International School of Uganda v Uganda Revenue Authority [2025] UGTAT 12
Observed later treatment
No later-treatment classification is recorded for this judgment.
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Holding
Held that withholding tax deducted by a financial institution on interest paid to an exempt organization is a final tax under Section 139(a) of the Income Tax Act. The provision envisages two alternate scenarios: tax withheld on treasury bills or government securities by the Bank of Uganda, or tax withheld by a financial institution on payments to a resident individual or exempt organization. The Applicant, holding a valid exemption certificate as an educational institution, qualified as an exempt organization. No further tax liability could be imposed on the interest income.
Outcome
Application allowed with costs to the Applicant; assessment set aside
Facts
The Applicant, an educational institution, held an income tax exemption from the Respondent for 2016-2020. During this period, the Applicant earned Shs. 1,053,010,485 as interest from fixed deposit accounts with Stanbic Bank. Stanbic Bank withheld tax at 15% on these interest payments and remitted it to the Respondent. The Applicant declared the interest as exempt income. The Respondent issued an assessment totalling Shs. 315,903,143, arguing that withholding tax on fixed deposit interest is not a final tax under the Income Tax Act and that the Applicant owed additional tax at 30%. The Applicant objected, contending that withholding tax on interest paid by a financial institution to an exempt organization is a final tax under Section 139(a) of the Income Tax Act. The Respondent upheld the assessment, stating that final tax treatment applies only to treasury bills and government securities. The Applicant brought this application before the Tribunal.
Issues
- Whether withholding tax deducted by a financial institution on interest paid to an exempt organization constitutes a final tax under Section 139(a) of the Income Tax Act.
- Whether the Applicant is liable to pay the assessed income tax of Shs. 315,903,143 on interest earned from fixed deposits.
Orders
- Application allowed.
- Declaration that the tax withheld at source by Stanbic Bank is a final tax.
- Declaration that the assessment of Shs. 315,903,143 is unlawful.
- Declaration that the Applicant is not liable to pay the assessed tax.
- Costs awarded to the Applicant.
Rules and key headnotes
Legislation cited (9)
Cases cited (4)
- Uganda Revenue Authority v Siraje Hassan Kajura (Court of Appeal Civil Appeal No. 26 of 2013)
- Cape Brandy Syndicate v IRC (1992) KB1
- Uganda Revenue Authority v Siraje Hassan Kajura (Supreme Court Civil Appeal No. 9 of 2015)
- Farid Meghani v Uganda Revenue Authority (Civil Appeal No. 6 of 2021)
Full judgment
The original judgment as reported. Read the original PDF before relying on any passage.