Tax topic · return

    ITR-U — Updated Return under Section 139(8A)

    Introduced in Budget 2022, ITR-U covers missed filings, under-reported income and unclaimed items. Additional tax: 25% of tax + interest if filed within 12 months, 50% within 24 months. Cannot be used for refund, reducing tax liability or loss enhancement.

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    Key takeaways
    • Window: 24 months from end of AY
    • Additional tax: 25% (year 1) / 50% (year 2)
    • Cannot reduce liability, claim refund or increase loss
    • Applies where 139(1)/(4)/(5) window is closed
    • Not allowed if search/survey conducted

    Definition

    Updated Return (ITR-U)

    ITR-U (updated return) under Section 139(8A) allows filing/updating a return within 24 months from end of AY, on payment of additional tax (25% or 50%).

    What is Updated Return (ITR-U)?

    Introduced in Budget 2022, ITR-U covers missed filings, under-reported income and unclaimed items. Additional tax: 25% of tax + interest if filed within 12 months, 50% within 24 months. Cannot be used for refund, reducing tax liability or loss enhancement.

    Key rules to remember

    • Window: 24 months from end of AY
    • Additional tax: 25% (year 1) / 50% (year 2)
    • Cannot reduce liability, claim refund or increase loss
    • Applies where 139(1)/(4)/(5) window is closed
    • Not allowed if search/survey conducted

    Worked example

    Forgot to file AY 2023-24 return (deadline 31 Dec 2023): files ITR-U in March 2025 with ₹18k tax + ₹1,800 interest + 25% additional = ₹22.5k total.

    Which ITR form applies

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    Frequently asked questions

    FAQs

    Frequently asked questions

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    Last Updated
    15 September 2026

    Content refreshed against the latest CBIC / CBDT / MCA notifications and portal changes.

    Reviewed by Chartered Accountant
    CA Ravi Sharma

    Chartered Accountant · ICAI Member · 12+ years in Indian tax & compliance

    Update History
    1. 15 September 2026
      Reviewed rates, forms and portal workflow for Updated Return (ITR-U). Verified against latest CBIC/CBDT notifications.
    2. 10 January 2026
      Refreshed FAQ set, added new penalty examples and jurisdiction notes.
    3. 05 October 2025
      Structural rewrite for EEAT — added expert commentary, playbooks and process timeline.