Thursday, 6 February 2025

Mr. Sanjay Kumar Mishra Vs National Highways Authority of India (NHAI) & Anr. - In conclusion, we are of the view that the Company ordered in Liquidation under IBC, is also required to file its return of income under section 139(1) of the IT Act, which is to be verified by the Liquidator appointed under IBC under section 140 of IT Act read with Rule 12AA of the IT Rules.

 NCLT Hyd. (2023.10.31) in Mr. Sanjay Kumar Mishra Vs National Highways Authority of India (NHAI) & Anr. [IA. No.659/2023 In CP (IB) No. 262/07/HDB/2018] held that;.

  • Importantly, there is no  provision in section 53 of the IBC that exempts a company in liquidation  from the obligation to file a tax return, as mandated under section 139(1) of the IT Act, which applies to every person, including a company in  liquidation.

  • A company in liquidation can file a tax return through the Liquidator  and claim a refund for any taxes paid in excess of the due amount. As  indicated in the previous paragraph, section 53 of the IBC also does not  introduce any conflicting requirements in this regard.

  • The requirements outlined  in Regulation 5 of the IBC and section 139(1) of the IT Act are distinct  and operate in parallel as obligations under two different legal  frameworks. The absence of a particular requirement in one law does  not automatically place them in conflict with the other. Therefore,  section 238 of the IBC is not applicable in this context, as there is no  inherent conflict between the two sets of requirements

  • We are also not persuaded by the judgment of Hon’ble NCLAT in the  case of Om Prakash Agarwal (Supra), as that judgment predates the  amendments brought into the IT Act/Rules. Hon’ble NCLAT judgment  of 08.02.2021 had no occasion to consider the amended provisions of  Section 140 of the IT Act and Rule 12AA of IT Rules which came into  effect from 18.08.2021.

  • In conclusion, we are of the view that the Company ordered in  Liquidation under IBC, is also required to file its return of income  under section 139(1) of the IT Act, which is to be verified by the  Liquidator appointed under IBC under section 140 of IT Act read with  Rule 12AA of the IT Rules.


Excerpts of the Order;

# 1. The present application is filed on behalf of Mr. Sanjay Kumar Mishra,  Liquidator for Transstroy- Tirupati- Tiruthani Chennai- Tollways Private  Limited, u/s 60(5) of Insolvency and Bankruptcy Code, 2016 (IBC) r/w  Rule 11 of NCLT Rules, 2016, praying this Hon’ble Tribunal to direct  Respondent No.1 (R-1) to remit the amount of Rs 2,80,44,000 out of Rs  140,22,00,000 which has been deducted on account of tax deducted at source (“TDS”) against the Termination Payment or alternatively direct  Respondent No.2 (R-2) to remit the said shortfall amount of Rs 2,80,44,000 if the same has been paid by R-1 to R-2 as TDS. 


Submissions of the Applicant 

# 2. The applicant was appointed1 as liquidator for conducting liquidation  process in relation to the Corporate Debtor (CD). Consequent thereon  Stakeholder Consultation Committee (“SCC”) was constituted wherein it  was deliberated and resolved to pursue termination payments from R-1  under the Concession Agreement dated 12.07.2010 (“Concession  Agreement”). CD has no assets except for concession rights granted by  the R-1 under the Concession Agreement. 


# 3. An application2 was then filed by the Applicant before this Authority, inter-alia seeking to pursue the termination of Concession Agreement  executed by CD with NHAI and initiate recovery vide Termination Payment under the agreement in accordance with the decisions of SCC.  This application was allowed by this Hon’ble Tribunal vide order dated  19.10.2022. 


# 4. Conciliation Committee of Independent Experts (CCIE) was formed  thereafter as per the Modified Standard Operating Procedure dated 9  April 2021 and NHAI policy circular on Establishment of a Conciliation  & Settlement Mechanism for Contractual Disputes. Subsequently, based  on the proceedings of the CCIE meeting held on 11.10.2022 and  30.11.2022, a Settlement Agreement dated 30.11.2022 (“Settlement  Agreement”) was executed between CD represented by Liquidator and R 1 to terminate the Concession Agreement dated 12.07.2010. 


