HomeMy WebLinkAboutORD1154ORDINANCE NO.1154
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL OF THE CITY OF APACHE
JUNCTION,ARIZONA,ADOPTING "THE 2001 AMENDMENTS TO THE TAX CODE OF
THE CITY OF APACHE JUNCTION"BY REFERENCE;ESTABLISHING AN EFFECTIVE
DATE;PROVIDING FOR SEVERABILITY;PROVIDING PENALTIES FOR
VIOLATIONS;AND DECLARING AN EMERGENCY.
BE IT ORDAINED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF APACHE JUNCTION,
ARIZONA:
SECTION I IN GENERAL
That certain document known as "The 2001 Amendments to the Tax Code of the City
of Apache Junction,Arizona," three copies of which are on file in the office of
the city clerk in the City of Apache Junction,Arizona,which document was made
a public record by Resolution No.01-21 of the City of Apache Junction,Arizona,
is hereby referred to,adopted and made a part hereof as if fully set out in this
ordinance.
SECTION I I PROVISIONS EFFECTIVE DECEMBER 31,2001
The provisions of this ordinance and the public record adopted herein are
effective from and after December 31,2001.
SECTION III PROVIDING FOR SEVERABILITY
If any section,subsection,sentence,clause,phrase or portion of this ordinance
or any part of these amendments to the tax code adopted herein by reference is
for any reason held to be invalid or unconstitutional by the decision of any
court of competent jurisdiction,such decision shall not affect the validity of
the remaining portions thereof.
SECTION IV PROVIDING PENALTIES
Any person found guilty of violating any provision of these amendments to the tax
code shall be guilty of a class one misdemeanor.Each day that a violation
continues shall be a separate offense punishable as herein above described.
ORDINANCE NO.1154
PAGE 1 OF 2
SECTION V DECLARING AN EMERGENCY
I t is necessary for the preservation of peace,health and safety of the City of
Apache Junction,Arizona,that this ordinance become effective immediately.An
emergency is hereby declared to exist and this ordinance shall be effective
immediately upon passage and adoption.
PASSED AND ADOPTED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF APACHE JUNCTION,
ARIZONA,THIS 4TH DAY OF DECEMBER ,2001.
SIGNED AND ATTESTED TO THIS 4TH DAY OF DFCFMRER ,2001.
DOUGLAS OLEMA
J + 0 1 6 4 ,-,PA - -
N
Mayor
ATTEST:
KATHLEEN CONNELLY
City Clerk
APPROVED AS TO FORM:
-.4 --1126-O/
R.JOEL STERN
City Attorney
ORDINANCE NO.1154
PAGE 2 OF 2
2001 AMENDMENTS TO THE TAX CODE OF THE CITY OF APACHE JUNCTION
Section 1.Section 8A-415 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-415.Construction contracting:Construction contractors.
(a)The tax rate shall be at an amount equal to two and two -tenths percent (2.2%) of the gross income
from the business upon every construction contractor engaging or continuing in the business activity
of construction contracting within the City.
(1)However, gross income from construction contracting shall not include charges related to
groundwater measuring devices required by A.R.S. Section 45-604.
(2)(Reserved)
(3)Gross income from construction contracting shall not include gross income from the sale
of manufactured buildings taxable under Section 8A-427.
(b)Deductions and exemptions.
(1)Gross income derived from acting as a "subcontractor" shall be exempt from the tax
imposed by this Section.
(2)All construction contracting gross income subject to the tax and not deductible herein shall
be allowed a deduction of thirty-five percent (35%).
(3)The gross proceeds of sales or gross income attributable to the purchase of machinery,
equipment or other tangible personal property that is exempt from or deductible from
privilege or use tax under:
(A)Section 8A-465, subsections (g) and (p)
(B)(Reserved)
shall be exempt or deductible, respectively, from the tax imposed by this Section.
(4)The gross proceeds of sales or gross income that is derived from a contract entered into
for the installation, assembly, repair or maintenance of income -producing capital equipment,
as defined in Section 8A-110,THAT IS DEDUCTED FROM THE RETAIL
CLASSIFICATION PURSUANT TO SECTION 8A -465(g)that does not become a
•permanent attachment to a building, highway, road, railroad, excavation or manufactured
building or other structure,project, development or improvement shall be deducted.
EXEMPT from the tax imposed by this Section.If the ownership of the realty is separate
from the ownership of the income -producing capital equipment, the determination as to
permanent attachment shall be made as if the ownership was the same.The deduction
provided in this paragraph does not include gross proceeds of sales or gross income from
that portion of any contracting activity which consists of the development of, or modification
to, real property in order to facilitate the installation, assembly, repair, maintenance or
removal of the income -producing capital equipment.For purposes of this paragraph,
"permanent attachment" means at least one of the following:
(A)to be incorporated into real property.
(B)to become so affixed to real property that it becomes part of the real property.
(C)to be so attached to real property that removal would cause substantial damage to
the real property from which it is removed.
(5)The gross proceeds of sales or gross income received from a contract for the construction
of an environmentally controlled facility for the raising of poultry for the production of eggs
and the sorting, or cooling and packaging of eggs shall be exempt from the tax imposed
under this Section.
(6)The gross proceeds of sales or gross income that is derived from the installation, assembly,
repair or maintenance of cleanrooms that are deducted from the tax base of the retail
classification pursuant to Section 8A-465, subsection (g) shall be exempt from the tax
imposed under this Section.
(7)The gross proceeds of sales or gross income that is derived from a contract entered into
with a person who is engaged in the commercial production of livestock, livestock products
or agricultural, horticultural, viticultural or floricultural crops or products in this State for the
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construction, alteration, repair, improvement, movement, wrecking or demolition or addition
to or subtraction from any building, highway, road, excavation, manufactured building or
other structure, project, development or improvement used directly and primarily to prevent,
monitor, control or reduce air, water or land pollution shall be exempt from the tax imposed
under this Section.
(8)THE GROSS PROCEEDS OF SALES OR GROSS INCOME RECEIVED FROM A POST-
CONSTRUCTION CONTRACT TO PERFORM POST -CONSTRUCTION TREATMENT OF
REAL PROPERTY FOR TERMITE AND GENERAL PEST CONTROL, INCLUDING WOOD
DESTROYING ORGANISMS, SHALL BE EXEMPT FROM TAX IMPOSED UNDER THIS
SECTION.
(c)Subcontractor means a construction contractor performing work for either:
(1)a construction contractor who has provided the subcontractor with a written declaration that
he is liable for the tax for the project and has provided the subcontractor his City Privilege
License number.
(2)an owner -builder who has provided the subcontractor with a written declaration that:
(A)the owner -builder is improving the property for sale; and
(B)the owner -builder is liable for the tax for such construction contracting activity; and
(C)the owner -builder has provided the contractor his City Privilege License number.
(3)A person selling new manufactured buildings who has provided the subcontractor with a
written declaration that he is liable for the tax for the site preparation and set-up; and
provided the subcontractor his City Privilege License number.
Subcontractor also includes a construction contractor performing work for another subcontractor as defined
above.
Section 2.Section 8A-416 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-416.Construction contracting:speculative builders.
