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Case lawITAT › SME Pool Series V August 2016 v ITO (TDS) — no section 194LBC deduction on excess interest spread where the originator holds no pass-through certificates
ITATHelps taxpayerValidity unconfirmeds.194LBCs.115TCAs.201s.201(1)s.201(1A)

SME Pool Series V August 2016 v ITO (TDS) — no section 194LBC deduction on excess interest spread where the originator holds no pass-through certificates

Our securitisation trust pays excess interest spread to the originator, who met its retention requirement by cash collateral rather than by buying PTCs. Were we obliged to deduct under section 194LBC?

Our securitisation trust pays excess interest spread to the originator, who met its retention requirement by cash collateral rather than by buying PTCs. Were we obliged to deduct under section 194LBC?

No, on the Mumbai Tribunal's reasoning. Section 194LBC applies only where income is payable to an 'investor' in respect of an investment in the securitisation trust, and 'investor' is defined in clause (a) of the Explanation after section 115TCA as a holder of a securitised debt instrument, securities or a security receipt ISSUED BY the trust — a deed of assignment, by which the trust acquires the receivables, is not such an instrument. The originator here had subscribed to no pass-through certificates and had met its Minimum Retention Requirement by cash collateral and by collateralising excess receivables, so neither condition in the section was satisfied, and the demands of Rs. 4,21,30,230 under section 201(1) and Rs. 47,22,191 under section 201(1A) were deleted.

Decided by the ITAT (Shri Amarjit Singh, Accountant Member and Shri Rahul Chaudhary, Judicial Member) on 2024-02-21, reported as ITA Nos. 341/Mum/2023 and 342/Mum/2023, Income Tax Appellate Tribunal, 'G' Bench, Mumbai; assessment years 2017-18 and 2018-19; hearing concluded 27 December 2023, pronounced 21 February 2024. It bears on section 194LBC, section 115TCA, section 201, section 201(1), section 201(1A) of the Income Tax Act 1961, in TDS Defaults, Charitable Trusts & Exemption, How Tax Law Is Read and Demand, Recovery & Stay matters.

Validity check could not be completed. Validity check could not be completed. No search was run for an appeal against this order under section 260A, nor for any later decision differing from it or from Vivriti Cibus, which it follows; the Departmental Representative's written submissions recorded in the order argue at length that Vivriti Cibus was wrongly decided, so a contrary view elsewhere is a live possibility that a later pass should test. Note separately that the rate in section 194LBC(1) has since been substituted by the Finance Act 2025 with effect from 1 April 2025, but that change does not touch the definition of 'investor' or either condition on which this order turns. The holding and the quoted sentence were obtained on three independent routes — the print view, which returned paragraphs 5 to 22, 25 and 26; the plain document URL, which independently returned the header, paragraphs 1 to 4, the closing paragraphs and the paragraph count; and a document fragment query, which returned the operative sentence in identical words.

Why it matters

Excess interest spread is the residual that flows back to the originator in almost every Indian securitisation, and after the survey on the Sansar Trust group the department raised section 201 demands across the market on exactly this basis. The Tribunal's two-condition analysis is the answer, and both limbs are worth carrying. On the first, the definition of 'investor' is a HOLDING test, and the Tribunal's key move was structural: securitisation under regulation 2(1)(r) of the 2008 Regulations involves both the acquisition of receivables by the special purpose distinct entity and the issuance of securitised debt instruments to investors, and the deed of assignment deals only with the first part — it is not an instrument issued by the entity, so it cannot be the securitised debt instrument the definition requires. On the second, even treating the originator as an investor, excess interest spread is the residual flowing through the waterfall and is not paid in respect of any investment in the trust; it is a reward for creating an assignable pool of loan receivables, which the Tribunal supported by noting that excess interest spread was paid to originators before the Minimum Retention Requirement existed at all. The corollary for the other side is equally clear and should be told to clients: an originator who DOES subscribe to pass-through certificates or other securities issued by the trust is an investor, and the Tribunal said so expressly. Note also that the rate has since changed — for credits or payments on or after 1 April 2025, section 194LBC(1) carries a flat ten per cent.

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

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