Department of Revenue Statistical Report FY2013 ------------------------------
August 2014
Georgia Department of Revenue 1800 Century Boulevard, NE, Atlanta, GA 30345 https://etax.dor.ga.gov
1
The Honorable Nathan Deal, Governor Members of the Georgia Legislature 100 State Capitol Atlanta, Georgia 30334
August 15, 2014
Dear Governor Deal and Legislative Members:
This is the annual report of the Georgia Department of Revenue activities for the fiscal year ending June 30, 2013. Net collections for the past fiscal year totaled $17,003,992,000 compared to $16,052,536,000 for fiscal year 2012, a 5.9% increase.
Over the last year, the Department of Revenue has focused on three primary challenges:
1. Improving customer service 2. Operating more efficiently at less cost to the State 3. Executing an effective compliance program
The Department has made significant progress in each of these areas, but more work remains to be done.
Enclosed in this report are many of the metrics used by the Department to measure its operations and effectiveness. We will continue to refine these measures over the coming year to ensure that the Department operates as efficiently and effectively as possible.
Respectfully submitted,
Douglas J. MacGinnitie State Revenue Commissioner
2
Mission Statement
The mission of the Department of Revenue is to administer the tax laws of the State of Georgia fairly and efficiently in order to promote public confidence and compliance, while providing excellent customer service.
Vision
The Georgia Department of Revenue is committed to being the fairest and most efficient tax administrator in the United States. In order to meet this commitment to our taxpayers, we will strive to:
Maintain a highly motivated and well-trained workforce Provide customer service that far exceeds taxpayer's expectations Treat all taxpayers fairly Measure not only our costs, but also the costs we impose on taxpayers Minimize the tax gap to promote fairness Maintain continuous improvement and rigorous accountability
Foreword
The Georgia Department of Revenue is responsible for the annual collection of taxes and fees, from both individuals and businesses, which together fund the daily operations of state government. The Department's mission is to administer Georgia's tax laws in a fair and equitable manner while providing a high level of customer service to ensure that every Georgia citizen pays their fair share of tax and nothing more.
In fiscal year 2013, the Department collected approximately $24.1 billion in gross tax revenues and distributed $4.6 billion in Sales Tax revenues to counties and municipalities. Utilizing advanced technology, the Department processed approximately 4.4 million Individual Income Tax returns and issued more than 2.8 million individual refunds.
In addition to the collection of revenue, the Department performs a wide range of tasks that include the regulation and enforcement of alcohol and tobacco statutes, managing the taxation of interstate trucking, reviewing County Property Tax Digests, administration of the Unclaimed Property Program, and developing tax forms, instructions, and procedures with the goal of enhancing compliance efforts across all tax types, while making the reporting and collection of taxes less onerous for Georgia taxpayers.
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Table of Contents
Organization Chart
6
Integrated Tax Solution
7
Directory
8
Regional Offices
11
FY2013 Sources of Tax Revenue
12
Results and Performance Measures
12
Administrative Division
20
Finance Office
20
Office of Human Resources
20
Table 1: Number of Department of Revenue Employees by Category
21
Office of Special Investigations
21
Legal Affairs & Tax Policy
21
Taxpayer Services Division
22
Customer Contact Center
22
Business Operations
23
Electronic Services / Registration Unit
24
Table 2: Net Sales and Use Tax Collections by Month
25
Table 3: Sales and Use Tax Revenues by Business Group - Gross Collections
26
Table 4.1: CY2011 Corporation Income Tax Returns by Taxable Income Class
27
Table 4.2: CY2012 Corporation Income Tax Returns by Taxable Income Class
28
Table 5: Net Corporate Tax Collections and Returns Processed Annually
30
Table 6: Number of Individual Income Tax Returns Processed and Net Tax Collections
30
Table 7: Comparative Trends in Georgia's Individual Income and State Income Tax Receipts
31
Table 8: Growth Trend of Individual Income Tax
32
Table 9.1: CY2011 Georgia Individual Income - Returns by Income Class
33
Table 9.2: CY2012 Georgia Individual Income - Returns by Income Class
34
Table 10: Georgia, Southeast and United States Per Capita Personal Income
35
Table 11: Electronic Filing Results vs. Paper Returns
35
Local Government Services Division
36
Property Tax
36
Table 12: Summary of Net Property Tax Collections by Category
