Thursday, December 25, 2025

India’s Cash Transaction Rules — Reality, Myths, and Strategic Compliance FY 2025–26

 By CA Surekha S Ahuja

Cash is legal only when it’s limited, documented, and traceable — the rules haven’t changed, but AI and SFT make every transaction accountable.

Why Social Media “Halla-Gulla”?

Despite social media frenzy, the laws themselves are not new:

  • Key provisions: Sections 269ST, 269SS/269T, 194N, 68, 69, 69A, 115BBE, and SFT reporting predate 2025.

  • No legislative changes were introduced in FY 2025–26.

  • Hype arises from AI-enabled enforcement, SFT-triggered notices, and high-visibility penalties, making existing rules appear stricter.

Insight: Understanding past, present, and forward-looking compliance strategy is essential to avoid risk.

Legacy Rules & Key Thresholds
Section / RuleLimit / TriggerAllowed / DisallowedEffective DateNotes
Sections 68 / 69 / 69A / 115BBEUnexplained cash, unrecorded investmentsCash allowed if source documented; disallowed if unexplained01-Apr-2017Penalty up to 84% for unexplained deposits; AI/SFT triggers notices
Section 269STCash receipt ≥ ₹2,00,000/day or transactionDisallowed beyond limit; allowed if < ₹2L01-Apr-2018Applies per person per day / transaction / occasion; penalty equal to cash received
Sections 269SS / 269TCash loan / repayment ≥ ₹20,000Disallowed above limit; allowed below1984 / 1989Requires formal agreement, PAN, repayment documentation
Section 194NCash withdrawal > ₹20,00,000 if ITR not filed 3 yrsTDS triggers; allowed if ITR filed01-Sep-2019Filing ITR avoids TDS; auditors should verify compliance
SFT Reporting (285BA / Rule 114E)Savings deposit > ₹10L, property > ₹30L, FDs > ₹10LMandatory reporting; non-reporting triggers noticeProgressive, FY 2022–23 onwardsAI matches PAN, triggers automatic notices

Allowed Cash Transactions — Permitted under the Act
Transaction TypeLimitConditionsReference / Notes
Business expenses / supplier payments≤ ₹10,000/person/dayMaintain invoices; allowed for deduction; above limit, deduction disallowedSec 40A(3)
Cash loans / repayments≤ ₹20,000/transactionPAN verification, agreement, repayment schedule requiredSec 269SS / 269T
Cash receipts from a person< ₹2,00,000/day/transaction/occasionAllowed if below thresholdSec 269ST
Salary / wagesNo explicit cash limitBank transfer preferred for traceability; above ₹20,000, maintain recordsSec 192
Rent payments≤ ₹1,00,000/month cashExempt from TDS under 194-IB if within limitSec 194-IB
Medical reimbursements / professional fees / incidental expenses≤ ₹10,000/person/dayProper bills/invoices; maintain recordsSec 269ST / Rule 114E

Insight: Limits differ per purpose; documentation and digital transactions preferred to reduce risk of notices or penalties.

High-Risk & Trigger Points

  • Savings account deposits > ₹10L/year → triggers SFT

  • Daily cash receipts ≥ ₹2L → 269ST penalties

  • Cash loans > ₹20,000 → Sections 269SS/269T penalties

  • Property transactions > ₹20,000 in cash → SFT / 269ST triggers

  • Non-filing of ITR → 194N TDS on withdrawals > ₹20L

  • Unexplained cash detected by AI / SFT → 115BBE + penalty

Auditor Role: Verify all cash-intensive transactions, reconcile with ITR & SFT, validate sources, ensure documentation.

AI & SFT Enforcement — Reality vs Social Media Myths

  • AI Monitoring: Detects unusual patterns across PAN, bank, property, FDs, mutual funds

  • SFT Expansion: Routine high-value transactions flagged automatically

  • Automatic Notices & Penalties: 115BBE / 269ST / 269SS / 269T triggers

  • Social Media Myths vs Reality

ClaimReality
“New rules in 2025”No new law; enforcement visibility increased
“All cash deposits taxed 84%”Only unexplained cash under Sections 68–69A / 115BBE
“ITD targets small taxpayers”Primarily high-value transactions flagged by SFT / AI
“Social media tips suffice”Professional guidance and documentation essential

Extended ITR Timeline — Strategic Importance

  • Four-year scrutiny ensures multi-year verification of transactions

  • Deterrence effect: discourages non-compliance

  • Auditor Role: Reconcile 4 years of cash deposits, loans, and property, validate sources, and provide advisory for mitigation

Compliance & Strategic Action — FY 2025–26

  1. Digitize transactions → NEFT, RTGS, UPI for amounts > ₹20k

  2. Document loans & advances → Agreements, PAN, repayment schedule

  3. Track SFT triggers → Maintain internal dashboards

  4. Maintain multi-year records → Reconcile past 4 years for ITR/SFT alignment

  5. Timely ITR filing → Avoid 194N TDS and AI/SFT notices

  6. Audit verification → Review cash-intensive operations and high-risk transactions

  7. Proactive advisory → Educate clients about AI, SFT, and cash handling limits

Key Takeaways

  • Hype ≠ new law; enforcement visibility and penalties have increased

  • Intent remains: transparency, compliance, black money prevention

  • Auditor & CA roles critical: verification, documentation, advisory

  • Strategic compliance: digitize, formalize, document, reconcile, and file ITR timely

  • Board-level awareness: implement structured internal controls and compliance workflows

Bottom Line: FY 2025–26 is where long-standing cash rules intersect with AI-powered enforcement, making it essential to understand thresholds, allowed/disallowed transactions, trigger points, and strategic compliance steps to mitigate penalties and reputational risk.