TITLE public-finance

Part I. Comptroller of Public Accounts

Chapter 3. Tax Administration

Subchapter N. County Sales and Use Tax

34 TAC §3.251

The Comptroller of Public Accounts proposes an amendment to §3.251, concerning adopting or abolishing county tax. House Bill 92, 75th Legislature, 1997, amended the Local Government Code effective September 1, 1997, by adding Chapter 334 and Chapter 335 concerning sports and community venue projects and districts. The amendment explains that the notification requirements, effective dates, and contested election provisions in §3.251 apply to an election to impose sales and use tax for a sports and community venue project that increases a county tax rate.

The amendment also replaces all references to Texas Civil Statutes, Articles 1118x or 1118y with references to the Transportation Code, Chapters 451 or 452. The provisions in Articles 1118x and 1118y have been recodified in the Transportation Code.

Mike Reissig, chief revenue estimator, has determined that for the first five-year period the amendment will be in effect there will be no significant revenue impact on the state or local government.

Mr. Reissig also has determined that for each year of the first five years the rule is in effect the public will benefit by the amended rule reflecting state law, thereby making the rule easier to read and interpret. The rule is adopted under the Tax Code, Title 2, and does not require a statement of fiscal implications for small businesses. There is no significant anticipated economic cost to individuals who are required to comply with the proposed amendment.

Comments on the proposal may be submitted to Karey W. Barton, Manager, Tax Policy Division, P.O. Box 13528, Austin, Texas 78711.

This amendment is proposed under the Tax Code, §111.002, which provides the comptroller with the authority to prescribe, adopt, and enforce rules relating to the administration and enforcement of the provisions of the Tax Code, Title 2.

The amendment implements acts by the 75th Legislature, 1997, amending the Local Government Code.

§3.251.Adopting or Abolishing County Tax.

(a)

General.

(1)

Under the provisions of the County Sales and Use Tax Act, any county not in a metropolitan transit authority (MTA) formed under the Transportation Code, Chapters 451 or 452 [ Texas Civil Statutes, Articles 1118x or 1118y ], may, by a majority vote of the qualified voters of said county voting at an election held for that purpose, adopt or abolish a county sales and use tax in accordance with the provisions of the County Sales and Use Tax Act. An authority is not considered to be located in any county in which fewer than 250 persons are both residents of the authority and the county. If adopted, the county tax must be used to reduce the county property tax rate.

(2)

(No change.)

(b)-(d)

(No change.)

(e)

Sports and community venue project. In the event that an election to impose a sales and use tax for a sports and community venue project under Local Government Code, Chapter 334 or Chapter 335, increases a county tax rate, the notification requirements, effective dates, and contested election provisions in subsections (b), (c), and (d) of this section shall apply.

(f) [ (e) ]

Telecommunications services. Telecommunications services are exempt from county sales tax, but the exemption may be repealed on certain telecommunications services. See §3.344 of this title (relating to Telecommunications Services).

(1)

The commissioners court of a county that has imposed the county sales tax may by a majority vote of the commissioners court repeal the exemption on telecommunications services. The county judge must forward to the comptroller by United States registered or certified mail a copy of the order repealing the exemption. Upon receipt by the comptroller of notification, one whole calendar quarter shall elapse before county tax applies to telecommunications services. The following illustrates the effective date of adoption or abolition.

Figure: 34 TAC §3.251 (f)(1) [ (e)(1) ]

(2)

The commissioners court of a county may exempt telecommunications services from county tax in the same manner in which the tax was imposed.

(3)

The county sales tax exemption on interstate long-distance telecommunications services may not be repealed. Notwithstanding any action on the part of the governing body of a county, charges for interstate long-distance telecommunications service will be exempt from county sales and use tax.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on February 6, 1998.

TRD-9801743

Martin Cherry

Chief, General Law

Comptroller of Public Accounts

Earliest possible date of adoption: March 22, 1998

For further information, please call: (512) 463-4062


Subchapter O. State Sales and Use Tax

34 TAC §3.285

The Comptroller of Public Accounts proposes an amendment to §3.285, concerning resale certificate; sales for resale. The Tax Code was amended effective October 1, 1997, by adding §151.054(f) as a clarification. The amendment clarifies that a retailer is liable for sales tax on the original purchase price of a taxable item if the retailer purchases the taxable item tax free for resale and then uses the taxable item as a trade-in on the purchase of another taxable item.

