Wednesday, 1 July 2020

Powers of Assessing Officer to grant stay of demand


Section 220(6) of the Act gives discretionary power to the Assessing Officer to stay the demand and reads as under:
 “Where an assessee has presented an appeal under section 246A of the Income Tax Act, the Assessing Officer may, in his discretion and subject to such conditions as he may think fit to impose in the circumstances of the case, treat the assessee as not being in default in respect of the amount in dispute in the appeal, even though the time for payment has expired, as long as such appeal remains of.”
The said provision was inserted by the Finance Act, 2000; w.e.f. 01.06.2000.There is no time limit within which Stay application is to be made under section 220(6). A petition can be filed for this purpose within 30 days of the receipt of demand notice, setting out the grounds for staying the demand. Assessing Officer will be able to treat the assessee as assessee in default only after the expiry of 30 days. Further, the Assessing Officer can consider an Application for Stay of demand even if it is filed beyond 30 days from the date of receipt of the notice.
When can a stay be granted by Assessing Officer
As per the provisions of section 220(6) of the Act, stay of demand can be granted by the Assessing Officer, only when the assessee has preferred an appeal before the CIT(A). The Assessing Officer’s power and discretion to keep the demand in abeyance till the disposal of the appeal are exercisable only until the appeal is disposed of by the CIT(A). The powers are generally terminated once the CIT(A) disposes of the appeal.

Responsibility
(i)   It shall be the responsibility of the Assessing Officer and the TRO to collect every demand that has been raised, except the following:
(a) Demand which has not fallen due;
(b) Demand which has been stayed by a Court or ITAT or Settlement Commission;
(c) Demand for which a proper proposal for write-off has been submitted;
(d) Demand stayed in accordance with paras B & C below.

(ii)  Where demand in respect of which a recovery certificate has been issued or a statement has been  drawn, the primary responsibility for the collection of tax shall rest with the TRO.

(iii) It would be the responsibility of the supervisory authorities to ensure that the Assessing Officers and the TROs take all such measures as are necessary to collect the demand. It must be understood that mere issue of a show cause notice with no follow up is not to be regarded as adequate effort to recover taxes.

Treat the assessee as not being in default in respect of the amount in dispute in the appeal [Section 220(6)]
Section 220(6) of the Act provides that where an assessee has presented an appeal under section 246 or section 246A the Assessing Officer may, in his discretion and subject to such conditions as he may think fit to impose in the circumstances of the case, treat the assessee as not being in default in respect of the amount in dispute in the appeal, even though the time for payment has expired, as long as such appeal remains un-disposed.

Recovery proceedings under the Act can be started against a person only when he is in default or deemed to be in default in making payment of taxes. The assessee who is in default or is deemed to be in default in making payment of taxes may make an application, requesting the Assessing Officer not to treat him as the assessee in default in respect of the amount in dispute in the appeal preferred by the assessee. The Assessing Officer may in his discretion and with or without imposing any conditions pass an order, not treating the assessee as an assessee in default in respect of such disputed amount till the appeal is pending.
It may be noted that mere filing of an appeal does not suo motu stay the proceedings of recovery of the tax in demand. Therefore, it is necessary that as soon as an order raising the demand is received, assessee must make an application to stay and keep the demand in abeyance.
While filing Stay application before the Assessing Officer, the assessee will have to give the brief facts as under:
(i)          The assessment history of the assessee,
(ii)        His conduct and co-operation with the department,
(iii)       Points raised in the appeal,
(iv)      The chances of recovery in case the appeal is dismissed and
(v)        The hardship that would be caused to the assessee by persistent demand of the tax by the department.

The Central Board of Direct taxes in its Circular No. 530 dated 06.03.1989 and Circular No. 589 dated 16.01.1991 has laid down the guidelines for the Assessing Officer to exercise his jurisdiction under section 220(6) of the Act where an assessee has preferred an appeal. The CBDT in its Circular No. 530, dated 06.03.1989 directed that where the demand in dispute relates to issues that have been decided in favour of an assessee, in an earlier order by the appellate authority or Court in the assessee's own case, the assessee should not be treated as an assesee in default. These instructions were re-iterated by the CBDT in Circular No. 589, dated 16.01.1991 and followed by the Orissa High Court in the case of Bhubaneshwar Stock Exchange v. Union of India 137 Taxmann 318.

