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HomeMy WebLinkAbout4055 Ordinance NO . 4055 (Amending or Repealing Ordinances) CFN= 104 - Finance Passed - 11/20/2012 Amend KCC Title 3 - New Chapter 3.28 B&O Tax Ordinance Repealing Ordinance 4053 The date['Beginning July 1, 1998"1 has led to confusion This date will be deleted from cover sheets of ordinance/resolution revision pages. This cover sheet will be deleted on electronic pages only, no other deletions or changes have been made to the document—6/21/2012 ORDINANCE NO. 0'65 AN ORDINANCE of the City Council of the City of Kent, Washington, repealing Ordinance No. 4053 and adding a new Chapter 3.29 to the Kent City Code entitled, "Business and Occupation Tax - Administrative Provisions." THE CITY COUNCIL OF THE CITY OF KENT, WASHINGTON, DOES HEREBY ORDAIN AS FOLLOWS: ORDINANCE SECTION 1. - Repealer. Ordinance No. 4053 is hereby repealed in its entirety. SECTION 2. - Amendment. Title 3 of the Kent City Code is amended to adopt a new Chapter 3.29, entitled, "Business and Occupation Tax - Administrative Provisions," as follows: Chapter 3.29 Business and Occupation Tax - Administrative Provisions 1 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance Sec. 3.29.010. Purpose. The purpose of this chapter is to provide administrative guidelines and provisions to implement, administer and enforce the city's business and occupation tax ordinance, chapter 3.28 of the Kent City Code. Sec. 3.29.015. Application of chapter stated. The provisions of this chapter shall apply with respect to the taxes imposed under chapter 3.28 KCC and under other titles, chapters, and sections in such manner and to such extent as indicated in each such title, chapter or section. Sec. 3.29.020. Definitions. For purposes of this chapter, the definitions contained in chapter 3.28 KCC shall apply equally to the provisions of this chapter unless the term is defined otherwise in this chapter. In addition, the following definitions will apply: A. "Reporting period." "Reporting period" means: (1) A one-month period beginning the first day of each calendar month (monthly); or (2) A three-month period beginning the first day of January, April, July or October of each year (quarterly); or (3) A twelve-month period beginning the first day of January of each year (annual). B. "Return." "Return" means any document a person is required by the city to file to satisfy or establish a tax or fee obligation that is administered or collected by the city and that has a statutorily defined due date. C. "Successor." "Successor" means any person to whom a taxpayer quitting, selling out, exchanging, or disposing of a business sells or 2 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance otherwise conveys, directly or indirectly, in bulk and not in the ordinary course of the taxpayer's business, any part of the materials, supplies, merchandise, inventory, fixtures, or equipment of the taxpayer. Any person obligated to fulfill the terms of a contract shall be deemed a successor to any contractor defaulting in the performance of any contract as to which such person is a surety or guarantor. D. "Tax year," "taxable year." "Tax year" or "taxable year" means the calendar year. Sec. 3.29.021. Definitions -- References to Chapter 82.32 RCW. Where provisions of Chapter 82.32 RCW are incorporated in Section 3.29.090 of this chapter, "Department" as used in the RCW shall refer to the "Director" as defined in section 3.28.030 and "warrant" as used in the RCW shall mean "citation or criminal complaint." Sec. 3.29.025. Registration requirements. Any person who engages in any business or performs any act that is subject to the provisions of Title 5 KCC or chapter 3.18 KCC, relating to utility business taxes, chapter 3.20 KCC, relating to natural or manufactured gas line use taxes, chapter 3.21 KCC, relating to gambling taxes, chapter 3.23 KCC relating to lodging taxes, chapter 3.26, relating to admissions taxes, and chapter 3.28 KCC, relating to business and occupation taxes, even if that person is not subject to any tax imposed thereby, shall apply under the rules and regulations as the department may prescribe and, upon approval, receive from the department a registration certificate applicable to all such business engaged in or activity performed. No person shall engage in any business without being registered in compliance with the provisions of this section, and any person who is so registered must also comply with chapter 5.01 KCC. 3 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance Sec. 3.29.030. Registration certificates. . The city will issue a registration certificate, free of charge, acknowledging registration. The registration certificate shall be personal and nontransferable and shall be valid as long as the taxpayer continues in that business and pays any tax imposed by the city. In the event business is transacted at two or more separate places by one taxpayer, a separate registration certificate for each place at which business is transacted shall be required. These additional certificates shall be issued at no additional fee. Where a taxpayer changes the nature of business conducted or conducts additional activities upon which a tax is imposed by Title 5 KCC or chapter 3.18 KCC, relating to utility business taxes, chapter 3.20 KCC, relating to natural or manufactured gas line use taxes, chapter 3.21 KCC, relating to gambling taxes, chapter 3.23 KCC relating to lodging taxes, chapter 3.26, relating to admissions taxes, and chapter 3.28 KCC, relating to business and occupation taxes, that taxpayer shall apply for and receive a new registration certificate at no additional fee. Each registration certificate shall be numbered and shall show the name, business location, mailing address and any other information that the director deems necessary. The certificate of registration shall be posted in a conspicuous place at the place of business for which it is issued. Where a place of business of the taxpayer is changed, the taxpayer shall notify the department and upon approval, the department will issue a new certificate at no additional fee. Sec. 3.29.040. When due and payable - Reporting periods - Monthly, quarterly, and annual returns - Threshold provisions or 4 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance Relief from filing requirements - Computing time periods - Failure to file