BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 711
                                                                  Page  1

          Date of Hearing:   May 20, 2009

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

                    AB 711 (Calderon) - As Amended:  May 4, 2009 

          Policy Committee:                              Revenue and  
          Taxation     Vote:                            6-2

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill requires all "qualified businesses" to register with  
          the Board of Equalization and pay, by April 15, all use taxes  
          owed for the previous calendar year. The bill also:

          1)Defines a qualified business as one which is required  to hold  
            a local business license, is not otherwise required to hold a  
            sellers permit, and does not already hold a use tax direct  
            payment permit.

          2)States the intent of the Legislature that the revenues  
            deposited into the General Fund attributable to this measure  
            be annually appropriated to the Intellectual Property Piracy  
            Prevention and Prosecution Fund, as established by AB 819  
            (Calderon).

          3) States that the bill will become operative on July 1, 2021,  
            but only if AB 819 is also enacted.

           FISCAL EFFECT  


          1)BOE estimates that registration will increase use tax  
            compliance substantially, resulting in annual increases of  
            about $620 million in sales and use tax receipts, of which  
            about $400 million would be GF and the remainder would be  
            special and local funds.

             a)   At least $50 million of these revenues would be  
               continuously appropriated by AB 819 to the Intellectual  
               Property Piracy Prevention and Prosecution special fund.








                                                                  AB 711
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             b)   Intent language in this bill implies that  all  GF  
               revenues resulting from the enhanced registration  
               requirements be deposited into the special fund. 

          2)BOE also indicates it would incur GF costs of at least tens of  
            millions of dollars (a more precise estimate is pending) to  
            identify, notify, and register all affected businesses, and to  
            process approximately two million additional returns annually.


           COMMENTS  

           1)Background  . Sales of tangible personal property are subject to  
            the sales and use tax in California. The  sales  tax is levied  
            on the retailer at the time of sale, and the compliance rate  
            is generally high since retailers are required by law to  
            register with the BOE. The  use  tax is identical to the sales  
            tax, except it is imposed on the purchaser of tangible  
            personal property purchase for use in California in instances  
            where the seller was not required to collect the sales tax -  
            mostly out-of-state retailers with no nexus in California.  
            Companies that operate in California that are not retailers  
            are not currently required to register with the BOE.

            With the exception of cars purchases (for which the use tax is  
            due when the vehicle is registered with the DMV), the use tax  
            collection rate is very low. BOE estimates that $1.2 billion  
            in use tax obligations go unreported annually. About  
            two-thirds of this total is attributable to businesses and  
            about one-third is attributable to individuals.

           2)Purpose  . According to the author, this bill is intended to  
            increase the collection of use taxes owed by businesses,  
            resulting in annual revenue increases of $620 million to state  
            and local governments. The increased revenues occur because,  
            the BOE believes, registration by all businesses will increase  
            businesses' compliance related to use tax obligations. 

            This bill is contingent on enactment of AB 819, which would  
            create a continuous appropriation from the GF of $50 million  
            to the Intellectual Property Piracy Prevention and Prosecution  
            Program, for the purpose of providing grants for local law  
            enforcement and district attorneys to prevent and prosecute  
            intellectual property piracy.








                                                                  AB 711
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           3)Issues.  This bill contains intent language that "the revenues  
            deposited into the GF be annually appropriated to the  
            Intellectual Property Piracy Prevention and Prosecution Fund"  
            - presumably meaning all new use tax revenues resulting from  
            this bill would be deposited into the special fund.  This  
            language raises two issues. First, as a practical matter it  
            not be possible for BOE to precisely estimate the amount of  
            use taxes collected each year that are attributable to this  
            bill and how much would have been collected under existing  
            law. Second, the expanded registration and collection activity  
            imposed on BOE will be substantial, resulting in tens of  
            millions in annual costs which would need to be supported by  
            the GF. Thus, complying with Legislative intent could result  
            in a significant net loss of resources to the GF at a time  
            when it is facing massive budgetary shortfalls. 

           4)Related Legislation:  AB 819 (Calderon) will be heard by this  
            committee today.  

           
           Analysis Prepared by  :    Brad Williams / APPR. / (916) 319-2081