# 5. A letter was then issued by R-1 on 16.07.2022 informing the Applicant  of the net due amount of Rs 140,22,00,000. R-1 however paid only Rs  137,41,56,000 into the Escrow Account being maintained by CD on 05.01.2023 towards proceeds of Termination Payment in relation to the  Project Agreements. 


# 6. Applicant contacted R-1 to bring to their attention about the shortfall in  the amount remitted as against the amount agreed to be paid under the  Settlement Agreement. R-1 informed that an amount of Rs 2,80,44,000  was deducted towards TDS @ 2 % u/s 194C of the Income Tax Act ,1961  and balance amount of Rs 137,41,56,000 was remitted to Escrow  Account of CD. 


# 7. Applicant then sent an email on 06.01.2023 and reminder emails3 on  13.01.2023, 19.01.2023, 30.01.2023, 31.01.2023, 20.02.2023, 10.03.2023 and 21.03.2023 to R-1 informing about the orders passed by  Hon’ble NCLAT in the matter of “Om Prakash Agrawal v. Chief  Commissioner of Income Tax (TDS)dated 8th February 2021 where under  para 25 it is observed that, 

  • “……… the Liquidator of a Company in liquidation under the Code is not required to file Income Tax Return, then there is no  question of claiming refund of TDS deducted under Section 194 IA of the IT Act.” 

and that 

  • “.............. The Respondent No.1 is directed to refund the amount of TDS to the Appellant which is deposited by the Respondent No.  2 with the department.” 


However, R-1 did not reply to any of the above-mentioned emails.. 


# 8. On the question of filing of income tax returns and claiming refund of  TDS by Liquidator deducted under Income Tax Act the Applicant has relied on the aforesaid decision of Hon’ble NCLAT in the matter of Om Prakash Agrawal (supra) where it was categorically observed that  Liquidator of the Company in liquidation under the code is not required  to file income tax returns, and therefore there is no question of claiming  refund of TDS. Quoting Hon’ble NCLAT, the Applicant has extracted the  following from that decision: 

  • “Ld. Adjudicating Authority has erroneously held that the deduction of  Tax at source does not mean raising demand for collection of tax by the  Department. Actually, TDS under Section 194 IA, is an advance capital  gain tax, recovered through transferee on priority with other creditors of  the company. Hence, inconsistent with the provision of Section 53 (1) (e)  of the Code and by virtue of Section 238 of the Code, the provision of  Section 53(1) (e) shall have overriding effect. Thus, the impugned order is  not sustainable in law. Therefore, it is hereby set aside.” 


Further reliance has been placed by the Applicant on JCIT vs Rohan and  Rajdeep Infrastructure4 and Oberoi Hotels Pvt LTD vs CIT5 without  specifying what part of those judgments have been referred to. 


# 9. It is the position of the Applicant that tax should not have been deducted  from the termination payment under the Income Tax Act, as its provisions  concerning TDS are inconsistent with the provision of Section 53(1)(e) of  IBC 2016, and under Section 238 of that Code the latter shall have  overriding effect. Considering that R-1 has deposited the amount of TDS  with the R-2 hence the Applicant is pressing upon the alternative prayer i.e. to direct the R-2 to remit the shortfall amount of Rs 2,80,44,000 being  TDS out of Rs 140,22,00,000. 


# 10. It is further contended that termination payment received from R-1 is not in the nature of revenue receipts, but capital receipt, as there was cessation of source of income and there shall be no revenue receipts in future. Being a capital receipt, it was not taxable and TDS should not  have been made on the same. 


# 11. It is also asserted that that the non- obstante clause in Section 238 of IBC provides that its provisions will override anything inconsistent  contained in any other enactment including the Income Tax Act, 1961  and the Applicant acting as liquidator was not required to file Income Tax  returns and therefore, the question of claiming refund of TDS deducted  does not arise. 