CBDT Circular : No. 589, dated 16.01.1991.
Subject :    Whether Assessing Officer can exercise discretion under section 220(6) to treat assessee as not being in default in respect of amounts disputed in first appeal pending before Deputy Commissioner (Appeals)/Commissioner (Appeals)
1. Reference is invited to Board’s Circular No. 530 [F. No. 404/82/88-ITCC], dated March 6, 1989 regarding the above-mentioned subject.
2. According to paragraph 2 of the said Circular, the Assessing Officer is, in the two situations referred to in that paragraph, bound to treat the assessee as not in default in respect of the amount in dispute in appeal. In respect of other cases, the Circular stated in paragraph 4—
“In respect of other cases, not covered by  para 2 above, Assessing Officer will take into account all the relevant factors and communicate his decision to the assessee in the form of a speaking order. While exercising discretion under this provision, the financial capacity of the assessee to pay the demand will not be relevant.”
3. Representations have been received by the Board that the exclusion of financial capacity of the assessee to pay the demand, from the factors relevant for exercise of Assessing Officer’s discretion under section 220(6) of the In­come-tax Act, is prejudicial to those  assessees who are not financially sound.
4. The matter has been reconsidered by the Board. It has been decided to substitute paragraph 4 of Circular No. 530 by the following paragraph :
“In respect of other cases not covered by paragraph 2 above, the Assessing Officer, while considering the situation for treat­ing the assessees to be not in default, would consider all rele­vant factors having a bearing on the demand raised and communi­cate his decision to the assessee in the form of a speaking order.”

CBDT Circular No. 530, dated 06.03.1989
Subject : Whether Assessing Officer can exercise discretion under section 220(6) to treat assessee as not being in default in respect of amounts disputed in first appeal pending before Deputy Commissioner (Appeals)/Commissioner (Appeals)
1. Under section 220(6) of the Income Tax Act, 1961 where an assessee has presented an appeal under section 246 of the Act before the Deputy Commis­sioner (Appeals) or the Commissioner (Appeals), the Assessing Officer may, in his discretion, and subject to such conditions as he may think fit to impose in the circumstances of the case, treat the assessee as not being  in default in respect of the  amount in dispute in the appeal, even though the time for payment has expired, as long  as such appeal remains undisposed of.
2. Having regard to the proper and efficient management of the work of collection of revenue, the Board has considered it neces­sary and expedient to order that on an application being filed by the assessee in this behalf, the Assessing Officer will exercise his discretion under section 220(6) of the Act (subject to such conditions as he may think fit to impose) so as to treat the assessee as not being in default in respect of the amount in dispute in the appeal in the following situations :
     (i)   the demand in dispute has arisen because the Assessing Officer had adopted an interpretation of law in respect of which, there exist conflicting decisions of one or more High Courts or, the High Court of jurisdiction has adopted a contrary interpreta­tion but the Department has not accepted that judgment, or
   (ii)   the demand in dispute relates to issue that have been decided  in favour of the assessee in an earlier order by an appellate authority or Court in assessee’s own case.
3. It is clarified that in the situations mentioned in para 2 above, the assessee will be treated as not in default only in respect of the amount attributable to such disputed points. Further, where it is subsequently found that the assessee has not co-operated in the early disposal of appeal or where a subsequent pronouncement by a higher appellate authority or Court alters the situation referred  to in para 2 about, the Assessing officer will no longer be bound by the instructions and will excercise his disertion independently.
4. In respect of other cases, not covered by para 2 above, the Assessing Officer will take into account all the relevant factors and communicate his decision to the assessee in the form of a speaking order. While exercising discrtion under the provision, the financial capacity of the assessee to pay demand will not be relevant.

The discretionary power conferred by section 220(6) upon the Assessing Officer is coupled with a duty and if he does not exercise it when the occasion calls for it or if he exercise it in such a manner that it is no exercise of discretion at all, he can be compelled to discharge his duty by an order of the court. - [Ladhuram Taparia v. B. K. Bagchi, (1951) 20 ITR 51 (Cal.), Shivangi Steels (P) Ltd. v. ACIT (1997) 226 ITR 62 (All)]

Penalty under section 221 cannot be imposed before disposing off of the stay petition
Till the time stay application is disposed off by the Assessing Officer, the demand remains stayed and hence assessee is not considered in default. Thus until the time stay application is being disposed off, no penalty under section 221 can be imposed for non-payment of demand because assessee will not be considered as assessee in default till the disposing off of stay application.

