1     
SALES AND USE TAX REFUND MODIFICATIONS

2     
2021 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Christine F. Watkins

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Senate Sponsor: ____________

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7     LONG TITLE
8     General Description:
9          This bill modifies sales and use tax provisions related to refunds.
10     Highlighted Provisions:
11          This bill:
12          ▸     enacts a refund of state sales and use tax paid for the purchase or lease of
13     machinery, equipment, normal operating repair or replacement parts, or materials,
14     except for office equipment or office supplies, by an oil and gas extraction
15     establishment or a pipeline transportation establishment; and
16          ▸     phases in the refund process.
17     Money Appropriated in this Bill:
18          None
19     Other Special Clauses:
20          This bill provides a special effective date.
21     Utah Code Sections Affected:
22     ENACTS:
23          59-12-104.8, Utah Code Annotated 1953
24     

25     Be it enacted by the Legislature of the state of Utah:
26          Section 1. Section 59-12-104.8 is enacted to read:
27          59-12-104.8. Refund for state sales and use tax on purchases or lease of

28     machinery, equipment, normal operating repair or replacement parts, and materials by
29     oil and gas extraction establishment.
30          (1) This section applies to amounts paid or charged for a purchase or lease of
31     machinery, equipment, normal operating repair or replacement parts, or materials, except for
32     office equipment or office supplies, by an establishment, as the commission defines that term
33     in accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act, that:
34          (a) is described in NAICS Subsection 211, Oil and Gas Extraction, NAICS Code
35     213111, Drilling Oil and Gas Wells, or NAICS Code 213112, Support Activities for Oil and
36     Gas Operations, of the 2017 North American Industry Classification System of the federal
37     Executive Office of the President, Office of Management and Budget;
38          (b) is located in the state; and
39          (c) uses or consumes the machinery, equipment, normal operating repair or
40     replacement parts, or materials in:
41          (i) the production process to produce an item sold as tangible personal property, as the
42     commission may define that phrase in accordance with Title 63G, Chapter 3, Utah
43     Administrative Rulemaking Act;
44          (ii) research and development, as the commission may define that phrase in accordance
45     with Title 63G, Chapter 3, Utah Administrative Rulemaking Act;
46          (iii) transporting, storing, or managing crude oil, natural gas, or refined petroleum
47     products;
48          (iv) developing or maintaining a road, tunnel, excavation, or similar feature used in oil
49     or gas extraction; or
50          (v) preventing, controlling, or reducing dust or other pollutants from oil or gas
51     extraction.
52          (2) (a) A person may request a refund from the commission for the sales and use tax
53     paid on the purchases or leases described in Subsection (1).
54          (b) The amount of the refund is as follows:
55          (i) for a purchase or lease made on or after January 1, 2023, but on or before December
56     31, 2023, 33% of sales and use tax paid under Subsection 59-12-103(2)(a)(i)(A);
57          (ii) for a purchase or lease made on or after January 1, 2024, but on or before
58     December 31, 2024, 66% of the sales and use tax paid under Subsection 59-12-103(2)(a)(i)(A);

59     and
60          (iii) for a purchase or lease made on or after January 1, 2025, 100% of the sales and use
61     tax paid under Subsection 59-12-103(2)(a)(i)(A).
62          (c) A person shall file for a refund under this Subsection (2):
63          (i) in an electronic format prescribed by the commission; and
64          (ii) no more frequently than once per month.
65          (3) The commission may calculate and retain from each refund issued under this
66     section an amount to cover the commission's actual cost of administering the refund.
67          Section 2. Effective date.
68          This bill takes effect July 1, 2023.