returns. (1) The tax imposed by this chapter shall be due and payable in quarterly installments. At the director's discretion, businesses may be assigned to a monthly or annual reporting period depending on the tax amount owing or type of tax. Tax payments are due on or before the last day of the next month following the end of the assigned reporting period covered by the return. (2) Taxes shall be paid as provided in this chapter and accompanied by a return on forms as prescribed by the director. The return shall be signed by the taxpayer personally or by a responsible officer or agent of the taxpayer. The individual signing the return shall swear or affirm that the information in the return is complete and true. (3) Tax returns must be filed and returned by the due date whether or not any tax is owed. (4) For purposes of the tax imposed by chapter 3.28 KCC, any person whose value of products, gross proceeds of sales, or gross income of the business, subject to tax after all allowable deductions, is equal to or less than Sixty Two Thousand Five Hundred Dollars ($62,500) in the current quarter, and whose combined taxable business warehouse square footage within the city is four thousand (4,000) square feet or less, and whose combined taxable other business square footage is twelve thousand (12,000) square feet or less, shall file a return, declare no tax due on their return, and submit the return to the director. The gross receipts and deduction amounts shall be entered on the tax return even though no tax may be due. (5) A taxpayer that commences to engage in business activity shall file a return and pay the tax or fee for the portion of the reporting period during which the taxpayer is engaged in business activity. 5 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance (6) Except as otherwise specifically provided by any other provision of this chapter, in computing any period of days prescribed by this chapter the day of the act or event from which the designated period of time runs shall not be included. The last day of the period shall be included unless it is a Saturday, Sunday, or city or federal legal holiday, in which case the last day of such period shall be the next succeeding day which is neither a Saturday, Sunday, or city or federal legal holiday. (7) If any taxpayer fails, neglects or refuses to make a return as and when required in this chapter, the director is authorized to determine the amount of the tax or fees payable by obtaining facts and information upon which to base the director's estimate of the tax or fees due. Such assessment shall be deemed prima facie correct and shall be the amount of tax owed to the city by the taxpayer. The director shall notify the taxpayer by mail of the amount of tax so determined, together with any penalty, interest, and fees due; the total of such amounts shall thereupon become immediately due and payable. Sec. 3.29.050. Payment methods - Mailing returns or remittances - Time extension - Deposits - Recording payments - Payment must accompany return - NSF checks. (1) Taxes shall be paid to the director in United States currency by bank draft, certified check, cashier's check, personal check, money order, cash, or by wire transfer or electronic payment if such wire transfer or electronic payment is authorized by the director. If payment so received is not paid by the bank on which it is drawn, the taxpayer, by whom such payment is tendered, shall remain liable for payment of the tax and for all legal penalties, the same as if such payment had not been tendered. Acceptance of any sum by the director shall not discharge the tax or fee due unless the amount paid is the full amount due. 6 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance (2) A return or remittance that is transmitted to the city by United States mail shall be deemed filed or received on the date shown by the cancellation mark stamped by the Post Office upon the envelope containing it. The director may allow electronic filing of returns or remittances from any taxpayer. A return or remittance which is transmitted to the city electronically shall be deemed filed or received according to procedures set forth by the director. (3) If a written request is received prior to the due date, the director, for good cause, may grant, in writing, additional time within which to make and file returns. (4) The director shall keep full and accurate records of all funds received or refunded. The director shall apply payments first against all penalties and interest owing, and then upon the tax, without regard to any direction of the taxpayer. (5) For any return not accompanied by a remittance of the tax shown to be due thereon, the taxpayer shall be deemed to have failed or refused to file a return and shall be subject to the penalties and interest provided in this chapter. (6) Any payment made that is returned for lack of sufficient funds or for any other reason will not be considered received until payment by certified check, money order, or cash of the original amount due, plus a "non- sufficient funds" (NSF) charge of twenty-five dollars ($25.00) is received by the director. (7) The Director is authorized, but not required, to mail tax return forms to taxpayers, but failure of the taxpayer to receive any such forms shall not excuse the taxpayer from filing returns and making payment of the taxes or fees, when and as due under this chapter. Sec. 3.29.060. Records to be preserved - Examination - Estoppel to question assessment. Every person liable for any fee or 7 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance tax imposed by this chapter shall keep and preserve, for a period of five (5) years after filing a tax return, such records as may be necessary to determine the amount of any fee or tax for which the person may be liable; which records shall include copies of all federal income tax and state tax returns and reports made by the person. All books, records, papers, invoices, vendor lists, inventories, stocks of merchandise, and other data including federal income tax and state tax returns and reports shall be open for examination at any time by the director or its duly authorized agent. Every person's business premises shall be open for inspection or examination by the director or a duly authorized agent. (1) If a person does not keep the necessary books and records within the city, it shall be