Monday, 3 January 2022

Mumbai Tribunal allows tax holiday benefit to an amalgamated company with respect to eligible undertakings vested with it pursuant to an amalgamation post 1 April 2007

 



This Tax Alert summarizes a Mumbai Tribunal decision in the case of Ultratech Cement Ltd.[1] (Taxpayer) v. DCIT, wherein one of the issues that arose was whether Taxpayer being amalgamated company is entitled to claim tax holiday in respect of profits earned from eligible undertakings which vested with the Taxpayer pursuant to the scheme of amalgamation for residual tax holiday period. If yes, whether the eligibility of the amalgamated company to claim tax holiday was dependent on the specific enabling provision[2] contained in the Income-tax Act, 1961 (ITL) and consequently whether the withdrawal of such enabling provisions in respect of amalgamation undertaken post 1 April 2007, would result in denial of tax holiday to the amalgamated company.

The Tribunal held that the preponderant judicial view prior to the enabling provision was that the tax holiday benefit was linked to the eligible undertaking and not to the owner. Basis this, the tax holiday benefit was available to the amalgamating company up to the date of amalgamation and to the amalgamated company post the date of amalgamation. The Tribunal, therefore, held that the enabling provision merely clarified what was otherwise implicit in the statute albeit in an explicit manner. Further, the Tribunal held that the enabling provision in fact restricted the eligibility of the amalgamating company to claim tax holiday in the year of amalgamation, but it did not restrict the right of the amalgamated company to claim tax holiday benefit. Hence, the withdrawal of the enabling provision also did not result in denial of tax holiday benefit to the amalgamated company, but it merely restored the position that existed prior to inclusion of the enabling provisions. Hence, the Tribunal held that the Taxpayer being amalgamated company is eligible to claim tax holiday benefit on profits from eligible undertaking taken over under the scheme of amalgamation for the residual period

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