(a)The tax shall be equal to two and two -tenths percent (2.2%) of the gross income from the business
activity upon every person engaging or continuing in business as a speculative builder within the
City.
(1)The gross income of a speculative builder considered taxable shall include the total selling
price from the sale of improved real property at the time of closing of escrow or transfer of
title.
(2)"Improved Real Property"means any real property:
(A)upon which a structure has been constructed; or
(B)where improvements have been made to land containing no structure (such as
paving or landscaping); or
(C)which has been reconstructed as provided by Regulation; or
(D)where water, power, and streets have been constructed to the property line.
(3)"Sale of Improved Real Property"includes any form of transaction, whether characterized
as a lease or otherwise, which in substance is a transfer of title of, or equitable ownership
in, improved real property and includes any lease of the property for a term of thirty (30)
years or more (with all options for renewal being included as a part of the term). In the case
of multiple unit projects, "sale" refers to the sale of the entire project or to the sale of any
individual parcel or unit.
(4)"Partially Improved Residential Real Property,"as used in this Section,means any
improved real property, as defined in subsection (a)(2) above, being developed for sale to
individual homeowners, where the construction of the residence upon such property is not
substantially complete at the time of the sale.
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(b)Exclusions.
(1)In cases involving reconstruction contracting, the speculative builder may exclude from
gross income the prior value allowed for reconstruction contracting in determining his
taxable gross income, as provided by Regulation.
(2)Neither the cost nor the fair market value of the land which constitutes part of the improved
real property sold may be excluded or deducted from gross income subject to the tax
imposed by this Section.
(3)(Reserved)
(4)A speculative builder may exclude gross income from the sale of partially improved
residential real property as defined in (a)(4) above to another speculative builder only if all
of the following conditions are satisfied:
(A)The speculative builder purchasing the partially improved residential real property
has a valid City privilege license for construction contracting as a speculative
builder; and
(B)At the time of the transaction,the purchaser provides the seller with a properly
completed written declaration that the purchaser assumes liability for and will pay
all privilege taxes which would otherwise be due the City at the time of sale of the
partially improved residential real property; and
(C)The seller also:
(i)maintains proper records of such transactions in a manner similar to the
requirements provided in this chapter relating to sales for resale; and
(ii)retains a copy of the written declaration provided by the buyer for the
transaction; and
(iii)is properly licensed with the City as a speculative builder and provides the
City with the written declaration attached to the City privilege tax return
where he claims the exclusion.
(c)Tax liability for speculative builders occurs at close of escrow or transfer of title, whichever occurs
earlier, and is subject to the following provisions, relating to exemptions, deductions and tax credits:
(1)Exemptions.
.(A)The gross proceeds of sales or gross income attributable to the purchase of
machinery, equipment or other tangible personal property that is exempt from or
deductible from privilege or use tax under:
(i)Section 8A-465, subsections (g) and (p)
(ii)(Reserved)
shall be exempt or deductible, respectively, from the tax imposed by this Section.
(B)The gross proceeds of sales or gross income received from a contract for the
construction of an environmentally controlled facility for the raising of poultry for the
production of eggs and the sorting, or cooling and packaging of eggs shall be
exempt from the tax imposed under this Section.
(C)The gross proceeds of sales or gross income that is derived from the installation,
assembly, repair or maintenance of cleanrooms that are deducted from the tax
base of the retail classification pursuant to Section 8A-465, subsection (g) shall be
exempt from the tax imposed under this section.
(D)The gross proceeds of sales or gross income that is derived from a contract
entered into with a person who is engaged in the commercial production of
livestock, livestock products or agricultural, horticultural, viticultural or floricultural
crops or products in this state for the construction, alteration, repair, improvement,
movement, wrecking or demolition or addition to or subtraction from any building,
highway,road,excavation, manufactured building or other structure,project,
development or improvement used directly and primarily to prevent, monitor,
control or reduce air, water or land pollution shall be exempt from the tax imposed
under this Section.
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(2)Deductions.
(A)All amounts subject to the tax shall be allowed a deduction in the amount of
thirty-five percent (35%).
(B)The gross proceeds of sales or gross income that is derived from A CONTRACT
ENTERED INTO FOR the installation, assembly, repair or maintenance of income-
producing capital equipment, as defined in Section 8A-110, THAT IS DEDUCTED
FROM THE RETAIL CLASSIFICATION PURSUANT TO SECTION 8A -465(g), that
does not become a permanent attachment to a building, highway, road, railroad,
excavation or manufactured building or other structure, project, development or
improvement shall be deducted EXEMPT from the tax imposed by this Section.If
the ownership of the realty is separate from the ownership of the income -producing
capital equipment, the determination as to permanent attachment shall be made
as if the ownership was the same. The deduction provided in this paragraph does
not include gross proceeds of sales or gross income from that portion of any
contracting activity which consists of the development of, or modification to, real
property in order to facilitate the installation, assembly, repair, maintenance or
removal of the income -producing capital equipment.For purposes of this
paragraph, "permanent attachment" means at least one of the following:
to be incorporated into real property.
(ii)to become so affixed to real property that it becomes part of the real
property.
(iii)to be so attached to real property that removal would cause substantial
damage to the real property from which it is removed.
(3)Tax credits.
The following tax credits are available to owner -builders or speculative builders, not to
exceed the tax liability against which such credits apply,provided such credits are
documented to the satisfaction of the tax collector:
(A)A tax credit equal to the amount of city privilege or use tax, or the equivalent excise
tax, paid directly to a taxing jurisdiction or as a separately itemized charge paid
directly to the vendor with respect to the tangible personal property incorporated
into the said structure or improvement to real property undertaken by the owner-
builder or speculative builder.
(B)A tax credit equal to the amount of privilege taxes paid to this City, or charged
separately to the speculative builder, by a construction contractor, on the gross
income derived by said person from the construction of any improvement to the real
property.
(C)No credits provided herein may be claimed until such time that the gross income
against which said credits apply is reported.
Section 3.Section 8A-417 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-417. Construction contracting:owner -builders who are not speculative builders.
(a)At the expiration of twenty-four (24) months after improvement to the property is substantially
complete, the tax liability for an owner -builder who is not a speculative builder shall be at an amount
equal to two and two -tenths percent (2.2%) of:
(1)the gross income from the activity of construction contracting upon the real property in
question which was realized by those construction contractors to whom the owner -builder
provided written declaration that they were not responsible for the taxes as prescribed in
Subsection 8A -415(c)(2); and
(2)the purchase of tangible personal property for incorporation into any improvement to real
property, computed on the sales price.
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(b)The tax liability of this Section is subject to the following provisions, relating to exemptions,
deductions and tax credits:
(1)Exemptions.
(A)The gross proceeds of sales or gross income attributable to the purchase of
machinery, equipment or other tangible personal property that is exempt from or
deductible from privilege or use tax under:
(i)Section 8A-465, subsections (g) and (p)
(ii)(Reserved)
shall be exempt or deductible, respectively, from the tax imposed by this Section.
(B)The gross proceeds of sales or gross income received from a contract for the
construction of an environmentally controlled facility for the raising of poultry for the
production of eggs and the sorting, or cooling and packaging of eggs shall be
exempt from the tax imposed under this Section.