# 12. It is also averred that in terms of Income Tax Act 1961, there is no  applicability of TDS on transfer of intangible assets and therefore, in the  instant case the act of transferring the concession rights as defined in Concession Agreement (being an intangible assets of the Corporate Debtor) pursuant to execution of Settlement Agreement does not mandate  deduction of TDS. 


Decision: 

# 13. The central question in this case is whether the Liquidator appointed under IBC is required to file income tax return? If this question was to be  answered in the affirmative, then the Liquidator can simply file tax return  of the Company in Liquidation (the Company), make appropriate claims  and seek refund of excess taxes paid on behalf of the Company.  Conversely, if the answer is in the negative, then this application deserves  to succeed and TDS for the Company needs to be refunded/returned  without the Liquidator having to file the tax return on behalf of the  Company. 


# 14. To address the question at hand, one must begin by examining section  139 of the Income Tax Act, 1961 (IT Act) which mandates that every  individual must file a tax return before the specified due date.  Importantly, the definition of 'person' under section 2(31)(iii) of the Act  encompasses companies, making it incumbent upon them to file their  income tax returns, much like any other individual. It is worth noting that a company in the process of liquidation remains legally recognized  as a company until its eventual dissolution and the removal of its name  from the companies register. Consequently, a company undergoing  dissolution is also obligated to file its tax return, akin to any other  functioning company. 


# 15. Section 140(c) of IT Act, specifies by whom the tax return is to be signed  and verified: 

  • Return by whom to be verified. 

140. The return under section 115WD or section 139 shall be verified— 

… 

(c) in the case of a company, by the managing director thereof, or where  for any unavoidable reason such managing director is not able to verify  the return, or where there is no managing director, by any director thereof  or any other person, as may be prescribed for this purpose6 

(emphasis supplied) 


Rule 12AA7 of the Income Tax Rules, 1962 (IT Rules) elaborates the  ‘prescribe person’ to be: 

  • Prescribed person for the purposes of clause (c) and clause (cd) of  section 140 

  • 12AA. For the purpose of clause (c) or clause (cd), as the case may be,  of section 140, any other person shall be the person, appointed by the  Adjudicating Authority for discharging the duties and functions of an  interim resolution professional, a resolution professional, or a  liquidator, as the case may be, under the Insolvency and Bankruptcy  Code, 2016 (31 of 2016) and the rules and regulations made thereunder. 

  • Explanation.—For the purposes of this rule, "Adjudicating Authority" shall have  the same meaning as assigned to it in clause (1) of section 5 of the Insolvency and  Bankruptcy Code, 2016 (31 of 2016).  (emphasis supplied) 


It is clear from the above that the Company ordered for Liquidation by  this Adjudicating Authority is also to submit its return of income like any  other person. Furthermore, the Liquidator appointed under IBC is  competent to verify and sign the said return of income on behalf of the  Company in Liquidation. 


# 16. Given the specific provisions of the IT Act which govern who should sign the tax return for companies undergoing liquidation under IBC, the  general provisions applicable to other companies in liquidation, as  indicated by the second proviso under section 140(c), is irrelevant in this  context. Therefore, any reference to section 178, as mentioned in the  aforementioned proviso below section 140(c), is unnecessary. Moreover,  it's important to note that section 178 places certain requirements on the  Liquidator that are not applicable under IBC, such as informing the  Assessing Officer of their appointment, allocating specific funds for  potential taxes, and obtaining approval from Income Tax Authorities before disposing of any company assets, which are also irrelevant in this  particular case. 


# 17. As the provisions of section 139(1) in conjunction with section 140(c) of  the IT Act, along with the corresponding Rule 12AA of the IT Rules, which  became effective on 18.08.2021, were indeed in force at the time when  the liquidator was appointed on 08.04.2022, they are directly applicable  in the present case. 


