Facts of the Case
The assessee was subjected to
assessment proceedings under section 153C read with section 144 of the
Income-tax Act, 1961 for Assessment Years 2011-12 to 2014-15 and 2016-17,
pursuant to a search conducted in the case of a third party. During the course of
the search, certain incriminating documents were seized, which were alleged to
be connected with the assessee.
The searched person was the
brother of the assessee. During proceedings arising out of the search, the
assessee furnished a notarised affidavit admitting that the amounts reflected
in the seized documents belonged to him and not to the searched person. Based
on the seized material and the said affidavit, the Assessing Officer recorded
satisfaction under section 153C and issued notices for the relevant assessment
years.
The assessee did not file returns
in response to the notices under section 153C and did not properly comply with
the notices issued during the assessment proceedings. Consequently, the
Assessing Officer completed the assessments ex-parte under section 144 read
with section 153C, making substantive additions in the hands of the assessee
while restricting himself to protective additions in the hands of the searched
person.
Issues Involved
- Whether the proceedings initiated under section 153C
were barred by limitation in light of the law governing the deemed search
year.
- Whether the assessments framed under section 144 read
with section 153C for the impugned years were time-barred.
- Whether the Commissioner (Appeals), after quashing
the assessments on legal grounds, could issue binding and consequential
directions under section 150(1).
- Whether an affidavit, unsupported by corroborative
evidence, could be relied upon to determine substantive tax liability.
- Whether directions regarding initiation of
proceedings under sections 269SS and 269T could validly be issued in such
circumstances.
Petitioner’s Arguments
The assessee challenged the
validity of proceedings under section 153C by contending that the notice under
section 153C was issued in Financial Year 2021-22, making Assessment Year
2022-23 the deemed search year. Accordingly, only six assessment years preceding
that year could be validly reopened, subject to the statutory conditions.
It was submitted that the
assessments for Assessment Years 2011-12 to 2014-15 were clearly beyond the
permissible period and therefore void ab initio. For Assessment Year 2016-17,
it was argued that even after granting the benefit of time exclusion pursuant
to the Supreme Court’s COVID-19 orders, the assessment was barred by
limitation.
It was further contended that once
the assessments were quashed on jurisdictional grounds, the Commissioner
(Appeals) had no authority to issue directions under section 150(1),
particularly directions that effectively reopened concluded matters, mandated
substantive taxation in the hands of another assessee, or initiated penal
proceedings.
Respondent’s Arguments
The Revenue relied upon the
observations of the Commissioner (Appeals) and contended that the assessee’s
conduct, including filing of a sworn affidavit, justified issuance of
directions under section 150(1). It was argued that such directions were necessary
to ensure that the income reflected in the seized documents was ultimately
brought to tax in the correct hands and that the interests of the Revenue were
duly protected.
Findings and Order of the
Tribunal
The Tribunal observed that the
chronology of events was undisputed and decisive. Proceedings against the
assessee were initiated long after the appellate proceedings in the case of the
searched person had already been concluded. The inordinate delay in initiating
proceedings rendered the assessments vulnerable on the ground of limitation.
The Tribunal held that once the
assessments had been quashed on legal and jurisdictional grounds, there was no
scope for the Commissioner (Appeals) to issue further binding directions under
section 150(1). Such directions could not be used to cure jurisdictional
defects, overcome limitation, or revive proceedings that were otherwise barred
by law.
The Tribunal further held that an
affidavit, though a binding statement, cannot by itself determine substantive
tax liability unless supported by independent corroborative evidence. In the
absence of such evidence, reliance solely on the affidavit was unsustainable.
It was also held that there was no
occasion for issuing directions regarding applicability of sections 269SS and
269T. If at all such provisions were applicable, it was always open to the
Assessing Officer to examine the same independently in accordance with law,
subject to fulfilment of statutory conditions. Such directions were neither
necessary nor germane for disposal of the appeals.
Accordingly, the Tribunal quashed
the directions issued under section 150(1) and allowed the appeals of the
assessee for all the assessment years under consideration.
Jurisdictional Limits on
Appellate Directions: Can Revenue Revive a Quashed Assessment?
A fundamental question examined in
this ruling was:
When an assessment is quashed
on jurisdictional grounds, can the Revenue still resurrect the case through
appellate “directions”?
In the present case, while the
Commissioner (Appeals) quashed the assessments under section 153C and on
limitation, the appellate order simultaneously issued far-reaching directions
under section 150(1), including reopening assessment of another person, mandating
substantive taxation in another assessee’s hands, and directing initiation of
consequential proceedings.
The Tribunal decisively rejected
this approach and held that:
- Directions cannot outlive the assessment from
which they emanate; once the assessment itself is quashed, all
consequential directions necessarily fall.
- Section 150(1) cannot be used to cure departmental
delay or revive barred proceedings.
- An appellate authority cannot unsettle concluded
findings or create fresh causes of action, particularly where issues
have already been adjudicated on merits in another case.
- Appellate directions must be strictly necessary
and incidental to disposal of the appeal and cannot be used as a tool
for jurisdictional reconstruction.
Important Clarification and
Principle Reaffirmed
The Tribunal reaffirmed a
foundational principle of tax jurisprudence:
Jurisdictional defects cannot
be neutralised by appellate directions and cannot be repaired through appellate
fiat or ingenuity.
Limitation goes to the root of
jurisdiction. Once an assessment is rendered void on this ground, the clock
cannot be reset through indirect or consequential directions, however wide
their language may be.
Precedential Value
This ruling has significant
implications for:
- Search and seizure litigation under sections 153A and
153C,
- Cases involving protective versus substantive
assessments, and
- Situations where appellate authorities attempt to
issue expansive directions after granting relief on legal grounds.
It clearly delineates the outer
boundaries of appellate powers and reinforces the principle that appellate
jurisdiction is corrective, not creative.
Conclusion
The ITAT Ahmedabad has decisively
held that once an assessment is quashed on jurisdictional grounds, the Revenue
cannot resurrect proceedings through directions under section 150(1). The
decision stands as a strong precedent ensuring certainty, finality, and
discipline in income-tax proceedings and provides valuable guidance for
search-related litigation.
LINK TO DOWNLOAD THE ORDER
https://mytaxexpert.co.in/uploads/1768656492_ITATOrder1768630709.pdf
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