(C)The gross proceeds of sales or gross income that is derived from the installation,
assembly, repair or maintenance of cleanrooms that are deducted from the tax
base of the retail classification pursuant to Section 8A-465, subsection (g) shall be
exempt from the tax imposed under this Section.
(D)The gross proceeds of sales or gross income that is derived from a contract
entered into with a person who is engaged in the commercial production of
livestock, livestock products or agricultural, horticultural, viticultural or floricultural
crops or products in this state for the construction, alteration, repair, improvement,
movement, wrecking or demolition or addition to or subtraction from any building,
highway,road, excavation,manufactured building or other structure,project,
development or improvement used directly and primarily to prevent, monitor,
•control or reduce air, water or land pollution shall be exempt from the tax imposed
under this Section.
(2)Deductions.
(A)All amounts subject to the tax shall be allowed a deduction in the amount of
thirty-five percent (35%).
(B)The gross proceeds of sales or gross income that is derived from A CONTRACT
ENTERED INTO FOR the installation, assembly, repair or maintenance of income-
producing capital equipment, as defined in Section 8A-110, THAT IS DEDUCTED
FROM THE RETAIL CLASSIFICATION PURSUANT TO SECTION 8A -465(g), that
does not become a permanent attachment to a building, highway, road, railroad,
excavation or manufactured building or other structure, project, development or
improvement shall be deducted EXEMPT from the tax imposed by this Section. If
the ownership of the realty is separate from the ownership of the income -producing
capital equipment, the determination as to permanent attachment shall be made
as if the ownership was the same. The deduction provided in this paragraph does
not include gross proceeds of sales or gross income from that portion of any
contracting activity which consists of the development of, or modification to, real
property in order to facilitate the installation, assembly, repair, maintenance or
removal of the income -producing capital equipment.For purposes of this
paragraph, "permanent attachment" means at least one of the following:
(i)to be incorporated into real property.
(ii)to become so affixed to real property that it becomes part of the real
property.
(iii)to be so attached to real property that removal would cause substantial
damage to the real property from which it is removed.
(3 )Tax credits.
The following tax credits are available to owner -builders and speculative builders, not to
exceed the tax liability against which such credits apply,provided such credits are
documented to the satisfaction of the tax collector:
(A)A tax credit equal to the amount of city privilege or use tax, or the equivalent excise
tax, paid directly to a taxing jurisdiction or as a separately itemized charge paid
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directly to the vendor with respect to the tangible personal property incorporated into
the said structure or improvement to real property undertaken by the owner -builder
or speculative builder.
(6)A tax credit equal to the amount of privilege taxes paid to this City, or charged
separately to the speculative builder, by a construction contractor, on the gross
income derived by said person from the construction of any improvement to the real
property.
(C)No credits provided herein may be claimed until such time that the gross income
against which said credits apply is reported.
(c)The limitation period for the assessment of taxes imposed by this Section is measured based upon
when such liability is reportable, that is, in the reporting period that encompasses the twenty-fifth
(25th) month after said unit or project was substantially complete.Interest and penalties, as
provided in Section 8A-540, will be based on reportable date.
(d)(Reserved)
Section 4.Section 8A-445 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-445.Rental, leasing, and licensing for use of real property.
(a)The tax rate shall be at an amount equal to two and two -tenths percent (2.2%) of the gross income
from the business activity upon every person engaging or continuing in the business of leasing or
renting real property located within the City for a consideration, to the tenant in actual possession,
or the licensing for use of real property to the final licensee located within the City for a consideration
including any improvements, rights, or interest in such property; provided further that:
(1)Payments made by the lessee to, or on behalf of, the lessor for property taxes, repairs, or
improvements are considered to be part of the taxable gross income.
(2)Charges for such items as telecommunications, utilities, pet fees, or maintenance are
•considered to be part of the taxable gross income.
(3)However, if the lessor engages in telecommunication activity, as evidenced by installing
individual metering equipment and by billing each tenant based upon actual usage, such
activity is taxable under Section 8A-470.
(b)If individual utility meters have been installed for each tenant and the lessor separately charges
each single tenant for the exact billing from the utility company, such charges are exempt.
(c)Charges by a qualifying hospital, qualifying community health center or a qualifying health care
organization to patients of such facilities for use of rooms or other real property during the course
of their treatment by such facilities are exempt.
(d)Charges for joint pole usage by a person engaged in the business of providing or furnishing utility
or telecommunication services to another person engaged in the business of providing or furnishing
utility or telecommunication services are exempt from the tax imposed by this Section.
(e)(Reserved)
(f)(Reserved)
(g)(Reserved)
(h)(Reserved)
(i)(Reserved)
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(i)Exempt from the tax imposed by this Section is gross income derived from the activities taxable
under Section 8A-444 of this code.
(k)(Reserved)
(I)(Reserved)
(m)(Reserved)
(n)Notwithstanding the provisions of Section 8A -200(b), the fair market value of one (1) apartment, in
an apartment complex provided rent free to an employee of the apartment complex is not subject
to the tax imposed by this Section.For an apartment complex with more than fifty (50) units, an
additional apartment provided rent free to an employee for every additional fifty (50) units is not
subject to the tax imposed by this Section.
(o)Income derived from incarcerating or detaining prisoners who are under the jurisdiction of the United
States, this State or any other state or a political subdivision of this State or of any other state in a
privately operated prison, jail or detention facility is exempt from the tax imposed by this Section.
(p)CHARGES BY ANY HOSPITAL, ANY LICENSED NURSING CARE INSTITUTION, OR ANY
KIDNEY DIALYSIS FACILITY TO PATIENTS OF SUCH FACILITIES FOR THE USE OF ROOMS
OR OTHER REAL PROPERTY DURING THE COURSE OF THEIR TREATMENT BY SUCH
FACILITIES ARE EXEMPT.
(q)CHARGES TO PATIENTS RECEIVING "PERSONAL CARE" OR "DIRECTED CARE", BY ANY
LICENSED ASSISTED LIVING FACILITY, LICENSED ASSISTED LIVING CENTER OR LICENSED
ASSISTED LIVING HOME AS DEFINED AND LICENSED PURSUANT TO CHAPTER 4 TITLE 36
ARIZONA REVISED STATUTES AND TITLE 9 OF THE ARIZONA ADMINISTRATIVE CODE ARE
EXEMPT.
Section 5..Section 8A-450 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-450.Rental, leasing, and licensing for use of tangible personal property.
(a)The tax rate shall be at an amount equal to two and two -tenths percent (2.2%) of the gross income
from the business activity upon every person engaging or continuing in the business of leasing,
licensing for use, or renting tangible personal property for a consideration, including that which is
semi -permanently or permanently installed within the City as provided by Regulation.
(b)Special provisions relating to long-term motor vehicle leases.A lease transaction involving a motor
vehicle for a minimum period of twenty-four (24) months shall be considered to have occurred at
the location of the motor vehicle dealership, rather than the location of the place of business of the
lessor, even if the lessors interest in the lease and its proceeds are sold, transferred, or otherwise
assigned to a lease financing institution; provided further that the city or town where such motor
vehicle dealership is located levies a Privilege Tax or an equivalent excise tax upon the transaction.
