APPLICABILITY OF INCOME TAX AND GST ON JOINT DEVELOPMENT AGREEMENT IN REAL ESTATE FOR LANDOWNERS AND BUILDERS

  • Introduction

In the real estate sector, Joint Development Agreements (JDAs) are a common arrangement between landowners and builders or developers. These agreements enable the development of property without requiring the landowner to invest in the construction process. The financial transactions and obligations arising from such agreements have significant tax implications under both the Income Tax Act and the Goods and Services Tax (GST) framework. Understanding these implications is crucial for both landowners and builders to ensure compliance and optimize tax efficiency.        

  • Different Forms of Joint Development Arrangement

There are different forms of Joint Development Arrangement (JDA) that can be used for real estate projects. Some of the common forms of JDA are:

1. Revenue Sharing Model: In this model, the landowner and the developer share the revenue or profits from the project as agreed in the JDA.

2. Built-up Area Model: In this model, the landowner receives a built-up area in the project in proportion to the land contributed, while the developer gets the remaining built-up area for sale.

3. Saleable Area Model: In this model, the landowner gets a share of the saleable area in the project in proportion to the land contributed, while the developer gets the remaining saleable area for sale.

  • Rights & Responsibilities for the Developer and Builder:

It is of immense importance that the landowner and the developer, before the construction of the property, decide in advance, the rights/responsibilities of each entity. Here are a few rights/responsibilities of the developer/builder in a Joint Development Agreement (JDA).  

I. Licensee rights

The landowner grants a ‘licence’ to the developer to enter into his land with the full right as well as the authority to start, carry on and complete the development following the permission granted. This ‘licence’ granted by the landowner to the developer is the nature of a personal licence and under no circumstances will the developer assign his title, right as well as interest to any other party. It is important to use the word ‘licensee’ in a JDA. Then all the rights that a licensee has, will belong to the developer. This becomes important when there arises a dispute between the landowner and the developer. e.g. The developer can seek an injunction to enter the land, in case the landowner refuses the developer to enter his premises on account of the conflict. The developer’s capital has already been invested in the project. If the developer does not have the licensee’s rights, then he is left with no such remedy and his capital investment will be a useless and unprofitable wasted effort. Therefore, it is important that the developer is granted a ‘licence’ and this right is exquisitely drafted well in JDA clauses. 

II. Development rights:

Legally, the right to develop the land is called ‘development rights’, in which the owner of the land authorizes a person (developer/builder) to develop a structure on land. These ‘development rights’ can be easily transferred, sold, or exchanged. Now let us understand the concept of development rights with an example:-

  • Let Mr. X be the landowner and Mr. Y the developer. Mr. Y approaches Mr. X with a Joint Development proposal and Mr. X agrees to the proposal of developing the project on his land under the Joint Development Agreement. After completion of the project, Mr. Y sold some of the units to buyers with Mr. X’s consent. Mr. X will transfer the undivided share in land in favour of the outsider’s cooperative housing society. In this case, Mr. X’s permission will be granted in the form of transfer of development rights.

III. Right to seek approvals:

The developer has the right to have separate contracts in his name with the contractor, architect, and others to carry out the development at his risks and costs. The landowner on entering into a Joint Development Agreement with the developer engages the developer to take full responsibility for the development work. The developer undertakes the responsibility of obtaining requisite approvals regarding development from the competent authorities, property development as well as launching, advertising, and marketing the project with the help of financial resources. 

IV. General Power of Attorney (GPA):

As per the provisions of  Section 53A (which deals with part-performance of a contract) of the Transfer of Property Act 1882the developer shall not be a transferee or buyer of the development work under the JDA. The partnership between the two entities is restricted only till the project’s development and the JDA does not entitle the developer to sell the units on his own. The ownership of the land still lies with the landowner only. To facilitate the process of selling, the landowner will have to assign the right to the developer to sell the property. So, he confers the authority to the developer/builder by signing a General Power of Attorney (GPA). This gives the developer the right to sell and register agreed portions of land with respective undivided shares by way of flats to other buyers. In case of any breach of the terms of the agreement by the developer, the landowner has the right to revoke the Power of Attorney as well as take legal action against the developer.

