98-016

Response February 17, 1998

 

 

REQUEST LETTER

 

February 5, 1998

 

Delivered by e-mail

 

To: Irene Rees

 

I am responsible for administering the Utah Energy Saving Systems Tax Credit for the COMPANY A. We received our first application for a tax credit and in evaluating it, I thought of an issues that I need assistance in resolving.

 

As part of the tax credit program application form, an applicant is asked to complete sections on the itemized costs of equipment and labor. If our office approves the application, then we use the guidelines as stated in the statute for figuring out the dollar value of the tax credit. However, I am not certain if I should include sales tax as an eligible system cost or if I should first subtract it from the bill(s) submitted and then calculate the dollar value of the credit. I spoke with Brent Taylor of the Tax Commission Auditing Division and he said that he and Frank Hales, his supervisor, believe that the sales tax is an eligible cost because it is not specifically excluded in the statute. However, he believes that you would know best how to address this issue.

 

One other question I have is that the application requires the applicant to submit receipts for all costs listed. A potential applicant contacted me and said that he did not have a receipt for the used solar panels that he purchased but he did have his canceled check. Is this sufficient? I am not certain because the check does not show what he bought, only how much he paid.

 

Thank you for your assistance on these matters. If it would be more appropriate for me to write this request to you in a formal letter, let me know. I look forward to hearing from you.

 

NAME

 

 

RESPONSE LETTER

 

 

February 17, 1998

 

 

 

NAME

ADDRESS

CITY STATE ZIP

 

Advisory Opinion - Energy Saving Systems Tax Credit

 

Dear NAME,

 

We have received your request for tax guidance pertaining to the Energy Saving Systems Tax Credit. We offer the following advice:

 

Your first question is whether the tax credit is based on the full amount of the purchase, including sales tax. It is. The statute contemplates that the credit will be calculated against the full cost of the qualifying item(s). We see no directive from the legislature to exclude sales tax from the credit calculation.

 

Second, you ask whether an applicant must have a receipt to claim the credit or if a canceled check is sufficient. The receipt is necessary to document a qualified purchase. A canceled check is not sufficient.

 

Please let us know if you have other questions.

 

For the Commission,

Joe B. Pacheco,

Commissioner

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