(c)Gross income derived from the following transactions shall be exempt from Privilege Taxes imposed
by this Section:
(1)rental, leasing, or licensing for use of tangible personal property to persons engaged or
continuing in the business of leasing, licensing for use, or rental of such property.
(2)rental, leasing, or licensing for use of tangible personal property that is semi -permanently
or permanently installed within another city or town that levies an equivalent excise tax on
the transaction.
(3)rental, leasing, or licensing for use of film, tape, or slides to a theater or other person taxed
under Section 8A-410, or to a radio station, television station, or subscription television
system.
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(4)rental, leasing, or licensing for use of the following:
(A)prosthetics.
(B)income -producing capital equipment.
(C)mining and metallurgical supplies.
These exemptions include the rental, leasing, or licensing for use of tangible personal
property which, if it had been purchased instead of leased, rented, or licensed by the lessee
or licensee,would qualify as income -producing capital equipment or mining and
metallurgical supplies.
(5 )rental, leasing, or licensing for use of tangible personal property to a qualifying hospital,
qualifying community health center or a qualifying health care organization, except when
the property so rented, leased, or licensed is for use in activities resulting in gross income
from unrelated business income as that term is defined in 26 U.S.C. Section 512 or rental,
leasing, or licensing for use of tangible personal property in this State by a nonprofit
charitable organization that has qualified under Section 501(c)(3) of the United States
Internal Revenue Code and that engages in and uses such property exclusively for training,
job placement or rehabilitation programs or testing for mentally or physically handicapped
persons.
(6)separately billed charges for delivery, installation, repair, and/or maintenance as provided
by Regulation.
(7 )charges for joint pole usage by a person engaged in the business of providing or furnishing
utility or telecommunication services to another person engaged in the business of
providing or furnishing utility or telecommunication services.
(8)(Reserved)
(9 )rental, leasing, or licensing of aircraft that would qualify as aircraft acquired for use outside
the State, as prescribed by Regulation, if such rental, leasing, or licensing had been a sale.
(10)rental, leasing and licensing for use of matef-vehieles-AN ALTERNATIVE FUEL VEHICLE
that-ttse-alteritative-fttel-as defined in A.R.S. Section 43-1086 on or after May 5,-1-9994F
SUCH VEHICLE WAS MANUFACTURED AS A DIESEL FUEL VEHICLE AND
CONVERTED TO OPERATE ON ALTERNATIVE FUEL AND EQUIPMENT THAT IS
INSTALLED IN A CONVENTIONAL DIESEL FUEL MOTOR VEHICLE TO CONVERT THE
.VEHICLE TO OPERATE ON AN ALTERNATIVE FUEL, AS DEFINED IN A.R.S. SECTION
1-215.
Section 6.Section 8A-465 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-465.Retail sales: exemptions
Income derived from the following sources is exempt from the tax imposed by Section 8A-460:
(a)sales of tangible personal property to a person regularly engaged in the business of selling such
property.
(b)out -of -City sales or out -of -State sales.
(c)charges for delivery, installation, or other direct customer services as prescribed by Regulation.
(d)charges for repair services as prescribed by Regulation, when separately charged and separately
maintained in the books and records of the taxpayer.
(e)sales of warranty, maintenance, and service contracts, when separately charged and separately
maintained in the books and records of the taxpayer.
(f)sales of prosthetics.
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(9)
(h)
(j)
sales of income -producing capital equipment.
sales of rental equipment and rental supplies.
sales of mining and metallurgical supplies.
sales of motor vehicle fuel and use fuel which are subject to a tax imposed under the provisions of
Article I or II, Chapter 16, Title 28, Arizona Revised Statutes; or sales of use fuel to a holder of a
valid single trip use fuel tax permit issued under A.R.S. Section 28-5739, or sales of natural gas or
liquefied petroleum gas used to propel a motor vehicle.
(k)sales of tangible personal property to a construction contractor who holds a valid Privilege Tax
License for engaging or continuing in the business of construction contracting where the tangible
personal property sold is incorporated into any structure or improvement to real property as part of
construction contracting activity.
(I)sales of motor vehicles to nonresidents of this State for use outside this State if the vendor ships or
delivers the motor vehicle to a destination outside this State.
(m)sales of tangible personal property which directly enters into and becomes an ingredient or
component part of a product sold in the regular course of the business of job printing,
manufacturing, or publication of newspapers, magazines, or other periodicals.Tangible personal
property which is consumed or used up in a manufacturing, job printing, publishing, or production
process is not an ingredient nor component part of a product.
(n)sales made directly to the Federal government to the extent.of
(1)one hundred percent (100%) of the gross income derived from retail sales made by a
manufacturer, modifier, assembler, or repairer.
(2)fifty percent (50%) of the gross income derived from retail sales made by any other person.
(o)sales to hotels,bars,restaurants,dining cars,lunchrooms,boarding houses,or similar
establishments of articles consumed as food, drink, or condiment, whether simple, mixed, or
compounded, where such articles are customarily prepared or served to patrons for consumption
on or off the premises, where the purchaser is properly licensed and paying a tax under Section
8A-455 or the equivalent excise tax upon such income.
(p)
(q)
sales of tangible personal property to a qualifying hospital, qualifying community health center or
a qualifying health care organization, except when the property sold is for use in activities resulting
in gross income from unrelated business income as that term is defined in 26 U.S.C. Section 512
or sales of tangible personal property purchased in this State by a nonprofit charitable organization
that has qualified under Section 501(c)(3) of the United States Internal Revenue Code and that
engages in and uses such property exclusively for training, job placement or rehabilitation programs
or testing for mentally or physically handicapped persons.
food purchased with food stamps provided through the food stamp program established by the Food
Stamp Act of 1977 (P.L. 95-113; 91 Stat. 958.7 U.S.C. Section 2011 et seq.)or purchased with food
instruments issued under Section 17 of the Child Nutrition Act (P.L. 95-627; 92 Stat. 3603; and
P.L. 99-669; Section 4302; 42 United States Code Section 1786) but only to the extent that food
stamps or food instruments were actually used to purchase such food.
(r)(Reserved)
(1)(Reserved)
(2)(Reserved)
(3)(Reserved)
(4)(Reserved)
(s)sales of groundwater measuring devices required by AR. S. Section 45-604.
9
(t)(Reserved)
(u)sales of aircraft acquired for use outside the State, as prescribed by regulation.
(v)sales of food products by producers as provided for by A.R.S. Sections 3-561, 3-562 and 3-563.
(w)(Reserved)
(x)(Reserved)
(y)(Reserved)
(z)(Reserved)
(aa)the sale of tangible personal property used in remediation contracting as defined in Section 8A-100
and Regulation 8A-100.5.
(bb)sales of materials that are purchased by or for publicly funded libraries including school district
libraries, charter school libraries, community college libraries, state university libraries or federal,
state, county or municipal libraries for use by the public as follows:
(1)printed or photographic materials.
(2)electronic or digital media materials.
(cc)sales of food, beverages, condiments and accessories used for serving food and beverages to a
commercial airline, as defined in A.R.S. § 42-5061(A)(50), that serves the food and beverages to
its passengers, without additional charge, for consumption in flight.For the purposes of this
subsection, "accessories" means paper plates, plastic eating utensils, napkins, paper cups, drinking
straws, paper sacks or other disposable containers, or other items which facilitate the consumption
of the food.
