BILL NUMBER: AB 1856 AMENDED
BILL TEXT
AMENDED IN ASSEMBLY APRIL 6, 2016
AMENDED IN ASSEMBLY MARCH 29, 2016
AMENDED IN ASSEMBLY MARCH 17, 2016
INTRODUCED BY Assembly Member Dababneh
FEBRUARY 10, 2016
An act to add Sections 6902.6, 9152.3, 30362.2, 32402.3, 40112.3,
41101.3, 43452.3, 45652.3, 46502.3, 50140.3, 55222.3, and 60522.3 to
the Revenue and Taxation Code, relating to taxation.
LEGISLATIVE COUNSEL'S DIGEST
AB 1856, as amended, Dababneh. Excise taxes: claim for refund:
timely filed claims.
Existing law establishes procedures by which a person may claim a
refund for an overpayment of the taxes taxes,
fees, and surcharges imposed by sales and use tax
laws, the Sales and Use Tax Law, the Use Fuel
Tax Law, the Cigarette and Tobacco Products Tax Law, the Alcoholic
Beverage Tax Law, the Energy Resources Surcharge Law, the Emergency
Telephone Users Surcharge Act, the Hazardous Substances Tax Law, the
Integrated Waste Management Fee Law, the Oil Spill Response,
Prevention, and Administration Fees Law, the Underground Storage Tank
Maintenance Fee Law, and the Diesel Fuel Tax Law, and for
taxes and fees of taxes, fees, and surcharges
imposed in accordance with the Fee Collection Procedures Law.
Existing law generally requires that a claim be filed within 3 years
after specified periods in which the overpayment was made.
This bill would, with respect to each of the above-described laws,
provide that a claim that is otherwise valid that is made in the
case in which the amount of tax determined, as defined, has not been
paid in full is deemed a timely filed claim for refund with respect
to all subsequent payments applied to that determination. The bill
would specify that its provisions apply only to claims for refund on
or after its effective date.
Vote: majority. Appropriation: no. Fiscal committee: no.
State-mandated local program: no.
THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:
SECTION 1. Section 6902.6 is added to the Revenue and Taxation
Code, to read:
6902.6. (a) A claim for refund that is otherwise valid under
Sections 6902 and 6904 that is made in the case in which the amount
of tax determined has not been paid in full shall be deemed to be a
timely filed claim for refund with respect to all subsequent payments
applied to that determination.
(b) For purposes of this section, "amount of tax determined" means
an amount of tax, interest, or penalty, with respect to a single
determination made under Article 2 (commencing with Section 6481),
Article 3 (commencing with Section 6511), or Article 4 (commencing
with Section 6536) of Chapter 5.
(c) This section shall apply only to claims for refunds made on or
after the effective date of the act adding this section.
SEC. 2. Section 9152.3 is added to the Revenue and Taxation Code,
to read:
9152.3. (a) A claim for refund that is otherwise valid under
Sections 9152 and 9153 that is made in the case in which the amount
of tax determined has not been paid in full shall be deemed to be a
timely filed claim for refund with respect to all subsequent payments
applied to that determination.
(b) For purposes of this section, "amount of tax determined" means
an amount of tax, interest, or penalty, with respect to a single
determination made under Article 2 (commencing with Section 8776),
Article 3 (commencing with Section 8801), or Article 4 (commencing
with Section 8826) of Chapter 4.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 3. Section 30362.2 is added to the Revenue and Taxation Code,
to read:
30362.2. (a) A claim for refund that is otherwise valid under
Sections 30362 and 30363 that is made in the case in which the amount
of tax determined has not been paid in full shall be deemed to be a
timely filed claim for refund with respect to all subsequent payments
applied to that determination.
(b) For purposes of this section, "amount of tax determined" means
an amount of tax, interest, or penalty, with respect to a single
determination made under Article 2 (commencing with Section 30201),
Article 3 (commencing with Section 30221), or Article 4 (commencing
with Section 30241) of Chapter 4.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 4. Section 32402.3 is added to the Revenue and Taxation Code,
to read:
32402.3. (a) A claim for refund that is otherwise valid under
Section 32402 that is made in the case in which the amount of tax
determined has not been paid in full shall be deemed to be a timely
filed claim for refund with respect to all subsequent payments
applied to that determination.
(b) For purposes of this section, "amount of tax determined" means
an amount of tax, interest, or penalty, with respect to a single
determination made under Article 2 (commencing with Section 32271),
Article 3 (commencing with Section 32291), or Article 4
5 (commencing with Section 32301)
32311) of Chapter 6.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 5. Section 40112.3 is added to the Revenue and Taxation Code,
to read:
40112.3. (a) A claim for refund that is otherwise valid under
Sections 40112 and 40113 that is made in the case in which the amount
of tax surcharge determined has not
been paid in full shall be deemed to be a timely filed claim for
refund with respect to all subsequent payments applied to that
determination.
