House of Representatives

HB 2004

Rural economic development; university patents

Sponsors: Representatives Jarrett, Flake, Johnson, Groscost

 

DPA

Committee on Ways and Means

X

Caucus and COW

 

 

As Passed the House

 

HB 2004 provides a personal and corporate income tax credit for taxpayers engaged in business that manufacture products in a rural Arizona county and that have been patented at a state university.

 

Provisions

·                      Provides personal and corporate income tax credits for businesses manufacturing products patented at state universities beginning new operations or relocating existing operations after June 30, 2000, in a county with a population of fewer than 500,000.

·                      Provides that the business’ primary manufacturing activity involves products patented after June 30, 2000, by a university under the jurisdiction of the Arizona Board of Regents.

·                      Limits the tax credit amount to the cost of the patent each year, whether the patent is purchased or periodic payments are made to the patent holder, for up to five years.

·                      Provides that the tax credit allotted to co-owners must not exceed the credit amount that would have been allowed one sole owner, and it must be distributed proportionately to the co-owners, according to their ownership interest.

·                      Provides that if the amount of the tax credit exceeds the amount of the tax for the current year, the taxpayer may rollover the excess tax credit for the succeeding years for up to 5 years.

·                      Contains a delayed effective date of from and after June 30, 2000.

Ways and Means Committee Amendment:

·                   Clarifies that an income tax deduction is not allowed if the taxpayer takes the credit for the same patent expense.

·                   Clarifies the rural county must be in this state.

·                   Provides that the business must be operating in the county during the taxable year that the credit is claimed.

·                   Caps the credit amount to the lessor of $100,000 or the expense of the patent.

·                   Defines the terms “conducting business” and “relocating an ongoing business” to mean that more than 50 per cent of the businesses property and payroll must be in the qualified county.

·                   Changes the effective date tax years beginning from and after December 31, 1999.

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·                   44th Legislature                                                                                     Analyst Initials _______

·                   Second Regular Session                                                                                  January 27, 2000

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