(dd)in computing the tax base in the case of the sale or transfer of wireless telecommunication
equipment as an inducement to a customer to enter into or continue a contract for
telecommunication services that are taxable under Section 8A-470, gross proceeds of sales or
gross income does not include any sales commissions or other compensation received by the
retailer as a result of the customer entering into or continuing a contract for the telecommunications
services.
(ee)for the purposes of this Section, a sale of wireless telecommunication equipment to a person who
holds the equipment for sale or transfer to a customer as an inducement to enter into or continue
a contract for telecommunication services that are taxable under Section 8A-470 is considered to
be a sale for resale in the regular course of business.
(n)
(gg)
sales of alternative fuel as defined in A.R.S. § 1-215, to a used oil fuel burner who has received a
Department of Environmental Quality permit to bum used oil or used oil fuel under A.R.S. § 49-426
or § 49-480.
sales of food, beverages, condiments and accessories to a public educational entity,pursuant to
any of the provisions of Title 15, Arizona Revised Statutes; to the extent such items are to be
prepared or served to individuals for consumption on the premises of a public educational entity
during school hours. For the purposes of this subsection, "accessories" means paper plates, plastic
eating utensils, napkins, paper cups, drinking straws, paper sacks or other disposable containers,
or other items which facilitate the consumption of the food.
(hh)sales of personal hygiene items to a person engaged in the business of and subject to tax under
Section 8A-444 of this code if the tangible personal property is furnished without additional charge
to and intended to be consumed by the person during his occupancy.
10
(ii)For the purposes of this Section, the diversion of gas from a pipeline by a person engaged in the
business of operating a natural or artificial gas pipeline, for the sole purpose of fueling compressor
equipment to pressurize the pipeline, is not a sale of the gas to the operator of the pipeline.
(kk)(Reserved)
(II)sales of motor vehicles that use alternative fuel as defined in A.R.S. Section 43-1086 on or aftcr
May 5,IF SUCH VEHICLE WAS MANUFACTURED AS A DIESEL FUEL VEHICLE AND
CONVERTED TO OPERATE ON ALTERNATIVE FUEL AND SALES OF EQUIPMENT THAT IS
INSTALLED IN A CONVENTIONAL DIESEL FUEL MOTOR VEHICLE TO CONVERT THE
VEHICLE TO OPERATE ON AN ALTERNATIVE FUEL, AS DEFINED IN A.R.S. SECTION 1-215.
Section 7.Section 8A-470 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-470. Telecommunication services.
(a)The tax rate shall be at an amount equal to three and two -tenths percent (3.2%) of the gross income
from the business activity upon every person engaging or continuing in the business of providing
telecommunication services to consumers within this City.
(1)Telecommunication services shall include:
(A)two-way voice,sound,and/or video communication over a communications
channel.
(6)one-way voice, sound, and/or video transmission or relay over a communications
channel.
(C)facsimile transmissions.
(D)providing relay or repeater service.
(E)providing computer interface services over a communications channel.
(F)time-sharing activities with a computer accomplished through the use of a
communications channel.
(2)Gross income from the business activity of providing telecommunication services to
.consumers within this City shall include:
(A)all fees for connection to a telecommunication system.
(6)toll charges, charges for transmissions, and charges for other telecommunications
services; provided that such charges relate to transmissions originating in the City
and terminating in this State.
(C)fees charged for access to or subscription to or membership in a
telecommunication system or network.
(D)charges for monitoring services relating to a security or burglar alarm system
located within the City where such system transmits or receives signals or data
over a communications channel.
(b)Resale telecommunication services.Gross income from sales of telecommunication services to
another provider of telecommunication services for the purpose of providing the purchaser's
customers with such service shall be exempt from the tax imposed by this Section; provided,
however, that such purchaser is properly licensed by the City to engage in such business.
(c)Interstate transmissions.Charges by a provider of telecommunication services for transmissions
originating in the City and terminating outside the State are exempt from the tax imposed by this
Section.
(d)Tax credit offset for franchise fees.There shall be allowed as an offset, up to the amount of tax due,
any amounts paid to the City for license fees or franchise fees, but such offset shall not be allowed
against taxes imposed by any other Section of this Chapter.Such offset shall not be deemed in
conflict with or violation of subsection 8A -400(b).
11
(e)
(f)
(9)
However, gross income from the providing of telecommunication services by a cable television
system, as such system is defined in A.R.S. Section 9-505, shall be exempt from the tax imposed
by this Section.
Prepaid calling cards.Telecommunications services purchased with a prepaid calling card that are
taxable under Section 8A-460 are exempt from the tax imposed under this Section.
INTERNET ACCESS SERVICES — THE GROSS INCOME SUBJECT TO TAX UNDER THIS
SECTION SHALL NOT INCLUDE SALES OF INTERNET ACCESS SERVICES TO THE
PERSON'S SUBSCRIBERS AND CUSTOMERS. FOR THE PURPOSES OF THIS SUBSECTION:
(1)"INTERNET' MEANS THE COMPUTER AND TELECOMMUNICATIONS FACILITIES THAT
COMPRISE THE INTERCONNECTED WORLDWIDE NETWORK OF NETWORKS THAT
EMPLOY THE TRANSMISSION CONTROL PROTOCOL OR INTERNET PROTOCOL, OR
ANY PREDECESSOR OR SUCCESSOR PROTOCOL,TO COMMUNICATE
INFORMATION OF ALL KINDS BY WIRE OR RADIO.
(2)"INTERNET ACCESS" MEANS A SERVICE THAT ENABLES USERS TO ACCESS
CONTENT, INFORMATION, ELECTRONIC MAIL OR OTHER SERVICES OVER THE
INTERNET.INTERNET ACCESS DOES NOT INCLUDE TELECOMMUNICATION
SERVICES PROVIDED BY A COMMON CARRIER.
Section 8.Section 8A-500 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-500. Administration of this Chapter; rule making. (State Administration and Audits)
(a)The administration of this Chapter is vested in and exercised by the City of Apache Junction, and
except as otherwise provided, and all payments shall be made to the City of Apache Junction. The
City may,pursuant to an intergovernmental agreement,contract with the State of Arizona
Department of Revenue for the administration of the tax. In such cases, "Tax Collector' shall also
mean the Arizona Department of Revenue, when acting as agent in administering this tax.
(b)The Tax Collector shall prescribe the forms and procedures necessary for the administration of the
taxes imposed by this Chapter.
(c)Except where such Regulations would conflict with administrative regulations adopted by the City
Council or with provisions of this Chapter, all regulations on the Transaction Privilege Tax adopted
by the Arizona Department of Revenue under the authority of A.R.S. Section 42-1005 shall be
considered Regulations of this Chapter and enforceable as such.
(d)Taxpayers shall be subject to the state taxpayer bill of rights (A.R.S. § 42-2051 et. seq).
(e)THE UNIFIED AUDIT COMMITTEE SHALL PUBLISH UNIFORM GUIDELINES THAT INTERPRET
THE MODEL CITY TAX CODE AND THAT APPLY TO ALL CITIES AND TOWNS THAT HAVE
ADOPTED THE MODEL CITY TAX CODE AS PROVIDED BY A.R.S. SECTION 42-6005.
