Untitled Texas Attorney General Opinion

March 12, Honorable Robert S. Calvert Opinion No. (C-&l) Comptroller of Public Accounts Capitol Building Re: Whether a bonded supplier Austin, Texas is liable to the State for the collection and payment of the tax on special fuels sold and delivered fn bulk quantities to another supplier who has not secured and does not hold a valfd supplier’s permit for the current year and related Dear Mr. Calve&: questions, You have requested the opinion of this office as to the tax liability of a bonded supplier legally in possession of special fuels who makes bulk sales to unlicensed suppliers (who usually also operate as users), or who makes bulk sales to unlicensed dealers and user8 whose purchases are predominantly for off- highway use* or who makes bulk sales to purchasers for exclusive non-highway use without securing the signed statement required in subdivision (3) of Artfcle 10~06, Vernonss Cfvfl Statutes. Article 10.06 makes ft unlawful to make bulk sales to any person who (1) la not licensed as a supplier, or (2) is not licensed as a dealer or user of special fuels, or (3) does not furnish a signed statement that none of the special fuels pur- chased will be delivered by him or permftted by him to be delivered into the fuel supply tanks of motor vehicles. In connection wfth your Pequest, you have submitted a statement of the general construction and interpretation which you have placed upon the statutes in admlnfsterfng the Motor Fuel and Special Fuels Tax Acts. Since such administrative Interpretation is entitled to great weight, 53 Tex.Jur.2d 259- 264, Set, 177, we quote the following statement thereof. Honorable Robert S. Calvert, Page 2 Opinion No. (C-401) “The legal Incidence of the tax on motor fuel and special fuels is upon the ultimate user of the fuels for the propulsion - of motor vehfcles upon the highways of Texas. “But since there are millfons of highway users the Legislature, wherever it is possible, has imposed the, collection of the tax upon the vendor who fs usually cdnstftuted and licensed by law as a bonded fiduclar+y or agent of the State for collection purposes. “In the case of motor fuel (gasolfne) 95% of the fuel consumed in the State is used taxable on the highway so the tax collection is impbeed on the first sale by the wholesale distributor and tax refunds are authorized on the 52 used off the highways. “But in case of special fuels (diesel and butanes) the highway use Is Just the reverse. Only 5s to 10% of the total c~onsumptlon is used taxable on the highways while 90s to 95s is used off the highway for non-taxable purposes. Hence9 the State could not afford to adopt the motor fuel procedure of collecting the tax on the first sale of all special fuels sold fn the State and then paying back 90% to 95% fn refunds to non-highway users. . “Bat the Legfslature, after determfnfng that most of the special fuels used taxable on the highways was dispensed through retail dealer statIons and storage facflftfes maintained by bulk users such as bus and truck lines, devised a plan of collecting most of such tax at the wholesale level by suppliers who ape licensed and bonded by Article lO.ll(l) 60 make such coPleetfons ,fOr the State and vhf& would eliminate most of the tax ref”rPnds. ., “TRfa was accomplfehed by setting up in one category the dealers and users handling taxable fuels mostly who pay taxes to the supplIer, and settfng up in another category the dealers and users handPing non-taxable fuels mostly tie pay any fncfdental taxes due directly to the State3 &b follows: Honorable Robert S. Calvert, Page 3 Opinion No. (C-401) I'-l* Dealers and bulk users whose purchases of special fuels are predominantly mostly) for delivery into motor vehicles t for taxable use on the highways) are required by Article 10.11(l) to secure non- bonded dealer or non-bonded user permits and are required by Article 10.03(3) to pay the tax to the supplier upon delivery to their respective storages. If any of such tax paid fuel is thereafter used or sold for use off the highway tax refunds may be filed for such incidental diversions D “-2. Dealers and bulk users whose purchases are predominantly (mostly) for use or resale for use non-taxable off the high- way, but with some lesser quantities to be delivered by the dealer or user into motor vehicles for taxable use, are required by Article lO..ll(l) to secure bonded dealer OF bonded user permits (to purchase tax free from suppliers) and are required by Articles 10.03(k) and (5) to report and pay directly to the State the tax on any deliveries made into motor vehicles - unless said taxes have been paid to the supplier (as authorized by Article 10.03(3)). “WPth this statutory arrangement the law then specifically provides in Article 10,03(3) that the supplier shall collect the tax on each gallon delivered to non-bonded dealers and users - who are those persons in category 1, whose purchases are predominantly for delivery by them taxable into the fuel supply tanks of motor vehgcles. “The above is the only provfsfon in the law which speciffcally states that the supplier shall collect the tax on a delivery. “In the next psragraph, Article 10.03(b) and (5) provedes that every dealer and every user, respectively, shall report and pay to this State the tax on ,each gallon of special fuels delivered by them into the fuel supply tanks of motor vehicles - unless said tax has been uafd to 3 licensed