Assigned to FIN                                                                                                                                   FOR COMMITTEE

 

 


 

ARIZONA STATE SENATE

Phoenix, Arizona

 

SECOND CORRECTED

FACT SHEET FOR S.B. 1011

 

airline tax deferral

 

Purpose

 

Retroactive to January 1, 2002, defers flight property and corporate income tax liabilities from accruing through January 1, 2004. 

 

Background

 

Airlines operating in the State of Arizona are subject to two types of direct State taxation:  flight property tax and corporate income tax.  The airline companies in Arizona pay a tax on the flight property within the State.  The taxable value, or net assessed value, of the flight property is determined by multiplying the full cash value of the property by an assessment ratio.  The tax rate that is applied to the net assessed value is equal to the statewide average tax rate, which was $12.68 in tax year 2000.

 

Airlines pay corporate income tax similar to other companies doing business in the State of Arizona.  In FY 2000-2001, the Department of Revenue collected over $541.2 million in net corporate income taxes.  For tax years beginning after 2000, all business income of a taxpayer engaged in air commerce is apportioned to Arizona by multiplying the income by a fraction.  The numerator is the revenue aircraft miles flown within this State for flights beginning or ending in this State and the denominator of which is the total revenue aircraft miles flown by the taxpayer’s aircraft.

 

S.B. 1011 suspends new flight property and corporate income tax liabilities from accruing through January 1, 2004.

 

According to a Joint Legislative Budget Committee staff fiscal note, the general fund will be negatively impacted in FY 2001-2002 by $3.4 million, and in FY 2002-2003 by $10.9 million.  Additionally, the state aviation fund will be negatively impacted by $7.5 million in FY 2002-2003.  However, in FY 2003-2004, the general fund will experience a $6.8 million gain and the state aviation fund will experience a $15 million gain.

 

Provisions

 

1.      Defers payments for the following taxes until January 1, 2004:

 

(a)    Flight property tax for the 2002 and 2003 tax years.

(b)   Corporate income tax, for the taxable period January 1, 2001 through December 31, 2002, on income stemming from aircraft transportation activities.

 

2.      Stipulates that no interest will accrue through December 31, 2003 on the deferred taxes.

 

3.      Requires the deferred taxes to be fully paid by February 1, 2004, or penalties will be imposed.

 

4.      Contains a retroactivity clause of January 1, 2002.

 

 

Prepared by Senate Staff

January 17, 2002