Mike Reissig, chief revenue estimator, has determined that for the first five-year period the amendment will be in effect there will be no significant revenue impact on the state or local government.

Mr. Reissig also has determined that for each year of the first five years the rule is in effect the public will benefit by the amended rule reflecting state law, thereby making the rule easier to read and interpret. The rule is adopted under the Tax Code, Title 2, and does not require a statement of fiscal implications for small businesses. There is no significant anticipated economic cost to individuals who are required to comply with the proposed amendment.

Comments on the proposal may be submitted to Karey W. Barton, Manager, Tax Policy Division, P.O. Box 13528, Austin, Texas 78711.

This amendment is proposed under the Tax Code, §111.002, which provides the comptroller with the authority to prescribe, adopt, and enforce rules relating to the administration and enforcement of the provisions of the Tax Code, Title 2.

The amendment implements the acts of the 75th Legislature, 1997, amending the Tax Code, §151.054.

§3.285.Resale Certificate; Sales for Resale.

(a)-(d)

(No change.)

(e)

Improper use of items purchased for resale.

(1)-(5)

(No change.)

(6)

A purchaser who gives a resale certificate for the purchase of a taxable item is liable for sales tax if the purchaser uses the taxable item as a trade-in on the purchase of another taxable item. Tax must be paid on the original purchase price of the taxable item used as a trade-in.

(f)-(h)

(No change.)

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on February 6, 1998.

TRD-9801746

Martin Cherry

Chief, General Law

Comptroller of Public Accounts

Earliest possible date of adoption: March 22, 1998

For further information, please call: (512) 463-4062


34 TAC §3.298

The Comptroller of Public Accounts proposes an amendment to §3.298, concerning amusement services. The Tax Code was amended effective October 1, 1997, to add §151.432, concerning the deduction of tax on a ticket or admission document to an amusement service. The amendment allows resellers of tickets or admission documents to amusement services to deduct from reported taxable sales the adjusted value of tickets purchased from non-permitted purchasers provided the tickets or admission documents had the tax included.

Mike Reissig, chief revenue estimator, has determined that for the first five-year period the rule will be in effect there will be no significant revenue impact on the state or local government.

Mr. Reissig also has determined that for each year of the first five years the rule is in effect the public will benefit by the amended rule reflecting state law, thereby making the rule easier to read and interpret. The rule is adopted under the Tax Code, Title 2, and does not require a statement of fiscal implications for small businesses. There is no significant anticipated economic cost to individuals who are required to comply with the proposed amendment.

Comments on the proposal may be submitted to Karey W. Barton, Manager, Tax Policy Division, P.O. Box 13528, Austin, Texas 78711.

This amendment is proposed under the Tax Code, §111.002, which provides the comptroller with the authority to prescribe, adopt, and enforce rules relating to the administration and enforcement of the provisions of the Tax Code, Title 2.

The amendment implements acts by the 75th Legislature, 1997, amending the Tax Code by adding §151.432, effective October 1, 1997.

§3.298.Amusement Services.

(a)-(e)

(No change.)

(f)

Taxable item sold or transferred with amusement service.

(1)-(4)

(No change.)

(5)

A reseller of a ticket or admission document to an amusement service may deduct from taxable sales reported the "adjusted value" of the ticket or admission document purchased for resale from a non-permitted purchaser of the ticket or admission document. The "adjusted value" is the face value of the ticket or admission document, less the included sales tax. A reseller is allowed the deduction from taxable sales when filing a sales tax report if all of the following criteria is met:

(A)

the sales tax was paid by the purchaser and the purchaser does not hold a Texas Sales and Use Tax Permit;

(B)

the language on the ticket or admission document purchased for resale states that all taxes have been included in the price of the ticket or admission document;

(C)

the ticket or admission document for which a deduction is claimed was not purchased tax-free by use of a resale or exemption certificate; and

(D)

the ticket or admission document is actually resold.

