| Date |
Description of Task |
| |
History |
| 01/07/08 |
Final Text Chapter I
Final Text Chapter 2
Final Text Chapter 3
Final Text Chapter 4
Final Text Chapter 5
Final Text Chapter 6
|
| 11/20/07 |
Final Statement of Reasons |
| 10/24/07 |
Chief Counsel Matters |
| 09/12/07 |
Public Hearing |
08/17/07 |
Notice of Rescheduled Hearing |
| 07/27/07 |
Notice of Rulemaking, Initial Statement of Reason, and
Proposed Text Chapter 1, Title of Division
Proposed Text Chapter 2, Sales and Use Tax, Timber Yield Tax, and Special Taxes and Fees
Proposed Text Chapter 3, Property Taxes
Proposed Text Chapter 4, Appeals from Actions of the Franchise Tax Board
Proposed Text Chapter 5, General Board Hearing Procedures
Amendments to Article 9, Taxpayer Bill of Rights Reimbursement Claims (Renumber Article 9 of ROP (Chapter 6 of RTA))
Repeal of Articles 1 thru 8, Rules of Practice
Divisions 2.1-2.3, renumbered as Divisions 2.2-2.4
Additional Information
Index to Rules for Tax Appeals
Renumbering Matrix |
| 04/25/07
|
Chief Counsel Matters, Request to Publish Chapter 3: Property Taxes, Board of Equalization Rules for Tax Appeals
Transcript of Meeting |
03/20/07
|
Chief Counsel Matters, Update and Overview of the Board of Equalization Rules for Tax Appeals
Transcript of Meeting |
| 02/01/07
|
Chief Counsel Matters Update and Overview of the Board of Equalization Rules for Tax Appeal
1. Status Report on the Rules for Tax Appeals
2. Property Tax Appeals - Status Report on Pre-Hearing Appeals Conferences for State Assessees
Transcript of Meeting |
| 11/20/06
|
Chief Counsel Matters, Report and Recommendation to Adopt the New Rules of Practice (Rules for Tax Appeals)
Memo to Members from Chief Counsel 11/13/06
Agenda 11/20/06
Index
Chapter 1 and 2 (clean version)
Chapter 1 and 2 (underscore and strike-out)
Chapter 3 (clean version)
Chapter 3 (underscore and strike-out)
Chapter 4 (clean version)
Chapter 4 (underscore and strike-out)
Chapter 5 (clean version)
Chapter 5 (underscore and strike-out)
Response to Public Comment - Matrix
Flowcharts of administrative review process, Business Taxes and Fees, Franchise and Income Tax, and Property Tax
Cross-Reference Rules of Practice and Rules for Tax Appeals
Transcript of Meeting |
| 10/24/06 |
Interested Parties Letter
Important Dates
and Deadlines |
| 10/18/06 |
Interested Parties Meeting, 9:30 a.m., 450 N Street, Room 122, Sacramento, CA
Interested Parties Letter
Response to Comments - Matrix
Transcript of Meeting |
| 09/27/06 |
Chief Counsel Matters, Item J1, Report and Recommendation to Adopt the New Rules of Practice
Memo from Chief Counsel to Member, 9/15/06 Memo
Memo Attachment A
Memo Attachment B
Memo Attachment C
Attachment C Chapter 1 and 2 (clean version)
Chapter 1 and 2 (underscore and strike-out)
Chapter 3 Revisions compared to January 30, 2006 version
Chapter 3 (clean version)
Chapter 4 (clean version)
Chapter 4 (underscore and strike-out)
Chapter 5 (clean version)
Chapter 5 (underscore and strike-out)
Transcript of Meeting |
| 08/29/06 |
Request concept approval for the new Rules of Practice, Chapter 4, Appeals from actions of the Franchise Tax Board.
Chief Counsel Memo to Board Members 8/29/06
Proposed Text (underscore and strike-out)
Proposed Text (clean version)
History and Background
Transcript of Meeting |
| 05/17/06 |
Chief Counsel Matters, Item J1, Request concept approval for Revised Procedures
for Property Tax Appeals and new Rules of Practice, Chapter 3, Property Taxes.
Chief Counsel Matters, Item J2, Request concept approval for new Rules of Practice, Chapter 4, Appeals from Actions of the Franchise Tax Board.