It was held that Assessing Officer should have decided the stay applications filed by the assessee before levy of penalty under section 221. In this case High Court held that the assessing officer should have decided the stay applications filed by the assessee before taking any steps prejudicial to the interests of the assessee. – [CIT v. DLF Universal Ltd. (2008) 297 ITR 342 (Del.)]

Assessee cannot be treated in default until stay application is disposed off
It should be noted also that until application for stay of demand is disposed off by a speaking order assessee cannot be considered as assessee in default. Moreover demand remains stayed until the disposal of the application for stay. “Where an application for stay of demand in pending for disposal under section 220(6), the demand should be stayed until the application is considered and an order is passed” – [Satpal v. ITAT & Ors. (1996) 217 ITR 317 : 133 CTR 96  (P&H); Bongaigaon Refinery and Petro Chemicals Ltd. v. CIT (2002) 256 ITR 698 (Gau.);  Debasish Moulik v. DCIT (1998) 231 ITR 737 (Cal.)]

When a rectification application under section 154 of the Act is pending before the Assessing Officer, the Assessing Officer can not recover the tax in dispute
If an application under section 154 or a revision petition under section 264 is made, the Assessing Officer cannot act under section 220(6) of the Act and grant a stay.

The Allahabad High Court in case of Sultan Leather Finishers (P) Ltd. v. ACIT has taken a view that no recovery proceedings are possible during the pendency of rectification application filed under section 154 of the Act. – [Sultan Leather Finishers (P) Ltd. v. ACIT  (1991) 191 ITR 179 (All)]

Stay should be granted if grounds of appeal are not frivolous
Normally, once the officer is satisfied that an appeal has been filed (and the grounds are not frivolous), he has to treat the assessee as not in default to the extent of the portion of tax disputed in the appeal. Though section 220(6) does not indicate in what cases denial of discretion shall be justified, the fact that the assessee is financially sound and is in a position to pay is not in itself a ground for refusing to exercise the discretion in granting the stay. – [R. P. David v. Ag. ITO (1972) 86 ITR 699 (Mad.)]

Time Limit  for disposal of Stay Petitions
Stay petitions filed with the Assessing Officers must be disposed of within two weeks of the filing of petition by the tax- payer. The assessee must be intimated of the decision without delay. [CBDT Instruction No. 1914, dated 02.12.1993]

Remedy where discretion is not exercised judiciously
Where the Assessing Officer refuses to exercise his discretion or exercises it in a capricious or arbitrary manner or by taking into consideration irrelevant or extraneous considerations, the option before an assessee is to file a writ petition under Article 226 before the jurisdictional High Court.

CBDT Instruction - F. No. 404/72/93-ITCC, dated 31.07.2017
CBDT has provided that during pendency of appeal before CIT(A), the Assessing Officer shall grant stay of demand till disposal of first appeal on payment of 20% of disputed demand. The Assessing Officer was also given discretion to direct for payment of higher or lower amount in deserving cases with the approval of Pr. Commissioner / Commissioner.

OFFICE MEMORANDUM

Subject:  Partial modification of Instruction No. 1914 dated 21.03.1996 to provide for guidelines for stay of demand at the first appeal stage.

Reference: Board’s O.M. of even number dated 29.02.2016

Instruction No. 1914 dated 21.03.1996 contains guidelines issued by the Board regarding procedure to be followed for recovery of outstanding demand, including procedure for grant of stay of demand.

Vide O.M. N0.404/72/93-ITCC dated 29.02.2016 revised guidelines were issued in partial modification of instruction No 1914, wherein. inter alia, vide para 4(A) it had been laid down that in a case where the outstanding demand is disputed before CIT(A), the Assessing Officer shall grant stay of demand till disposal of first appeal on payment of 15% of the disputed demand unless the case falls in the category discussed in para (B) thereunder. Similar references to the standard rate of 15% have also been made in succeeding paragraphs therein.

2. The matter has been reviewed by the Board in the light of feedback received from field authorities. In view of the Board’s efforts to contain over pitched assessments through several measures resulting in fairer and more reasonable assessment orders, the standard rate of 15% of the disputed demand is found to be on the lower side. Accordingly. it has been decided that the standard rate prescribed in O. M. dated 29.02.2016 be revised to 20% of the disputed demand, where the demand is contested before CIT(A). Thus all references to 15% of the disputed demand in the aforesaid O.M dated 29.02.2016 hereby stand modified to 20% of the disputed demand. Other guidelines contained in the O.M. dated 29.02.2016 shall remain unchanged.