sufficient if such person (a) produces within the city such books and records as may be required by the director, or (b) bears the cost of examination by the director's agent at the place where such books and records are kept; provided that the person electing to bear such cost shall pay in advance to the director the estimated amount thereof including round-trip fare, lodging, meals and incidental expenses, subject to adjustment upon completion of the examination. (2) If national security clearance status or federal regulation bars access to certain documents, facilities or other necessary information, the auditor can implement alternative audit methods that determine, as accurately as possible and with the least possible expenditure of time, the amount of tax due. (3) Any person who fails, or refuses a department request, to provide or make available records, or to allow inspection or examination of the business premises, shall be forever barred from questioning in any court action, the correctness of any assessment of taxes made by the city for any period for which such records have not been provided, made available or kept and preserved, or in respect of which inspection or examination of the business premises has been denied. The director is authorized to 8 Amend Title 3 New Chapter 3.29 Business& Occupation Tax Administrative Provisions Ordinance determine the amount of the tax or fees payable by obtaining facts and information upon which to base the estimate of the tax or fees due. Such fee or tax assessment shall be deemed prima facie correct and shall be the amount of tax owing the city by the taxpayer. The director shall notify the taxpayer by mail the amount of tax so determined, together with any penalty, interest, and fees due; the total of such amounts shall thereupon become immediately due and payable. Sec. 3.29.070. Accounting methods. (1) A taxpayer may file tax returns in each reporting period with amounts based upon cash receipts only if the taxpayer's books of account are kept on a cash receipts basis. A taxpayer that does not regularly keep books of account on a cash receipts basis must file returns with amounts based on the accrual method. (2) The taxes imposed and the returns required hereunder shall be upon a calendar year basis. Sec. 3.29.080. Public work contracts - Payment of fee and tax before final payment for work. The director may, before issuing any final payment to any person performing any public work contract for the city, require such person to pay in full all license fees or taxes due under this title from such person on account of such contract or otherwise, and may require such taxpayer to file with the director a verified list of all subcontractors supplying labor and/or materials to the person in connection with said public work. Sec. 3.29.090. Underpayment of tax, interest, or penalty — Interest. (1) If, upon examination of any returns, or from other information obtained by the director, it appears that a tax or penalty less than that 9 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance properly due has been paid, the director shall assess the additional amount found to be due and shall add thereto interest on the tax only. The director shall notify the person by mail of the additional amount, which shall become due and shall be paid within thirty (30) days from the date of the notice, or within such time as the director may provide in writing. (2) (a) The director shall compute interest in accordance with RCW 82.32.050 as it now exists or as it may be amended. (b) If section 3.29.090(2)(a) is held to be invalid, then the provisions of RCW 82.32.050 existing at the effective date of this ordinance shall apply. Sec. 3.29.095. Time in which assessment may be made. The director shall not assess, or correct an assessment for, additional taxes, penalties, or interest due more than four years after the close of the calendar year in which they were incurred, except that the director may issue an assessment: (1) Against a person who is not currently registered or licensed or has not filed a tax return as required by this chapter for taxes due within the period commencing 10 years prior to the close of the calendar year in which the person was contacted in writing by the director; (2) Against a person that has committed fraud or who misrepresented a material fact; or (3) Against a person that has executed a written waiver of such limitations. Sec. 3.29.100. Over payment of tax, penalty, or interest - Credit or refund - Interest rate - Statute of limitations. (1) If, upon receipt of an application for a refund, or during an audit or examination of the taxpayer's records and tax returns, the director 10 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance determines that the amount of tax, penalty, or interest paid is in excess of that properly due, the excess amount shall be credited to the taxpayer's account or shall be refunded to the taxpayer. Except as provided in subsection (2) of this section, no refund or credit shall be made for taxes, penalties, or interest paid more than four (4) years prior to the beginning of the calendar year in which the refund application is made or examination of records is completed. (2) The execution of a written waiver shall extend the time for applying for, or making a refund or credit of any taxes paid during, or attributable to, the years covered by the waiver if, prior to the expiration of the waiver period, an application for refund of such taxes is made by the taxpayer or the director discovers that a refund or credit is due. (3) Refunds shall be made by means of vouchers approved by the director and by the issuance of a city check or warrants drawn upon and payable from such funds as the city may provide. (4) Any final judgment for which a recovery is granted by any court of competent jurisdiction for tax, penalties, interest, or costs paid by any person shall be paid in the same manner, as provided in subsection (3) of this section, upon the filing with the director a certified copy of the order or judgment of the court. (5) (a) The director shall compute interest on refunds or credits of amounts paid or other recovery allowed a taxpayer in accordance with RCW 82.32.060 as it now exists or as it may be amended. (b) If section 3.29.100(5)(a) is held to be invalid, then the provisions of RCW 82.32.060 existing at the effective date of this ordinance shall apply. Sec. 3.29.110. Late payment - Disregard of written instructions - Evasion - Penalties. 