96-164

Response November 4, 1996

 

 

Request

October 15, 1996

 

State of Utah

Utah State Tax Commission

210 North 1950 West

Salt Lake city, UT 84134

Attn: XXXXX

 

RE: Sales/Use Taxes

 

Dear XXXXX

 

We are an out of state contractor potentially going to perform construction work for an “exempt” owner in the fine state of Utah. Written clarification pertaining to the following questions would be greatly appreciated:

 

1. Are contractors and subcontractors considered to be the “end user” for all their purchases, including materials, supplies, equipment parts and third party rentals?

 

2. As “end users” are contractors and subcontractors responsible for paying the sales/use taxes, on all purchases of tangible personal property from vendors, by either paying the vendor the tax or by accruing and paying the State?

 

3. Do the only “truly exempt” purchases of “permanently installed materials” for construction projects have to be made by the “exempt” agency on the exempt agency's paper?

 

4. Does a contractor, purchasing a read-mix concrete from a concrete supplier, owe sales/use tax based on the purchase price of concrete?

 

5. Does a contractor, making concrete with his/her company owned or rented/leased concrete plant, only owe sales/use tax on the materials used in making the concrete, related supplies and concrete plant equipment parts? Is this true for all types material manufacturing type plants such as cement stabilized base, hot mix asphaltic concrete, etc.? (Assume that these referenced materials would be permanently installed in the exempt construction project and would not be sold to a third party.)

 

6. Is the contractor's or subcontractor's labor subject to sales/use tax when performing “new construction” for an exempt owner?

 

7. Is there any form of “gross receipts” sales/use tax due that the state based on any portion of the contractor's billings to the owner or any portion of the subcontractor's billing to the prime contractor?

 

8. Can the contractor “resell” permanently installed materials or any other contractor purchased items to an “exempt” owner?

 

9. Can the subcontractor “resell” permanently installed materials or any other subcontractor purchased items to a prime contractor that is working for an “exempt” owner?

 

10. Is there a difference in the amount of sales/use tax due to the State and Local authorities if a subcontractor “furnishes and installs” or if the prime contractor purchases the permanently installed materials for the subcontractor? Consider the following steel mill price example:

 

Subcontractor Contractor

 

Mill Price 25.00 25.00

 

Fabrication 25.00 25.00

 

Delivery 10.00 10.00

 

Erect 10.00 10.00

 

Total price 70.00 70.00

 

Tax due @6.125% ? ?

 

 

11. Is the correct sales/use tax rate in the city limits of Salt Lake City, Utah equal 6.125% (4.875% State, 1% City and .25% Transit)?

 

Please advise as soon as possible.

 

My direct line is: XXXXX

My fax # XXXXX

 

Thank you.

 

Regards,

 

XXXXX

 

 

October 21, 1996

 

State of Utah

Utah State Tax Commission

210 North 1950 West

Salt Lake City, UT 84134

Attn: XXXXX

 

RE: Utah Sales/Use Taxes

 

Dear XXXXX

 

As indicated via our phone conversation XXXXX, you have received my fax and hard copy letter dated XXXXX. I appreciate your cooperation in reviewing and answering these questions as soon as possible.

 

We visited briefly concerning subcontractors and you explained that clarification would be forthcoming. Please send me a written response to the following additional questions.

 

1. If a subcontractor fabricates a “moveable” product “off site” or “on site” and installs his/her fabricated product without the prime contractor “touching” the work, the prime contractor does not owe any sales/use tax on the subcontractor's billing. Is this statement true? (Understand we assume, in this instance, the subcontractor is the “end user” and has paid the sales/use tax on all of his/her purchases.)

 

2. If a subcontractor fabricates “on site” and the “finished product” is “built in place” and “not moveable,” the subcontractor is once again the “end user” and is responsible for his/her sales/use taxes. In this case the prime contractor does not owe any sales/use tax on the subcontractor's billing. Is this statement true?

 

3. Is there any instance, pertaining to sub contractors working for prime contractors, when sales/use tax is applied to the subcontractor's billing to the prime contractor for “labor & skills,” material or supplies?

 

Regards,

 

XXXXX

 

 

November 4, 1996

 

XXXXX

 

Advisory opinion - Sales tax on construction materials

 

Dear XXXXX

 

We have received your request for sales tax advice pertaining to purchases of construction materials that will be used to repair or reconstruct highways in Utah. As we understand your situation, you anticipate purchasing all materials and installing them into the highway project, or you will use subcontractors who will either purchase and install materials or install materials purchased by your company. No materials will be supplied by UDOT.

 

We offer the following guidance:

 

The purchase of items of tangible personal property is taxable in Utah. If the item is converted to real property upon installation, the last person to own it before conversion is liable for the sales tax. As a general rule, construction materials are considered “converted to real property” when they are used in the construction of buildings or improvements on real property. Construction materials are bricks, lumbers, nails, cement and other items that typically lose their separate identity as personal property once incorporated into real property.

 

If a contractor purchases construction materials, uses the materials to build a real property improvement, then sells the finished improvement to the property owner, the contractor is responsible for paying sales tax on his purchase of the materials from the supplier because he is the last person to own the materials in their state as personal property. Your company must pay sales tax on your purchases of construction materials and supplies that you will consume in the construction process or convert to real property.

