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Business Taxes Law Guide—Revision 2024

Fee Collection Procedures Law

Revenue and Taxation Code

Index


A    B    C    D    E    F    H    I    J    L    M    N    O    P    R    S    T    V    W   



A

Actions

refunds, for, and to recover erroneous, see refund and credit of overpayments.

tax, to collect

Attorney General to prosecute … 55121

delinquency, certificate of, as prima facie evidence in … 55122

Administration by Board of Equalization

Board, enforcement by … 55301

confidential information, prohibition against disclosure, see confidential information

employees, hiring of … 55303

managed audit program … 55306–55306.4

records, examination of … 55302

rules and regulations … 55301

Advocate, Taxpayers' Rights … 55322

Attachment, in action for tax … 55122

Auction

seized property, sale by Board at public auction … 55181


B

Bank charges, reimbursement of … 55335

Bill of Rights (see Taxpayers' Bill of Rights)

Board

cancellation of liability, approval of … 55281

refunds, approval of … 55221


C

Cancellation of liability … 55281

Certificates

amount due, recording or filing of notice of state tax lien … 55141

delinquency, certificate of, as prima facie evidence in suit for tax … 55122

State tax lien, recording or filing of notice of … 55141

Claim for refund or credit, see refund and credit of overpayments

Collection cost recovery fee … 55211

Confidential information; tax preparer … 55305

Credit (see also refund and credit of overpayments)

action to recover erroneous … 55261


D

Deficiency determination, see determination: deficiency

Delay, excusable … 55044

Department, defined … 55003

Determinations: deficiency

cancellation of … 55281

due and payable, when … 55086

final, when, if no petition filed … 55081

interest … 55061

notice of … 55061

limitations—time for mailing notice … 55062

decedent, against person liable for tax of … 55063

waiver of … 55064

number allowable … 55061

offsetting overpayments against underpayments … 55061

penalties

fraud or intent to evade … 55061

negligence or intentional disregard … 55061

nonpayment … 55042

Determinations: no return made

cancellation of … 55281

due and payable, when … 55086

estimate of tax measure … 55061

final, when no petition filed … 55081

interest … 55061

notice of … 55061

limitations—time for mailing notice … 55062

number allowable … 55061

offsetting overpayments against underpayments … 55061

penalties

failure to file return … 55042

fraud or intent to evade … 55061

nonpayment … 55042

Determinations: jeopardy

administrative hearing … 55103

due date … 55101

interest and penalty … 55101

notice of … 55103

petition for redetermination … 55102

security … 55102

Determinations: petition for redetermination

amendment of petition … 55082

form and content of petition … 55082

hearing on petition … 55083

continuance of hearing … 55083

notice of hearing … 55083

increase or decrease before determination final … 55084

claim for increase, time to assert … 55084

order or decision on petition, when final—notice … 55085

penalty for nonpayment when final … 55086

persons entitled to file petition … 55081

service of notices … 55087

Disaster … 55046.5


E

Education and information program, Taxpayers' Bill of Rights … 55323

Electronic filing … 55040

Electronic fund transfer payments

definitions … 55050, … 55052

relief of penalty … 55051

Employee, hiring by Board … 55303

Employer withheld earnings … 55205.5, … 55212

Extension of time

for making return or payment … 55041

state of emergency proclamation … 55041.5


F

"Feepayer" defined … 55004

Felony … 55363

Final return … 55041.1

Fraud penalty … 55061


H

Hearings (see also determinations: petition for redetermination)

application for (jeopardy determination) … 55103


I

Innocent spouse, relief for … 55045.1

Installment payment agreement … 55209

Installment payment agreement, annual statement … 55209.5

Interest

determinations

deficiency … 55061

failure to file … 55043

jeopardy … 55101

disaster … 55046.5

managed audit program … 55306.4

rate … 55043

refunds, see refund and credit of overpayments

Interest; daily basis … 55042.5


J

Judgment for tax

actions to collect tax, see actions

lien, perfection of … 55141

lien, release of … 55142

Judicial proceedings, see actions

Jurisdiction

erroneous refund, action to recover … 55261

tax action for … 55121


L

Levy

exemptions, Taxpayers' Bill of Rights … 55334

notice of … 55336

release of, Taxpayers' Bill of Rights … 55333

Liability … 55191

Liens

perfection of, and enforceability … 55141

preliminary notice of, Taxpayers' Bill of Rights … 55336

tax lien of

certificate of liability, recordation of, as creating lien for amount due … 55141