36
Table 13: Taxable Values and Tax Rates, State of Georgia for General Property and Public Utilities
37
Table 14: Values of General Property, Public Utilities Dollars by Class of Property
38
Table 15: Selected Tax Statistics and Estimates by County
39
4
Table 16: Two Economic Indicators by County
46
Table 17.1: Millage Rates by County - Alphabetical
49
Table 17.2: Millage Rates by County - Numerical
53
Motor Vehicle Division
54
Table 18: Active Registrations for Georgia Specialty Plates
55
Table 19: Number of Motor Vehicle Registrations and Tags Issued
55
Table 20: Number of Motor Vehicle Registrations Sold by Major Category
56
Table 21: Summary of Revenues from Motor Vehicle Tag, Title and Related Items
56
Table 22: Lobby Customers at Southmeadow Facility
57
Processing Center
58
Table 23: Tax Returns Processed in Department of Revenue
59
Alcohol and Tobacco Division
60
Alcohol Taxes
60
Tobacco Taxes
61
Table 24: Tax and Fee Collections by the Enforcement Unit of the Alcohol and Tobacco Division
62
Table 25: Alcohol and Tobacco Division Performance Figures
62
Table 26: Revenue from Selective Excise Taxes
63
Table 27: Revenue from Business License Fees
64
Compliance Division
65
Audit Unit
65
Collection Unit
65
Integrated Tax Solution
65
Table 28: Tax Compliance Division Expenditures and Benefits
66
State Revenue Collections and Trends
67
Table 29: Comparison of Sales Tax Paid to the State Treasury and Sales Tax Distribution
67
Table 30: Refund History by Month
67
Table 31: Net Revenue Collections by Georgia Department of Revenue
68
Table 32: Actual Department of Revenue Spending by Funding Source
68
Table 33.1: Changes in Major State Tax Revenues: Collections
69
Table 33.2: Changes in Major State Tax Revenues: Percentage Changes
69
Table 34: Revenue Collections
70
Table 35: Trend in Georgia's State Tax Revenues by Major Sources
74
Georgia Taxpayer Bill of Rights
75
FY2012 and FY2013 Table Comparison
78
5
Organizational Chart
6
Integrated Tax Solution
The Integrated Tax Solution has transformed the Department's 23 disparate legacy tax systems into a consolidated platform, which provides agents with instant access to a taxpayer's total tax picture. Instead of having to check various systems, employees have all pertinent information instantly available, which results in more economical and comprehensive service to taxpayers when they need to interact with the Department.
This initiative has enhanced the Department's customer service to taxpayers. Coupled with the data warehouse initiative, the Integrated Tax Solution will significantly upgrade the Department's compliance across tax types efforts.
The Sales and Use Tax module of the Integrated Tax Solution became operational May 2009. Withholding became operational December 2009, Corporate and International Fuel Tax in October 2010. Individual Income Tax began operations in November 2011. Alcohol and Tobacco Licensing and Taxing, Coin Operated Amusement Machines (COAM), Motor Fuel upgrade from version 6 to version 8 and Sales Tax Contractor Licensing and Bonding became operational September 2012.
The Integrated Tax Solution has been successful for all implementations. Process improvements that were implemented in Phase I are the automated non-filer process, online request to update an account or location address, automobile billing process. In Phase II implemented registration of a new sales and use or withholding account; simplified electronic sales and use return filing; request to protest or appeal an account liability; Withholding transmission process aligned with Federal/State Employment Taxes (FSET) standard required in 2013. Phase III added automated bankruptcy processing for business accounts, online capability to make an assessment payment and estimated corporate payment. In addition, International Fuel Tax may now file and pay quarterly fuel tax returns, and renew their annual decals online. Phase IV implemented online Installment Plan Agreements, Offer in Compromise, submit a Power of Attorney, Opt in to obtain and view 1099G's, view account balances and make payments. Phase V implemented electronic processing of Alcohol and Tobacco taxes, permit requests and license renewals.
Since the project completion in November 2012, the Department has focused on improving processes, increasing collections and enhancing security through the self-service portal, Georgia Tax Center (GTC). Through secure logon to GTC, tax professionals now have the ability to opt-in/out to receive notification when an account receives correspondence. Additionally, individual taxpayers may opt-in/out to receive notification when a return is filed with their social security number, ability to receive their 1099G on-line, request a payment statement and request pre-approval for the Qualified Education Expense credit.