(1)PRIOR TO FINALIZATION OF UNIFORM GUIDELINES THAT INTERPRET THE MODEL
CITY TAX CODE,THE UNIFIED AUDIT COMMITTEE SHALL DISSEMINATE DRAFT
GUIDELINES FOR PUBLIC COMMENT.
(2)PURSUANT TO A.R.S. SECTION 42-6005(D), WHEN THE STATE STATUTES AND THE
MODEL CITY TAX CODE ARE THE SAME AND WHERE THE ARIZONA DEPARTMENT
OF REVENUE HAS ISSUED WRITTEN GUIDANCE,THE DEPARTMENTS
INTERPRETATION IS BINDING ON CITIES AND TOWNS.
12
Sec.8A-500. Administration of this Chapter; rule making.(Local Audits)
(a)The administration of this Chapter is vested in and exercised by the City of Apache Junction, and
except as otherwise provided, and all payments shall be made to the City of Apache Junction. The
City may,pursuant to an intergovernmental agreement,contract with the State of Arizona
Department of Revenue for the administration of the tax.In such cases, "Tax Collector" shall also
mean the Arizona Department of Revenue, when acting as agent in administering this tax.
(b)The Tax Collector shall prescribe the forms and procedures necessary for the administration of the
taxes imposed by this Chapter.
(c)Except where such Regulations would conflict with administrative regulations adopted by the City
Council or with provisions of this Chapter, all regulations on the Transaction Privilege Tax adopted
by the Arizona Department of Revenue under the authority of A.R.S. Section 42-1005 shall be
considered Regulations of this Chapter and enforceable as such.
(d)(Reserved)
(e)THE UNIFIED AUDIT COMMITTEE SHALL PUBLISH UNIFORM GUIDELINES THAT INTERPRET
THE MODEL CITY TAX CODE AND THAT APPLY TO ALL CITIES AND TOWNS THAT HAVE
ADOPTED THE MODEL CITY TAX CODE AS PROVIDED BY A.R.S. SECTION 42-6005.
(1)PRIOR TO FINALIZATION OF UNIFORM GUIDELINES THAT INTERPRET THE MODEL
CITY TAX CODE, THE UNIFIED AUDIT COMMITTEE SHALL DISSEMINATE DRAFT
GUIDELINES FOR PUBLIC COMMENT.
(2)PURSUANT TO A.R.S. SECTION 42-6005(D), WHEN THE STATE STATUTES AND THE
MODEL CITY TAX CODE ARE THE SAME AND WHERE THE ARIZONA DEPARTMENT
OF REVENUE HAS ISSUED WRITTEN GUIDANCE,THE DEPARTMENT'S
INTERPRETATION IS BINDING ON CITIES AND TOWNS.
Section 9.Section 8A-510 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-510.Divulging of information prohibited; exceptions allowing disclosure.
(a)Except as specifically provided, it shall be unlawful for any official or employee of the City to make
known information obtained pursuant to this Chapter concerning the business financial affairs or
operations of any person.
(b)The City Council may authorize an examination of any return or audit of a specific taxpayer made
pursuant to this Chapter by authorized agents of the Federal Government, the State of Arizona, or
any political subdivisions.
(c)The Tax Collector may provide to an Arizona county, city, or town any information concerning any
taxes imposed in this Chapter relative to the taxing ordinances of that county, city, or town.
(d)Successors, receivers, trustees, personal representatives, executors, guardians, administrators, and
assignees, if directly interested, may be given information by the Tax Collector as to the items
included in the measure and amounts of any unpaid tax, interest, and penalties required to be paid.
(e)Upon a written direction by the City Attorney or other legal advisor to the City designated by the City
Council, officials or employees of the City may divulge the amount and source of income, profits,
leases, or expenditures disclosed in any return or report, and the amount of such delinquent and
unpaid tax, penalty, or interest, to a private collection agency having a written collection agreement
with the City.
13
(f)The Tax Collector may -SHALL provide information to appropriate representatives of any Arizona
city or town to comply with the provisions of A.R.S. Section 42-6003, re+atifig-ter thaassesameftt-artd—
ealfeetien-efintemitiftieital-taxes . R S. SECTION 42-6005, AND A. R S. SECTION 42-6056.
(g)The Tax Collector may provide information to authorized agents of any other Arizona governmental
agency involving the allocation of taxes imposed by Section 8A-435 upon publishing and distribution
of periodicals.
(h)The Tax Collector may provide information regarding the enforcement and collection of taxes
imposed by this Chapter to any governmental agency with which the City has an agreement.
Section 10.Article V of the Tax Code of the City of Apache Junction is amended by adding
Section 8A-542 to read:
Sec. 8A-542. PROSPECTIVE APPLICATION OF NEW LAW OR INTERPRETATION OR APPLICATION
OF LAW.
(a)UNLESS EXPRESSLY AUTHORIZED BY LAW, THE TAX COLLECTOR SHALL NOT APPLY ANY
NEWLY ENACTED LEGISLATION RETROACTIVELY OR IN A MANNER THAT WILL PENALIZE
A TAXPAYER FOR COMPLYING WITH PRIOR LAW.
(b)IF THE TAX COLLECTOR ADOPTS A NEW INTERPRETATION OR APPLICATION OF ANY
PROVISION OF THIS CHAPTER OR DETERMINES THAT ANY PROVISION APPLIES TO A NEW
OR ADDITIONAL CATEGORY OR TYPE OF BUSINESS AND THE CHANGE IN
INTERPRETATION OR APPLICATION IS NOT DUE TO A CHANGE IN THE LAW:
(1)THE CHANGE IN INTERPRETATION OR APPLICATION APPLIES PROSPECTIVELY
ONLY UNLESS IT IS FAVORABLE TO TAXPAYERS.
(2)THE TAX COLLECTOR SHALL NOT ASSESS ANY TAX, PENALTY OR INTEREST
RETROACTIVELY BASED ON THE CHANGE IN INTERPRETATION OR APPLICATION.
(c)FOR PURPOSES OF SUBSECTION (b),"NEW INTERPRETATION OR APPLICATION"
INCLUDES POLICIES AND PROCEDURES WHICH DIFFER FROM ESTABLISHED
INTERPRETATIONS OF THIS CHAPTER.
(d)TAX LIABILITIES, PENALTIES AND INTEREST PAID BEFORE A NEW INTERPRETATION OR
APPLICATION OF A PROVISION OF THIS CHAPTER SHALL NOT BE REFUNDED UNLESS THE
TAXPAYER REQUESTING THE REFUND PROVIDES EVIDENCE SATISFACTORY TO THE TAX
COLLECTOR THAT ALL SUCH AMOUNTS WILL BE REFUNDED TO THE PERSON WHO PAID
AN ADDED CHARGE TO COVER THE TAX.
Section 11.Article V of the Tax Code of the City of Apache Junction is amended by adding
Section 8A-553 to read:
Sec. 8A--553.EXAMINATION OF TAXPAYER RECORDS; JOINT AUDITS.
