House of Representatives

SB 1136

tax adminstration; federal conformity

Sponsors: Bundgaard

 

DP

Committee on Ways and Means

DpA

Caucus and COW

 

X

As Transmitted to the Governor

 

Makes changes to various Department of Revenue (DOR) administrative practices.

 

History

 

Current law may be construed to imply that Arizona statutes of limitation waivers can be applied as a blanket waiver on the taxpayer’s entire tax return, even though that same taxpayer has received a federal waiver for only specific items on the tax return.  This bill eliminates that implied option by specifically stating that state waivers apply to only those income items included on the federal waiver.

 

Currently by statute, DOR may only release confidential tax information to the principal of a corporation or partnership.  However, some entities conducting business in the state of Arizona are multinational corporations, whose principals do not reside in Arizona or even the United States.  In such cases, locating the principal officer may be difficult.

 

Current law may be construed to imply that DOR has the authority to choose whether a taxpayer should file a copy of the federal audit or an actual amended tax return with DOR after a federal audit.  This bill allows the taxpayer to choose the reporting method.

 

Provisions

·        Clarifies that the Arizona statute of limitation extension applies to those items in a state audit that were also identified in a federal audit.

·        Allows a principal corporate officer to execute written authorization for the receipt of confidential information for a controlled subsidiary.

·        Expands who may receive confidential tax information between DOR and corporations. In addition to the corporate principal officer, any authorized person may receive the information; if they are designated by the principal officer on the Corporate Board of Directors (or similar body).

·        Gives the DOR the discretion to grant appropriate relief for a determinate number of years to a taxpayer with corporate apportionment issues that determine the corporations multi-state activities in Arizona.

·        Clarifies that taxpayers have the choice to file a copy of the final determination of their federal audit or an amended tax return with DOR.

·        If the taxpayer disagrees with the final determination they can request DOR to recalculate the state tax liability and the recalculations will not be considered a state audit. DOR can ask for an amended return from the taxpayer if they do not have enough information to recalculate the taxpayers liability.

·        Makes technical corrections.

 

 

 

 

 

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45th Legislature                       

First Regular Session    2          May 10, 2001

 

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