(g)-(i)

(No change.)

(j)

Records. Every seller of admissions to amusement services is responsible for keeping accurate records of all sales and purchases. See §3.281 of this title (relating to Records Required; Information Required). Every seller of admissions to amusement services must hold a sales tax permit and must file reports as required by §3.286 of this title (relating to Seller's and Purchaser's Responsibilities). A reseller of a ticket or admission document to an amusement service that is deducting the "adjusted value" of the ticket or admission document purchased for resale from a non-permitted purchaser, as provided in subsection (f)(5) of this section, must have records verifying the deduction that include:

(1)

the name and address of the non-permitted purchaser;

(2)

the face value of any ticket or admission document purchased by a non-permitted purchaser;

(3)

proof (such as a copy of the ticket or admission document) showing that sales tax is included in the price of the ticket or admission document;

(4)

the sales of tickets or admission documents; and

(5)

the remaining inventory of unsold tickets or admission documents.

(k)

(No change.)

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on February 6, 1998.

TRD-9801747

Martin Cherry

Chief, General Law

Comptroller of Public Accounts

Earliest possible date of adoption: March 22, 1998

For further information, please call: (512) 463-4062


34 TAC §3.329

The Comptroller of Public Accounts proposes an amendment to §3.329, concerning state sales and use tax refunds available to enterprise projects and to qualified businesses in enterprise zones. This rule is being amended as a result of the passage of Senate Bill 226, 75th Legislature, 1997, which provides for the creation of defense economic readjustment zones (areas impacted by reductions in federal-defense contracting) and the designation of defense readjustment projects by the Texas Department of Commerce. Businesses designated as projects are entitled to franchise tax and sales tax incentives. Subsection (d) of the proposed rule sets out the definitions pertaining to this subsection, refunds available, and requirements for filing for the refunds. The comptroller proposes to rename the rule, Enterprise Projects, Enterprise Zones, and Defense Readjustment Zones.

Mike Reissig, chief revenue estimator, has determined that for the first five-year period the amendment will be in effect there will be no significant revenue impact on the state or local government.

Mr. Reissig also has determined that for each year of the first five years the rule is in effect the public will benefit by the amended rule reflecting state law, thereby making the rule easier to read and interpret. The rule is adopted under the Tax Code, Title 2, and does not require a statement of fiscal implications for small businesses. There is no significant anticipated economic cost to individuals who are required to comply with the proposed amendment.

Comments on the proposal may be submitted to Karey W. Barton, Manager, Tax Policy Division, P.O. Box 13528, Austin, Texas 78711.

This amendment is proposed under the Tax Code, §111.002, which provides the comptroller with the authority to prescribe, adopt, and enforce rules relating to the administration and enforcement of the provisions of the Tax Code, Title 2.

The amendment implements the Tax Code, §§151.429, 151.4291, and 151.431.

§3.329.[ State Sales and Use Tax Refunds Available to ]Enterprise Projects , [ and to Qualified Businesses in ] Enterprise Zones , and Defense Readjustment Zones .

(a)-(c)

(No change.)

(d)

Defense economic readjustment zones .

(1)

Definitions applicable to subsection (d) only:

(A)

Defense readjustment project - A person designated by the Texas Department of Commerce as a defense readjustment project under the Government Code, Title 10, Subtitle G, Chapter 2310.

(B)

Qualified business - A person certified as a qualified business under Government Code, §2310.302.

(C)

Qualified employee - A person who:

(i)

works for a qualified business; and

(ii)

performs at least 50% of the person's service for the business in the readjustment zone.

(D)

Readjustment zone - An area designated as a defense economic readjustment zone under the Government Code, Chapter 2310.

(2)

Tax refunds for defense readjustment projects.

(A)

A defense readjustment project is eligible for a refund in the amount provided by this section of the state sales and use taxes imposed by this chapter on purchases of:

(i)

equipment or machinery sold to a defense readjustment project for use in a readjustment zone;

(ii)

building materials sold to a defense readjustment project for use in remodeling, rehabilitating, or constructing a structure in a readjustment zone;

(iii)

labor for remodeling, rehabilitating, or constructing a structure, not qualifying as a new construction, by a defense readjustment project in a readjustment zone; and

(iv)

electricity and natural gas purchased and consumed in the normal course of business in the readjustment zone.

