Facts of the Case
The present batch of writ petitions before the
Delhi High Court concerned reassessment proceedings initiated by the Income Tax
Department for Assessment Years 2016-17
and 2017-18.
In the representative case, the assessee had filed
the return of income for AY 2017-18 which was processed under Section 143(1) of the Income Tax Act, 1961.
Subsequently, following the judgment of Union of India v. Ashish Agarwal, the
Revenue issued a notice under Section
148A(b) alleging that certain income had escaped assessment.
After considering the reply of the assessee, the
Assessing Officer passed an order under Section
148A(d) holding that income had escaped assessment and issued a
reassessment notice under Section 148.
The order and notice were issued after obtaining
approval from the Principal
Commissioner of Income Tax (PCIT).
The assessees challenged the reassessment
proceedings before the Delhi High Court contending that the approval required
under the law had not been obtained from the “specified authority” as mandated under Section 151(ii) of the Income Tax Act.
Issues Involved
- Whether reassessment notices issued under Sections 148 and 148A(d) are valid when approval is taken
from an authority not falling within the category of “specified authority” under Section 151(ii)
of the Income Tax Act.
- Whether approval from the correct specified authority is mandatory
for initiating reassessment proceedings where more than three years have elapsed from the relevant assessment year.
- Whether reliance by the Revenue on TOLA (Taxation and Other Laws (Relaxation and Amendment of Certain
Provisions) Act, 2020) and CBDT instructions can override statutory
requirements under the Income Tax Act.
Petitioner’s Arguments
- Reassessment proceedings were initiated without obtaining approval
from the correct specified
authority as required under Section
151(ii) of the Income Tax Act.
- Where more than three years
have elapsed from the end of the relevant assessment year, approval
must be granted by the Principal
Chief Commissioner / Principal Director General / Chief Commissioner /
Director General, and not by the Principal Commissioner.
- The approval obtained from the Principal Commissioner of Income Tax was therefore legally
invalid.
- Since the mandatory statutory requirement was not complied with,
the entire reassessment proceedings including the order under Section 148A(d) and the notice
under Section 148 were
liable to be quashed.
Respondent’s Arguments
- The reassessment proceedings were initiated in accordance with law
and were supported by approval from the Principal Commissioner of Income Tax.
- The Revenue relied on provisions of the Taxation and Other Laws (Relaxation and Amendment of Certain
Provisions) Act, 2020 (TOLA) and CBDT Instruction No.1 of 2022 dated 11.05.2022 to justify the
validity of the reassessment notices.
- It was contended that approval of the specified authority was not
mandatory in the manner suggested by the petitioners.
Court Findings
- The first proviso to Section
148 clearly mandates that prior
approval of the specified authority is mandatory before issuing a
reassessment notice.
- Section 151 of the Income
Tax Act specifies which authority must grant approval depending on
the time elapsed since the relevant assessment year.
- Where more than three years
have elapsed, approval must be obtained from authorities specified
under Section 151(ii) such
as the Principal Chief
Commissioner / Principal Director General / Chief Commissioner / Director
General.
- In the present case, the approval had been obtained from the Principal Commissioner, which is
an authority falling under Section
151(i) and not under Section
151(ii).
- Therefore, the reassessment notices were issued without the approval of the correct
specified authority, rendering them unsustainable in law.
Court Order
- The impugned orders under
Section 148A(d) and the notices
issued under Section 148 were quashed.
- The reassessment proceedings were invalid as they lacked approval
from the specified authority under
Section 151(ii).
Important Clarification by the Court
- Approval of the specified
authority is mandatory under the first proviso to Section 148.
- The rank of the approving
authority depends on the limitation period provided under Section 151.
- Any reassessment notice issued without approval of the correct specified authority is liable to be
set aside.
Link to download the order - https://delhihighcourt.nic.in/app/showFileJudgment/RAS05012024CW165242022_114311.pdf
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