11 Amend Title 3 New Chapter 3.29 Business& Occupation Tax Administrative Provisions Ordinance (1) If payment of any tax due on a return to be filed by a taxpayer is not received by the director by the due date, the director shall add a penalty in accordance with RCW 82.32.090(1), as it now exists or as it may be amended. (2) If the director determines that any tax has been substantially underpaid as defined in RCW 82.32.090(2), there shall be added a penalty in accordance with RCW 82.32.090(2), as it now exists or as it may be amended. (3) If a citation or criminal complaint is issued by the director for the collection of taxes, fees, assessments, interest or penalties, there shall be added thereto a penalty in accordance with RCW 82.32.090(3), as it now exists or as it may be amended. (4) If the director finds that a person has engaged in any business or performed any act upon which a tax is imposed under this title and that person has not obtained from the director a registration certificate as required by KCC 3.29.025 - .030, the director shall impose a penalty in accordance with RCW 82.32.090(4), as it now exists or as it may be amended. No penalty shall be imposed under this subsection (4) if the person who has engaged in business without a registration certificate obtains a registration certificate prior to being notified by the director of the need to be registered. (5) If the director determines that all or any part of a deficiency resulted from the taxpayer's failure to follow specific written tax reporting instructions, there shall be assessed a penalty in accordance with RCW 82.32.090(5), as it now exists or as it may be amended. (6) If the director finds that all or any part of the deficiency resulted from an intent to evade the tax payable, the director shall assess a penalty in accordance with RCW 82.32.090(6), as it now exists or as it may be amended. 12 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance (7) The penalties imposed under subsections (1) through (5) above of this section can each be imposed on the same tax found to be due. This subsection does not prohibit or restrict the application of other penalties authorized by law. (8) The director shall not impose both the evasion penalty and the penalty for disregarding specific written instructions on the same tax found to be due. (9) For the purposes of this section, "return" means any document a person is required by the city to file to satisfy or establish a tax or fee obligation that is administered or collected by the city, and that has a statutorily defined due date. (10) If incorporation into the Kent City Code of future changes to RCW 82.32.090 is deemed invalid, then the provisions of RCW 82.32.090 existing at the time this ordinance is effective shall apply. Sec. 3.29.120. Cancellation of penalties. (1) The director may cancel any penalties imposed under section 3.29.110(1) if the taxpayer shows that its failure to timely file or pay the tax was due to reasonable cause and not willful neglect. Willful neglect is presumed unless the taxpayer shows that it exercised ordinary business care and prudence in making arrangements to file the return and pay the tax but was, nevertheless, due to circumstances beyond the taxpayer's control, unable to file or pay by the due date. The director has no authority to cancel any other penalties or to cancel penalties for any other reason except as provided in subsection (3). (2) A request for cancellation of penalties must be received by the director within 30 days after the date the department mails the notice that the penalties are due. The request must be in writing and contain competent proof of all pertinent facts supporting a reasonable cause 13 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance determination. In all cases the burden of proving the facts rests upon the taxpayer. (3) The director may cancel the penalties in section 3.29.110(1) one time if a person: (a) Is not currently registered and filing returns; (b) Was unaware of its responsibility to file and pay tax; and (c) Obtained a registration certificate and any applicable business licenses and filed past due tax returns within 30 days after being notified by the department. (4) The director shall not cancel any interest charged upon amounts due. Sec. 3.29.130. Taxpayer quitting business - Liability of successor. (1) Whenever any taxpayer quits business, sells out, exchanges, or otherwise disposes of his business or his stock of goods, any tax payable hereunder shall become immediately due and payable. Such taxpayer shall, within ten (10) days thereafter, make a return and pay the tax due. (2) Any person who becomes a successor shall become liable for the full amount of any tax owing. The successor shall withhold from the purchase price a sum sufficient to pay any tax due to the city from the taxpayer until such time as: a) the taxpayer shall produce a receipt from the city showing payment in full of any tax due or a certificate that no tax is due, or b) more than six (6) months has passed since the successor notified the Director of the acquisition and the director has not issued and notified the successor of an assessment. (3) Payment of the tax by the successor shall, to the extent thereof, be deemed a payment upon the purchase price. If such payment is greater in amount than the purchase price, the amount of the difference shall become a debt due such successor from the taxpayer. 