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Directory
Administrative Division 1800 Century Boulevard, NE, Atlanta, Georgia 30345-3205 Commissioner, Douglas J. MacGinnitie Deputy Commissioner for Administration, Mack Chandler Assistant Deputy Commissioner, Sean Casey Chief Financial Officer, Greg Peacock
Budget and Accounting Electronic Funds Transfer Office of Human Resources Director, Ellie Cimaglia Office of Human Resources Assistant Director, Ann Raines Williamson Payroll Training Facilities and Staff Services, Dorothy Little Public Information
Alcohol and Tobacco Division 1800 Century Boulevard, NE, Atlanta, Georgia 30345-3205 Director, Howard Tyler Chief of Enforcement, Malcolm Bennett Chief of Operations, David Dyal Assistant Chief of Operations, Carter Leverette Revenue Regional Offices - Alcohol Special Agent Assignments
Albany - Assistant Special Agent in Charge, Matt Littleton Athens - Special Agent in Charge, Jeff Clutter Atlanta - Special Agent in Charge, Malcolm S. Bennett Augusta - Assistant Special Agent in Charge, Katrina Calderon Columbus - Special Agent in Charge, Eric Knox Douglas - Assistant Special Agent in Charge. Jeremy Thompson Gainesville - Special Agent in Charge, Courtney Edwards Lithia Springs - Special Agent in Charge, Michael W. Earnest Macon - Assistant Special Agent in Charge, Steve Jaramillo Rome - Assistant Special Agent in Charge, Guy Dockstader Savannah - Special Agent in Charge, Ronald Huckaby
Compliance Division 1800 Century Boulevard, NE, Atlanta, Georgia 30345-3205 Deputy Commissioner - Tax, Pete Donnelly Assistant Director - Collections, Jim Sowell Assistant Director - Audits, Anita DeGumbia Accounts Receivable Collections Manager, Merrill Jacobson Regional Office Program Manager, John Coleman Income Tax Resolution Unit Manager, Joyce McClendon Compliance Research Unit Manager, Steven Alvarez
Suite 15308 Suite 15300 Suite 14200 Suite 14200 Suite 14223 Suite 14100 Suite 14100 Suite 14100 Suite 14100 Suite 11230 Suite 15300
Suite 4235 Suite 4235 Suite 4235 Suite 4235
Suite 18100 Suite 18200 Suite 18104 Suite 18300 Suite 16222 Suite 9200 Suite 18204
404-417-2100 404-417-2100 404-417-2171 404-417-2222 404-417-2222 404-417-2220 404-417-2233 404-417-2150 404-417-2140 404-417-2262 404-417-2194 404-417-2171
404-417-4900 404-417-4900 404-417-4900 404-417-4900
229-430-4404 706-389-6958 404-968-0401 706-651-7634 770-649-7329 912-389-4965 404-417-4882 770-732-5840 478-751-6112 706-295-6688 912-353-3001
404-417-6458 404-417-6491 404-417-6400 404-417-2282 404-417-6340 404-417-2428 404-417-6752
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Information Technology Division 1800 Century Boulevard, NE, Atlanta, Georgia 30345-3205 Director, Michael Long Assistant Director, Jeff Dalrymple Assistant Director, Michael From Infrastructure Security Officer, Steve Hodges
Legal Affairs & Tax Policy 1800 Century Boulevard, NE, STE 15107 Atlanta, Georgia 30345-3205 Director, Frank O'Connell
Local Government Services Division 4125 Welcome All Road, Atlanta, Georgia 30349 Director, Vicki Lambert Real and Personal Property Tax, Ellen Mills Intangible Recording Tax, Reg Lansberry Real Estate Transfer Tax, Reg Lansberry Motor Vehicle Assessments, Greg Elton Unclaimed Property Section, Steve Harbin Public Utility, Charles Nazerian Sales Tax Distribution, Jonathan Ussery Tax Officials Training
Motor Vehicle Division 4125 Welcome All Road, Atlanta, Georgia 30349 Director, Vicki Lambert Assistant Director, Robert Worle Assistant Director, Georgia Steel Tag and Title Information
Office of Special Investigations 1800 Century Boulevard, NE, Atlanta, Georgia 30345-3205 Director, Staci Guest
Processing Center 4125 Welcome All Road, Atlanta, Georgia 30349 Director, Tim Shields Assistant Director, Albert Burt Assistant Director, Christopher Sanders
Suite 6305 Suite 6228 Suite 5300 Suite 5200
Suite 15202
Suite 717 Suite 716 Suite 522
Suite 1175
Suite 603 Suite 910 Suite 809
404-417-6211 404-417-6155 404-417-6265 404-417-6143
404-417-6649
404-724-7015 404-724-7032 404-417-2212 404-417-2212 404-724-7814 404-724-7058 404-724-7050 404-724-7004 404-724-7042