V. Right to take legal action:

Co-operation from both the entities, the landowner and the developer is crucial in a Joint Development Agreement (JDA). JDA should provide for the possible repercussions in case there is a failure by one or more parties to fulfil the agreed responsibilities. Therefore, if the landowner fails to cooperate with the developer, the developer has sufficient rights to sue against the landowner in a court of law. There may be instances that the landowner fails to get a clear title and this flaw comes to light, post-completion of construction. Not only this, but it is also possible that the whole construction by the developer gets challenged in the court of law on account of the absence of a clear title. The developer, in such cases of any breach of the terms of the agreement by the landowner, can take legal action against him. Also

 Income Tax Implications:

Taxability Of Income Arising from JDAs In India 

1. Taxability in the hands of owner of the property 

Capital Gains taxation consists of 3 aspects i.e. full value of consideration, cost of acquisition and the year for determination of taxability

Computation of Capital Gains tax: 

Full Value of Consideration 

SDV of owner’s share in project + consideration  received in cash

Less : Indexed Cost of Acquisition

Purchase Price (COA) x  Cost Inflation Index of the year of transfer  

÷
Cost Inflation Index of the first year in which asset was held by the you or for the year 2001-02, whichever is later*

Capital Gains

Xxx

*If the asset is acquired before April 1, 2001, the cost of acquisition shall be the actual cost or FMV as on April 1, 2001, whichever is higher.

 Full Value of Consideration 

FVC shall be the stamp duty value of his share in the developed property as on the date of issue of Completion Certificate plus cash consideration received, if any.

 Cost of Acquisition

Cost of acquisition shall be the price at which such property was acquired by the owner. If the land is held for more than 2 years, the cost must be indexed up to the year in which land is transferred to the developer. 

  • Year of transfer

Year of transfer is the year in which land is transferred under JDA. 

  • Year of taxability i.e. the year in which owner has to pay tax

As per the provisions of Section 45(5A), the taxability of JDA arises in the year in which the certificate of completion is issued for the whole or part of the property.

However, this provision shall not apply if such property is transferred by the owner before such completion certificate is issued. 

  • Eligibility for exemption under Section 54 to 54F

Where the owner buys a part of property after the redevelopment of such property and makes a payment for the same, he shall be entitled to claim exemption under Section 54 to 54F depending on the nature of such property.

 2. Taxability In the Hands of the Developer of The Property 

For the builder/developer, such property built by them will be considered as stock-in-trade. Therefore, the nature of income from the sale of such property shall be ‘Income from business and profession’

The income will include proceeds from sale of such property, he shall be allowed to deduct the business expenses incurred on development of such property. The balance will be taxable. 

Liability to deduct TDS on payment made under Joint Development Agreement (Section 194-IC)

Under JDA, where the real estate developer pays any monetary consideration in form of cash or any other mode in addition to the share in the project, then the developer shall be liable to deduct TDS @10% on such payment. However, if the PAN of the owner is not available, then, such TDS shall be deducted @20%. 

 GST Implications:

Taxability of JDAs under GST

Under the GST law, tax is levied on the supply of goods or services or both. Hence, the subject matter of taxation under GST is the ‘supply’ of goods or services. Therefore, in order to fall within the ambit of GST, the supply should either be of goods or services or both. Thus, a transaction cannot be subject to GST where there is no supply of goods or services.

The term ‘goods’ has been defined as every kind of movable property. The generic meaning of the term ‘movable’ means something that has the ability to move, and it does not include immovable property. Whereas, the immovable property includes land, benefits to arise out of the land, and things attached to the earth or permanently fastened to anything attached to the earth. Therefore, the activities undertaken in respect of JDA for construction of immoveable property and sale of immoveable property cannot be considered as supply of goods under the GST law.