14 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance (4) Notwithstanding the above, if a successor gives written notice to the director of the acquisition, and the director does not within six (6) months of the date it received the notice issue an assessment against the taxpayer and mail a copy of that assessment to the successor, the successor shall not be liable for the tax. Sec. 3.29.140. Administrative Appeal. Any person, except one who has failed to comply with section 3.29.060, aggrieved by the amount of the fee or tax determined by the director to be required under the provisions of this chapter may pay the amount due and appeal from such determination by filing a written notice of appeal with the city clerk within 30 days from the date written notice of such amount was mailed to the taxpayer. A $250.00 filing fee shall be submitted with the appeal, which filing fee is required to process the appeal. The city's hearing examiner shall, as soon as practical, fix a time and place for the hearing of such appeal, and shall cause a notice of the time and place thereof to be delivered or mailed to the parties. The hearing shall be conducted in accord with the provisions of chapter 1.04 KCC. The decision of the hearing examiner shall indicate the correct amount of the fee or tax owing. Sec. 3.29.150. Judicial Review of Director's Determination. Any person, except one who has failed to comply with section 3.29.060, having paid any tax as required and feeling aggrieved by the amount of the tax assessed, and after first exhausting the right of administrative appeal set forth in this chapter, may seek judicial review in the King County Superior Court within 21 days of the date of the decision of the hearing examiner. The taxpayer shall set forth the amount of the tax imposed upon the taxpayer that the taxpayer concedes to be the correct amount of tax and the reason why the tax imposed should be reduced or 15 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance abated. The trial in the Superior Court shall be de novo in accordance with the laws of the State of Washington. The burden shall rest upon the taxpayer to prove that the tax paid by the taxpayer is incorrect, either in whole or in part, and to establish the correct amount of the tax. Sec. 3.29.160. Director to make rules. The director shall have the power, from time to time, to adopt, publish and enforce rules and regulations not inconsistent with this chapter or with law for the purpose of carrying out the provisions of this chapter and it shall be unlawful to violate or fail to comply with, any such rule or regulation. Sec. 3.29.170. Ancillary allocation authority of Director. The director is authorized to enter into agreements with other Washington cities which impose an "eligible gross receipts tax": (1) To conduct an audit or joint audit of a taxpayer by using an auditor employed by the city of Kent, another city, or a contract auditor, provided, that such contract auditor's pay is not in any way based upon the amount of tax assessed; (2) To allocate or apportion in a manner that fairly reflects the gross receipts earned from activities conducted within the respective cities the gross proceeds of sales, gross receipts, or gross income of the business, or taxes due from any person that is required to pay an eligible gross receipts tax to more than one Washington city. (3) To apply the city's tax prospectively where a taxpayer has no office or place of business within the city and has paid tax on all gross income to another Washington city where the taxpayer is located; provided that the other city maintains an eligible gross receipts tax, and the income was not derived from contracts with the city. 16 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance Sec. 3.29.180. Mailing of Notices. Any notice required by this chapter to be mailed to any taxpayer, registrant or licensee shall be sent by ordinary mail, addressed to the address of the taxpayer, registrant or licensee as shown by the records of the director. Failure of the taxpayer, registrant or licensee to receive any such mailed notice shall not release the taxpayer, registrant or licensee from any tax, fee, interest, or any penalties thereon, nor shall such failure operate to extend any time limit set by the provisions of this chapter. It is the responsibility of the taxpayer to inform the director in writing about a change in the taxpayer's address. Sec. 3.29.190. Tax declared additional. The tax and any applicable fee herein levied shall be additional to any license fee or tax imposed or levied under any law or any other ordinance of the City of Kent except as herein otherwise expressly provided. Sec. 3.29.200. Public disclosure - Confidentiality - Information sharing. (1) For purposes of this section, defined terms shall be as set forth in section 3.29.020: (a) "Disclose" means to make known to any person in any manner whatever a return or tax information. (b) "Tax information" means: (i) A taxpayer's identity; (ii) The nature, source, or amount of the taxpayer's income, payments, receipts, deductions, exemption, credits, assets, liability, net worth, tax liability deficiencies, over assessments, or tax payments, whether taken from the taxpayer's books and records or any other source; 17 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance (iii) Whether the taxpayer's return was, is being, or will be examined or subject to other investigation or processing; or (iv) Other data received by, recorded by, prepared by, or provided to the city with respect to the determination or the existence, or possible existence, of liability, or the amount thereof, of a person under chapter 3.28 KCC for a tax, penalty, interest, fine, forfeiture, or other imposition, or offense. However, data, material, or documents that do not disclose information related to a specific or identifiable taxpayer do not constitute tax information under this section. Nothing in this chapter requires any person possessing data, material, or documents made confidential and privileged by this section to delete information from such data, material or documents so as to permit its disclosure. (c) "City agency" means every city office, department, division, bureau, board, commission, or other city agency. (d) "Taxpayer identity" means the taxpayer's name, address, telephone number, registration number, or any combination thereof, or any other information disclosing the identity of the taxpayer. (2) Returns and tax information are confidential and privileged, and except as authorized by this section, neither the director nor any other person may disclose any return or tax information. (3) This section does not prohibit the director from: (a) Disclosing such return or tax information in a civil or criminal judicial proceeding or an administrative proceeding: (i) In respect of any tax imposed under chapter 3.28 if the taxpayer or its officer or other person liable under this title is a party in the proceeding; or (ii) In which the taxpayer about whom such return or tax information is sought and another state agency are adverse parties in the proceeding. 