Facts of the Case
A search under section 132 was conducted on 27.08.2009,
followed by assessments under section 153A for AYs 2004-05 to 2009-10.
Additions were made primarily on two counts:
- Alleged
bogus sundry creditors
- Unexplained
investment in building based on a Departmental Valuation Officer (DVO)
report
Earlier, the Tribunal had remanded these issues to the CIT(A)
for fresh adjudication. After reconsideration, the CIT(A) granted partial
relief but sustained certain additions, leading to the present appeals before
the Tribunal.
Issues Involved
- Whether
old balances of sundry creditors can be treated as bogus liabilities.
- Whether
additions for new creditors are justified without supporting evidence.
- Whether
construction-related additions based on DVO valuation are sustainable.
- Whether
a valuation report under section 142A is binding on the Assessing Officer.
Petitioner’s Arguments
The assessee submitted that regular books of account were
maintained, audited, and accepted in earlier assessments, and the proviso to
section 145(3) had not been invoked. Many creditor balances represented opening
balances carried forward from prior years and therefore could not be treated as
unexplained.
Regarding construction expenditure, it was contended that
investments were duly recorded in the books and that reliance on a DVO report
without rejecting the books was contrary to law. Judicial precedents such as Sargam
Cinema vs. CIT (SC) and CIT vs. Lucknow Public Education Society
(All HC) were cited in support.
Respondent’s Arguments
The Revenue argued that the assessee failed to produce primary
evidence such as bills and vouchers to substantiate creditor balances and
construction expenses. Ledger accounts alone were insufficient to establish
genuineness.
It was further contended that, in the absence of reliable
documentation, the DVO report represented the most dependable basis for
determining investment.
Court Order / Findings (ITAT Allahabad)
The Revenue argued that earlier Tribunal orders had been set aside by the High Court, rendering the present proceedings infructuous. The Tribunal rejected this contention, holding that the High Court’s decision related only to the scope of section 153A and did not disturb remand directions on merits regarding creditors and valuation issues.
Important Clarification
- Opening
balances cannot be taxed as unexplained liabilities without proof of
falsity or cessation.
- Valuation
reports under section 142A are advisory in nature; the Assessing Officer
must independently evaluate objections before relying on them.
Thus, additions in search assessments must be grounded in
concrete evidence rather than presumptions or mechanical adoption of valuation
reports.
Link to download the order
- https://www.mytaxexpert.co.in/uploads/1771063022_MSKESARWANIZARDABHANDARALLAHABADVS.JCITC.CALLAHABADALLAHABAD.pdf
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