404-724-7015 404-724-7682 404-724-7680 404-968-3800
404-417-2180
404-724-7510 404-724-7540 404-724-7564
9
Taxpayer Services Division
1800 Century Boulevard, NE, Atlanta, Georgia 30345-3205
Director, Ronald Johnson, Jr. Business Operations Manager 2
Individual Review, Christopher Luncheon Withholding and Corporate Review, Tonya Zellner Sales Tax and Motor Fuel Review, Monique Williams Operations Manager 2, Nixie Gumbs Customer Contact Center Manager, Rhonda Stuldivant E-Services Unit and Registration Unit Manager 1, Hester Howard (Acting) Taxpayer Advocate, Janis Carmichael
Suite 7100 Suite 7100 Suite 7300 Suite 8100 Suite 8200 Suite 3100 Suite 3300 Suite 7229 Suite 7229
404-417-4201 404-417-4201 404-417-2363 404-417-2332 404-417-6687 404-417-4283 404-417-4262 404-417-4385 404-417-2297
10
Regional Offices
1. Rome Regional Office Jill Smith, Manager 1401 Dean Street, Suite E Rome, GA 30161-6494 Telephone: (706) 295-6061
2. Gainesville Regional Office Carlton Askew, Manager 528 Broad Street, NE Gainesville, GA 30501 Telephone: (770) 718-3700
3. South Metro Regional Office Allen Johnson, Manager 4125 Welcome All Road, Suite 914 Atlanta, GA 30349 Telephone: (404) 724-7200
4. Atlanta Regional Office Gary Brantley, Manager 1800 Century Blvd. NE, Suite 12000 Atlanta, GA 30345-3205 Telephone: (404) 417-6605
5. Athens Regional Office Kerry Herndon, Manager 3700 Atlanta Highway, Suite 268 Athens, GA 30606-7428 Telephone: (706) 389-6977
6. Columbus Regional Office Taryn Parker, Manager 1501 13th Street, Suite A Columbus, GA 31902-2344 Telephone: (706) 649-7451
7. Macon Regional Office Scott Purvis, Manager 6055 Lakeside Commons Drive, Suite 220 Macon, GA 31210 Telephone: (478) 471-3350
8. Augusta Regional Office David Toulson, Manager 130 Davis Road Martinez, GA 30907-2386 Telephone: (706) 651-7600
9. Albany Regional Office James Cox, Manager 1105-D West Broad Avenue Albany, GA 31707 Telephone: (229) 430-4241
10. Douglas Regional Office Marsha Gilliard, Manager North Point Plaza, Suite I 1214 North Peterson Douglas, GA 31533-2835 Telephone: (912) 389-4094
11. Savannah Regional Office Felicia Smith, Manager 6606 Abercorn Street, Suite 220 Savannah, GA 31405-5831 Telephone: (912) 356-2140
11
FY2013 Sources of Tax Revenue
Tax Type Property Tax Miscellaneous Alcohol Beverages Tax Tobacco Tax Motor Vehicle - Tag, Title and Fees Pre-Paid Motor Fuel Sales Tax Motor Fuel Excise Tax Corporate Tax Sales and Use Tax Income Tax - Individual Net Tax Collections / Other Revenues
Source: Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
Revenue (Thousands) $ 53,492 $ 260,185 $ 175,018 $ 211,448 $ 453,351 $ 547,172 $ 428,278 $ 797,255 $ 5,324,081 $ 8,753,712 $ 17,003,992
Results and Performance Measures
Office of Special Investigations
Suspected fraudulent returns reviewed prior to release of funds
Number of fraudulent returns detected prior to release of funds
Funds not released due to detection of fraud (Millions)
$
FY2009 44,389 28,887 40.0 $
FY2010 117,380 52,077
41.0 $
FY2011 172,908 109,884
71.6 $
FY2012 534,739 162,427
117.3 $
FY2013 569,880 106,949
53.8
Source: Office of Special Investigations, Georgia Department of Revenue
12
Results and Performance Measures (Continued)
Legal Affairs & Tax Policy
Number of legislative bills analyzed and summarized
Number of tax guidance letters drafted
Number of consolidated return applications processed
Number of tax exemption applications reviewed and processed
Number of regulations updated or released
Number of taxpayer protests handled
Number of alcohol and tobacco hearings
Estimated number of taxpayer emails handled
Estimated number of taxpayer phone calls handled
Number of Title Review Board hearings handled with the Office of Administrative Hearings
Number of Coin Operated Amusement hearings
FY2009 120 73 106 859 66 33
1,681 5,920 14,878
*
N/A
Note: *Number not compiled. (i) Number is estimated. Source: Legal Affairs & Tax Policy, Georgia Department of Revenue
FY2010 156 90 59 710 42 77
2,224 6,000 15,000
6
N/A
FY2011 120 151 49 767 311 77