(B)

Subject to the limitations provided by subparagraph (C) of this paragraph, a defense readjustment project qualifies for a refund of taxes under this section of $2,500 for each new permanent job or job that has been retained by the defense readjustment project for a qualified employee.

(C)

The total amount of tax refund that a defense readjustment project may apply for in a state fiscal year may not exceed $250,000. If a defense readjustment project qualifies in a state fiscal year for a refund of taxes in an amount in excess of the limitation provided by this subsection, it may apply for a refund of those taxes in a subsequent year, subject to the $250,000 limitation for each year. However, a defense readjustment project may not apply for a refund under this section after the end of the state fiscal year immediately following the state fiscal year in which the defense readjustment project's designation as a defense readjustment project expires or is removed. The total amount that may be refunded to a defense readjustment project under this section may not exceed the amount determined by multiplying $250,000 by the number of state fiscal years during which the defense readjustment project created one or more jobs for qualified employees.

(D)

Only qualified businesses that have been certified as eligible for a tax refund under this section by the Texas Department of Commerce to the comptroller and the Legislative Budget Board are entitled to the tax refund.

(E)

To receive a state tax refund under this section, a defense readjustment project must apply to the comptroller for the refund. A refund request submitted to the comptroller must:

(i)

be in writing in a format prescribed by the comptroller;

(ii)

be accompanied by copies of the certification by the Texas Department of Commerce;

(iii)

list each qualifying item purchased, the name of each seller, invoice or contract number, dollar amount of each purchase, and amount of state tax paid on each purchase.

(F)

A defense readjustment project applying for a refund of state taxes under this subsection must retain records substantiating each claim for refund. The records must be verifiable by audit and include copies of invoices showing the item purchased, the date of purchase, amount of purchase, the amount of tax paid, and the identity of the seller. The records must also show that the qualifying taxable items purchased were for use within the zone. Employment records must also be kept verifying the number of new jobs created or retained.

(G)

For possible local tax abatements, see the Government Code, §2310.405.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on February 6, 1998.

TRD-9801742

Martin Cherry

Chief, General Law

Comptroller of Public Accounts

Earliest possible date of adoption: March 22, 1998

For further information, please call: (512) 463-4062


Subchapter P. Municipal Sales and Use Tax

34 TAC §3.372

The Comptroller of Public Accounts proposes an amendment to §3.372, concerning adopting, increasing, decreasing, or abolishing city tax. House Bill 92, 75th Legislature, 1997, amended the Local Government Code effective September 1, 1997, by adding Chapter 334 and Chapter 335 concerning sports and community venue projects and districts. The amendment explains that the notification requirements, effective dates, and contested election provisions in §3.372 apply to an election to impose sales and use tax for a sports and community venue project that increases a city tax rate or that reduces a tax rate for industrial development to allow the imposition of the tax for the sports and community venue project within the 2.0% cap on local taxes.

The amendment also replaces all references to Texas Civil Statutes, Articles 1118x, 1118y, or 1118z with references to the Transportation Code, Chapters 451, 452, or 453. The provisions in Articles 1118x, 1118y, and 1118z have been recodified in the Transportation Code.

Mike Reissig, chief revenue estimator, has determined that for the first five-year period the amendment will be in effect there will be no significant revenue impact on the state or local government.

Mr. Reissig also has determined that for each year of the first five years the rule is in effect the public will benefit by the amended rule reflecting state law, thereby making the rule easier to read and interpret. The rule is adopted under the Tax Code, Title 2, and does not require a statement of fiscal implications for small businesses. There is no significant anticipated economic cost to individuals who are required to comply with the proposed amendment.

Comments on the proposal may be submitted to Karey W. Barton, Manager, Tax Policy Division, P.O. Box 13528, Austin, Texas 78711.

This amendment is proposed under the Tax Code, §111.002, which provides the comptroller with the authority to prescribe, adopt, and enforce rules relating to the administration and enforcement of the provisions of the Tax Code, Title 2.