euDD,lfer. -1893- Honorable Robert S. Calvert, Page 4 Opinion No. (C-401) “As this Division has heretofore con- strued the lawp Article 10.03(3), places a mandatory duty upon every supplier- to collect the tax on each gallon of special fuels delivered to dealers or users whose purchases are predomPnantly for delivery by them into the fuel supply tanks of motor vehicles - and regardless of whether such dealera or users had exercised thefr duty of securing the non-bonded permits that the law required them to secure to perform such functions . “Conver8ely, if the supplier made such deliveries to unlicensed dealers or users whose purchases were predominantly for use or resale fOr use non-taxable off the high- way tar which bonded dealer or bonded user permits ape required by law, the; supplier would not become liable for the tax on such deliveries (most of which would be presumed to be consumed off the highway) since Articles 10,03(h) and (5), provide that every dealer and every user shall remrt yd Da; to this State the Gn each gal on o special fuels delivered by them into the fuel supply tanks of motor vehicles - where such taxes have not been paid to a lfcexissd eupplfer, “CUP thought that the Legislature Intended to punish such unlawful sales by misdemeanor or &atuPtoPy civil penaltfes, rather than by making the selling supplier liable for the tax. thereon, was based on the fact that in Ahe usual course of operations by far the greater portion of the fUe1 purchased will move ultimately into non-taxable channels off the highway.” We are in agreement tith your conclus%on Snsofar as non- taxable us8 Is concerned for ths reason that no tax ever accrued absrent such taxable uBie* It is well settled that the tax in question is an indirect or “excise” tax snd that for any tax to be due the 3ta%es the special fuels must be used Honorable Robert S. Calvert, Page 5 Opinion No. (C- 401) in motor vehicles operated on the public highways of this ‘State. State v. City of El Paso, 135 Tex. 359, 143 S.W.2d 366 (1940). We do think* however, that the bonded supplier would be liable for any taxes that did actually accrue by virtue of any taxable use as well as subject to the mis- ;;m;f?c)r and civil penalties imposed by Articles lo.25 and . . More specifically therefore, our conclusions are as follows : (1) Even though there Is no specific provision in the Special Fuels Tax Act which requires a bonded supplier to collect the tax on special fuels sold to an individual supplier, the bonded supplier has made an unlawful bulk sale under Article 10.06. We hold that the liability of a bonded supplier who has made such an unlawful sale to an unlicensed supplier Is limited to the amount of the tax which accrued on such portions of the special fuels as were actually put to a taxable use by the unlicensed supplier’s permitting the use of raid fuel8 in motor vehicles on the highway. We reiterate that the bonded supplier In such instances is subject to misdemeanor and civil penalties as imposed by Articles 10.25 and 10.1%. (2) Where a bonded supplier makea bulk sales and deliveries of special fuels to unlicensed dealers or users whose purchases are predominantly for off-highway use, the bonded supplier has made unlawful bulk sales under Article 10.06. The bonded supplier is liable by reason of said unlawful eales for the amount of any taxes nhich did accrue by virtue of taxable use and..fs further subgect to the misdemeanor and civil penalties Imposed by Articles 10.25 and 10.18. .?‘. (3) In those instances in which a bonded supplier makes bulk sales to purchasers for exclusive non-highway consumption without securing the signed statement required by sub- division (3) of Article 10.06 that none of the special fuels purchased will be delivered by him or permitted by him to be delivered into the fuel supply tanks of motor vehicles, such sales are unlawful. By virtue of this fact, the bonded supplier is liable for such taxes as accrued by virtue of taxable use of sny portion of aaid fuels on the public highways of this State, Again the bonded supplier is subgect to the ;ns~$meanor and civil penalties imposed by Articles 10.25 and 0 0 -P895- Honorable Robert S. Calvert, Page 6 Opinion No. (C-401) Yo have asked that we advise you as to the method of determf 2 ing the amount of the bonded supplier’s tax liability in cases of the type heretofore cp$@dereda Article 10~16 provides that when any supplier, dealer or user falls to keep the records, iseue the invoices or file the reports required by Chapter 10, there is a prima facie presumption that the special fuels shown by duly verified audit by the Comptroller, +r his authorized representative, to have been delivered to such supplier, dealer or user and unaccounted for at each place of business or of storage from which special fuels were sold, delivered or used for any taxable purposes. The Comptroller Is authorized to,,fix the amount of the taxes, penalties and interest due the State from such records of delivery or from any information available to him. If the tax claim so established is not paid, the claim and any audit ~made by the Comptroller or any report filed by the supplier, .Xealer or user is admissible in evidence in any judicial ‘:, proceedings filed by the Attorney General as prima facie evidence of correctness of s&id claim or audit. However, Article 10.16 further expressly provides “that the prima facie presumption of the correctness of the olaim.may be