2,122 35,000 24,500
36
85
FY2012 161 91 36 463 42 81
2,130 55,000 38,500
9
31
FY2013 170 92 60 256 31 62 761
45,000 31,500
170
30(i)
13
Results and Performance Measures (Continued)
Taxpayer Services Division
Call Handling and Tracking Number of inbound calls (Thousands)
FY2009 FY2010 FY2011 FY2012 FY2013
1,160 1,053 1,108 1,005
783
Number of calls answered (Thousands)
557
370
581
737
652
Number of individual refund calls received (Thousands)
295
131
136 538
161
Number of individual refund calls answered (Thousands)
Correspondence Management
Number of protests received in response to Individual Income Tax assessment notices (Thousands)
182
65
27 1,334
98 391
132
14
8
37
Percent of unresolved protests 120 days after filing Education and Assistance Number of education seminars held
15%
9%
17% 12%
14%
15
23
18
14
0
Source: Taxpayer Services Division, Georgia Department of Revenue
14
Results and Performance Measures (Continued)
Local Government Services Division
Unclaimed Property
Value of unclaimed property re-
turned to rightful owners or
$
heirs (Millions)
Grants and Distribution
Local Sales Tax Distribution
Total Local Sales Tax type (All counties combined)
FY2009 14.0 $
470
FY2010 25.6 $
471
FY2011 24.7 $
471
FY2012 18.0 $
467
FY2013 16.4
468
Distribution of Sales Tax revenues to local governments in- $ cluding MARTA (Billions)
4.6 $
Forest Land Protection Act Grants (FLPA)
Value of FLPA grants distributed (Millions)
N/A
Number of local taxing jurisdictions receiving grants
N/A
Number of Parcels enrolled in the FLPA Covenant
N/A
4.4 $
4.4 $
4.6 $
4.6
N/A $
10.2 $
13.4 $
14.6
N/A
295
281
281
N/A
3,946
5,423
8,184
Note: FY2009 figure for unclaimed property value has been restated. Source: Local Government Services Division, Georgia Department of Revenue
15
Results and Performance Measures (Continued)
Motor Vehicle
Salvage Inspection
Number of rebuilt salvage vehicle re-inspections
Tag and Title Registration
Commercial Truck Registration
Number of interstate commercial vehicle registrations
Number of Georgia intrastate commercial Unified Carrier Registrations (UCR) (i)
Motor Vehicle Registration
Number of motor vehicle tag registrations processed (Millions)
Number of internet online motor vehicle title registrations
Titles
Amount of revenue generated from the issuance of motor vehi- $ cle tags and titles (Millions)
FY2009 16,545
51,926 N/A
8.5 474,167
281 $
FY2010 18,865
43,537 54,728
8.6 516,214
215 $
FY2011 18,826
37,875 23,570
8.6 535,341
256 $
FY2012
FY2013
21,609
19,175
44,407 20,560
48,934 11,399
8.6
8.7
589,956
640,980
288 $
237
Note: (i) Intrastate Registration under UCR began March 2010. Source: Motor Vehicle, Georgia Department of Revenue
16
Results and Performance Measures (Continued)
Processing Center
Error Resolution
Number of Sales Tax returns processed through error resolution (Thousands)
Percent of Sales Tax returns processed through error resolution
Total number of error resolution staff (All tax types)
Money Deposits
Average time lapse in days between receipts and deposit of check in a coupon payment
Average time lapse in days between receipts and deposit of check in a non-coupon payment
Amount of gross revenue collections deposited through electronic $ funds transfers (Billions)
Returns Processing
Number of documents processed (Millions) (i)
Number of images created (Millions) (i)
Percent of Individual Income Tax non-paper returns processed (ii)
FY2009
458 36.1%
68
3.5 5.4 17.3 $
7.7 62.0 72.5%
FY2010
461 30.2%
67
2.5 3.4 17.1 $
8.9 65.8 62.1%
FY2011
179 9.6%
63
2.1 2.8 17.7 $
7.3 50.3 76.0%
FY2012
FY2013
127 8.4%
60
99 7.6%
55
2.1
2.1
2.2
2.5
19.9 $
20.1
7.2 36.0 79.0%
7.4 32.7 79.0%
Source: Processing Center and Accounts Unit, Finance Department, Georgia Department of Revenue
17
Results and Performance Measures (Continued)
Alcohol and Tobacco Division
Industry Regulations
Amusement Machines
Number of amusement machines reviewed annually for compliance
Law Enforcement
Number of alcohol citations issued
Percent of alcohol inspections where the operator is not in compliance with applicable law
