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Case lawITAT › Patel Kenwood P Ltd v ITO
ITATHelps taxpayerValidity unconfirmeds.40A(2)(b)

Patel Kenwood P Ltd v ITO

The AO disallowed rent I pay to relatives just because they are related. Is that enough?

The AO disallowed rent I pay to relatives just because they are related. Is that enough?

No. When s.40A(2)(b) is invoked the onus to prove unreasonableness lies on the Assessing Officer alone, and identifying the payee as a related person does not discharge it. The partial disallowance of rent fell because the officer produced no conclusive evidence that the payment exceeded fair market value.

Decided by the ITAT (ITAT Ahmedabad Bench — T.R. Senthil Kumar (Judicial Member) and Ramit Kochar (Accountant Member)) on 2024-10-20, reported as 2024 TAXSCAN (ITAT) 1252. It bears on section 40A(2)(b) of the Income Tax Act 1961, in Deductions & Disallowances matters.

Validity check could not be completed. The taxscan report was read and confirms the entry: M/s. Patel Kenwood Pvt. Ltd. v. ITO, ITAT Ahmedabad, 2024 TAXSCAN (ITAT) 1252, Ramit Kochar (Accountant Member) and T.R. Senthil Kumar (Judicial Member), assessment year 2017-18, rent of Rs 22,40,000 for three flats taken at Rs 1,60,000, Rs 1,44,000 and Rs 1,44,000 a month, holding that the onus was on the Assessing Officer to prove unreasonableness and that he must establish that the expenditure is not at arm's length on proper comparisons, without which the disallowance cannot be upheld. That report does not give the date of the order, so the date carried in the entry is not corroborated by the only source that could be opened. Later treatment could not be established: the itatonline digest answers a search for the party name with 'did not match any entries', so the decision is not carried on that host and nothing there cites it, and a subscription research database searched in this pass on the party name and on the single distinctive word carries no document for it either, so no citator check is possible there. No appeal to the High Court, no contrary decision and nothing applying it was found, so it cannot be certified as good law. The provision and CBDT enquiries are untried: no current text of s.40A(2)(b), no check of the Finance Acts after 2024 and no Income-tax Act 2025 successor was obtained, the department's section pages having proved to be pre-amendment snapshots where they opened at all. Where this was checked.

Why it matters

Related-party disallowances are routinely made on the relationship alone, with a round-figure cut and no comparison on record. On this reasoning the officer has to conduct a proper inquiry and establish through proper comparisons that the payment is not at arm's length and exceeds fair market value. The Tribunal also rejected market comparisons that ignored the specific circumstances of the property, such as location and amenities, which is the usual weakness in a rent disallowance.

Binding on the AO and CIT(A) within the Tribunal's jurisdiction. Persuasive elsewhere.

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Related

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