(a)WAIVER OF JOINT AUDIT.A TAXPAYER THAT DOES NOT AUTHORIZE A JOINT AUDIT TO
BE CONDUCTED FOR A TAX JURISDICTION IS SUBJECT TO AUDIT BY THAT TAX
JURISDICTION AT ANY TIME SUBJECT TO THE LIMITATION PROVISIONS PROVIDED IN
SECTION 8A-550.
(b)TAX JURISDICTION ACCEPTANCE OF JOINT AUDIT.IF THE ARIZONA DEPARTMENT OF
REVENUE INTENDS TO CONDUCT AN AUDIT OF A TAXPAYER, THE CITIES OR TOWNS FOR
WHOM A JOINT AUDIT IS BEING CONDUCTED MAY ACCEPT THE AUDIT BY THE ARIZONA
DEPARTMENT OF REVENUE OR MAY ELECT TO HAVE A REPRESENTATIVE PARTICIPATE,
14
PROVIDED THAT NO MORE THAN TWO CITY OR TOWN REPRESENTATIVES IN TOTAL MAY
PARTICIPATE.
(1)IF A CITY OR TOWN DOES NOT ACCEPT THE AUDIT AS A JOINT AUDIT, THE CITY
OR TOWN MAY NOT CONDUCT AN AUDIT OF THE TAXPAYER FOR FORTY-TWO
MONTHS FROM THE CLOSE OF THE LAST TAX PERIOD COVERED BY THE AUDIT
UNLESS AN EXCEPTION APPLIES TO THAT TAXPAYER PURSUANT TO A.R.S.
SECTION 42-2059.
(2)IF A JOINT AUDIT IS PERFORMED BY A CITY OR TOWN, THE ARIZONA DEPARTMENT
OF REVENUE IS NOT PROHIBITED FROM CONDUCTING AN AUDIT THAT DOES NOT
VIOLATE THE PROVISIONS OF A.R.S. SECTION 42-2059.
Section 12.Section 8A-570 of the Tax Code of the City of Apache Junction is amended to read:
Sec. 8A-570.Administrative review; petition for hearing or for redetermination; finality of order.
(Local Audits)
FOR THE PURPOSES OF THIS SECTION,"MUNICIPAL TAX HEARING OFFICE"MEANS THE
ADMINISTRATIVE OFFICES OF THE MUNICIPAL TAX HEARING OFFICER.
(a)Informal Conference.A taxpayer shall have the right to discuss any proposed assessment with the
auditor prior to the issuance of any assessment, but any such informal conference is not required
for the taxpayer to file a petition for administrative review.
(b)Administrative Review.
(1)Filing a Petition.Other than in the case of a jeopardy assessment, a taxpayer may contest
the applicability or amount of any tax, penalty, or interest imposed upon or paid by him
pursuant to this Chapter by filing a petition for a hearing or for redetermination with the Tax
Collector as set forth below:
(A)within forty-five (45) days of receipt by the taxpayer of notice of a determination by
the Tax Collector that a tax, penalty, or interest amount is due, or that a request for
•refund or credit has been denied; or
(B)by voluntary payment of any contested amount when accompanied by a timely filed
return and a petition requesting a refund of the protested portion of said payment;
Or
(C)by petition accompanying a timely filed return contesting an amount reported but
not paid; or
(D)by petition requesting review of denial of waiver of penalty as provided in
subsection 8A -540(g).
(2)Extension to file a petition.In all cases, the taxpayer may request only one (1) extension
from the Tax Collector. Such request must be in writing, state the reasons for the requested
delay and time of delay requested, and must be filed with the Tax Collector within the period
allowed above for originally filing a petition. The Tax Collector shall allow such extension
to file a petition, when such written request has been properly and timely made by the
taxpayer, but such extension shall not exceed forty-five (45) days beyond the time provided
for originally filing a petition.
(3)Requirements for petition.
(A)The petition shall be in writing and shall set forth the reasons why any correction,
abatement, or refund should be granted, and the amount of reduction or refund
requested. The petition may be amended at any time prior to the time the taxpayer
rests his case at the hearing or such time as the Hearing Officer allows for
submitting of amendments in cases of redeterminations without hearings.The
Hearing Officer may require that amendments be in writing, and in that case, he
shall provide a reasonable period of time to file the amendment.The Hearing
Officer shall provide a reasonable period of time for the Tax Collector to review and
respond to the petition and to any written amendments.
15
(c)
(B)The taxpayer, as part of the petition, may request a hearing which shall be granted
by the Hearing Officer.If no request for hearing is made the petition shall be
considered to be submitted for decision by the Hearing Officer on the matters
contained in the petition and in any reply made by the Tax Collector.
(C)The provisions of this Section are exclusive, and no petition seeking any correction,
abatement, or refund shall be considered unless the petition is timely and properly
filed under this Section.
(4)Transmittal to Hearing Officer.The aly-of-Apeetle-dtmetiett CITY shall designate a Hearing
Officer, who may be other than an employee of the City. The Tax Collector, if designated
to receive petitions, shall forward any petition to the I learim-efftccr MUNICIPAL TAX
HEARING OFFICE (MTHO) within ten (10) .TWENTY (20) days after receipt, accompanied
by documentation as to timeliness. In cases where the Hearing Officer determines that the
petition is not timely or not in proper form,he shall notify both the taxpayer and the Tax
Collector; and in cases of petitions not in proper form only, the Hearing Officer shall provide
the taxpayer with an extension up to forty-five (45) days to correct the petition.
(5)Hearings shall be conducted by a Hearing Officer and shall be continuous until the Hearing
Officer closes the record.The taxpayer may be heard in person or by his authorized
representative at such hearing.Hearings shall be conducted informally as to the order of
proceeding and presentation of evidence.The Hearing Officer shall admit evidence over
hearsay objections where the offered evidence has substantial probative value and
reliability.Further, copies of records and documents prepared in the ordinary course of
business may be admitted, without objection as to foundation, but subject to argument as
to weight, admissibility, and authenticity.Summary accounting records may be admitted
subject to satisfactory proof of the reliability of the summaries.In all cases, the decision of
the Hearing Officer shall be made solely upon substantial and reliable evidence.All
expenses incurred in the hearing shall be paid by the party incurring the same.
(6)Redeterminations upon a "petition for redetermination" shall follow the same conditions,
except that no oral hearing shall be held.
(7 )Hearing Ruling.In either case, the Hearing Officer shall issue his ruling not later than
forty-five (45) days after the close of the record by the Hearing Officer.
(8)Notice of Refund or Adjusted Assessment.Within sixty (60) days of the issuance of the
.Hearing Officer's decision, the Tax Collector shall issue to the taxpayer either a notice of
refund or an adjusted assessment recalculated to conform to the Hearing Officer's decision.
Stipulations that future tax is also protested.A taxpayer may enter into a stipulation with the Tax
Collector that future taxes of similar nature are also at issue in any protest or appeal.However,
unless such stipulation is made, it is presumed that the protest or appeal deals solely and
exclusively with the tax specifically protested and no other. When a taxpayer enters into such a
stipulation with the Tax Collector that future taxes of similar nature will be included in any
redetermination, hearing, or court case, it is the burden of that taxpayer to identify, segregate, and
keep record of such income or protested taxable amount in his books and records in the same
manner as the taxpayer is required to segregate exempt income.
(d)When an assessment is final.