The amendment implements acts by the 75th Legislature, 1997, amending the Local Government Code.

§3.372.Adopting, Increasing, Decreasing, or Abolishing City Tax.

(a)

Definitions. The following words and terms, when used in this section, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

(No change.)

(2)

Sports and community venue project-A venue and related infrastructure that is planned, acquired, established, developed, constructed, or renovated under the Local Government Code, Chapter 334, or by a sports and community district created under the Local Government Code, Chapter 335.

(3) [ (2) ]

Transit authority-Any rapid transit authority, regional transportation authority, or city transit department formed under the Transportation Code, Chapters 451, 452, or 453 [ Texas Civil Statutes, Articles 1118x, 1118y, or 1118z ], and designated as a taxing entity under the Tax Code, §322.002.

(b)

General. Any city may, by a majority vote of the qualified voters of that city voting at an election held for that purpose, adopt or abolish a local sales and use tax in accordance with the provisions of the Local Sales and Use Tax Act and the Development Corporation Act of 1979.

(1)

(No change.)

(2)

An additional tax rate of one-eighth, one-quarter, three-eighths, or one-half of 1.0% may be imposed, increased, reduced, or repealed on the receipts from the sale at retail of all taxable items. This tax must be used to reduce the property tax rate if the city has imposed a property tax. This additional tax may not be imposed if the city:

(A)

(No change.)

(B)

is in a county that includes territory within the boundaries of a transit authority created under the Transportation Code, Chapter 452 [ Texas Civil Statutes, Article 1118y ], by a principal city with a population of more than 800,000 unless:

(i)-(iii)

(No change.)

(C)

imposes city transit department sales tax under the Transportation Code, Chapter 453 [ Article 1118z ].

(3)-(4)

(No change.)

(c)-(f)

(No change.)

(g)

Sports and community venue project. In the event that an election to impose a sales and use tax for a sports and community venue project increases a city tax rate or reduces a tax rate for industrial development to allow the imposition of tax for a sports and community venue project within the 2.0% cap on local taxes, the notification requirements, effective dates, and contested election provisions in subsections (c), (d)(1), and (e) of this section shall apply.

(h) [ (g) ]

Telecommunications services. Telecommunications services are exempt from city sales tax. However, the city sales tax exemption may be repealed on certain telecommunications services. See §3.344 of this title (relating to Telecommunications Services).

(1)

The governing body of a local tax city may adopt by a majority vote of the governing body an ordinance repealing the exemption on telecommunications services. The city secretary must forward to the comptroller by United States registered or certified mail a copy of the ordinance. Upon receipt by the comptroller of notification, one whole calendar quarter shall elapse before local tax applies to telecommunications services. See subsection (d)(1) of this section for effective dates.

(2)

The governing body of a local tax city may exempt telecommunications services from local tax in the same manner in which the exemption was repealed.

(3)

The city sales tax exemption on interstate long-distance telecommunications services may not be repealed. Notwithstanding any action on the part of the governing body of a local tax city, charges for interstate long-distance telecommunications services will be exempt from city sales and use tax.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on February 6, 1998.

TRD-9801744

Martin Cherry

Chief, General Law

Comptroller of Public Accounts

Earliest possible date of adoption: March 22, 1998

For further information, please call: (512) 463-4062


Subchapter R. Transit Sales and Use Tax

34 TAC §3.422

The Comptroller of Public Accounts proposes an amendment to §3.422, concerning adopting, increasing, decreasing, or abolishing transit (MTA) tax. House Bill 92, 75th Legislature, 1997, amended the Local Government Code effective September 1, 1997, by adding Chapter 334 and Chapter 335 concerning sports and community venue projects and districts. The amendment explains that the notification requirements, effective dates, and contested election provisions in §3.422 apply to an election to impose sales and use tax for a sports and community venue project that reduces a transit tax rate.

The amendment also replaces all references to Texas Civil Statutes, Articles 1118x, 1118y, or 1118z with references to the Transportation Code, Chapters 451, 452, or 453. The provisions in Articles 1118x, 1118y, and 1118z have been recodified in the Transportation Code.