18 Amend Title 3 New Chapter 3.29 Business& Occupation Tax Administrative Provisions Ordinance (b) Disclosing, subject to such requirements and conditions as the director prescribes by rules adopted pursuant to section 3.29.160, such return or tax information regarding a taxpayer to such taxpayer or to such person or persons as that taxpayer may designate in a request for, or consent to, such disclosure, or to any other person, at the taxpayer's request, to the extent necessary to comply with a request for information or assistance made by the taxpayer to such other person. However, tax information not received from the taxpayer must not be so disclosed if the director determines that such disclosure would compromise any investigation or litigation by any federal, state, or local government agency in connection with the civil or criminal liability of the taxpayer or another person, or that such disclosure would identify a confidential informant, or that such disclosure is contrary to any agreement entered into by the department that provides for the reciprocal exchange of information with other government agencies which agreement requires confidentiality with respect to such information unless such information is required to be disclosed to the taxpayer by the order of any court; (c) Publishing statistics so classified as to prevent the identification of particular returns or reports or items thereof; (d) Disclosing such return or tax information, for official purposes only, to the mayor or city attorney, or to any city agency, or to any member of the city council or their authorized designees dealing with matters of taxation, revenue, trade, commerce, the control of industry or the professions; (e) Permitting the city's records to be audited and examined by the proper state officer, his or her agents and employees; (f) Disclosing any such return or tax information to a peace officer as defined in RCW 9A.04.110 or county prosecuting attorney, for official purposes. The disclosure may be made only in response to a search warrant, subpoena, or other court order, unless the disclosure is for the 19 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance purpose of criminal tax enforcement. A peace officer or county prosecuting attorney who receives the return or tax information may disclose that return or tax information only for use in the investigation and a related court proceeding, or in the court proceeding for which the return or tax information originally was sought or where otherwise allowed to be disclosed under this section; (g) Disclosing any such return or tax information to the proper officer of the internal revenue service of the United States, the Canadian government or provincial governments of Canada, or to the proper officer of the tax department of any state or city or town or county, for official purposes, but only if the statutes of the United States, Canada or its provincial governments, or of such other state or city or town or county, as the case may be, grants substantially similar privileges to the proper officers of the city; (h) Disclosing any such return or tax information to the United States department of justice, including the bureau of alcohol, tobacco, firearms and explosives, the department of defense, the immigration and customs enforcement and the customs and border protection agencies of the United States department of homeland security, the United States coast guard, the alcohol and tobacco tax and trade bureau of the United States department of treasury, and the United States department of transportation, or any authorized representative of these federal agencies or their successors, for official purposes; (i) Publishing or otherwise disclosing the text of a written determination designated by the director as a precedent pursuant to RCW 82.32.410; (j) Disclosing, in a manner that is not associated with other tax information, the taxpayer name, entity type, business address, mailing address, revenue tax registration numbers and the active/closed status of such registrations, state or local business license registration identification 20 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance and the active/closed status and effective dates of such licenses, reseller permit numbers and the expiration date and status of such permits, North American industry classification system or standard industrial classification code of a taxpayer, and the dates of opening and closing of business. Except that this subsection may not be construed as giving authority to the City or any recipient to give, sell, or provide access to any list of taxpayers for any commercial purpose; (k) Disclosing such return or tax information that is also maintained by another Washington state or local governmental agency as a public record available for inspection and copying under the provisions of chapter 42.56 RCW or is a document maintained by a court of record and is not otherwise prohibited from disclosure; (1) Disclosing such return or tax information to the United States department of agriculture, or successor department or agency, for the limited purpose of investigating food stamp fraud by retailers; (m) Disclosing to a financial institution, escrow company, or title company, in connection with specific real property that is the subject of a real estate transaction, current amounts due the city for a filed tax warrant, judgment, or lien against the real property; (n) Disclosing to a person against whom the director has asserted liability as a successor under section 3.29.130 return or tax information pertaining to the specific business of the taxpayer to which the person has succeeded; (o) Disclosing real estate excise tax affidavit forms filed under chapter 3.19 KCC in the possession of the city, including real estate excise tax affidavit forms for transactions exempt or otherwise not subject to tax; (p) Disclosing such return or tax information to the court or hearing examiner in respect to the city's application for a subpoena if there is probable cause to believe that the records in possession of a third 21 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance party will aid the director in connection with its official duties under this title or a civil or criminal investigation. (4) (a) The director may disclose return or taxpayer information to a person under investigation or during any court or administrative proceeding against a person under investigation as provided in section 