Mailing List lml@lancaironline.net Message #28559
From: Skip Slater <skipslater@earthlink.net>
Sender: Marvin Kaye <marv@lancaironline.net>
Subject: Re: [LML] (California Use Tax
Date: Mon, 28 Feb 2005 10:11:45 -0500
To: <lml@lancaironline.net>
Gary,
   I had to deal with the California use tax when I bought my ES kit.  Bottom line, yes, you owe use tax equivalent to your local sales tax for anything you bought out of state.  In my case, I paid over $4K in tax for my kit cost.  When I asked about the other components that would later go into the plane, the person I spoke to at the board of equalization wasn't interested and said as far as he was concerned, I was in compliance.  I think he only wanted to see the Bill of Sale from Lancair to determine the tax due.
   You have one year from the date of purchase to report your purchase and pay the tax before penalties and interest begin to accrue.  In my case, I exceeded that but was able to get excused from the penalty part by writing a letter stating that I'd been misinformed by someone else at the BOE (which I actually was) that the tax wasn't due until the airplane was flying.  That's true for the property tax, but not the use tax, which is where the confusion arose.
   There's an eight year statute of limitations for the state to come after you for not paying the tax.  I didn't want to risk getting nailed by playing some of the shell games I'd heard some other guys were doing, so I just paid it and deducted it from my income that year.  Since finishing my plane over two years ago, I've deducted the ripoff property taxes I have to pay on the plane every July.  As you well know, if you like taxes, California's the place to live.
   To contact the California Board of Equalization, you can call them at 800-400-7115 or check their web site at www.boe.ca.gov.  Once there, you can do a search for Publication 79A, which pertains to aircraft purchases.  It doesn't specifically address kitplanes, so you'll probably need to talk to someone there to get that figured out to their satisfaction. 
   You may contact me off-list if you have any particular questions, but keep in mind I'm just a dumb airline pilot so I can't dish out too much tax advice.
   Skip Slater
   N540ES
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