Facts of the Case
The assessee, Mr. Satya Sheel Khosla, was the promoter and
Director of Integra Overseas Pvt. Ltd., a company engaged in manufacturing
two-wheelers in India. Subsequently, Suzuki Motor Corporation became the major
shareholder, and the company was renamed Suzuki Motorcycle India Pvt. Ltd.
After exiting the joint venture and stepping down as Managing
Director, the assessee entered into an agreement under which Suzuki agreed to
pay ₹1.32 crore per annum for two years in consideration of the assessee not
extending his regulatory knowledge, negotiating expertise, and strategic
planning support to any other player in the two-wheeler segment in India.
The assessee treated the amount as a capital receipt not
chargeable to tax, whereas the Revenue treated it as taxable income.
Issues Involved
- Whether
compensation received under a restrictive covenant for not sharing
expertise amounts to non-compete fee.
- Whether
such receipt is taxable under Section 28(va).
- Whether
such compensation can be taxed under Section 17(3) as profits in lieu of
salary.
- Whether
such receipt retains the character of capital receipt under the law
prevailing before the 2017 amendment.
Petitioner’s Arguments (Revenue)
- The
Revenue argued that the compensation was in substance a non-compete fee
and therefore taxable.
- It
contended that Section 28(va) already covered restrictive covenants
relating to business activities even before the amendment.
- The
Revenue emphasized that the amount was revenue in nature and should be
taxed accordingly.
Respondent’s Arguments (Assessee)
- The
assessee argued that the payment was not for carrying on or refraining
from business competition but merely for withholding personal knowledge
and expertise.
- It
was contended that Section 28(va), prior to amendment, applied to business
and not professional restrictions.
- Reliance
was placed on Supreme Court judgments treating such compensation as
capital receipts.
Court Findings / Order
The Delhi High Court held that:
- The
nature of such receipts is fact-dependent and cannot be determined by a
rigid formula.
- The
assessee had dual capacity as shareholder and Managing Director.
- The
payment under the restrictive covenant was in the nature of capital
receipt.
- Prior
to the 2017 amendment, compensation for professional restrictive covenants
was not taxable under Section 28(va).
- The
ITAT’s view was legally plausible and supported by judicial precedents.
Accordingly, the appeal of the Revenue was dismissed.
Important Clarification
The Court clarified that prior to the Finance Act, 2016
amendment (effective 01.04.2017), compensation received under restrictive
covenants concerning professional expertise was outside the tax net under
Section 28(va). After the amendment, such professional restrictive covenant
receipts are taxable.
Sections Involved
- Section
28(va) – Taxability of non-compete fee /
restrictive covenant receipts
- Section
17(3) – Profits in lieu of salary
- Section
260A – Appeal before High Court
- Finance
Act, 2016 Amendment (effective from 01.04.2017)
Link to download the order -
https://delhihighcourt.nic.in/app/case_number_pdf/2018:DHC:654-DB/SRB29012018ITA2892016.pdf
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