3.29.200(4). The disclosure must be in connection with the director's official duties under KCC Title 3, or a civil or criminal investigation. The disclosure may occur only when the person under investigation and the person in possession of data, materials, or documents are parties to the return or tax information to be disclosed. The director may disclose return or tax information such as invoices, contracts, bills, statements, resale or exemption certificates, or checks. However, the director may not disclose general ledgers, sales or cash receipt journals, check registers, accounts receivable/payable ledgers, general journals, financial statements, expert's workpapers, income tax returns, state tax returns, tax return workpapers, or other similar data, materials, or documents. (b) Before disclosure of any tax return or tax information under section 3.29.200(4), the director must, through written correspondence, inform the person in possession of the data, materials, or documents to be disclosed. The correspondence must clearly identify the data, materials, or documents to be disclosed. The director may not disclose any tax return or tax information under section 3.29.200(4) until the time period allowed in subsection (c) of section 3.29.200(4) has expired or until the court has ruled on any challenge brought under subsection (c) of section 3.29.200(4). (c) The person in possession of the data, materials, or documents to be disclosed by the director has twenty (20) days from the receipt of the written request required under subsection (b) of section 3.29.200(4) to petition the superior court of the county in which the 22 Amend Title 3 New Chapter 3.29 Business& Occupation Tax Administrative Provisions Ordinance petitioner resides for injunctive relief. The court must limit or deny the request of the director if the court determines that: (1) The data, materials, or documents sought for disclosure are cumulative or duplicative, or are obtainable from some other source that is more convenient, less burdensome, or less expensive; (ii) The production of the data, materials, or documents sought would be unduly burdensome or expensive, taking into account the needs of the director, the amount in controversy, limitations on the petitioner's resources, and the importance of the issues at stake; or (iii) The data, materials, or documents sought for disclosure contain trade secret information that, if disclosed, could harm the petitioner. (d) The director must reimburse reasonable expenses for the production of data, materials, or documents incurred by the person in possession of the data, materials, or documents to be disclosed. (e) Requesting information under subsection (b) of section 3.29.200(4) that may indicate that a taxpayer is under investigation does not constitute a disclosure of tax return or tax information under this section. (5) Service of a subpoena issued by the court or by the hearing examiner pursuant to chapter 2.32 KCC and the ancillary administrative rules does not constitute a disclosure of return or tax information under this section. Notwithstanding anything else to the contrary in this section, a person served with a subpoena issued by the court or by the hearing examiner may disclose the existence or content of the subpoena to that person's legal counsel. (6) Any person acquiring knowledge of any return or tax information in the course of his or her employment with the city and any person acquiring knowledge of any return or tax information as provided under subsections (3)(d), (e), (f), (g), (h), (i), or (k) of this section, who 23 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance discloses any such return or tax information to another person not entitled to knowledge of such return or tax information under the provisions of this section, is guilty of a misdemeanor. If the person guilty of such violation is an officer or employee of the state, such person must forfeit such office or employment and is incapable of holding any public office or employment in this city for a period of two years thereafter. Sec. 3.29.210. Tax constitutes debt. Any applicable fee or tax due and unpaid under this chapter, and all interest and penalties thereon, shall constitute a debt to the City of Kent and may be collected in the same manner as any other debt in like amount, which remedy shall be in addition to all other existing remedies. Sec. 3.29.220. Unlawful actions - Violation - Penalties. (1) It shall be unlawful for any person subject to the tax, fee, or registration provisions of this chapter: (a) To violate or fail to comply with any of the provisions of this chapter or any lawful rule or regulation adopted by the director; (b) To make any false statement on any license or registration application or tax return; (c) To aid or abet any person in any attempt to evade payment of a license, or fee, or tax; (d) To fail to appear or testify in response to a subpoena; (e) To testify falsely in any investigation, audit, or proceeding conducted pursuant to this chapter. (2) Violation of any of the provisions of this chapter is a gross misdemeanor. Any person convicted of a violation of this chapter may be punished by a fine not to exceed $1,000, imprisonment not to exceed one year, or both fine and imprisonment. Penalties or punishments provided in this chapter shall be in addition to all other penalties provided by law. 24 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance (3) Any person, or officer of a corporation, convicted of continuing to engage in business after the revocation of a registration certificate shall be guilty of a gross misdemeanor and may be punished by a fine not to exceed $5,000, or imprisonment not to exceed one year, or both fine and imprisonment. Sec. 3.29.230 Suspension or Revocation of registration P 9 certificate. (1) The director, or designee, shall have the power and authority to suspend or revoke any registration certificate issued under the provisions of this chapter. The director, or designee, shall notify such registrant in writing by certified mail of the suspension or revocation of his or her registration certificate and the grounds therefor. Any registration certificate issued under this chapter may be suspended or revoked based on one or more of the following grounds; (a) The registration certificate was procured by fraud or false representation of fact. (b) The registrant