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Case lawITAT › Samsung R&D Institute India Bangalore P Ltd v JCIT
ITATHelps taxpayers.28(iv)s.40(a)(i)s.32s.9(1)(vi)s.90(2)s.92CA

Samsung R&D Institute India Bangalore P Ltd v JCIT

My foreign group companies ship me handsets, network equipment and other test gear free of cost so that I can test the software I write for them, and I send it back or scrap it when the testing is done. The AO has added the value under s.28(iv) as a benefit arising from my business. Can he?

My foreign group companies ship me handsets, network equipment and other test gear free of cost so that I can test the software I write for them, and I send it back or scrap it when the testing is done. The AO has added the value under s.28(iv) as a benefit arising from my business. Can he?

No, on these facts. The Bangalore Bench deleted an addition of Rs 7,37,33,056 under s.28(iv) on equipment supplied free of cost by the assessee's associated enterprises for testing software the assessee had developed for them. Two things carried it: the equipment was either returned or destroyed after testing, so nothing irretrievable or of enduring nature was made available to the assessee, and the price for the software development services had already been settled under a Mutual Agreement Procedure resolution between the competent authorities of India and Korea, in which the cost of indirect benefits should have been embedded - so if there were a nexus at all it belongs in a transfer pricing adjustment and not in a second addition under s.28(iv). The same order also deleted a s.40(a)(i) disallowance of depreciation on capitalised software, following the coordinate bench in the assessee's own case. Note what the order does not do: it decides nothing under s.194R.

Decided by the ITAT (Income Tax Appellate Tribunal, Bangalore 'A' Bench - Shri George George K., Vice President, and Ms. Padmavathy S., Accountant Member; the order is authored by Padmavathy S., Accountant Member) on 2024-10-22, reported as IT(TP)A No. 625/Bang/2020 (assessee's appeal) and IT(TP)A No. 641/Bang/2020 (Revenue's appeal), Assessment Year 2015-16; heard 16.10.2024, pronounced 22.10.2024; appeals against the order of the Commissioner of Income Tax (Appeals)-10, Bangalore dated 31.02.2020 (the date as printed in the order). It bears on section 28(iv), section 40(a)(i), section 32, section 9(1)(vi), section 90(2), section 92CA of the Income Tax Act 1961, in Assessment & Scrutiny, TDS Defaults and Deductions & Disallowances matters.

Still good law. This is an order of the Bangalore Bench of the Income Tax Appellate Tribunal pronounced on 22 October 2024. No search for later treatment was carried out in this pass - the entry was written from the text of the order alone, and no digest, reporter or citator was consulted, so it is not known here whether the Revenue took it to the Karnataka High Court under s.260A or whether any bench has since followed or distinguished it. What would displace it: a High Court or Supreme Court decision on whether the free supply of returnable inputs by an AE is a benefit under s.28(iv), a contrary view of a Special Bench, or a statutory change. Two of its limbs are narrower than they look and would not survive a change of facts - the returned-or-destroyed finding, and the reliance on the price having been settled under MAP. The s.40(a)(i) limb rests on a Karnataka High Court decision in PCIT v. Tally Solutions Pvt. Ltd. and on the Supreme Court in Engineering Analysis, whose current standing was not checked in this pass. Where this was checked.

Why it matters

This is the order practitioners reach for when an AO taxes free-of-cost inputs supplied by a foreign parent to a captive service provider. It gives you two distinct arguments. The first is the Helios Food test, adopted at para 16: a benefit under s.28(iv) has to be irretrievable - made available to the recipient to be enjoyed or used permanently - and has to be received with an intention to circumvent income, which is why a returned or destroyed test rig is not a benefit while Priyanka Chopra's car was. The second is structural and more useful: where the assessee bills its AEs on cost plus and the arm's length price of those services has already been tested by the TPO or settled under MAP, the value of an indirect benefit received from the same AE has already been absorbed in the margin, and the department cannot add it again under s.28(iv); at para 17 the Bench says that even assuming a nexus, the route would be a transfer pricing adjustment, not s.28(iv). The department's counter, run by the DR here at para 12, is that the assessee bills at cost plus so a cost it never incurred is income it never earned - that argument was put and rejected. The one thing to be careful about is s.194R. Section 194R appears in this order only in the assessee's argument at para 11(x), which cited CBDT Circular No. 12/2022 by analogy for the proposition that a product returned after use is not a benefit or perquisite. The Bench did not take up the circular, did not mention s.194R anywhere in its own reasoning, and did not decide anything about withholding; the year in issue is AY 2015-16 and the order does not state whether s.194R was on the statute book for that year. On the department's own 1961-to-2025 concordance, s.194Q, s.194R and s.194S all map to s.393 of the Income-tax Act 2025 (Tax to be deducted at source), with s.400 (power to relax) and s.402 (interpretation) alongside; that is a concordance mapping and nothing this order says about it.

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

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