90-0994 - Corporate Franchise

 

BEFORE THE UTAH STATE TAX COMMISSION

___________________________

XXXXX

Petitioner, : FINDINGS OF FACT,

: CONCLUSIONS OF LAW,

v. : AND FINAL DECISION

:

AUDITING DIVISION OF THE : Appeal No. 90-0994

UTAH STATE TAX COMMISSION, : Account No. XXXXX

Respondent. :

____________________________

STATEMENT OF CASE

This matter came before the Utah State Tax Commission for a formal hearing on XXXXX. Paul F. Iwasaki, Presiding Officer, heard the matter for and on behalf of the Commission. Present and representing the Petitioner was XXXXX. Present and representing the Respondent was XXXXX, Assistant Attorney General.

Based upon the testimony and evidence presented at the hearing, the Tax Commission hereby makes its:

FINDINGS OF FACT

1. The tax in question is corporate franchise tax.

2. The audit periods in question are XXXXX.

3. During the years in question, the Petitioner was engaged in operating a XXXXX and XXXXX school.

The Petitioner was incorporated as a Subchapter S corporation.

4. In XXXXX, one of the Petitioner's 13 shareholders moved to XXXXX, because of a job reassignment. The secretary/treasurer of the corporation was informed of the move and was instructed to forward the shareholder's mail to XXXXX.

5. The K-l forms for XXXXX, which were filled out for the out of state shareholder, indicated a XXXXX address. Those forms were remitted by the Petitioner with its returns for the years in question. It was not known what happened to the XXXXX K-l form for the out of state shareholder.

6. The Petitioner's representative testified that the corporation believed that the out of state shareholder's move to XXXXX was a temporary one. Further, the Petitioner's representative testified that the out of state shareholder retained ties to Utah which included an ownership interest in an electronic's shop in XXXXX, and also included the registration of a boat and vehicles in Utah.

7. During the years in question, the Petitioner received no net income.

CONCLUSIONS OF LAW

Small business corporations which qualify as Subchapter S corporations of the Internal Revenue Code, and which also have nonresident shareholders are not exempt from the payment of corporate franchise tax. (Utah Code Ann. §§59-7-102 and59-7-105(3)(c).)

DECISION AND ORDER

Since the provisions of Utah Code Ann. §§59-7-102 and59-7-105, when read together, require a Subchapter S corporation to pay a corporate franchise tax of not less than $$$$$ when one or more of its shareholders is a nonresident of Utah, the only remaining issue before the Commission is to determine whether or not the shareholder in the present case was indeed a nonresident.

It should be noted that the Petitioner's representative was not fully prepared to address the residency issue. The Petitioner's representative's principal contention was that, to his knowledge and belief, a Subchapter S corporation was exempt from the corporate franchise tax requirements regardless of the residency status of any of its shareholders.

Under the facts of the present case, the Tax Commission finds that although the Petitioner may have had a good faith belief that it was exempt from the corporate franchise tax requirements, that belief was a mistaken one and as such does not relieve the Petitioner from complying with the requirement. The Tax Commission further finds that at least one of the shareholders in question was a nonresident of the state of Utah as evidenced by the XXXXX address listed by that shareholder on his K-l returns. The Tax Commission notes that the Petitioner received actual notice as to that shareholder's move to XXXXX and should have realized from the fact that the K-l returns were listing a XXXXX address, that the shareholder was indeed an out of state resident.

Based upon the foregoing, the Tax Commission affirms the determination of the Auditing Division and denies the Petition for Redetermination of the Petitioner. It is so ordered.

DATED this 21 day of March, 1991.

BY ORDER OF THE UTAH STATE TAX COMMISSION.

R. H. Hansen Roger O. Tew

Chairman Commissioner

Joe B. Pacheco G. Blaine Davis

Commissioner Commissioner