HIGH COURT OF DELHI

Commissioner of Income-tax

v.

Vimgi Investment (P.) Ltd.

MADAN B. LOKUR, V.B. GUPTA, JJ.

INCOME TAX APPEAL NO. 1433 OF 2006

February 14, 2007

 

Section 263 read with section 94, of the Income-tax Act, 1961 - Revision - Of orders prejudicial to interest of revenue - Assessment year 2001-2002 - Whether if it is assumed that two views are possible on an issue, exercise of power by Commissioner under section 263 is not warranted - Held, yes - Assessee purchased certain units-cum-dividend of mutual funds - After receiving dividend, assessee sold those units within  two or three days at a loss - In its return for relevant assessment year, assessee adjusted loss incurred in sale of units against its business profits - Assessing Officer accepted bona fides of transaction in question and, therefore, allowed said adjustment - However, under section 263, Commissioner set aside assessment order on ground that transaction entered into by assessee was not bonafide - On appeal, Tribunal decided in favour of assessee and restored assessment order - In instant appeal, on basis of amendment made to section 94 with reference to assessment year 2002-03, revenue contended that Commissioner had validly exercised his powers under section 263 - Whether since with reference to assessment year in question, view taken by Assessing Officer was only possible view,  there was no occasion for Commissioner to exercise his powers under section 263 to revise order passed by Assessing Officer and tax assessee on ground that transaction was an attempt to avoid tax - Held, yes

FACTS

The assessee purchased certain units - cum - dividend of mutual funds.  After receiving the dividend, the assessee sold the said units within two or three days of the purchase at a loss.  In his return for the assessment year 2001-2002, the assessee adjusted the loss incurred in the sale of units against the business profits.  The Assessing Officer accepting the purchase and sale of the units to be bonafide upheld the adjustment of loss against the business profits.  However, under section 263, the Commissioner set aside the assessment order on ground that the transaction was an attempt on part of assessee to avoid the tax.  On appeal, the Tribunal upheld the order of the Assessing Officer. 

On revenue’s appeal:

HELD

The assessee cited a recent decision rendered by Delhi High Court in CIT v. Vikram Aditya & Associates (P.)  Ltd. [2006] 287 ITR 268, wherein also, the question of ‘dividend stripping’ had arisen and it was noted that there was a gap in the law which was exploited by the assessee and that the legislature had recognized this gap and taken steps to rectify it with effect from the assessment year 2002-2003 by amending section 94.  In so far as the instant appeal was concerned, it was with reference to the assessment year 2001-02 when the gap in the law still existed. [Para 5]

On the other hand, the revenue contended that the Commissioner had validly exercised his powers under section 263 to revise the order of assessment.  Two views had been canvassed, one taken by the Assessing Officer and the other canvassed by the revenue on the basis of the amendment made to section 94 with reference to the assessment year 2002-2003. [Para 7]

In Malabar Industrial Co. Ltd. v. CIT [2000] 243 ITR 83/109 Taxman 66  the Supreme Court held that if two views are possible on an issue and both the views are reasonable then the Commissioner ought not to exercise power under Section 263. [Para 8]

In so far as the instant case was concerned, only one view was possible and that was taken by the Assessing Officer and that view was valid with reference to the assessment year 2001-02.  Therefore, there was no occasion for the Commissioner to exercise his powers under section 263 to revise the order passed by the Assessing Officer and tax the assessee on the ground that the transaction was an attempt to avoid tax.  The purchase and sale of units by the Assessee was undoubtedly bona fide and that was accepted by the Assessing Officer.  Under those circumstances, the question of the Commissioner invoking his powers under section 263 would not arise.  In view of the decision of the Delhi High Court in Vikram Aditya & Associates (P.)  Ltd’s case (supra) there was no substance on the merits of the case. [Para 9]

In any event, in view of the decision of the Supreme Court in the case of Malabar Industrial co. Ltd (Supra), the exercise of power by the commissioner under section 263 is not warranted, if it is assumed that two views are possible on the issue. [Para 10]

Consequently, no substantial question of law arose for consideration under section 260 A. [Para 11]

In the result, the appeal was to be dismissed.