Schedule II of the CGST Act classifies a list of activities either as supply of goods or supply of services. In terms of Entry 5 of the said Schedule, the construction activities are treated as supply of services:

(b) Construction of a complex, building, civil structure or a part thereof, including a complex or building intended for sale to a buyer, wholly or partly, except where the entire consideration has been received after issuance of completion certificate, where required, by the competent authority or after its first occupation, whichever is earlier.

Further, Schedule III of the CGST Act provides few transactions which are neither treated as the supply of goods nor supply of services under GST. Entry No. 5 of the said schedule provides the following:

Sale of land and sale of building, subject to clause (b) of paragraph 5 of Schedule II

For the ease of reference, the expression “the date of issuance of completion certificate, or first occupation of the project, whichever is earlier” is referred to as ‘relevant date’ in this article.

 Sale of completed property and sale of land is not exigible to GST

As per Schedule III, GST is not leviable on the sale of land. In case of sale of building, where the entire consideration has been received after relevant date, GST will not be leviable.

  Sale of under-construction property is considered as supply of services

The conjoint reading of Schedule II and Schedule III suggests that the sale of under-construction property is considered as supply of services under GST.

 Transfer of Development rights is supply of service

The Development rights transferred by the landowner to developer are also considered as supply of services under GST. In this regard, the Telangana High Court has held that transfer of development rights is a supply of service under GST law which is offered by the landowner to the developer for a consideration and it is not a sale of an immovable property as transferring the development rights does not result in transfer of ownership rights. Notably, in this cases, a Special Leave Petition has been filed before the Hon’ble Supreme Court and the Supreme Court had not stayed operation of impugned judgment.

 GST on Transfer of Development Rights

Residential Projects

Exemption on Transfer of Development Rights pertaining to residential apartments

Effective from April 1, 2019, services by way of transfer of development rights for construction of ‘residential’ apartments by a promoter in a project has been exempted from GST. Notably, such exemption is only applicable in respect of the construction of residential apartments and booked apartments before the relevant date.

Thus, the said exemption does not apply to the construction of ‘commercial apartments’ and to the residential apartments remaining ‘un-booked’ on the relevant date.

In this regard, the law also provides the manner of computing the exempt amount:

[GST payable on TDR for construction of the project] × (Carpet area of residential apartments in the project ÷ Total carpet area of residential and commercial apartments in the project)

Sl. No.

Conditions

Calculation

1.

Promoter Developer is liable to pay tax attributable to the residential apartments which remain un-booked on the relevant date under RCM

(RCM applicability is discussed separately in detail in the next paragraph)

[GST payable on TDR for construction of residential apartments but for the exemption contained herein] × (Carpet area of residential apartments remaining un-booked on the relevant date ÷ Total carpet area of the residential apartments)

 

Notably, the maximum tax payable in case of un-booked apartment shall not exceed the following:

(a) 1% of the value in case of affordable residential apartments remaining un-booked on the relevant date and

(b) 5% of the value in case of residential apartments other than affordable residential apartments remaining un-booked on the relevant date

2.

The liability to pay GST on the development rights shall arise on the relevant date.

 

 

The above exemption is subject to the following conditions summarized below:

Applicability of Reverse charge on Transfer of Development Rights

Effective from April 1, 2019, the developer is liable to pay GST on reverse charge basis on the services supplied by any person by way of transfer of development rights for construction of a project.

 

Commercial Projects:

Regardless of whether the agreement was signed before or after March 2019, when the landowner transfers development rights for commercial projects, an 18% GST is applicable. The value on which GST is calculated is determined as per CGST Rule 27 and Section 15 of the CGST Act.

For instance, if the value of a commercial building is Rs.10,00,000, the landowner must pay 18% GST, which amounts to Rs.1,80,000. The GST rate remains consistent, regardless of whether the agreement was executed before or after March 2019.