Licenses and Permits
Number of alcohol license investigations conducted Number of executive orders served after administrative hearings
Underage Investigation
Number of investigations of illegal alcohol sales to underage persons that lead to a sanction of some kind
Percent of retail vendors investigated who make illegal tobacco sales to underage persons
FY2009
1,482 1,603
8% 1,469 2,137
659 8%
FY2010
3,126 2,061
14% 1,280 1,749
699 10%
FY2011
4,271 1,979
15% 1,336 2,053
753 12%
FY2012
3,201 2,270
19% 1,350 2,437
617 11%
FY2013
2,191 962 9%
1,219 1,039
300 5%
Source: Alcohol and Tobacco Division, Georgia Department of Revenue
18
Results and Performance Measures (Continued)
Compliance Division
Auditor FTE
FY2009 (i) 0
FY2010 135
FY2011 211
FY2012 174
FY2013 153
Revenue Agent FTE
0
224
222
311
275
Cash Collections Per Auditor
$
- $ 975,900 $ 512,094 $ 58,751 $ 743,874
Assessments & Disallowances Per Auditor
$
- $ 570,310 $ 1,070,261 $ 484,047 $ 534,888
Cash Collections Per Revenue Agent
$
- $ 697,956 $ 591,689 $ 649,873 $ 738,525
Note: (i) Figures for 2009 unavailable. All numbers are reported based on a full-time equivalent auditor/revenue agent. Financial benefits may be overstated because some portion of cash collection includes assessments made in the current year or prior fiscal years.
Source: Compliance Division, Georgia Department of Revenue
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Administrative Division
The Administrative Division provides administrative services for all department divisions including:
Commissioner's Office Training Unit Office of Human Resources
Finance Office Accounting Budget Financial Analysis Procurement Contracts Management Office Real Estate Officer
Finance Office
The Finance Office is responsible for the accounting, reporting and transferring annual gross tax revenues of $24 billion to the Office of the State Treasurer. Additionally, the Budget Office administers the agency's $188 million budget, prepares the agency's Strategic Plan, tracks Key Performance Metrics (KPIs) and provides various expense reports and projections to the Governor's Office and the Legislature. Procurement supports the purchasing needs of the agency, including writing and issuing requests for proposal (RFPs), contract renewals and sourcing of supplies and services unique to the divisions within DOR.
The Finance Office created two new supporting functions last year, the Contracts Management Office and the Real Estate Management Office. Contracts management works in conjunction with Procurement and is charged with writing, amending and compliance of all agency contracts. The Real Estate Office oversees all 10 regional properties of the department which includes sourcing locations, lease negotiations and reprogramming of space to improve operational efficiencies.
Office of Human Resources
The Office of Human Resources partners with business units to recruit, develop and retain a talented workforce, improve processes for greater efficiency, and maintain legal compliance in all employment matters. In addition, this office administering payroll, benefits, and manages the Department's time and leave keeping functions. The Office administers Department-wide certifications to every employee annually for Conduct and Ethics, Anti-Harassment, and Federal Tax Information. HR also delivers training programs for tax system navigation, customer service, and management development. Finally, the Office of Human Resources directs and executes numerous strategic initiatives each year designed to increase employee engagement, improve retention, facilitate knowledge transfer, and develop a stronger workforce to lead DOR into the future. Some recent highlights of these initiatives include the Leadership Mentoring Program, an onsite Toastmasters group, an Employee and Manager Recognition program, and the DOR Advanced Leadership Program. The ALP, a development program for high potential/high performing employees, was identified by name in a recent audit of State of Georgia government by Ernst and Young as a program of excellence.
