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Case lawITAT › Sonaj And Company v DCIT — a belated block return under the 1995 Chapter is still a valid return, and the 2024 amendment proves it
ITATHelps taxpayerValidity unconfirmeds.158BCs.158BFAs.143(2)s.143(3)s.132s.158BBs.139

Sonaj And Company v DCIT — a belated block return under the 1995 Chapter is still a valid return, and the 2024 amendment proves it

The block return was filed after the time given in the section 158BC notice and the notice under section 143(2) came more than twelve months later. The department says the return was non est. Is it?

The block return was filed after the time given in the section 158BC notice and the notice under section 143(2) came more than twelve months later. The department says the return was non est. Is it?

For a search governed by the 1995 Chapter XIV-B, no. The Pune Tribunal held that there was no provision in the erstwhile section 158BC making a block return filed beyond the time specified in the notice non est, so the belated return was a valid return, the notice under section 143(2) had to issue within twelve months of the end of the month in which it was filed, and a notice issued later made the block assessment null and void. The Tribunal reached that conclusion partly BECAUSE the amended section 158BC, applicable from 1 September 2024, now says expressly that a return furnished beyond the period allowed shall not be deemed to be a return under section 139 — a provision it treated as absent from the earlier law.

Decided by the ITAT (Shri R.K. Panda, Vice President and Ms. Astha Chandra, Judicial Member (order by Astha Chandra, JM)) on 2026-05-06, reported as ITSSA No. 30/PUN/2025; Income Tax Appellate Tribunal, 'B' Bench, Pune; cause title assessment year 2000-01; block period 1990-91 to 1999-2000 and part period of AY 2000-01; heard 24 February 2026, pronounced 6 May 2026. It bears on section 158BC, section 158BFA, section 143(2), section 143(3), section 132, section 158BB, section 139 of the Income Tax Act 1961, in Search, Survey & Block Assessment, Assessment & Scrutiny, Appeals and How Tax Law Is Read matters.

Validity check could not be completed. A Tribunal order of 6 May 2026; no appellate treatment could exist yet and none was looked for. It is in direct tension with ACIT v Md. Illyas Hussain (ITAT Patna, 13 May 2026), decided a week later, which proceeded on the footing that a block return filed after the time allowed was invalid and that no section 143(2) notice was therefore required. The library's vocabulary has no label for a conflict between two Tribunal benches; that is what this is. Whether the Revenue has appealed under section 260A has not been checked.

Why it matters

This decision does two jobs at once and a practitioner must keep them apart. For old block assessments still in the system — and they are still in the system, this one being a second-round appeal from a 1999 search — it is direct authority that a belated block return does not lose its character, so the Hotel Blue Moon requirement of a section 143(2) notice within the statutory period continues to bite. For a search on or after 1 September 2024, the same reasoning cuts the other way: the second proviso to section 158BC(1)(a) now provides in terms that a late block return is not deemed to be a return under section 139, and the Tribunal treated that as a change in the law rather than a clarification of it. The corollary is that under the revived Chapter a client who files his block return even a day late may forfeit the section 143(2) argument altogether, and will additionally suffer interest under section 158BFA(1) running to the date the assessment is completed rather than to the date of filing — a contrast the Tribunal itself drew from the amended section 158BFA(1). Note also that the departmental representative's argument, recorded and rejected, was that the amendment was introduced 'only to clarify' the existing position; that argument is available to the Revenue elsewhere and has not been tested on appeal.

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

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