Facts of the Case
The assessee deposited ₹4,00,000 in cash in January 2021 in two bank accounts:
- ₹2,00,000 deposited in ICICI
Bank on 11.01.2021
- ₹2,00,000 deposited in IndusInd
Bank on 04.01.2021
During the assessment proceedings, the Assessing Officer (AO) treated the
entire cash deposits as unexplained
money under Section 69A.
The assessee contended that the deposits were made
out of earlier cash withdrawals from
bank accounts, and bank statements were submitted to substantiate the
explanation. However, the AO rejected the explanation and added the entire
amount of ₹4,00,000.
The order of the AO was upheld by the Commissioner of Income Tax (Appeals), against which the assessee filed an appeal before the ITAT.
Issues Involved
- Whether cash deposits of
₹4,00,000 made in bank accounts could be treated as unexplained money under Section 69A.
- Whether earlier cash withdrawals from bank accounts could reasonably explain subsequent cash deposits.
Petitioner’s Arguments (Assessee)
- Cash deposits were made out
of earlier withdrawals from bank accounts.
- The assessee had regularly
withdrawn cash aggregating to ₹3,32,000.
- Due to the COVID-19
pandemic and lockdown after March 2020, many transactions were
carried out online and the withdrawn cash remained unused.
- The cash available from earlier withdrawals was subsequently deposited
in January 2021.
- The AO failed to properly appreciate the bank statements and withdrawal details submitted during assessment.
Respondent’s Arguments (Income Tax Department)
The Department strongly relied on the assessment order and the order of the CIT(A)
and argued that:
- The cash withdrawals relied upon by the assessee did not pertain to the relevant
financial year.
- Therefore, the explanation given by the assessee could not
satisfactorily explain the cash
deposits made in January 2021.
The Department requested dismissal of the appeal.
Court Findings / Tribunal Decision
- The cash deposits of ₹4,00,000
were made in two tranches in January 2021.
- The assessee claimed that these deposits were sourced from earlier cash withdrawals from bank
accounts.
- The withdrawal statement showed transactions from 28.07.2019 to 28.03.2020.
- The Tribunal noted that COVID-19
lockdown began in March 2020, after which online transactions
increased.
However, the Tribunal held that it would be unreasonable to accept that withdrawals made
in 2019 were still available in cash in 2021.
At the same time, the Tribunal accepted that withdrawals made closer to January 2021 could
reasonably explain part of the deposits.
The Tribunal therefore allowed benefit of ₹1,75,000 being withdrawals available with
the assessee, and sustained the
balance addition.
Thus, the appeal of the assessee was partly allowed.
Court Order
- Addition partly sustained
- Benefit allowed for ₹1,75,000
cash withdrawals
- Remaining addition upheld
- Appeal partly allowed
Important Clarification by ITAT
- Earlier cash withdrawals may explain
subsequent deposits, but
- A long time gap between withdrawal and
deposit reduces credibility of the explanation.
- The explanation must be reasonable
and supported by surrounding circumstances.
Link to download the order - https://itat.gov.in/public/files/upload/1735707510-kETZKD-1-TO.pdf
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