Transcript of Meeting J1
Transcript of Meeting J2 |
| 04/18/06 |
Request approval of Board of Equalization Rules for California Tax Administration
and Appellate Review (New Rules), Chapter 1, Title, and Chapter 2, Sales and Use Tax, Timber Yield Tax, and Special Taxes and Fees.
Agenda
Memo to Board Member
Proposed Text (underscore and strike-out)
Proposed Text (clean version)
Transcript of Meeting |
| 04/05/06 |
Part 5, General Board Hearing Procedures Interested Parties Meeting,
9:30 a.m., 450 N Street, Room 122, Sacramento, CA 95814
Notice to Interested Parties
Part 5 Matrix
Proposed Text (strike-out and underline)
Proposed Text (clean version)
Transcript of Meeting |
| 03/15/06 |
Part 4,
Appeals from Actions of the Franchise Tax Board,
9:30 a.m., 450 N Street, Room 122, Sacramento, CA 95814
Notice to Interested
Parties
Part
4 - Matrix
Proposed
Text (strike-out and underline)
Proposed
Text (clean version)
Transcript of Meeting
04/07/06, Deadline for interested parties to submit comments
and suggestions to staff regarding the proposed rule language
on Part 4 |
| 02/23/06 |
Meeting
to discuss Part 3, Administrative Review of Property Taxes
Notice
to Interested Parties
Part 3,
Proposed Text (underline and strike-out)
Part 3, Proposed
Text (clean version) |
| 01/31/06 |
Staff will
request approval of Board of Equalization Rules for California
Tax Administration and Appellate Review (New Rules), Chapter
1, Title, and Chapter 2, Sales and Use Tax, Timber Yield Tax,
and Special Taxes and Fees.
Agenda
Status Report
Exhibit 1 & Exhibit 2
Supplemental Memo
Leonard's Proposed Amendments to the Rules of Practice
Transcript of Meeting |
| 01/19/06 |
Notice
to Interested Parties
Part
4 - Matrix
Proposed
Text (underline and strike-out)
Proposed
Text (clean version) |
| 12/23/05 |
The December
23, 2005, deadline to submit comments has been extended. Staff
is updating Parts 3, 4, and 5, to incorporate all of the interested
parties' comments, and will release amended versions of these
parts for further public review and comment in January. |
| 12/14/05 |
Meeting to
discuss Parts 4 and 5, Appeals from Actions of the Franchise
Tax Board and General board Hearing Procedures
Part 4 Income
Tax Cross Reference Guide
Part 5
Hearing Procedures Cross Reference Guide
Transcript of Meeting Part 4 - Part
1 of 3, Part
2 of 3, Part
3 of 3
Transcript of Meeting Part 5 - Part
1 of 4, Part
2 of 4, Part
3 of 4, Part
4 of 4 |
| 12/09/05 |
Notice of
Amendments to
Parts
2 and 4
Amendments
to Part 2
Amendments
to Part 4 |
| 11/16/05 |
Meeting to
discuss Part 3, Administrative Review of Property Taxes
Part 3 Property
Taxes Cross Reference Guide
Transcript of Meeting (Part
1 of 3)
Transcript
of Meeting (Part 2 of 3)
Transcript
of Meeting (Part 3 of 3) |
| 10/26/05 |
Meeting
to discuss Part 2, Review of Sales and Use Tax, Timber Yield
Tax and Special Taxes and Fees
Part
2 Business Taxes Cross Reference Guide (Articles
1 to 2C)
Part 2
Business Taxes Cross Reference Guide (Articles
3 to 6)
Transcript
of Meeting (Part 1 of 5)
Transcript
of Meeting (Part 2 of 5)
Transcript
of Meeting (Part 3 of 5)
Transcript
of Meeting (Part 4 of 5)
Transcript
of Meeting (Part 5 of 5) |
09/28/05 |
Board Meeting
to discuss the rulemaking project - PowerPoint presentation
of Introduction
and Overview, Transcript
of Meeting |
09/14/05 |
Draft of proposed
rules released - Table
of Contents, Part
1, Part
2, Part
3, Part
4, Part
5 |
09/08/05 |
Letter to
interested parties providing Table of Contents for the proposed
rules and announcing Board Meeting to discuss the rulemaking
project |