These modifications may be immediately brought to the notice of all officers working in your jurisdiction for proper compliance.

Stay of demand – Assessing Officer cannot impose precondition 20% without applying his mind to the application made by the assessee [CBDT circular dated : 29.02.2016 and dated 31.07.2017]
In this case, the assessee-petitioner’s grievance was that its request for stay of demand made for Assessment Year 2011-12 has not been considered on merits at all and that the concerned Assessing Officer has required the deposit of 20% of the demand as a pre-condition, for consideration of the application for exemption/stay of demand. The assessee approached the Hon’ble High Court by way of a Writ Petition challenging such an order of the Assessing Officer. It was held by the Hon’ble High Court that the Assessing Officer had to necessarily apply his/her mind to the application for stay of demand and pass appropriate orders having regard to the extant directions and circulars including the memorandum of 29.02.2016. This in turn meant that Assessing Officer could not have imposed a precondition of first depositing 20% of the demand before dealing with the stay application. Consequently, the impugned order was set aside and the Assessing Officer was directed to reconsider the application for stay of demand made by the assessee and pass necessary and appropriate orders, and exercise his discretion having regard to the facts and circumstances of the case, within three weeks time. - [Turner General Entertainment Networks India (P) Ltd. v. ITO - Date of Judgement : 22.01.2019 (Del)]

The powers of the Assessing Officer to stay the demand are valid only upto the disposal of appeal by Ld. CIT(A). – [Maruti Suzuki India Ltd v. DCIT (2012) 347 ITR 43 (Delhi)]

Discretion of the Assessing Officer
Assessing Officer who may be while passing assessment order under Income Tax Act’ 1961 may disallow/add back certain items of expenses or reduce deduction claimed in the returned Income on one reason or the other.

Though the power of the assessing officer under section 220(6) is discretionary power, the Hon’ble Supreme Court in Aeltemes Rein v. Union of India, 1988 AIR 1768 has been held that every discretionary power vested  in the Executive should be exercised in a just, reasonable and fair way.

After rejecting stay application Assessing Officer must give reasonable time before taking steps for coercive recovery
Having said that this is a case in which technically no fault could be found with the assessing officer, we feel that there was there was an element of impropriety in his action in issuing the garnishee order under section 226(3) on 17.02.2014, the very day on which he rejected the stay application filed by the petitioner under section 220(3). It is expected of him, having rejected the stay application, to wait for a reasonable period before he takes coercive steps to recover the amounts since the petitioner, faced with an order rejecting the stay application, may need some time to make arrangements to pay the entire tax demand or come up with proposals for paying the same in instalments. That opportunity was not afforded by the assessing officer in the present cases. The assessing officer is a prospector of the revenue and he is no doubt expected to protect the interests of the revenue zealously, but such zeal has to be tempered with the rules of fair play and an anxiety to ensure that a opportunity is not lost to the assessee to make alternative arrangements for clearing the tax dues, once the stay applications filed under section 220(3) are rejected. Taking away the amount of Rs. 43.87 crores from the bank account of the petitioner may perhaps not be legally faulted, but taking into account the haste with which the assessing officer acted in the present case it seems to us that there was an element of arbitrariness in the action of the assessing officer. In our opinion, since the stay applications filed by the petitioners are pending before the Tribunal, the more appropriate course would be to issue the following directions. – [Sony India (P) Ltd v. Addl. CIT - Date of Judgement : 24.02.2014 (Del)]
“The tendency of making high pitched assessments by the Assessing Officers is not unknown and it may result in serious prejudice to the assessee and miscarriage of justice & sometimes may even result into insolvency or closure of the business if such power was to be exercised only in a pro revenue manner. It may be like execution of death sentence, whereas the accused may get even acquittal from higher appellate forums or courts. Therefore, this Court is of the opinion that such powers under sub-Section (6) of Section 220 of the Act also have to be exercised in accordance with the letter and spirit of Instruction No. 95 dated 21.08.1969, which even now holds the field and its spirit survives in all subsequent CBDT Circulars quoted above, and undoubtedly the same is binding on all the assessing authorities created under the Act.” – [Maheshwari Agro Industries v. Union of India (2012) 346 ITR 375 (Raj)]

