal.
  • Typical timeline: Ranges from a few days to a few weeks depending on the case.
  • Non-compliance: May attract penalties, interest or late fees.
  • Expert help: TaxClue completes the entire process end to end for you.

Which section replaces section 140A?

Section 266 of the Income-tax Act, 2025 — self-assessment.

When must self-assessment tax be paid?

Before furnishing the return, together with interest and fee, with proof of payment accompanying the return — section 266(1).

Over 90% of compliance penalties in India arise from missed due dates — timely handling can save businesses thousands of rupees each year.

— TaxClue Compliance Desk

Section 266 of Income: a key compliance topic in Indian tax and corporate law that businesses and individuals must understand to remain compliant.

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Frequently Asked Questions
Which section replaces section 140A?
Section 266 of the Income-tax Act, 2025 — self-assessment.
When must self-assessment tax be paid?
Before furnishing the return, together with interest and fee, with proof of payment accompanying the return — section 266(1).
How is a short payment adjusted?
First towards the fee, then towards the interest, and the balance towards tax — section 266(3).
What credits reduce the self-assessment tax?
Tax already paid, TDS and TCS, relief under section 157, foreign tax relief under sections 159 and 160, MAT or AMT credit under section 206, and amounts under section 391(2).
Does section 266 apply to a reassessment return?
Yes. Section 266(1) covers returns required under sections 263, 268, 280 and 294.
How is interest under section 423 computed for self-assessment?
On the tax on the total income as declared in the return, reduced by advance tax, TDS, TCS and the specified reliefs — section 266(4).
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Disclaimer: This article is for general informational purposes only and does not constitute professional tax, legal or financial advice. Laws, rates and due dates change and can vary by individual case — always verify with the relevant government source (e.g. mca.gov.in, incometax.gov.in) or consult a qualified professional before acting. TaxClue accepts no liability for decisions taken based on this content.

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