(b) For purposes of this section, "amount of tax
surcharge determined" means an amount of
tax, surcharge, interest, or penalty,
with respect to a single determination made under Article 3
(commencing with Section 40071) or Article 4 (commencing with Section
40081) of Chapter 4.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 6. Section 41101.3 is added to the Revenue and Taxation Code,
to read:
41101.3. (a) A claim for refund that is otherwise valid under
Sections 41101 and 41102 that is made in the case in which the amount
of tax surcharge determined has not
been paid in full shall be deemed to be a timely filed claim for
refund with respect to all subsequent payments applied to that
determination.
(b) For purposes of this section, "amount of tax
surcharge determined" means an amount of
tax, surcharge, interest, or penalty,
with respect to a single determination made under Article 3
(commencing with Section 41070) or Article 4 (commencing with Section
41080) of Chapter 4.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 7. Section 43452.3 is added to the Revenue and Taxation Code,
to read:
43452.3. (a) A claim for refund that is otherwise valid under
Section 43452 that is made in the case in which the amount of tax
determined has not been paid in full shall be deemed to be a timely
filed claim for refund with respect to all subsequent payments
applied to that determination.
(b) For purposes of this section, "amount of tax determined" means
an amount of tax, interest, or penalty, with respect to a single
determination made under Article 2 (commencing with Section 43201) or
Article 5 (commencing with Section 43350) of Chapter 3.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 8. Section 45652.3 is added to the Revenue and Taxation Code,
to read:
45652.3. (a) A claim for refund that is otherwise valid under
Section 45652 that is made in the case in which the amount of
tax fee determined has not been paid in
full shall be deemed to be a timely filed claim for refund with
respect to all subsequent payments applied to that determination.
(b) For purposes of this section, "amount of tax
fee determined" means an amount of tax,
fee, interest, or penalty, with respect to a
single determination made under Article 2 (commencing with Section
45201) or Article 4 (commencing with Section 45351) of Chapter 3.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 9. Section 46502.3 is added to the Revenue and Taxation Code,
to read:
46502.3. (a) A claim for refund that is otherwise valid under
Sections 46502 and 46503 that is made in the case in which the amount
of tax fee determined has not been
paid in full shall be deemed to be a timely filed claim for refund
with respect to all subsequent payments applied to that
determination.
(b) For purposes of this section, "amount of tax
fee determined" means an amount of tax,
fee, interest, or penalty, with respect to a
single determination made under Article 2 (commencing with Section
46201), Article 3 (commencing with Section 46251), or Article 4
(commencing with Section 46301) of Chapter 3.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 10. Section 50140.3 is added to the Revenue and Taxation
Code, to read:
50140.3. (a) A claim for refund that is otherwise valid under
Section 50140 that is made in the case in which the amount of
tax fee determined has not been paid in
full shall be deemed to be a timely filed claim for refund with
respect to all subsequent payments applied to that determination.
(b) For purposes of this section, "amount of tax
fee determined" means an amount of tax,
fee, interest, or penalty, with respect to a
single determination made under Article 2 (commencing with Section
50113) or Article 4 (commencing with Section 50120.1) of Chapter 3.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 11. Section 55222.3 is added to the Revenue and Taxation
Code, to read:
55222.3. (a) A claim for refund that is otherwise valid under
Section 55222 that is made in the case in which the amount of
tax fee determined has not been paid in
full shall be deemed to be a timely filed claim for refund with
respect to all subsequent payments applied to that determination.
(b) For purposes of this section, "amount of tax
fee determined" means an amount of tax,
fee, interest, or penalty, with respect to a
single determination made under Article 2 (commencing with Section
55061) or Article 4 (commencing with Section 55101) of Chapter 3.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.
SEC. 12. Section 60522.3 is added to the Revenue and Taxation
Code, to read:
60522.3. (a) A claim for refund that is otherwise valid under
Sections 60522 and 60523 that is made in the case in which the amount
of tax determined has not been paid in full shall be deemed to be a
timely filed claim for refund with respect to all subsequent payments
applied to that determination.
(b) For purposes of this section, "amount of tax determined" means
an amount of tax, interest, or penalty, with respect to a single
determination made under Article 2 (commencing with Section 60301),
Article 3 (commencing with Section 60310), or Article 4 (commencing
with Section 60330) of Chapter 6.
(c) This section shall apply to all claims for refund on or after
the effective date of the act adding this section.