overcome, upon the trial, by evidence adduced by said supplier, dealer or user o’ Since under Article 10.21 the Comptroller is expreesly siyen the power and authority to promulgate rules and regulation8 not inconsistent with this law”, we thfnk that ff the bonded eupplier in the above fnstances fUrnished the Comptroller with acceptable evidence or proof as to that part of the fuel unlaw- rully sold and put to non-highway use, you could allow a credit against the tax liability charged to him, and thus avoid the court proceeding contemplated by Article 1~9.16. You have directed our atten$ion to Opfnion No. WI-845 :(l%O) fn connection with the special fuels,tax law as ft pertains to “user permits” 0 The Opinfon states that “No Provision of the law requires or authorfzes the supplier to onerating upplfed) .fnsofar as Opinion No. C-328 held that the tax &u&be collected by, the ‘~supplier even fn cases where the dealers and users were.acting in the capacity of bonded dealers ,wd bonded ~86~8 but had not been properly licensed, I , Honorable Robert S. Calvert, Page 7 Opinion No, (C-401) Opinion No. W-845 made the following ruling: “A special fuels ‘user’ who is laalntaining storage tanks In Texas and purchasing epeclal fuels from supplLers in bulk quantities predominantly for delivery into fuel supply tanks of his motor vehicles, and is also operating a number of the motor vehicles, in interstate commerce, necessitating Importation of special tie18 In the fuel supply tanks of such vehicles, is required to obtain both a non-bonded user permit and bonded user Import permit. ” We quote the following paragraph from pages 2 and 3 of 'Opinion WW-845: “A wholesale supplier may sell only to those holding permits as bonded or non-bonded uaera or dealers. He is required by Article 10.03(3,) to collect the tax on each gallon of special fuels delivered to non-bonded users. No pro- vision of the law requires or authorizes the supplier to collect the tax from any bonded user, or any person operating only in the capacity of a bonded user.” It is evident that the last sentenoe above quoted was un- necessary to the holding of the Opinion, Further, it is in conflict uith the first sentence of the above quoted paragraph and with Article 10.09. Under the provisions of Article 10.09, only a person who has acquired a permft can legally act in the capacity of. a bonded user. Article 10.09 reads as follows: ‘Every person defined herein as a supplier, dealer or user shall secure from the Comptroller the kind and class of permit required herein to act in such capacities or to perform such f7anctions.” We therefore affirm that Rortion of Opinion No. ~~-845 insofar as It pertains to the user permits involved. We are specifically not in accord tith its statement as to persons operating only "In the capacity of" bonded twers. Opinion No. C-328 is predicated upon the proposition that a taxable use was made of the special fuels Involved. Its statement to the effect that the tax must be collected by the supplier even when -1897- ,. . Honorable Robert S. Calve&, Page 8 Opinion No. (C-401) the dealers and users were acting in the capacity of bonded dealers and bonded users but had not been properly licensed, “I..is consistent with the result reached. It is therefore reaffirmed. JMXJEARY --- A bonded supplier who has made an unlaw- ful bulk sale to an unlicensed supplier liable for the amount of tax which ~,;-’ fa accrued on such portions of the special fuels as were put to a taxable use by the unlicensed supplier and is subject to misdemeanor and civil penalties. A bonded supplier who has made unlawful bulk sales and deliveries of special .fuels to unlicensed dealers or users whose purchases were predominantly for off-highway use is liable for the amount of tax which accrued by virtue of taxable use and Is subgect to misdemeanor and civil penalties. A bonded supplier who made bulk sales to purchasers for exclusive non-highway consumption with- out securing the signed statement required by Article 10.06(3) that none of the special fuels purchased will be delivered by him or permitted by him to be delivered into the fuel supply tanks of motor vehicles is liable fop such taxes as accrued by virtue of taxable use and is subQeet to mfs- demeanor and civil penalties. When any supplier, dealer OP user fails to keep the records, invoices or reports required by the Special Fuels Tax Acts there is a pplma facie presumption that the special fuels shown by the Comptroller”s audit to have been delivered to such supplier, dealer OP user and unaccounted for at each place of business or storage have been used for taxable purposes. If the claim so established is not paid, the prima facie presumption of its correctness may be overcome in any suit fop the collection thereof by evidence adduced by the supplier, dealer or user. The Comptroller has authority to promulgate rules and regulations =na,%s- . .i. Honorable Robert 9. Culvert, Page 9 Opinion No. (C-401) for the enforcement of the Special Fuels Tax Law. If the Comptroller is furnished with proof as to that part of the fuel unlawfully sold and put to non-highway use, the Comptroller may allow a credit the tax cl im. Opinions No. and C-328 't1964) are reaffirmed. Yours very truly, WAQQONEZ? CARR Attorney General of Texas MMcQP:dl APPROVED BY OPIHIONCOMMITTEE W. V. Geppert, Chairman John Banks Jsmes Broadhurst SsmKelley Grady Chandler APPROVED FORTHEATTORNETGE%ERAL Bg: Stanton Stone -1899,