(1)If a request for administrative review and petition for hearing or redetermination of an
assessment made by the Tax Collector is not filed within the period required by subsection
(b) above, such person shall be deemed to have waived and abandoned the right to
question the amount determined to be due and any tax, interest, or penalty determined to
be due shall be final as provided in subsections 8A -545(a) and 8A -555(f).
(2)The decision made by the Hearing Officer upon administrative review by hearing or
redetermination shall become final thirty (30) days after the taxpayer receives the notice of
refund or adjusted assessment required by subsection (b)(8) above, unless the taxpayer
appeals the order or decision in the manner provided in Section 8A-575.
(e)The provisions of the state taxpayer bill of rights (A.R.S. Section 42-2051 et. seq.) shall not apply.
16
Section 13.Regulation 8A-115.1 of the Tax Code of the City of Apache Junction is amended to
read:
Reg. 8A-115.1.Computer hardware, software, and data services.
(a)Definitions.
(1)"Computer Hardware"(also called "computer equipment"or "peripherals")is the
components and accessories which constitute the physical computer assembly, including
but not limited to: central processing unit, keyboard, console, monitor, memory unit, disk
drive, tape drive or reader, terminal, printer, plotter, modem, document sorter, optical reader
and/or digitizer, network.
(2)"Computer Software"(also called "computer program") is tangible personal property, and
includes:
(A)"Operating Program (Software)"(also called "executive program (software)"), which
is the programming system or technical language upon which or by means of which
the basic operating procedures of the computer are recorded. The operating
program serves as an interface with user applied programs and allows the user to
access the computer's processing capabilities.
(B)"Applied Program (Software)",which is the programming system or technical
language (including the tape, disk, cards, or other medium upon which such
language or program is recorded) designed either for application in a specialized
use, or upon which or by means of which a plan for the solution of a particular
problem is based.Typically, applied programs can be transferred from one
computer to another via storage media.Examples of applied programs include:
payroll processing, general ledger, sales data, spread
(3)"Storage Medium"is any hard disk, compact disk, floppy disk, diskette, diskpack, magnetic
tape, cards, or other medium used for storage of information in a form readable by a
computer, but not including the memory of the computer itself.
(4)A "Terminal Arrangement"(also called "on-line' arrangement") is any agreement allowing
access to a remote central processing unit through telecommunications via hardware.
(5)•A "Computer Services Agreement"(also called "data services agreement") is an agreement
allowing access to a computer through a third -party operator.
(b)For the purposes of this Chapter, transfer of title and possession of the following are deemed sales
of tangible personal property and any other transfer of title, possession, or right to use for a
consideration of the following is deemed rental, leasing, or licensing of tangible personal property:
(1)Computer hardware or storage media.Rental, leasing, or licensing for use of computer
hardware or storage media includes the lessee's use of such hardware or storage media
on the lessor's premises.
(2)Computer software which is not custom computer programming. Such prewritten ("canned")
programs may be transferred to a customer in the form of punched cards, magnetic tape,
or other storage medium, or by listing the program instructions on coding sheets. Transfer
is deemed to have occurred whether title to the storage medium upon which the program
is recorded, coded, or punched passes to the customer or the program is recorded, coded,
or punched on storage medium furnished by the customer. Gross income from the transfer
of such prewritten programs includes:
(A)the entire amount charged to the customer for the sale, rental, lease, or license for
use of the storage medium or coding sheets on which or into which the prewritten
program has been recorded, coded, or punched.
(B)the entire amount charged for the temporary transfer or possession of a prewritten
program to be directly used or to be recorded, coded, or punched by the customer
on the customer's premises.
(C)license fees, royalty fees, or program design fees; any fee present or future,
whether for a period of minimum use or of use for extended periods, relating to the
use of a prewritten program.
17
(D)the entire amount charged for transfer of a prewritten ("canned") program by
remote telecommunications from the transferors place of business to or through
the customers computer.
(E)any charge for the purchase of a maintenance contract which entitles the customer
to receive storage media on which prewritten program improvements or error
corrections have been recorded or to receive telephone or on -site consultation
services, provided that:
(i)if such maintenance contract is not optional with the customer, then the
charges for the maintenance contract, including the consultation services,
are deemed gross income from the transfer of the prewritten program.
(ii)if such maintenance contract is optional with the customer but the
customer does not have the option to purchase the consultation services
separately from the storage media containing the improvements or error
corrections, then the charges for the maintenance contract, including the
consultation services, are deemed gross income from the transfer of the
prewritten program.
(iii)if such maintenance contract is optional with the customer and the
customer may purchase the consultation services separately from the
storage media containing the improvements or error corrections, then only
the charges for such improvements or error corrections are deemed gross
income from the transfer of a prewritten program and charges for
consultation are deemed to be charges for professional services.
(c)Producing the following by means of computer hardware is deemed to be the activity of job printing
for the purposes of this Chapter:
(1)statistical reports, graphs, diagrams, microfilm, microfiche, photorecordings, or any other
information produced or compiled by a computer; except as provided in subsection (e)
below.
(2)additional copies of records, reports, manuals, tabulations, etc."Additional Copies"are any
copies in excess to those produced simultaneously with the production of the original and
.on the same printer, whether such copies are prepared by running the same program, by
using multiple printers, by looping the program, by using different programs to produce the
same output, or by other means.
(d)Charges for the use of communications channel in conjunction with a terminal arrangement or data
services agreement are deemed gross income from the activity of providing telecommunication
services.
(e)The following transactions are deemed direct customer services, provided that charges for such
services are separately stated and maintained as provided by Regulation 8A -100.2(e):
(1)"Custom (Computer) Programming",which is any computer software which is written or
prepared for a single customer, including those services represented by separately stated
charges for the modification of existing prewritten programs.
(A)Gtratemef CUSTOM computer programming is deemed a professional service
regardless of the form in which the programming is transferred.
(B)Custom programming includes such programming performed in connection with the
sale, rental, lease, or license for use of computer hardware, provided that the
charges for such are separately stated from the charges for the hardware.
(C)Custom computer programming includes a program prepared to the special order
of a customer who will use the program to produce copies of the program for sale,
rental, lease, or license.The subsequent sale, rental, lease, or license of such a
program is deemed the sale, rental, lease, or license of a prewritten program.
(2)Training services related to computer hardware or software, provided further that:
18
(A)the provider of such training services is deemed the ultimate consumer of all
tangible personal property used in training others or provided to such trainees
without separately itemized charge for the materials provided.
(B)training deemed a direct customer service does not include:
(i)training materials, books,manuals, etc. furnished to customers for a
charge separate from the charge for training services.
(ii)training provided to customers without separate charge as part of the sale,
rental, lease, or license of computer hardware or software, or as part of a
terminal arrangement or data services agreement.
(3 )The use of computer time through the use .of a terminal arrangement or a data service
agreement, but not charges for computer hardware located at the customer's place of
business (for example, the terminal, a printer. attached to the terminal, a modem used to
communicate with the remote central processing unit over a telephone line).
(4)Compiling and producing,as part of a terminal arrangement or computer services
agreement, original copies of statistical reports, graphs, diagrams, microfilm, microfiche,
photorecordings, or other information for the same person who supplied the raw data used
to create such reports.
(f)(Reserved)
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