HOUSE BILL No. 5104

 

August 8, 2007, Introduced by Reps. Bieda and Condino and referred to the Committee on Tax Policy.

 

     A bill to amend 2007 PA 36, entitled

 

"Michigan business tax act,"

 

by amending section 201 (MCL 208.1201).

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 201. (1) Except as otherwise provided in this act, there

 

is levied and imposed a business income tax on every taxpayer with

 

business activity within this state unless prohibited by 15 USC 381

 

to 384. The business income tax is imposed on the business income

 

tax base, after allocation or apportionment to this state, at the

 

rate of 4.95%.

 

     (2) The business income tax base means a taxpayer's business

 

income subject to the following adjustments, before allocation or

 

apportionment, and the adjustment in subsection (4) after

 


allocation or apportionment:

 

     (a) Add interest income and dividends derived from obligations

 

or securities of states other than this state, in the same amount

 

that was excluded from federal taxable income, less the related

 

portion of expenses not deducted in computing federal taxable

 

income because of sections 265 and 291 of the internal revenue

 

code.

 

     (b) Add all taxes on or measured by net income and the tax

 

imposed under this act to the extent the taxes were deducted in

 

arriving at federal taxable income.

 

     (c) Add any carryback or carryover of a net operating loss to

 

the extent deducted in arriving at federal taxable income.

 

     (d) To the extent included in federal taxable income, deduct

 

dividends and royalties received from persons other than United

 

States persons and foreign operating entities, including, but not

 

limited to, amounts determined under section 78 of the internal

 

revenue code or sections 951 to 964 of the internal revenue code.

 

     (e) To the extent included in federal taxable income, add the

 

loss or subtract the income from the business income tax base that

 

is attributable to another entity whose business activities are

 

taxable under this section or would be subject to the tax under

 

this section if the business activities were in this state.

 

     (f) Except as otherwise provided under this subdivision, to

 

the extent deducted in arriving at federal taxable income, add any

 

royalty, interest, or other expense paid to a person related to the

 

taxpayer by ownership or control for the use of an intangible asset

 

if the person is not included in the taxpayer's unitary business

 


group. The addition of any royalty, interest, or other expense

 

described under this subdivision is not required to be added if the

 

taxpayer can demonstrate that the transaction has a nontax business

 

purpose other than avoidance of this tax, is conducted with arm's-

 

length pricing and rates and terms as applied in accordance with

 

sections 482 and 1274(d) of the internal revenue code, and

 

satisfies 1 of the following:

 

     (i) Is a pass through of another transaction between a third

 

party and the related person with comparable rates and terms.

 

     (ii) Results in double taxation. For purposes of this

 

subparagraph, double taxation exists if the transaction is subject

 

to tax in another jurisdiction.

 

     (iii) Is unreasonable as determined by the treasurer, and the

 

taxpayer agrees that the addition would be unreasonable based on

 

the taxpayer's facts and circumstances.

 

     (g) To the extent included in federal taxable income, deduct

 

interest income derived from United States obligations.

 

     (h) To the extent included in federal taxable income, deduct

 

any earnings that are net earnings from self-employment as defined

 

under section 1402 of the internal revenue code of the taxpayer or

 

a partner or limited liability company member of the taxpayer

 

except to the extent that those net earnings represent a reasonable

 

return on capital.

 

     (i) For the 2008 tax year, if the book-tax difference results

 

in a deferred liability, account for the book-tax difference as an

 

asset on the taxpayer's books and records. For each tax year after

 

the 2008 tax year, adjust to the extent necessary to reflect a 10-

 


year amortization of the book-tax difference for each qualifying

 

asset on the taxpayer's books and records, in equal installments

 

over each of the 10 tax years beginning with the 2013 tax year. If

 

the adjustment under this subdivision is greater than the

 

taxpayer's business income tax base, any adjustment that is unused

 

may be carried forward and applied as an adjustment to the

 

taxpayer's business income before apportionment in future years. As

 

used in this subdivision:

 

     (i) "Book-tax difference" means the difference, if any, between

 

the taxpayer's qualifying asset's net book value shown on the

 

taxpayer's books and records on December 31, 2007, and the

 

qualifying asset's adjusted federal tax basis on December 31, 2007.

 

     (ii) "Qualifying asset" means any asset shown on the taxpayer's

 

books and records on December 31, 2007, in accordance with

 

generally accepted accounting principles.

 

     (3) For purposes of subsection (2), the business income of a

 

unitary business group is the sum of the business income of each

 

person, other than a foreign operating entity or a person subject

 

to the tax imposed under chapter 2A or 2B, included in the unitary

 

business group less any items of income and related deductions

 

arising from transactions including dividends between persons

 

included in the unitary business group.

 

     (4) Deduct any available business loss incurred after December

 

31, 2007. As used in this subsection, "business loss" means a

 

negative business income taxable amount after allocation or

 

apportionment. The business loss shall be carried forward to the

 

year immediately succeeding the loss year as an offset to the

 


allocated or apportioned business income tax base, then

 

successively to the next 9 taxable years following the loss year or

 

until the loss is used up, whichever occurs first, but for not more

 

than 10 taxable years after the loss year.

 

     Enacting section 1. This amendatory act takes effect January

 

1, 2008.