98-006

Response January 30, 1998

 

 

REQUEST LETTER

 

January 13, 1998

 

Dear Ms Rees:

 

Earlier this morning you spoke to NAME of the COMPANY about the upcoming COMPANY A Convention in CITY at the end of May, 1998 which is estimated to be attended by approximately 1500 attendees. As per your advice, I am requesting an Advisory Opinion from your office concerning the retention of tax exempt status if attendees use their Corporate charge cards for hotel expenses. The organization has been declared tax exempt by the Utah tax commission. Our number is XXXXX. Several of the local hotels referred us to your office for a decision on the matter.

 

The VISA charge card is issued from BANK and has the name of the individual as well as the name of the organization. The Corporate Card is a Charge Card, not a credit card. Billing is directly to the individual. All purchases must be made for legitimate business expenses.

 

Our timeline is closing in and information about the Convention will be going out in the next two weeks. I would like to thank you in advance for your prompt attention. I can be reached by phone at XXXXX or by fax at XXXXX.

 

Sincerely,

 

NAME

 

 

RESPONSE LETTER

 

January 30, 1998

 

NAME

ADDRESS

CITY, STATE ZIP

 

RE: Credit card use and tax exemption

 

Dear NAME,

 

We received your request concerning credit card purchases made by employees of the COMPANY A. As indicated in your letter, credit cards are issued to employees of the COMPANY A showing both the name of the employee and the organization. In addition, all employees are instructed to only use the card to make legitimate business purchases, and the credit card bill is sent directly to the employee for payment. The issue is whether purchases made under these circumstances are taxable.

 

Utah recognizes that the COMPANY A has qualified as a charitable institution, and as such, is exempt from taxation on its purchases. Utah Code Ann. §59-12-104. However, exempt entities receive the exemption only if the purchases are paid for directly by the exempt entity. Where an employee pays for a purchase and then is reimbursed by an exempt entity, the purchase is subject to taxation. The result is the same whether it is a charge card or a credit card that is used. Should your employees make purchases in Utah using the credit cards described in your letter, those purchases will be subject to taxation.

 

On the other hand, COMPANY A would be entitled to the sales tax exemption should the employees’ hotel expenses be paid for with either a check from the organization or a credit card that is billed directly to the organization.

 

Please let us know if you have any other questions.

 

 

For the Commission,

Joe B. Pacheco,

Commissioner

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