HOUSE BILL No. 5303

 

November 13, 2003, Introduced by Rep. Wenke and referred to the Committee on Tax Policy.

        

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                 A bill to amend 1941 PA 122, entitled                                             

                                                                                

    "An act to establish the revenue collection duties of the                   

    department of treasury; to prescribe its powers and duties as the           

    revenue collection agency of the state; to prescribe certain                

    powers and duties of the state treasurer; to regulate the                   

    importation, stamping, and disposition of certain tobacco                   

    products; to provide for the transfer of powers and duties now              

    vested in certain other state boards, commissions, departments              

    and offices; to prescribe certain duties of and require certain             

    reports from the department of treasury; to provide procedures              

    for the payment, administration, audit, assessment, levy of                 

    interests or penalties on, and appeals of taxes and tax                     

    liability; to prescribe its powers and duties if an agreement to            

    act as agent for a city to administer, collect, and enforce the             

    city income tax act on behalf of a city is entered into with any            

    city; to provide an appropriation; to abolish the state board of            

    tax administration; to prescribe penalties and provide remedies;            

    and to declare the effect of this act,"                                     

                                                                                

    by amending sections 3 and 4 (MCL 205.3 and 205.4), section 3 as            

                                                                                

    amended by 2003 PA 92 and section 4 as amended by 2002 PA 657.              

                                                                                

                THE PEOPLE OF THE STATE OF MICHIGAN ENACT:                      

                                                                                

1       Sec. 3.  The department shall have all the powers and                       

                                                                                

2   perform the duties formerly vested in a department, board,                  

                                                                                


                                                                                

1   commission, or other agency, in connection with taxes due to or             

                                                                                

2   claimed by this state and in connection with unpaid accounts or             

                                                                                

3   amounts due to this state or any of its departments,                        

                                                                                

4   institutions, or agencies that may be made payable to or                    

                                                                                

5   collectible by the department created by this act.  The                     

                                                                                

6   department has the power and authority incidental to the                    

                                                                                

7   performance of the following acts, duties, and services:                    

                                                                                

8       (a) The state treasurer or a duly appointed agent of the                    

                                                                                

9   state treasurer may examine the books, records, and papers                  

                                                                                

10  touching the matter at issue of any person or taxpayer subject to           

                                                                                

11  any tax, unpaid account, or amount the collection of which is               

                                                                                

12  charged to the department.  The state treasurer or a duly                   

                                                                                

13  appointed agent of the state treasurer may issue a subpoena                 

                                                                                

14  requiring a person to appear and be examined with reference to a            

                                                                                

15  matter within the scope of the inquiry or investigation being               

                                                                                

16  conducted by the department and to produce any books, records, or           

                                                                                

17  papers.  The state treasurer or a duly appointed agent, referee,            

                                                                                

18  or examiner of the state treasurer may administer an oath to a              

                                                                                

19  witness in any matter before the department.  The department may            

                                                                                

20  invoke the aid of the circuit court of this state in requiring              

                                                                                

21  the attendance and testimony of witnesses and the producing of              

                                                                                

22  books, papers, and documents.  The circuit court of this state              

                                                                                

23  within the jurisdiction of which an inquiry is carried on, in               

                                                                                

24  case of contumacy or refusal to obey a subpoena, may issue an               

                                                                                

25  order requiring the person to appear before the department and              

                                                                                

26  produce books and papers if so ordered and any evidence touching            

                                                                                

27  the matter in question, and failure to obey the order of the                


                                                                                

1   court may be punished by the court as a contempt.  A person shall           

                                                                                

2   not be excused from testifying or from producing any books,                 

                                                                                

3   papers, records, or memoranda in any investigation, or upon any             

                                                                                

4   hearing when ordered to do so by the state treasurer, upon the              

                                                                                

5   ground that the testimony or evidence, documentary or otherwise,            

                                                                                

6   may tend to incriminate or subject him or her to a criminal                 

                                                                                

7   penalty, however, a person shall not be prosecuted or subjected             

                                                                                

8   to any criminal penalty for or on account of any transaction made           

                                                                                

9   or thing concerning which he or she may testify or produce                  

                                                                                

10  evidence, documentary or otherwise, before the department or its            

                                                                                

11  agent.  A person testifying is not exempt from prosecution and              

                                                                                

12  punishment for perjury committed while testifying.                          