Mike Reissig, chief revenue estimator, has determined that for the first five-year period the amendment will be in effect there will be no significant revenue impact on the state or local government.

Mr. Reissig also has determined that for each year of the first five years the rule is in effect the public will benefit by the amended rule reflecting state law, thereby making the rule easier to read and interpret. The rule is adopted under the Tax Code, Title 2, and does not require a statement of fiscal implications for small businesses. There is no significant anticipated economic cost to individuals who are required to comply with the proposed amendment.

Comments on the proposal may be submitted to Karey W. Barton, Manager, Tax Policy Division, P.O. Box 13528, Austin, Texas 78711.

This amendment is proposed under the Tax Code, §111.002, which provides the comptroller with the authority to prescribe, adopt, and enforce rules relating to the administration and enforcement of the provisions of the Tax Code, Title 2.

The amendment implements acts by the 75th Legislature, 1997, amending the Local Government Code.

§3.422.Adopting, Increasing, Decreasing, or Abolishing Transit (MTA) Tax.

(a)

Definitions. The following words and terms, when used in this section, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Transit authority-Any rapid transit authority, regional transportation authority, or city transit department formed under the Transportation Code, Chapters 451, 452, or 453 [ Texas Civil Statutes, Articles 1118x, 1118y, or 1118z ], and designated as a taxing entity under the Tax Code, §322.002.

(2)

City transit department (CTD)-A transit system created under the Transportation Code, Chapter 453 [ Texas Civil Statutes, Article 1118z ], and operated by an incorporated city or town with a population of 56,000 or more.

(3)

Sports and community venue project-A venue and related infrastructure that is planned, acquired, established, developed, constructed, or renovated under the Local Government Code, Chapter 334, or by a sports and community district created under the Local Government Code, Chapter 335.

(b)-(e)

(No change.)

(f)

Tax rate change.

(1)

Any election for approval of a tax increase must conform to the requirements prescribed in subsection (c) of this section for elections and notification. The transit authority may, by a board order, decrease the tax rate provided the presiding officer of the board files a certified copy of the order with the Texas Department of Transportation [ State Department of Highways and Public Transportation ] and the Comptroller of Public Accounts.

(2)

(No change.)

(g)

Contested election.

(1)

If the validity of any election held under the provisions of the Transportation Code [ Texas Civil Statutes ] authorizing the authority, or the result of the election based on the returns is contested, the election contest must be filed and tried as provided in the Election Code of the State of Texas. The contestant must notify the comptroller by United States registered mail or certified mail within 10 days after filing the contest by mailing a copy of the notice of contest to the comptroller showing the style of the contest, the date filed, the case number, and the court in which the case is pending. No contest may be heard unless the comptroller is timely notified as provided in this section.

(2)

(No change.)

(h)

Sports and community venue project. In the event that an election to impose a sales and use tax for a sports and community venue project either reduces the transit tax rate or withdraws a city from a transit authority, the notification requirements, effective date, and contested election provisions in subsections (c), (e), and (g) of this section shall apply.

(i) [ (h) ]

Telecommunications services. See §3.344 of this title (relating to Telecommunications Services).

(1)

The board of a transit authority may adopt by a majority vote of the board an order repealing the exemption on telecommunications services. The board chairman or secretary must forward to the comptroller by United States registered or certified mail a copy of the ordinance. Upon receipt by the comptroller of notification, one whole calendar quarter shall elapse before transit tax applies to telecommunications services. The adoption is effective on the first day of the next calendar quarter following the elapsed calendar quarter.

(2)

The board of the authority may exempt telecommunications services from transit tax in the same manner in which the exemption was repealed.

(3)

The transit sales tax exemption on interstate long-distance telecommunications services may not be repealed. Notwithstanding any action on the part of the board of an authority, charges for interstate long-distance telecommunications services will be exempt from transit sales and use tax.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on February 6, 1998.

TRD-9801745

Martin Cherry

Chief, General Law

Comptroller of Public Accounts

Earliest possible date of adoption: March 22, 1998

For further information, please call: (512) 463-4062