 Value of Transfer of Development Rights

The Rate notification specifically provides that where a person transfers development right to a promoter against consideration in the form of construction of apartments (whether wholly or partly), the value of supply of service shall be deemed to be the Total Amount charged for similar apartments in the project from the independent buyers nearest to the date on which such development right is transferred to the promoter.

 This amount would be further reduced by the value of transfer of land. Notably, value of land shall be deemed to be one-third of the total amount charged.

 Time of Supply of Transfer of Development Rights

The Time of Supply in case of supply of Transfer of Development Rights are as follows:

Model

Type of property

Time of Supply

Area Sharing Model

(Non-Monetary Consideration)

For both residential and commercial units

The Government has specifically deferred the payment of GST liability by specifying that the Developer can pay GST in a tax period not later than the tax period in which the relevant date falls.

Revenue Sharing Model (Monetary Consideration)

For Residential Units

The Government has specifically deferred the payment of GST liability by specifying that the Developer can pay GST in a tax period not later than the tax period in which the relevant date falls.

For Commercial Units

As per Section 13 of the CGST Act

 

GST on Construction Services

 

GST applicability on different Real Estate projects

GST on supply of construction services by Developer is liable to paid at the applicable effective rate provided under the rate notification, which depends on the nature of the project and apartment.

Notably, with effect from 01-04-2019, the Government introduced significant amendments in the rate notifications to change the GST rate structure on the construction services. The GST rates on construction services are lowered based on the type of project and the type of apartments. However, ITC cannot be claimed by the supplier of construction services on the revised concessional rates. The GST rate on construction services for different projects and different types of apartments are discussed below:

 

Particulars

Tax Rate

Whether ITC available?

Affordable Residential apartments

(in both RREP and other REP Projects)

(Residential Real Estate Project) (Real Estate Project)

1.5%

No

Residential Apartments (Other than affordable)

(in both RREP and other REP Projects)

7.5%

No

Commercial Apartments

(in RREP  Projects)

7.5%

No

 

Construction services of Commercial apartments in other REP projects and the projects other than the specified above are taxable at the rate of 18% with no restriction on availing ITC.

Notably, the above rates would be applicable on the respective projects strictly and the supplier cannot opt for the higher rate with the eligibility of ITC.

The term “Residential Real Estate Project (RREP)” shall mean a REP in which the carpet area of the commercial apartments is not more than 15% of the total carpet area of all the apartments in the REP.
 

Valuation of Construction Services

Where the supply of construction services involves transfer of land or undivided share of land, the value of such supply is computed in the following manner:

Particulars

Amount

Total amount charged for supply of construction services i.e.

(Consideration charged for construction service + Amount charged for transfer of land or undivided share of land, including by way of lease or sub-lease)

XXX

Less: Value of transfer of land or undivided share of land

(value of land deemed to be one third of the total amount charged for such supply)

(XXX)

 

Notably, the deeming value of land to be one-third of the total value is to be mandatorily adopted in all the construction services under different projects. This provision has been challenged before the Gujarat High Court wherein the High Court read down the given provision and held that the deeming fiction of 1/3rd will not be mandatory in nature and it will only be available at the option of the taxable person in cases where the actual value of land or undivided share in land is not ascertainable.

Mandatory Conditions attached to the new rates with effect from 01-04-2019

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Conditions

1.

Payment of tax shall be made in cash only

2.

ITC has not been taken on goods and services used in supplying construction services except to the extent prescribed in Annexure I (REP) and Annexure II (RREP). Further, ITC not availed shall be reported every month as ineligible ITC in Form GSTR 3B.

3.

Reversal of ITC attributable to construction in a project, time of supply of which is on or after 1st April, 2019. Amount of ITC reversal is computed in manner prescribed in Annexure I (REP) and Annexure II (RREP).

4.

In case of area-sharing model, the Developer is required to pay tax on supply of construction of apartments.

Notably, the Landowner shall be eligible for availing ITC on such supply of construction services, subject to the further conditions that:

  • Landowner further supplies such apartments to his buyers before the relevant date and
  • Pays tax on such supply of apartments, which is not less than the amount of tax charged by the developer from him on construction of such apartments.