 

Because you mentioned that you may be working with subcontractors, we add following advice. If your company purchases construction materials, then resells those materials to a subcontractor who converts them to real property, you may purchase the materials tax free for resale, but you must collect sales tax on your sale of those items to the subcontractor. This is an important point for you to consider as you structure your agreements with subcontractors because if you are required to collect sales tax, you must obtain a sales tax license and report the sales tax at intervals prescribed by law. You can avoid that situation by requiring your subcontractors to purchase materials directly from suppliers.

 

We also caution you that if you are using out-of-state suppliers who do not collect Utah use tax on your purchases, you must accrue the use tax and report it directly to the Commission.

 

With that background, we turn to your questions:

 

1. The contractor who converts materials to real property is the “end user” for sales and use tax purposes. The contractor must also pay sales or use tax on tools or supplies that he purchases, rents or leases for use during the construction project.

 

2. As “end users,” the contractor should be paying sales tax to the supplier. The supplier, in turn, is responsible for reporting and remitting the tax to the Tax Commission. Two exceptions may arise:

 

a. If the contractor purchases supplies from an out-of-state vendor which does not have nexus with Utah, the contractor must accrue and report the use tax directly to the Commission. If you use an out-of-state vendor who does not collect use tax, assume that you are responsible to pay that tax directly to the Tax Commission.

 

b. If the contractor purchases any item tax free for resale, then either converts the item to real property, converts it to his own use, or consumes it in the construction process, the contractor must accrue the sales or use tax and remit it directly to the Tax Commission.

 

3. An exempt entity (in this case, the State of Utah) may purchase items of tangible personal property tax free. However, the exemption is limited with regard to construction materials. To purchase construction materials tax free, the state must not only make the purchase directly, it must also use its own employees to convert the materials to real property. Therefore, there is no advantage of having UDOT purchase construction materials on your behalf.

 

4. A contractor buying redi-mix concrete from a third party must pay sales tax on the entire amount charged (concrete plus delivery).

 

5. A contractor who purchases or rents concrete mixing equipment and the raw materials to mix the concrete must pay sales or use tax on both the purchase or rental of the equipment and the raw materials used to make the concrete that is converted to real property.

 

6. None of the amount charged to UDOT for the finished highway improvement is taxable.

 

7. There is no “gross receipts” sales or use tax due. However, your company will be liable for corporate income tax on income earned from Utah sources.

 

8. As stated in 6 above, if an item of tangible personal property is converted to real property by the contractor, the contractor is liable for sales tax on his purchase of the item. The charge to the property owner (UDOT) for the finished real property improvement is not taxable. If the contractor sells items of tangible personal property other than construction materials to an exempt entity (UDOT), the sale is not subject to tax.

 

9. The contractor or subcontractor cannot avoid the sales tax by purchasing materials on behalf of UDOT. (A different rule applies to purchases of construction materials for schools or religious or charitable organizations.)

 

10. If a contractor purchases construction materials, then gives those materials to the subcontractor for installation as part of a real property contractor, the contractor is liable for sales tax on the purchase of the materials. The subcontractor’s charges to install the construction materials to real property are not taxable.

 

Note, however, that charges to install an item of personal property in connection with another item of personal property are taxable. In other words, if the item is not affixed to real property upon installa tion, the installation charges are taxable. For instance, assume that you lease scaffolding for use on the project, and the lessor installs it by assembling it on the work site. Unless the scaffolding is actually affixed to real property, the installation charges are taxable.

 

11. The tax rate in Salt Lake County for areas in which the freeway construction will take place is 6.125% If the construction passes into Utah County, contact us for information about the appropriate tax rate.

 

In response to questions raised in your letter of October 21, we offer the following advice:

 

12. You have described a situation in which a subcontractor fabricates a “movable” item away from the construction site, then installs it on site. We assume that you are envisioning an item that is fabricated as an item of tangible personal property, but is converted to real property upon installation. For instance, a subcontractor may fabricate concrete “jersey barriers” off site, then transport them to the work site and place them in position as a permanent part of the roadway. The last person to own them as tangible personal property before they are converted to real property is liable for the tax. If the subcontractor owned the them at the time of conversion, the subcontractor, as the final consumer, is liable for the tax on the materials used to fabricate them. If the general contractor owned the materials or the barriers at the time of conversion, the general contractor is liable for the tax. This is true even if the subcontractor, acting on behalf of the general contractor, put them in place along the roadway. In either case, the charge by a subcontractor to the general contractor is not subject to sales tax.

 

13. As in the example above, if the subcontractor is the last person to own the construction materials as tangible personal property, the subcontractor is liable for the amount paid to purchase those materials. If the general contractor owns the materials and hires a subcontractor to use them to fabricate a finished product, the general contractor is liable for the tax on the materials.

 

14. Charges by a subcontractor to a contractor are taxable if the subcontractor is selling items of tangible personal property to the general contractor. For instance, if a subcontractor builds steel I-beams, then sells the I-beams to the general contractor before they are converted to real property, the sale between the subcontractor and general contractor is subject to tax. The general contractor, as the final consumer, is liable for the tax.

 

We realize this is a confusing area of tax law. If you have other questions or concerns, please let us know how we can help you.

 

For the Commission,

Joe B. Pacheco,

Commissioner