SB-0367, As Passed Senate, June 19, 2013

 

 

 

 

 

 

 

 

 

 

 

 

 

SENATE BILL No. 367

 

 

May 21, 2013, Introduced by Senator BRANDENBURG and referred to the Committee on Finance.

 

 

 

     A bill to amend 1967 PA 281, entitled

 

"Income tax act of 1967,"

 

by amending sections 603, 611, and 691 (MCL 206.603, 206.611, and

 

206.691), section 603 as amended by 2011 PA 173, section 611 as

 

amended by 2011 PA 170, and section 691 as amended by 2012 PA 70.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 603. (1) "Affiliated group" means that term as defined in

 

section 1504 of the internal revenue code except that it shall

 

include all persons, other than a foreign operating entity,

 

incorporated in the United States or formed under the laws of the

 

United States, any state, the District of Columbia, or any

 

territory or possession of the United States that are commonly

 

owned, directly or indirectly, by any member of such affiliated

 

group and other members of which more than 50% of the ownership

 


interests with voting rights or ownership interests that confer

 

comparable rights to voting rights of the member is directly or

 

indirectly owned by a common owner or owners.

 

     (2) (1) "Business activity" means a transfer of legal or

 

equitable title to or rental of property, whether real, personal,

 

or mixed, tangible or intangible, or the performance of services,

 

or a combination thereof, made or engaged in, or caused to be made

 

or engaged in, whether in intrastate, interstate, or foreign

 

commerce, with the object of gain, benefit, or advantage, whether

 

direct or indirect, to the taxpayer or to others, but does not

 

include the services rendered by an employee to his or her employer

 

or services as a director of a corporation. Although an activity of

 

a taxpayer may be incidental to another or to others of his or her

 

business activities, each activity shall be considered to be

 

business engaged in within the meaning of this part.

 

     (3) (2) "Business income" means federal taxable income. For a

 

tax-exempt taxpayer, business income means only that part of

 

federal taxable income derived from unrelated business activity.

 

     Sec. 611. (1) "Tangible personal property" means that term as

 

defined in section 2 of the use tax act, 1937 PA 94, MCL 205.92.

 

     (2) "Tax" means the tax imposed under this part, including

 

interest and penalties under this part, unless the term is given a

 

more limited meaning in the context of this part or a provision of

 

this part.

 

     (3) "Tax-exempt person" means an organization that is exempt

 

from federal income tax under section 501(a) of the internal

 

revenue code, except the following:

 


     (a) An organization exempt under section 501(c)(12) or (16) of

 

the internal revenue code.

 

     (b) An organization exempt under section 501(c)(4) of the

 

internal revenue code that would be exempt under section 501(c)(12)

 

of the internal revenue code but for its failure to meet the

 

requirement in section 501(c)(12) that 85% or more of its income

 

must consist of amounts collected from members.

 

     (4) "Tax year" means the calendar year, or the fiscal year

 

ending during the calendar year, upon the basis of which the tax

 

base of a taxpayer is computed under this part. If a return is made

 

for a fractional part of a year, tax year means the period for

 

which the return is made. Except for the first return required by

 

this part, a taxpayer's tax year is for the same period as is

 

covered by its federal income tax return. A taxpayer that has a 52-

 

or 53-week tax year beginning not more than 7 days before the end

 

of any month is considered to have a tax year beginning on the

 

first day of the subsequent month. A person included in a unitary

 

business group that joins or departs the unitary business group

 

other than at the end of that person's federal tax year shall have

 

a tax year beginning with its federal income tax period and ending

 

on the date of joining or departing the unitary business group, and

 

another tax year beginning on the date immediately after joining or

 

departing the unitary business group and ending with its federal

 

income tax period. If the term tax year in this part is used in

 

reference to 1 or more previous or preceding tax years and those

 

referenced tax years are before January 1, 2012, then those

 

referenced tax years are deemed those same tax years during which

 


former 1975 PA 228 or the Michigan business tax act, 2007 PA 36,

 

MCL 208.1101 to 208.1601, applied.

 

     (5) "Taxpayer" means a corporation, insurance company,

 

financial institution, or unitary business group, whichever is

 

applicable under each chapter, that is liable for a tax, interest,

 

or penalty under this part. For purposes of chapters 11 and 14,

 

taxpayer does not include an insurance company or a financial

 

institution. For purposes of chapter 12, unless specifically

 

included in the section, taxpayer does not include a corporation or

 

a financial institution. For purposes of chapter 13, taxpayer does

 

not include a corporation or an insurance company.

 

     (6) "Unitary business group" means a group of United States

 

persons that are corporations, insurance companies, or financial

 

institutions, other than a foreign operating entity, 1 of which

 

owns or controls, directly or indirectly, more than 50% of the

 

ownership interest with voting rights or ownership interests that

 

confer comparable rights to voting rights of the other members, and

 

that has business activities or operations which result in a flow

 

of value between or among members included in the unitary business

 

group or has business activities or operations that are integrated

 

with, are dependent upon, or contribute to each other. Unitary

 

business group includes an affiliated group that makes the election

 

to be treated, and to file, as a unitary business group under

 

section 691(2).

 

     (7) "United States person" means that term as defined in

 

section 7701(a)(30) of the internal revenue code.

 

     (8) "Unrelated business activity" means, for a tax-exempt

 


person, business activity directly connected with an unrelated

 

trade or business as defined in section 513 of the internal revenue

 

code.

 

     Sec. 691. (1) Except as otherwise provided under section

 

680(3), a unitary business group shall file a combined return that

 

includes each United States person that is included in the unitary

 

business group. Each United States person included in a unitary

 

business group or included in a combined return shall be treated as

 

a single person, and all transactions between those persons

 

included in the unitary business group shall be eliminated from the

 

corporate income tax base and the apportionment formulas under this

 

part. If a United States person included in a unitary business

 

group or included in a combined return is subject to the tax under

 

chapter 12 or 13, any corporate income attributable to that person

 

shall be eliminated from the corporate income tax base and any

 

sales attributable to that person shall be eliminated from the

 

apportionment formula under this part.

 

     (2) A taxpayer that is part of an affiliated group may elect

 

without the consent of the department to have all of the persons

 

that are members of that affiliated group to be treated as a

 

unitary business group. A taxpayer that elects to file as a unitary

 

business group pursuant to this subsection shall compute its tax

 

under this part in accordance with all other provisions of this

 

part that apply to a unitary business group. The taxpayer shall

 

make the election under this subsection on a form or in a format as

 

prescribed by the department that is to be filed in a timely manner

 

with the taxpayer's annual return. Any member included in the

 


affiliated group shall be considered to have waived any objection

 

to its inclusion in the affiliated group and treatment as a unitary

 

business group. An election made pursuant to this subsection is

 

binding for and applicable to the tax year for which it is made and

 

for the next 9 tax years. Upon the expiration of the election after

 

it has been in effect for 10 tax years, an election may be renewed

 

for another 10 tax years, without the consent of the department;

 

provided however, that in the case of a nonrenewal a new election

 

under this subsection is not permitted in any of the immediately

 

following 3 tax years. The renewal shall be made on a form or in a

 

format as prescribed by the department that is to be filed in a

 

timely manner with the taxpayer's annual return after the

 

completion of a 10-year period for which an election under this

 

subsection was in place.