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State Bank Of India (Sbi) Employees ... vs Commissioner Of Income Tax, Ahmedabad 1 on 11 November, 2016

Further the Ld. CIT(A) has referred to the decision of Hon'ble Gujarat High Court in case of SBI Vs. CIT (2016) 389 ITR 578, Hon'ble Karnataka High Court in case of PCIT Vs. Totagars Co-operative Sale Society [2017] 395 TTR 611 and some other decisions. It may be noted that in the decision of Hon'ble Supreme Court, Hon'ble Gujarat High Court and Hon'ble Karnataka High Court it is stated that the word 'whole of the 13 ITA No. 10/JPR/2024 Reserve Bank Coop. Society Ltd.v. ITO amount of profit & gains from business' used in section 80P(2)(a) emphasize that the income in respect of which deduction is sought must constitute the operational income and not the other income which accrues to the society. In this connection it may be noted that it is not a case that the surplus funds has been invested in FDR. In fact in course of carrying out its activity of providing credit facility to its members, it receives the funds from its members who have the capacity to lend and out of that fund the amount is advanced to other members who need the fund. Where the funds received is more than the amount advanced, the balance funds is invested in FDR so that the interest received from the advance given/ FDRs made can be utilized to service the interest cost of the funds provided by the members. Thus, the interest on FDR constitutes operational income and therefore such income is business income and not income from other sources eligible for deduction u/s 80P(2)(a)(i)."
Supreme Court - Daily Orders Cites 0 - Cited by 95 - Full Document

M/S The Totgars Co-Operative Sale ... vs The Income Tax Officer on 30 September, 2008

10. The Hon'ble Supreme Court has observed that interest on such FDR's investments, cannot fall within the meaning of the expression profits and gains of business and that such interest income cannot be said to be attributable to the activities of the society, namely, carrying on the business of providing credit facilities to its members or marketing of agricultural produce of its members. The court has held that when the assessee society provides credit facilities to its members, it earns interest income. The interest which accrues on funds not immediately required by the assessee for its business purposes and which has been invested in specified securities as "investment" are ineligible for deduction under section 80P(2)(a)(i) of the Act. Thus, in the light of the principles enunciated by the Supreme Court in Totgar's Co-operative Sale Society (supra), in 19 ITA No. 10/JPR/2024 Reserve Bank Coop. Society Ltd.v. ITO case of a society engaged in providing credit facilities to its members, income from investments in FDRs made in banks does not fall within any of the categories mentioned in section 80P(2)(a) of the Act. However, section 8OP(2)(d) of the Act specifically exempts interest earned from funds invested in co-operative societies. Therefore, to the extent of the interest earned from investments made by it with any co-operative society, a co- operative society is entitled to deduction of the whole of such income under section 8OP(2)(d) of the Act. However, interest earned from investments made in any bank, not being a cooperative society, is not deductible under section 8OP(2)(d) of the Act. From the Impugned order, it can be seen that similar view has been taken by various High Courts that interest income of from FDRs maintained with co-operative banks is not income from business but is to be treated as 'income from other sources and is, therefore, not eligible for deduction u/s 80P(2)(a)(i) and 8OP(2)(d) of the Act.
Karnataka High Court Cites 0 - Cited by 496 - Full Document

Kerala State Co-Operative ... vs The Assessing Officer, Trivandrum on 14 September, 2023

Thus, the interest received by the appellant amounting to Rs. 2,31,59,253/- from Baroda Rajasthan Gramin Bank Ltd, a Regional Rural Bank and not a co-operative bank would not be allowable deduction u/s 80P(2)(d) of the Act as this entity is not a cooperative society as provided u/s 80P(2)(d) of the Act, in the light of the latest judgement of the Apex Court in the case of "Kerala State Co-Operative Agricultural & Rural Development Bank Ltd. v. Assessing Officer", (Supra).
Supreme Court of India Cites 54 - Cited by 1 - B V Nagarathna - Full Document
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