Facts of the Case
The respondent-assessee, NIIT Foundation, is a society
registered under the Societies Registration Act, 1860, holding registration
under Section 12A and approval under Section 80G of the Income Tax Act.
For Assessment Year 2014-15, the assessee filed its return
declaring NIL income and claiming exemption as a charitable institution engaged
in educational activities. The return was selected for scrutiny, and the
Assessing Officer sought details regarding activities, fee structure, service
tax payments, sponsorships, and contributions. After considering the
submissions, the AO completed assessment under Section 143(3), accepting the
charitable nature of the activities.
Subsequently, the Commissioner of Income Tax (Exemptions)
invoked revisional jurisdiction under Section 263, alleging that the assessment
order was erroneous and prejudicial to the interests of Revenue, primarily on
the ground that the assessee was not imparting formal education but rendering
commercial services or consultancy.
Pursuant to the revision, a fresh assessment denied exemption
under Sections 11 and 12 and treated the income as taxable.
The Income Tax Appellate Tribunal allowed the assessee’s appeal, holding that the revision under Section 263 was unjustified and that the assessee was engaged in educational activities.
Issues Involved
- Whether
the ITAT was correct in setting aside the revision under Section 263.
- Whether
the activities of the assessee constituted “education” under Section
2(15).
- Whether
vocational and skill-development training programs qualify as charitable
educational activities.
- Whether
receipt of fees, corporate sponsorships, or TDS deductions indicates
commercial activity.
- Whether
absence of formal affiliation negates educational character.
Petitioner’s Arguments (Revenue)
- The
Assessing Officer failed to conduct proper inquiry, rendering the order
erroneous and prejudicial to Revenue.
- The
assessee was not engaged in formal schooling or structured education as
required by law.
- Activities
were in the nature of consultancy or contractual services for corporate
clients.
- Corporate
payments subjected to TDS indicated commercial transactions.
- The
assessee lacked affiliation with recognized educational authorities.
- Reliance
was placed on Supreme Court decisions such as Lok Shikshana Trust
and New Noble Educational Society, which interpret “education” as
formal scholastic instruction.
Respondent’s Arguments (Assessee)
- It
conducts structured vocational and skill-development training for
underprivileged youth across sectors such as IT, communication, banking,
retail, and services.
- Courses
follow defined curricula, fixed duration, attendance requirements,
examinations, and certification.
- Training
is conducted through dedicated centers, government schools, and NGO
partnerships.
- Many
programs are approved by the National Skill Development Corporation (NSDC)
and other recognized institutions.
- Courses
are provided free of cost or at heavily subsidized rates.
- Corporate
contributions represent sponsorships or reimbursements, not commercial
income.
- Educational
activities also include digital literacy initiatives such as computer
learning stations for children.
- The
AO had examined these materials; therefore, revision under Section 263
merely on a different opinion was impermissible.
Court Order / Findings (Delhi High Court)
The High Court upheld the ITAT’s decision and made the
following key findings:
Validity of Section 263 Invocation
Revision under Section 263 requires the assessment order to be
both erroneous and prejudicial to Revenue. Where the AO has conducted inquiries
and adopted a plausible view, the Commissioner cannot substitute his own
opinion.
Meaning of “Education” under Section 2(15)
The Court reaffirmed that education includes systematic
instruction, schooling, or training aimed at developing knowledge and skills.
Structured vocational training programs with curriculum, examinations, and
certification qualify as education.
Effect of Fees, Sponsorships, and TDS
Charging nominal fees or receiving corporate funding does not
convert charitable activity into business where the dominant objective is
social upliftment through education. Deduction of TDS or charging service tax
is not determinative of the nature of activity.
Affiliation Not Mandatory
Formal affiliation with universities or statutory educational
boards is not a prerequisite for an activity to qualify as education under the
Act.
Nature of Assessee’s Activities
The Court noted that the assessee conducted systematic
training programs for disadvantaged sections of society through approved
curricula and structured teaching mechanisms, thereby satisfying the legal test
of education.
Accordingly, the Court found no error in the ITAT’s conclusion
that the assessee was engaged in charitable educational activities and that the
revision under Section 263 was unjustified.
Important Clarification
- Vocational
and skill-development training can qualify as “education” under the Income
Tax Act.
- Formal
recognition or affiliation is not essential where structured instruction
is imparted.
- Corporate
funding, CSR support, or nominal fees do not automatically indicate
commercial activity.
- Section
263 cannot be invoked merely because the Commissioner disagrees with the
Assessing Officer’s view.
- The
dominant purpose test remains central to determining charitable status.
Link to download the order - https://www.mytaxexpert.co.in/uploads/1772175984_COMMISSIONEROFINCOMETAXEXEMPTIONSDELHIVsNIITFOUNDATION.pdf
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