96-0654
Income
Signed 7/19/96
BEFORE THE UTAH STATE TAX
COMMISSION
____________________________________
XXXXX,
Petitioner, : ORDER
:
v. : Appeal No. 96-0654
:
COLLECTION
DIVISION OF THE : Account No. XXXXX
UTAH STATE TAX COMMISSION, :
:
Respondent. : Tax Type: Income
_____________________________________
STATEMENT OF CASE
This
matter came before the Utah State Tax Commission for an Initial Hearing
pursuant to the provisions of Utah Code Ann. §59-1-502.5, on XXXXX. Jane Phan, Administrative Law Judge, heard
the matter for and on behalf of the Commission. Present and representing Petitioner by telephone conference call
was XXXXX. Present and representing
Respondent was XXXXX.
Petitioner
is appealing the assessment of penalties totaling $$$$$ relating to his income
tax for XXXXX. Petitioner is not
contesting the interest of approximately $$$$$. The penalties assessed were a $$$$$ late payment penalty and a
$$$$$ late filing penalty.
Petitioner
explained that he was not a Utah resident, but that he received income from a
number of different companies. It is
impossible for him to determine whether or not a portion of the income is
taxable in Utah until he receives all the K-1's. He says the auditors are unable to complete the K-1's until
September. Prior to the completion of
the returns, he has no idea what he owes to which state. Petitioner asserts that XXXXX was the second
year he had to file in Utah. He stated
that it was unfair to charge penalties on something he is not aware of until
his return is completed in October and that because of these special
circumstances the penalties should not be assessed against him.
Respondent's
representative explained that Respondent would treat Petitioner's situation as
though he had filed a valid extension and recommemded reduction of the penalty
to the underpayment penalty of $$$$$.
The underpayment penalty is XXXXX of the unpaid balance per month from
April 15. She explained that in Utah an
extension is an extension to file not an extension to pay. Tax liability has to be paid by making a
prepayment of at least 90% of the current year's liability or 100% of the prior
year's liability. She explained that
when taxpayers are unsure of the amount of their tax liability they should make
a prepayment in the amount of 100% of the prior year's liability. Tax paid in excess of the ultimate liability
would be refunded.
APPLICABLE LAW
The
Tax Commission is granted the authority to waive, reduce, or compromise penalties
and interest upon a showing of reasonable cause. (Utah Code Ann. §59-1-401(10).)
DECISION AND ORDER
The
Utah Legislature has provided for taxpayers who are unable to estimate their tax
liability on April 15, by allowing a prepayment equal to 100% of the prior
year's liability. Had Petitioner made
the appropriate prepayment no penalties would have been assessed. Interest is assessed based on the time value
of money.
Based
upon the information presented at the hearing, and the records of the Tax
Commission, the Commission finds sufficient cause has been shown to reduce the
penalties to an underpayment penalty of $$$$$.
Petitioner was not appealing the interest.
This
decision does not limit a party's right to a Formal Hearing. However, this Decision and Order will become
the Final Decision and Order of the Commission unless any party to this case
files a written request within thirty (30) days of the date of this decision to
proceed to a Formal Hearing. Such a
request shall be mailed to the address listed below and must include the
Petitioner's name, address, and appeal number:
Utah State Tax Commission
Appeals Division
210 North 1950 West
Salt Lake City, Utah 84134
Failure
to request a Formal Hearing will preclude any further administrative action or
appeal rights in this matter.
DATED
this 19 day of July, 1996.
BY ORDER OF THE UTAH STATE TAX COMMISSION.
W. Val
Oveson Roger
O. Tew
Chairman Commissioner
Joe B.
Pacheco Alice
Shearer
Commissioner Commissioner