5.

At least 80% of value of input and input services used in supplying the service shall be procured from the registered supplier only.

However, where value of inputs and input services falls short of 80%, tax shall be paid by the developer on value of input and input services comprising such shortfall at the rate of 18% on reverse charge basis. (RCM provisions applicable on developer are discussed separately later in this document).

Notably, the above 80% limit does not apply on services by way of grant of development rights, long term lease of land, electricity, high speed diesel, motor spirit, natural gas. Thus, these supplies can be procured from unregistered person without any obligation on the developer.

6.

Where cement is received from an unregistered person, the promoter shall pay tax on supply of such cement at the applicable rates on reverse charge basis. This is irrespective of whether cements constitutes less than 20% eligible limit discussed in previous para.

(RCM provisions applicable on developer are discussed separately later in this document).

 

However, the above specified conditions are not applicable for the construction of Commercial apartments in other REP projects and the projects other than the specified

 

Time of supply of supply of Construction Services

Time of Supply in case of supply of Construction Services as follows:

Model

Particulars

Time of Supply

Area Sharing Model (Non- Monetary Consideration)

Residential and commercial units

The Developer is required to pay GST in a tax period not later than the tax period in which the relevant date falls.

Revenue Sharing Model (Monetary Consideration)

Residential and commercial units

As per Section 13 of the CGST Act

 

RCM on inward supply of input, input services and capital goods by Developer

As per the rate notifications, the Developer is also liable to pay GST on reverse charge basis on certain inward supplies relating to the construction services. These are summarized in the below table:

Particulars

Taxability

Time of Supply

Procurement of inputs and input services from registered person falling short of 80% limit (Refer Para 5.3. above)

The Developer is required to pay tax on reverse charge basis on such shortfall at the rate of 18%

The Developer is required to calculate tax payments on the shortfall at the end of financial year and the tax to be added to his output liability in the month not later than the month of June following the end of the financial year.

Inward supply of Capital Goods from Unregistered person

The Developer is required to pay tax on reverse charge basis on the supply of capital goods at applicable rates

As per the Section 12 of the CGST Act

Procurement of Cement form Unregistered person

The Developer is required to pay tax on reverse charge basis on the supply of such cement at applicable rates

The tax shall be paid in the month cement is received from the unregistered person

Note: The above-mentioned inputs and input services exclude the grant of Development rights, long term lease, FSI, electricity, high speed diesel, motor sprit and natural gases.

 

Understanding Term Affordable Housing and Non-Affordable Housing.

What Is Affordable Housing? 

Affordable housing comprises homes with a carpet area of up to 60 square meters (approx. 645 square feet) in metro cities** and 90 square meters (approx. 960 square feet) in non-metro cities. Homes with a value up to INR 45,00,000/- in both, metro and non-metro cities) are considered affordable housing.

**Metro cities are Bengaluru, Chennai, Delhi NCR (limited to Delhi, Noida, Greater Noida, Ghaziabad, Gurgaon, Faridabad), Hyderabad, Kolkata and Mumbai (whole of MMR).

What is Non-Affordable Housing?

Non-affordable housing in India refers to upscale residential properties that are priced beyond the reach of a large segment of the population. These luxurious homes, designed with high-end features and located in prime areas, target affluent individuals and investors who can afford the premium price tags. Non-affordable housing offers a lavish living experience, superior amenities, and a prestigious address, catering to those seeking opulence and exclusivity.

  • Conclusion:

The taxability of income from a Joint Development Agreement involves a nuanced understanding of both Income Tax and GST. For landowners, the primary concern is the capital gains tax on their share of the property, while developers must navigate business income tax and GST implications. Effective tax planning and compliance with both Income Tax and GST regulations are crucial for optimizing the financial outcomes of a JDA. Both parties should consider consulting with tax professionals to ensure that they adhere to all applicable tax laws and maximize their tax efficiency.