HOUSE BILL No. 5304

 

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

        

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                 A bill to amend 1975 PA 228, entitled                                             

                                                                                

    "Single business tax act,"                                                  

                                                                                

    by amending sections 38e and 68 (MCL 208.38e and 208.68), section           

                                                                                

    38e as amended by 1999 PA 184.                                              

                                                                                

                THE PEOPLE OF THE STATE OF MICHIGAN ENACT:                      

                                                                                

1       Sec. 38e.  (1) A taxpayer may claim a credit against the tax                

                                                                                

2   imposed by this act equal to the sum of 50% of the qualified                

                                                                                

3   expenses defined in subsection (5)(d)(i) and (ii) and 100% of the            

                                                                                

4   qualified expenses defined in subsection (5)(d)(iii) paid by the             

                                                                                

5   taxpayer in the tax year, not to exceed $2,000.00 for tax years             

                                                                                

6   that begin before January 1, 2004 or $3,000.00 for tax years that           

                                                                                

7   begin after December 31, 2003 for each apprentice trained by the            

                                                                                

8   taxpayer in the tax year.                                                   

                                                                                

9       (2) If the credit allowed under this section exceeds the tax                

                                                                                

10  liability of the taxpayer under this act for the tax year, that             

                                                                                


                                                                                

1   portion of the credit that exceeds the tax liability shall be               

                                                                                

2   refunded.                                                                   

                                                                                

3       (3) The credit allowed under this section shall be claimed on               

                                                                                

4   the annual return required under section 73, or for a taxpayer              

                                                                                

5   that is not required to file an annual return, the department               

                                                                                

6   shall provide that the credit under this subsection may be                  

                                                                                

7   claimed on the C-8044 form, a successor form for persons not                

                                                                                

8   required to file an annual return, or other simplified form                 

                                                                                

9   prescribed by the department.                                               

                                                                                

10      (4) For each year that this credit is in effect, the Michigan               

                                                                                

11  department of career development shall prepare a report                     

                                                                                

12  containing information including but not limited to the number of           

                                                                                

13  companies taking advantage of the apprenticeship credit, the                

                                                                                

14  number of apprentices participating in the program, the number of           

                                                                                

15  apprentices who complete a program the costs of which were the              

                                                                                

16  basis of a credit under this section, the number of apprentices             

                                                                                

17  that were hired by the taxpayer after the apprenticeship training           

                                                                                

18  was completed for which the taxpayer claimed a credit under this            

                                                                                

19  section for the costs of training that apprentice, information on           

                                                                                

20  the employment status of individuals who have completed an                  

                                                                                

21  apprenticeship to the extent the information is available, and              

                                                                                

22  the fiscal impact of the apprenticeship credit.  This report                

                                                                                

23  shall then be transmitted to the house tax policy and senate                

                                                                                

24  finance committees and to the house and senate appropriations               

                                                                                

25  committees.  This report shall be due no later than the first day           

                                                                                

26  of March each year.                                                         

                                                                                

27      (5) As used in this section:                                                


                                                                                

1       (a) "Apprentice" means a person who is a resident of this                   

                                                                                

2   state, is 16 years of age or older but younger than 20 years of             

                                                                                

3   age, has not obtained a high school diploma, is enrolled in high            

                                                                                

4   school or a general education development (G.E.D.)  test                    

                                                                                

5   preparation program, and is trained by a taxpayer through a                 

                                                                                

6   program that meets all of the following criteria:                           

                                                                                

7                                                                                (i) The program is registered with the bureau of                                    

                                                                                

8   apprenticeship and training of the United States department of              

                                                                                

9   labor.                                                                      

                                                                                

10      (ii) The program is provided pursuant to an apprenticeship                   

                                                                                

11  agreement signed by the taxpayer and the apprentice.                        

                                                                                

12      (iii) The program is filed with a local workforce development                

                                                                                

13  board.                                                                      

                                                                                

14      (iv) The minimum term in hours for the program shall be not                  

                                                                                

15  less than 4,000 hours.                                                      

                                                                                

16      (b) "Enrolled" means currently enrolled or expecting to                     

                                                                                

17  enroll after a period of less than 3 months during which the                

                                                                                

18  program is not in operation and the apprentice is not enrolled.             

                                                                                

19      (c) "Local workforce development board" means a board                       

                                                                                

20  established by the chief elected official of a local unit of                

                                                                                

21  government pursuant to the job training partnership act, Public             

                                                                                

22  Law 97-300, 96 Stat. 1322, that has the responsibility to ensure            

                                                                                

23  that the workforce needs of the employers in the geographic area            

                                                                                

24  governed by the local unit of government are met.                           

                                                                                

25      (d) "Qualified expenses" means all of the following expenses                

                                                                                

26  paid by the taxpayer in a tax year that begins after December 31,           

                                                                                

27  1996 that were not paid for with funds the taxpayer received or             


                                                                                

1   retained that the taxpayer would not otherwise have received or             

                                                                                

2   retained and that are used for training an apprentice:                      

                                                                                

3                                                                                (i) Salary and wages paid to an apprentice.                                         

                                                                                

4       (ii) Fringe benefits and other payroll expenses paid for the                 

                                                                                

5   benefit of an apprentice.                                                   

                                                                                

6       (iii) Costs of classroom instruction and related expenses                    

                                                                                

7   identified as costs for which the taxpayer is responsible under             

                                                                                

8   an apprenticeship agreement, including but not limited to                   

                                                                                

9   tuition, fees, and books for college level courses taken while              

                                                                                

10  the apprentice is enrolled in high school.                                  

                                                                                

11      Sec. 68.  (1) If the taxpayer's business activities  within                 

                                                                                

12  in this state do not include owning or renting real  estate                 

                                                                                

13  property or tangible personal property, and  whose dollar volume            

                                                                                

14  of  if the taxpayer's gross sales made during the tax year                  

                                                                                

15  within  in this state  is not in excess of $100,000.00  do not             

                                                                                

16  exceed $100,000.00 for tax years that begin before January 1,               

                                                                                

17  2004 or $110,000.00 for tax years that begin after December 31,             

                                                                                

18  2003, the taxpayer may elect  for that year  to report and pay              

                                                                                

19  a  the tax imposed under this act for the tax year on the tax              

                                                                                

20  base arrived at by multiplying total sales in this state for the            

                                                                                

21  taxable  tax year by the ratio of the tax base, for the tax                

                                                                                

22  imposed by this act, to total sales as reported on the taxpayer's           

                                                                                

23  federal income tax return for the same  taxable  tax year.                  

                                                                                

24      (2) The election under subsection (1) is not available for                  

                                                                                

25  any  taxable  tax year for which the taxpayer files a                       

                                                                                

26  consolidated or combined return.  is filed.