LEGISLATIVE BUDGET BOARD Austin, Texas FISCAL NOTE, 77th Regular Session April 19, 2001 TO: Honorable Rodney Ellis, Chair, Senate Committee on Finance FROM: John Keel, Director, Legislative Budget Board IN RE: SB1689 by Ellis, Rodney (Relating to the franchise tax.), As Introduced ************************************************************************** * Estimated Two-year Net Impact to General Revenue Related Funds for * * SB1689, As Introduced: positive impact of $2,400,000 through the * * biennium ending August 31, 2003. * ************************************************************************** General Revenue-Related Funds, Five-Year Impact: **************************************************** * Fiscal Year Probable Net Positive/(Negative) * * Impact to General Revenue Related * * Funds * * 2002 $1,200,000 * * 2003 1,200,000 * * 2004 1,200,000 * * 2005 1,200,000 * * 2006 1,200,000 * **************************************************** All Funds, Five-Year Impact: ***************************************************** * Fiscal Year Probable Revenue Gain/(Loss) from * * General Revenue Fund * * 0001 * * 2002 $1,200,000 * * 2003 1,200,000 * * 2004 1,200,000 * * 2005 1,200,000 * * 2006 1,200,000 * ***************************************************** Fiscal Analysis The bill amends Texas franchise tax law, Chapter 171 of the Tax Code, exempting certain insurance companies from the franchise tax if these companies pay gross premium taxes and clarifying the use of the business loss carry-forward when a merger has occurred. According to the Comptroller's Office, the business loss carry-forward clarification will mitigate possible, significant, negative effects on state revenues...on the order of $300 million in possible refunds and base losses during the 2002-2003 biennium. The bill takes effect September 1, 2001. Methodology This estimate is based on analyses done by the Comptroller's Office using tax payer file information. Local Government Impact No fiscal implication to units of local government is anticipated. Source Agencies: 304 Comptroller of Public Accounts LBB Staff: JK, SD, CT