HOUSE BILL No. 4922

 

June 14, 2005, Introduced by Rep. Sheen 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 2003 PA 273.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

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

 

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

 

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

 

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

 

taxpayer in the tax year in each of the following circumstances:

 

     (a) Except for apprentices trained under subdivision (b) or

 

(c), an amount not to exceed $2,000.00 for tax years that begin

 


before January 1, 2006 or $3,000.00 for tax years that begin after

 

December 31, 2005 for each apprentice trained by the taxpayer in

 

the tax year.

 

     (b) For companies that have a classification under the North

 

American industrial classification system (NAICS) of 333511,

 

333512, 333513, 333514, or 333515 and for tax years that begin

 

after December 31, 2003, an amount not to exceed $4,000.00 for each

 

apprentice trained by the taxpayer in the tax year.

 

     (c) For companies that have a classification under the North

 

American industrial classification system (NAICS) of 333511,

 

333512, 333513, 333514, or 333515 and for tax years that begin

 

after December 31, 2003, an amount not to exceed $1,000.00 for each

 

special apprentice trained by the taxpayer in the tax year.

 

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

 

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

 

portion of the credit that exceeds the tax liability shall be

 

refunded.

 

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

 

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

 

is not required to file an annual return, the department shall

 

provide that the credit under this subsection may be claimed on the

 

C-8044 form, a successor form for persons not required to file an

 

annual return, or other simplified form prescribed by the

 

department.

 

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

 

department of labor and economic growth shall prepare a report

 

containing information including, but not limited to, the number of

 


companies taking advantage of the apprenticeship credit, the number

 

of apprentices participating in the program, the number of

 

apprentices who complete a program the costs of which were the

 

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

 

that were hired by the taxpayer after the apprenticeship training

 

was completed for which the taxpayer claimed a credit under this

 

section for the costs of training that apprentice, information on

 

the employment status of individuals who have completed an

 

apprenticeship to the extent the information is available, and the

 

fiscal impact of the apprenticeship credit. This report shall then

 

be transmitted to the house tax policy and senate finance

 

committees and to the house and senate appropriations committees.

 

This report shall be due no later than the first day of March each

 

year.

 

     (5) As used in this section:

 

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

 

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

 

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

 

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

 

program, and is trained by a taxpayer through a program that meets

 

all of the following criteria:

 

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

 

and training of the United States department of labor.

 

     (ii) The program is provided pursuant to an apprenticeship

 

agreement signed by the taxpayer and the apprentice.

 

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

 

board.

 


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

 

less than 4,000 hours.

 

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

 

after a period of less than 3 months during which the program is

 

not in operation and the apprentice is not enrolled.

 

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

 

established by the chief elected official of a local unit of

 

government pursuant to the job training partnership act, Public Law

 

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

 

the workforce needs of the employers in the geographic area

 

governed by the local unit of government are met.

 

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

 

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

 

1996 for expenses used to calculate a credit under subsection

 

(1)(a) and after December 31, 2003 for expenses used to calculate a

 

credit under subsection (1)(b) that were not paid for with funds

 

the taxpayer received or retained that the taxpayer would not

 

otherwise have received or retained and that are used for training

 

an apprentice:

 

     (i) Salary and wages paid to an apprentice.

 

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

 

benefit of an apprentice.

 

     (iii) Costs of classroom instruction and related expenses

 

identified as costs for which the taxpayer is responsible under an

 

apprenticeship agreement, including but not limited to tuition,

 

fees, and books for college level courses taken while the

 

apprentice is enrolled in high school.

 


     (e) "Special apprentice" means a person who is not an

 

apprentice as defined by  section (5)(a) subdivision (a), is a

 

resident of this state, is 16 years of age or older but younger

 

than 25 years of age, and is trained by a taxpayer through a

 

program that meets all of the criteria under subdivision (a)(i) to

 

(iv).

 

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

 

this state do not include owning or renting real estate  property

 

or tangible personal property, and whose dollar volume of  if the

 

taxpayer's gross sales made during the tax year within  in this

 

state  is not in excess of $100,000.00 do not exceed $100,000.00

 

for tax years that begin before January 1, 2006 or $110,000.00 for

 

tax years that begin after December 31, 2005, the taxpayer may

 

elect for that year  to report and pay a  the tax imposed under

 

this act for the tax year on the tax base arrived at by multiplying

 

total sales in this state for the taxable  tax year by the ratio of

 

the tax base, for the tax imposed by this act, to total sales as

 

reported on the taxpayer's federal income tax return for the same

 

taxable  tax year.

 

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

 

taxable  tax year for which the taxpayer files a consolidated or

 

combined return. is filed.