Before parting we may observe herein that off late, we have experienced a flood of such writ petitions, where the petitioner having filed appeal along with the stay application before the authority concerned have waited for some time but the appellate authority has failed to pass any order whatsoever on the stay application and in the meantime the assessing authority had proceeded to make recovery which causes in filing of a number of writ petitions before this Court. This can be avoided by the authorities concerned showing more concern to their duties and by disposing of such stay applications expeditiously and in any case within a reasonable time. For inaction of the authorities, this Court is being flooded with avoidable litigation which is causing more harm to public at large who is awaiting for dispensation of justice within a reasonable time from the highest Constitutional Court in the State.”[Smita Agrawal (HUF) v. CIT (2010) 230 CTR 173 (All)]
It was held that, no coercive action should be taken till the expiry of the appeal period against the said order is over. Therefore, the Assessing Officer is duty bound to wait for the expiry of time period of appeal before proceeding to recover the tax due. Contempt of court proceedings initiated against Assessing Officer and Jt. CIT. – [Mahindra and Mahindra Ltd. v. Assessing Officer (2007) 295 ITR 43 (Bom)]

Valid service of Notice under section 156 is mandatory, failure to serve notice recovery proceedings not valid
It was held that valid service is mandatory; in case of failure to serve the notice, recovery proceedings are held to be not valid. Service of demand notice constitutes foundation for subsequent proceedings. Demand Notice not received by assessee, recovery proceeding held to be not valid. – [Mohan Wahi v. CIT (2001) 248 ITR 799(SC)]

Where assessee has moved an application for rectification and the same was pending, recovery proceedings cannot be taken. – [Sultan Leather Finishers (P) Ltd. v. ACIT (1991) 191 ITR 179 (All.)]
In India Foils Ltd. v. IAC, the Calcutta High Court dismissed the writ petition because application for stay of tax was rejected by the Assessing Officer by giving proper reasons and there was no perversity in the order. – [India Foils Ltd. v. IAC (1990) 186 ITR 429 (Cal.)]
The Instruction No. 1362 states that in granting the stay, the Assessing officer may impose conditions like offer of security to safeguard the interests of the Revenue, payment towards the disputed taxes a reasonable amount in lumpsum or in instalments and requiring an undertaking from the assessee that he will cooperate in early disposal of the appeal failing which the stay order will be cancelled. Further, it gave direction to the Assessing Officer to look into, interalia, the following aspects in exercising the discretion -
(a) Whether the points in dispute relate to facts.
(b) Whether they arise from different interpretations of law.
(c) Whether the additions have been made as a result of detailed investigation.
(d) Whether the disputed addition to income has been assessed elsewhere by way of protective assessment and the tax thereon has been paid by such person. – [Dunlop India Ltd. v. ACIT (1990) 183 ITR 532 (Cal.)]
 In exercising his power, the Income-tax Officer should not act as a mere tax gatherer but as a quasi-judicial authority vested with the power of mitigating hardships to the assessee.” Further, the Hon’ble Court also observed that “Administrative directions for fulfilling recovery targets for the collection of revenue should not be at the expense of foreclosing remedies which are available to assesses for challenging the correctness of a demand. The sanctity of the rule of law must be preserved. The remedies which are legitimately open in law to an assessee to challenge a demand cannot be allowed to be foreclosed by a hasty recourse to coercive powers. Assessing officers and appellate authorities perform quasi-judicial functions under the Act. Applications for stay require judicial consideration. Rejecting such applications without hearing the assessee, considering submissions and indicating at least brief reasons is impermissible.” – [N. Rajan Nair v. ITO (1987) 165 ITR 650 (Karn)]

It was held that, it is mandatory that notice must be served only in the manner provided in section 282 of the Income Tax Act, hence notice by telegram could not be said to be a substitute for notice by post. At the relevant time only service by post or by way of summons issued by court under CPC were available. However, now even Electronic mail or electronic mail message is prescribed under section 282(2) as acceptable mode of communication of notice. – [CIT v. Sattandas Mohandas Sidhi (1982) 230 ITR 591 (MP)]
Assessing Officer’s power to curtail the period of payment of 30 days [Proviso to Section 220(1)]
Though proviso to section 220(1) empowers Assessing Officer to grant period shorter than 30 days in Notice of Demand for making payment, Assessing Officer cannot curtail the period of 30 days without valid reasons recorded in writing – [M. Redanna v. Revenue Divisional Officer (1980) 46 STC (232) (FB) (AP)]




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