duration and extension of … 55141

effect and priority of … 55141

time for filing … 55141

warrant for enforcement of liens … 55161

Limitations, statutes of

determinations

asserting increase … 55084

deficiency … 55062

mailing notice … 55062–55064

lien for tax, certificate … 55141

notice to creditor … 55201

refund or credit

action for refund … 55243

claim for … 55222

seizure and sale … 55181

violations of provisions … 55365

warrant for tax … 55161


M

Managed audit program … 55306–55306.4

Misdemeanor (see also penalties)

return

failure or refusal to file … 55361

making false or fraudulent … 55362

sales suppression device prohibition … 55363.5

violation of law as … 55362


N

Negligence penalty … 55061

Notices

see also creditors, notice to; determinations

certificate of … 55304

employer withheld earnings … 55205.5, …55212

levy of … 55336

refunds, action on claims for … 55224

security, notice of sale … 55022

seized property, notice of sale of … 55182


O

Offers in compromise … 55332.5


P

Penalties

determinations

nonpayment … 55086

negligence … 55061

failure to file return … 55042

intent to evade … 55061, … 55363

jeopardy determinations … 55101

relief from, for reasonable cause … 55044

disaster … 55046.5

relief from, for reasonable cause … 55045

relief from, innocent spouse … 55045.1

sales suppression device prohibition … 55363.5

tax payments, delinquent … 55042


R

Refund and credit of overpayments

action to recover

assignee not entitled to judgment … 55248

claim for refund, necessity for … 55242

disposition of judgment … 55246

"financially disabled" … 55222.1

grounds, limitation to those set forth in claim … 55243

interest in judgment … 55247

jurisdiction … 55243

"overpayments from levies or liens" … 55222.2

person entitled to bring … 55243, … 55248

refund claim where tax has not been paid in full; timely filing … 55222.3

time to bring … 55243

failure of Board to act on refund claim … 55244

waiver, failure to bring timely action as … 55245

authority of Board … 55221

claim for—time to file … 55222

failure to file as waiver … 55223

form and content … 55222

notice of action on claim … 55224

service, manner of … 55224

erroneous refunds and credits, action to recover … 55261

interest

amount and period covered … 55225, … 55262.5

disallowance for intentional or careless overpayment … 55226

offsets … 55061

persons entitled to receive refunds or credits … 55222

Registration of feepayer … 55021

Relief of innocent spouse … 55045.1

Returns and payments

cancellation of liability determined by persons filing returns … 55281

extension of time for payment … 55041

electronic filing … 55040

final return … 55041.1

misdemeanor

failure or fraudulent return as … 55362

verification of accuracy … 55302

Rules and regulations

authority of Board to adopt and enforce … 55301


S

Sales suppression device prohibition … 55363.5

Security for tax

authority to require … 55022

jeopardy determinations … 55102

sale of … 55022

disposition of surplus … 55022

notice of sale, service … 55022

Seizure and sale

authority for … 55181

bill of sale … 55183

deed … 55183

disposition of proceeds … 55184

manner of … 55181

notice of sale … 55182

property subject to … 55181

Settlement authority … 55332

Spouse, innocent … 55045.1

Statutes of Limitations, see Limitations, Statutes of


T

Taxpayers' Bill of Rights … 55321–55337

bank charges … 55335

claims for refund, plan to resolve … 55328

disputed tax liabilities … 55332

evaluation of employees … 55327

levy … 55333, … 55334

lien, notice of … 55336

petitions, plan to resolve … 55328

preparation of statements by Board … 55325

property release, of … 55333.5

protest hearings … 55329

revenue collected or assessed … 55326

Taxpayers' Rights Advocate … 55322

Title of law … 55001


V

Violation of law (see also misdemeanor; felony)

as misdemeanor … 55361, … 55362, … 55363.5, … 55364

statute of limitations … 55365


W

Waiver

claim for refund … 55222

determination, time for mailing notice of … 55064

timely action for refund, failure to bring as … 55245

Warrant for collection

authority to issue … 55161

effect of … 55161

fee and expenses

collection from party liable for tax … 55163

officer levying … 55162

publication, approval of … 55162

levy, manner of … 55161

sale pursuant to … 55161

time to issue … 55161

Withholds

banks … 55203

employer withheld earnings … 55205.5, … 55212

liability … 55204

prohibitions against transfer or disposal … 55202