Facts of the Case
A search under Section 132A of the Income-tax Act, 1961 was
conducted on 25.01.1999 pursuant to an excise raid conducted by the
Anti-Evasion Wing of the Central Excise Department, Delhi. During the
operation, cash amounting to ₹1,80,000 was seized from the business premises of
Kuber Tobacco Products Pvt. Ltd.
Subsequently, a notice under Section 158BC(a) was issued to
the assessee requiring filing of a block return. The assessee filed its return
on 29.09.2000 declaring NIL undisclosed income. Thereafter, the Assessing
Officer completed block assessment under Section 158BC on 29.01.2001 and
determined undisclosed income at ₹2,07,87,171/-.
The assessee challenged the assessment before the
Commissioner of Income Tax (Appeals). The CIT(A) partly allowed the appeal and
deleted an addition of ₹37,26,867/-. Both the assessee and the Revenue filed
cross appeals before the Income Tax Appellate Tribunal.
Before the Tribunal, the assessee raised an additional legal ground that the block assessment order was without jurisdiction because no mandatory notice under Section 143(2) had been issued before completion of the block assessment proceedings.
Issues Involved
- Whether
issuance and service of notice under Section 143(2) is mandatory in block
assessment proceedings under Section 158BC of the Income-tax Act?
- Whether
failure to issue notice under Section 143(2) renders the block assessment
invalid and without jurisdiction?
- Whether
Section 292BB, inserted by the Finance Act, 2008 with effect from
01.04.2008, cures the defect of non-issuance of notice under Section
143(2)?
- Whether Section 292BB operates retrospectively so as to validate assessments completed prior to 01.04.2008?
Petitioner’s Arguments (Revenue)
The Revenue contended that:
- Section
292BB was inserted to prevent assessees from challenging assessments on
technical grounds relating to service of notice.
- Since
the assessee had participated in the assessment proceedings, it could not
subsequently challenge the assessment on the ground that notice under
Section 143(2) was not served.
- Assessment
provisions under Chapter XIV-B are procedural in nature and procedural
defects should not invalidate completed assessments.
- Section 292BB being procedural should be applied retrospectively and should validate the assessment proceedings even if notice under Section 143(2) was not issued.
Respondent’s Arguments (Assessee)
The assessee argued that:
- Notice
under Section 143(2) is mandatory for framing an assessment under Section
158BC.
- In
the present case, no notice under Section 143(2) was ever issued.
- Non-issuance
of notice is not a mere procedural irregularity but a jurisdictional
defect.
- Section
292BB presupposes existence of a notice and only cures defects relating to
service of notice.
- Section
292BB cannot cure a complete absence of notice.
- The
provision came into force on 01.04.2008 and therefore cannot apply
retrospectively to block assessments completed before that date.
- Reliance was placed on several judicial precedents including Bandana Gogoi v. CIT and CIT v. Pawan Gupta.
Court Findings
The Delhi High Court upheld the Tribunal's decision and made
the following significant findings:
1. Notice under Section 143(2) is Mandatory
The Court reiterated the principle laid down in CIT v.
Pawan Gupta (2009) 318 ITR 322 (Delhi) that issuance of notice under
Section 143(2) is a mandatory requirement even in block assessment proceedings
under Chapter XIV-B.
The Court observed that where the Assessing Officer does not
accept the return of undisclosed income filed by the assessee and proceeds to
make an assessment, notice under Section 143(2) must necessarily be issued
before completing the assessment.
2. Non-Issuance of Notice is a Jurisdictional
Defect
The Court held that complete absence of notice under Section
143(2) is not a mere procedural irregularity but a substantive defect affecting
the jurisdiction of the Assessing Officer.
Accordingly, a block assessment framed without issuance of
such notice is invalid in law.
3. Section 292BB Does Not Cure Complete Absence
of Notice
The Court examined Section 292BB and held that the provision
applies only where a notice has actually been issued but there is a dispute
regarding:
- Service
of notice;
- Timeliness
of service;
- Manner
of service.
The provision does not validate a case where no notice was
issued at all.
4. Section 292BB is Prospective
The Court agreed with the Special Bench of the Tribunal that
Section 292BB creates a disability against the assessee from raising objections
regarding service of notice and therefore cannot be applied retrospectively.
The provision applies only from Assessment Year 2008-09 onwards and cannot validate block assessments completed before 01.04.2008.
Court Order
The Delhi High Court dismissed the Revenue's appeal and held
that:
- Notice
under Section 143(2) is mandatory in block assessment proceedings under
Section 158BC.
- Non-issuance
of notice renders the assessment illegal and invalid.
- Section
292BB does not cure complete absence of notice.
- Section
292BB is prospective in operation and applicable only from Assessment Year
2008-09 onwards.
Accordingly, the appeal filed by the Revenue was dismissed.
Important Clarifications
Key Legal Principle
Where no notice under Section 143(2) is issued before
completion of block assessment proceedings under Section 158BC, the assessment
becomes void and unsustainable in law.
Scope of Section 292BB
Section 292BB can cure defects relating to:
- Non-service
of notice;
- Delayed
service of notice;
- Improper
service of notice.
However, it cannot cure:
- Complete
absence of notice;
- Non-issuance
of notice;
- Jurisdictional
defects arising from failure to issue mandatory notice.
Prospective Operation
Section 292BB operates prospectively from 01.04.2008 and cannot be invoked to validate assessments completed before its introduction.
Sections Involved
- Section
132A – Requisition of Books of Account, etc.
- Section
143(2) – Scrutiny Notice
- Section
158BC – Procedure for Block Assessment
- Section
292BB – Notice Deemed to be Valid in Certain Circumstances
- Chapter
XIV-B – Special Procedure for Assessment of Search Cases
- Section 158BC(a) – Filing of Block Return
Link to download the order –
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