has failed to comply with any provisions of chapters 3.28 and 3.29 KCC. (c) The registrant has failed to comply with any provisions of the Kent City Code. (d) The registrant is in default in any payment of any license fee or tax under chapters 3.28 and 3.29 KCC. (e) The registrant or employee has been convicted of a crime involving the business. (2) Any registrant may, within 30 days from the date that the suspension or revocation notice was mailed to the registrant, appeal from such suspension or revocation by filing a written notice of appeal ("petition") setting forth the grounds therefor with the director. A copy of the petition must be provided by the registrant to the director and the city 25 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance attorney on or before the date the petition is filed with the city clerk. The hearing shall be conducted in accordance with the procedures for hearing contested cases set out in KCC 3.29.140. The hearing examiner shall set a date for hearing said appeal and notify the registrant by mail of the time and place of the hearing. After the hearing thereon the hearing examiner shall, after appropriate findings of fact, and conclusions of law, affirm, modify, or overrule the suspension or revocation and reinstate the registration certificate, and may impose any terms upon the continuance of the registration certificate. No suspension or revocation of a registration certificate issued pursuant to the provisions of this subchapter shall take effect until 30 days after the mailing of the notice thereof by the director, and if appeal is taken as herein prescribed the suspension or revocation shall be stayed pending final action on the appeal. All registration certificates which are suspended or revoked shall be surrendered to the city on the effective date of such suspension or revocation. The decision of the hearing examiner shall be final. The registrant and/or the director may seek review of the decision by the Superior Court of Washington in and for King County. If review is sought as herein prescribed the suspension or revocation shall be stayed pending final action by the Superior Court. Sec. 3.29.240. Closing agreement provisions. The director may enter into an agreement in writing with any person relating to the liability of such person in respect of any tax imposed by any of the chapters within this title and administered by this chapter for any taxable period(s). Upon approval of such agreement, evidenced by execution thereof by the director and the person so agreeing, the agreement shall be final and conclusive as to the tax liability or tax immunity covered thereby, 26 Amend Title 3 New Chapter 3.29 Business B Occupation Tax Administrative Provisions Ordinance and, except upon a showing of fraud or malfeasance, or misrepresentation of a material fact: (1) The case shall not be reopened as to the matters agreed upon, or the agreement modified, by the director or the taxpayer, and (2) In any suit, action or proceeding, such agreement, or any determination, assessment, collection, payment, abatement, refund, or credit made in accordance therewith, shall not be annulled, modified, set aside, or disregarded. Sec. 3.29.250. Charge-off of uncollectible taxes. The director may charge off any tax, penalty, or interest that is owed by a taxpayer, if the director reasonably ascertains that the cost of collecting such amounts would be greater than the total amount that is owed or likely to be collected from the taxpayer. SECTION 3. - Corrections by City Clerk or Code Reviser. Upon approval of the City Attorney, the City Clerk and the code reviser are authorized to make necessary corrections to this ordinance, including the correction of clerical errors; ordinance, section, or subsection numbering; or references to other local, state or federal laws, codes, rules, or regulations. SECTION 4. - Petition for referendum. A referendum procedure is required pursuant to RCW 35.21.706 for cities first imposing a business and occupation tax. A referendum petition may be filed with the City Clerk within seven (7) days of passage of this ordinance. Within ten (10) days, the City Clerk shall confer with the petitioner concerning the form and style of the petition, issue the petition an identification number, and secure an accurate, concise, and positive ballot title from the City Attorney. The petitioner shall have thirty (30) days in which to secure the signatures of 27 Amend Title 3 New Chapter 3.29 Business& Occupation Tax Administrative Provisions Ordinance not less than fifteen (15) percent of the registered voters of the city, as of the last municipal general election, upon petition forms which contain the ballot title and the full text of the measure to be referred. The City Clerk shall verify the sufficiency of the signatures on the petition and, if sufficient valid signatures are properly submitted, shall certify the referendum measure to the next election ballot within the city or at a special election ballot as provided pursuant to RCW 35.17.260(2). This above procedure shall be the exclusive method of referendum for this ordinance and shall supersede the procedures provided under chapters 35.17 and 35A.11 RCW and all other statutory or other provisions for initiative or referendum that might otherwise apply. SECTION 5. - Severabilitv. If any one or more section, subsection, or sentence of this ordinance is held to be unconstitutional or invalid, that decision shall not affect the validity of the remaining portion of this ordinance and that remaining portion shall maintain its full force and effect. SECTION 6. - Effective Date. This ordinance shall take effect and be in force beginning January 1, 2013, which is at least thirty (30) days from and after its passage and publication as provided by law. =e-- 1� SU TT COOKE, MAYOR ATTEST: BRENDA ]ACOBER; CLERK �� _•��, 28 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance APPROVED AS TO FORM: :rj� 1qx6LA^'- TOR BRUBAKER, CITY ATTORNEY PASSED: -a 0- day of , 2012. APPROVED: a-D day of , 2012. PUBLISHED: 30 day of 12012. I hereby certify that this is a true copy of Ordinance No. passed by the City Council of the City of Kent, Washington, and approved by the Mayor of the City of Kent as hereon indicated. La BRENDA JACOBER CI Y CLERK 29 Amend Title 3 New Chapter 3.29 Business & Occupation Tax Administrative Provisions Ordinance