INCOME-TAX TRIBUNAL DECISIONS

Vol. 111, Part 7, for the week of April 16 – April 22, 2008

table of orders reported

Saurabh Srivastava v. Dy. CIT (Delhi) (SB) 

Sujay Trading (P.) Ltd. v. Jt. CIT (Mum.) (TM) 

subject index

Business income

Chargeable as

-   Assessment year 1994-95 - Assessee-company was formed with its main object to trade in various goods - Besides, assessee's ancillary objects were to lend and advance money and to invest in shares and securities, etc. - During previous year relevant to assessment year 1994-95, assessee passed a resolution to treat said ancillary object as its main object - Assessee invested funds in various stocks, bonds, etc., and earned interest thereon - In its return of income, assessee showed interest income as its income from business - However, Assessing Officer, taking view that assessee had not commenced business as per its main object, disallowed claim of assessee and treated interest income as its income from other sources - Whether Assessing Officer was justified - Held, no - Sujay Trading (P.) Ltd. v. Jt. CIT (Mum.) (TM) 

-   Assessment year 1998-99 - Whether where compensation is received partly for transfer of capital assets, incidental to carrying on business and partly for undertaking restrictive covenant of not competing with business of assessees, compensation relatable to such activity would be a capital receipt - Held, yes - Assessee, a computer engineer, associated with Software and Information Technology, was promoter, founder as well as Managing Director of a company ‘H’ and held certain shares of said company - Company ‘H’ was agreed to be taken over by a U.K. company and, as per shares purchase agreement dated 4-12-1997 entered into by U.K. company with shareholders of ‘H’ including assessee, 76 per cent of subscribed equity capital was agreed to be transferred in favour of U.K. company by shareholders in order to effect said takeover - In terms of said agreement, assessee sold his all shares of company ‘H’ to U.K. company - In addition to share transfer agreement, U.K. company also entered into a non-compete agreement with assessee on same date, i.e., 4-12-1997, whereby assessee was restrained from carrying out any software development activity for any other person who directly competed with U.K. company and its associate and subsidiary companies for a period of 18 months - In meantime, assessee also entered into yet another new service agreement with company ‘H’ on 24-2-1998, whereby assessee was employed as Managing Director of said company - Thereafter, shares purchase agreement was completed on 26-2-1998 and 76 per cent of shares of company ‘H’ stood owned and vested in U.K. company on that date - During previous year relevant to assessment year 1998-99, assessee received certain amount from U.K. company as non-compete fees and claimed same to be exempt being in nature of a capital receipt - Assessing Officer rejected claim of assessee and held that amount in question was a revenue receipt liable to be taxed under section 28(ii) - Whether even though, on date of payment of non-compete fees by U.K. company to assessee, an employer and employee relationship existed between company ‘H’ and assessee, since restrictive covenants stipulated in non-compete agreement provided for not doing something to compete with business of U.K. company and associate companies up to a period of 18 months from date of agreement dated 4-12-1997 to 31-5-1999 and, since non-compete agreement was an independent, distinct and separate agreement from service agreement and it was not dependent on assessee continuing in employment with company ‘H’ and, further since restrictions accepted by assessee adversely affected his income earning potential by exploiting entrepreneur skill, knowledge, etc., non-compete fees received by assessee was in nature of a capital receipt - Held, yes - Whether since entering into a non-compete agreement for restrictive covenant could not be considered and treated as part of rendering services to employer company ‘H’, non-compete fee was not taxable under head ‘Salary’ under section 17(3)(i)/17(2)(v) - Held, yes - Whether since assessee continued to be Managing Director of company ‘H’ even after takeover, payment of non-compete fees was not in any way directly or indirectly linked to termination of management and, therefore, non-compete fees was not covered under section 28(ii) - Held, yes - Whether since non-compete fees did not arise to assessee from carrying on of business or profession, it would also not be taxable under section 28(iv) - Held, yes - Whether since Legislature, in their wisdom, has specifically made taxable receipt of a non-compete fees under an agreement under clause (va) of section 28 inserted by Finance Act, 2002 with effect from 1-4-2004, non-compete fees in question could not be brought to tax under amended section also - Held, yes - Whether since assessee had not transferred any capital asset, non-compete fees was also not liable to be taxed under head ‘Capital gains’ under section 45 - Held, yes - Whether since non-compete fees received by assessee was for undertaking restrictive covenants of not undertaking or engaging himself in business of assessee or joining employment with any other concern, same was also not liable to be taxed under head ‘Income from other sources’ - Held, yes - Whether, in view of aforesaid, it could be concluded that non-compete fees for undertaking restrictive covenants was in nature of capital receipt and, hence, not liable to be taxed under any head of income mentioned under section 14 - Held, yes - Saurabh Srivastava v. Dy. CIT (Delhi) (SB) 

Income-tax Act, 1961

-   Section 28(i)