                                                                                

13      (b) After reasonable notice and public hearing, the                         

                                                                                

14  department may promulgate rules consistent with this act in                 

                                                                                

15  accordance with the administrative procedures act of 1969, 1969             

                                                                                

16  PA 306, MCL 24.201 to 24.328, necessary to the enforcement of the           

                                                                                

17  provisions of tax and other revenue measures that are                       

                                                                                

18  administered by the department.                                             

                                                                                

19      (c) The department may consult with the governor and the                    

                                                                                

20  legislature on the subject of taxation, revenue, and the                    

                                                                                

21  administration of the laws in relation to taxation and revenue,             

                                                                                

22  and the progress of the work of the department, including the               

                                                                                

23  furnishing of reports, information, and other assistance as the             

                                                                                

24  governor may require.                                                       

                                                                                

25      (d) The department may investigate and study all matters of                 

                                                                                

26  taxation and revenue as the basis of recommending to the governor           

                                                                                

27  and the legislature those changes and alterations in the tax laws           


                                                                                

1   of this state, as in the state treasurer's judgment may bring               

                                                                                

2   about a more adequate and just system of state and local                    

                                                                                

3   taxation.                                                                   

                                                                                

4       (e) The department may formulate a standard procedure that                  

                                                                                

5   requires the departments, commissions, boards, institutions, and            

                                                                                

6   the agencies of this state that collect taxes, fees, or accounts            

                                                                                

7   for this state to report all sums of money due and uncollected              

                                                                                

8   and those uncollected items as prescribed by law and by the state           

                                                                                

9   treasurer.  The procedure prescribed in this subdivision shall              

                                                                                

10  include a standard practice for receiving, receipting,                      

                                                                                

11  safeguarding, and periodically reporting all state revenue                  

                                                                                

12  receipts, whether current, delinquent, penalty, interest, or                

                                                                                

13  otherwise, and the amounts, kinds, and terms of items either                

                                                                                

14  collected, compromised, or still outstanding, to be summarized,             

                                                                                

15  studied, and reported upon as the state treasurer considers                 

                                                                                

16  advisable.                                                                  

                                                                                

17      (f) The department may periodically issue bulletins that                    

                                                                                

18  index and explain current department interpretations of current             

                                                                                

19  state tax laws.  Beginning  90 days after the effective date of             

                                                                                

20  the amendatory act that added this sentence  October 24, 2003,              

                                                                                

21  each bulletin or letter ruling issued by the department on or               

                                                                                

22  after August 18, 2000 shall be published and made available to              

                                                                                

23  the public in printed and electronic formats and on the                     

                                                                                

24  department's website.  The department may charge a reasonable fee           

                                                                                

25  for subscriptions to this service not to exceed the cost of                 

                                                                                

26  printing.  The money received from the sale of subscriptions                

                                                                                

27  shall revert to the department and be placed in the taxation                


                                                                                

1   manual revolving fund.                                                      

                                                                                

2       Sec. 4.  (1) Not later than 1 year after the effective date                 

                                                                                

3   of this section, the department of treasury shall submit rules              

                                                                                

4   for a public hearing pursuant to the administrative procedures              

                                                                                

5   act of 1969, 1969 PA 306, MCL 24.201 to 24.328, that provide for            

                                                                                

6   all of the following:                                                       

                                                                                

7       (a) Standards to be followed by department officers and                     

                                                                                

8   employees for the fair and courteous treatment of the public, and           

                                                                                

9   a system for monitoring compliance with those standards.                    

                                                                                

10      (b) The procedures governing an informal conference held                    

                                                                                

11  under section 21.  These procedures shall include at least all of           

                                                                                

12  the following:                                                              

                                                                                

13                                                                               (i) A method by which the department attempts to schedule the                       

                                                                                

14  informal conference at a mutually convenient time and place.                

                                                                                

15      (ii) A requirement that the department include in the notice                 

                                                                                

16  for the informal conference the scope and nature of the subject             

                                                                                

17  of the informal conference.                                                 

                                                                                

18      (iii) Authorization for the taxpayer at whose request the                    

                                                                                

19  informal conference is being held to make a sound recording of              

                                                                                

20  the informal conference with prior notice to the department and             

                                                                                

21  for the department to do the same with prior notice to the                  

                                                                                

22  taxpayer.                                                                   

                                                                                

23      (2) Not later than 1 year after the effective date of this                  

                                                                                

24  section, the department shall develop guidelines to govern                  

                                                                                

25  departmental employee responses to inquiries from the public and            

                                                                                

26  standards for tax audit activities.  The guidelines shall                   

                                                                                

27  explicitly exclude the use of a collection goal or quota for                


                                                                                

1   evaluating an employee.  The department shall assemble the                  

                                                                                

2   guidelines required by this subsection into an employee                     

                                                                                

3   handbook.  However, the handbook shall not disclose information             

                                                                                

4   or parameters excluded from disclosure under section 28(1)(f).              

                                                                                

5   The department shall distribute the handbook to all departmental            

                                                                                

6   employees involved in the collection or auditing of taxes and               

                                                                                

7   shall make the handbook available to the public.                            

                                                                                

8       (3) the department shall publish a handbook for taxpayers and               

                                                                                

9   tax preparers.  The handbook shall be made available on the                 

                                                                                

10  department's website and at a reasonable cost, not to exceed the            

                                                                                

11  actual cost of publication, and shall contain all of the                    

                                                                                

12  following:                                                                  

                                                                                

13      (a) The audit and collection procedures used by the                         

                                                                                

14  department.                                                                 

                                                                                

15      (b) The procedures governing departmental communications with               

                                                                                

16  taxpayers in the audit and collection process.