# 18. Regarding the conflict between the provisions of section 53 of the IBC and  the requirement to file returns under the IT Act and Rules, it is evident  that section 53 of the IBC outlines the distribution of proceeds from the  sale of liquidation assets, prioritizing tax dues after CIRP/Liquidation Costs, workmen's dues, and debts owed to secured and unsecured  creditors. The requirements of the IT Act and Rules do not impede the  implementation of section 53 of the IBC. Importantly, there is no  provision in section 53 of the IBC that exempts a company in liquidation  from the obligation to file a tax return, as mandated under section 139(1) of the IT Act, which applies to every person, including a company in  liquidation. 


# 19. Similarly, the responsibility for deducting tax at source, as per section  194C of the IT Act, rests with the deductor and not with the liquidator of  the Company, from whose income the tax is to be withheld. Furthermore,  it's essential to recognize that TDS is not the final tax liability for any  entity. The final tax liability is contingent on the filing of tax returns and  their processing. While tax demands for the period before the  CIRP/Liquidation process are subject to section 53 of the IBC, tax  refunds and tax demands raised during the CIRP/Liquidation process are  not. A company in liquidation can file a tax return through the Liquidator  and claim a refund for any taxes paid in excess of the due amount. As  indicated in the previous paragraph, section 53 of the IBC also does not  introduce any conflicting requirements in this regard. 


# 20. Even IBBI (Liquidation) Regulations do not have any provision, which is  in conflict with return filing requirement of the IT Act/Rules as enumerated in earlier part of this order. Regulation 5 of these Regulations  provide: 

  • 5. Reporting. 

  • (1) The liquidator shall prepare and submit: 

  • (a) a preliminary report; 

  • (b) an asset memorandum; 

  • (c) progress report(s); 

  • (d) sale report(s); 

  • (e) minutes of consultation with stakeholders; and

  • (f) the final report prior to dissolution to the Adjudicating Authority in the manner specified under these Regulations. 

  • (2) The liquidator shall preserve a physical as well as an electronic copy  of the reports and minutes referred to in sub-regulation (1) for eight years after the dissolution of the corporate debtor. 

  • (3) Subject to other provisions of these Regulations, the liquidator shall  make the reports and minutes referred to sub-regulation (1) available to a stakeholder in either electronic or physical form, on  receipt of 

  • (a) an application in writing; 

  • (b) costs of making such reports and minutes available to it; and 

  • (c) an undertaking from the stakeholder that it shall maintain  confidentiality of such reports and minutes and shall not use these to cause an undue gain or undue loss to itself or any other person. 


# 21. There is nothing in these regulations which bars filing of tax returns.  An argument has been presented that, since Regulation 5 under the  IBC does not explicitly mention the reporting of income by the  Liquidator, the requirement to report income through an income tax  return under Income Tax laws constitutes a conflicting requirement. It  was contended that, under section 238 of the IBC, Regulation 5 should  take precedence, and thus, the Liquidator of the Company was not  obligated to file an income tax return. 


# 22. We strongly disagree with this proposition. The requirements outlined  in Regulation 5 of the IBC and section 139(1) of the IT Act are distinct  and operate in parallel as obligations under two different legal  frameworks. The absence of a particular requirement in one law does  not automatically place them in conflict with the other. Therefore,  section 238 of the IBC is not applicable in this context, as there is no  inherent conflict between the two sets of requirements.


# 23. We are also not persuaded by the judgment of Hon’ble NCLAT in the  case of Om Prakash Agarwal (Supra), as that judgment predates the  amendments brought into the IT Act/Rules. Hon’ble NCLAT judgment  of 08.02.2021 had no occasion to consider the amended provisions of  Section 140 of the IT Act and Rule 12AA of IT Rules which came into  effect from 18.08.2021. 


# 24. In conclusion, we are of the view that the Company ordered in  Liquidation under IBC, is also required to file its return of income  under section 139(1) of the IT Act, which is to be verified by the  Liquidator appointed under IBC under section 140 of IT Act read with  Rule 12AA of the IT Rules. 


25. Accordingly, we direct the Liquidator to file the Return of Income of the  Company in Liquidation and make whatever claims he believes appropriate to claim refund of the taxes deducted at source. 


Prayers made in the application are declined. 


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