20
Administrative Division (Continued)
Table 1 Number of Department of Revenue Employees by Category
Temporary Employees Full-Time Employees Total Employees
FY2009 194
1,211 1,405
FY2010 100
1,092 1,192
FY2011 45
1,240 1,285
FY2012 13
1,179 1,192
FY2013 12
1,089 1,101
Source: Office of Human Resources, Georgia Department of Revenue
Office of Special Investigations
Established in 2005, the Office of Special Investigations is responsible for investigating potential criminal violations involving fraud and theft related to Income Tax, Withholding Tax, Sales and Use Tax, Excise Tax, and Property Tax. The office is also responsible for conducting internal affairs investigations. The goal of these investigations is to develop cases which can be turned over to state legal representatives for prosecution in a court of law. Since its inception, the Office of Special Investigations has developed cases against fifty-one individuals that resulted in guilty pleas. The office is also responsible for the physical security of the Department's facilities. The Department's Auto Crime - Title Fraud Unit, which is responsible for investigating motor vehicle title and registration fraud, is also a part of the Office of Special Investigations.
Fraudulent Returns: 106,949 detected prior to release of funds
Legal Affairs & Tax Policy
The Tax Policy unit provides both individual and generalized tax guidance for each of the tax types and regulatory areas administered by DOR. This unit holds conferences for taxpayers who wish to protest a Proposed Assessment or refund claim denial and responds to letter ruling requests from taxpayers seeking DOR's position on that taxpayer's specific facts. Tax Policy issues broader guidance in the form of rules and regulations, which require formal notice, a comment period, and a public hearing. This unit issues policy statements and bulletins setting out DOR's position on matters that do not rise to the level of formal regulations. Tax Policy also participates in the legislative process by drafting and reviewing proposed tax legislation and providing testimony as requested by Legislative Committees considering changes to Georgia's Public Revenue Code.
Legislative Bills: 170 analyzed and summarized
21
Legal Affairs & Tax Policy (Continued)
Legal Affairs & Tax Policy (LATP) provides general in-house legal guidance for the Department of Revenue (DOR) and issues written guidance to assist taxpayers in complying with Georgia's tax laws, motor vehicle tag and title laws, and regulatory and licensing requirements for the alcohol, tobacco and coin-operated amusement machine industries. LATP also participates in the legislative process by analyzing more than 200 tax and regulatory bills filed by state legislators each Legislative Session.
The attorneys in the Legal Affairs unit advise the State Revenue Commissioner and internal DOR divisions on the day-to-day legal matters of DOR. This unit also serves as the primary liaison with the Office of the Attorney General, which is the exclusive representative of DOR in courts and other tribunals. Legal Affairs' responsibilities include: ensuring compliance with federal and state privacy and taxpayer confidentiality laws; drafting and review of external correspondence, forms, and general taxpayer guidance and communications; advising on collections and bankruptcy issues; liaison with the Georgia Tax Tribunal; review of complex Open Records Act issues; drafting and review of regulations, proposed legislation, contracts and other procurement documents.
The Tax Policy unit provides both individual and generalized tax guidance for each of the tax types and regulatory areas administered by DOR. This unit holds conferences for taxpayers who wish to protest a Proposed Assessment or refund claim denial and responds to letter ruling requests from taxpayers seeking DOR's position on that taxpayer's specific facts. Tax Policy issues broader guidance in the form of rules and regulations, which require formal notice, a comment period, and a public hearing. This unit issues policy statements and bulletins setting out DOR's position on matters that do not rise to the level of formal regulations. Tax Policy also participates in the legislative process by drafting and reviewing proposed tax legislation and providing testimony as requested by Legislative Committees considering changes to Georgia's Public Revenue Code.
Taxpayer Services Division
The Taxpayer Services Division was created in 2004 through the merger of three former Divisions: Income Tax, Sales Tax, and Taxpayer Accounting. The three major functions of the Division are: Customer Contact Center, Business Operations, and Electronic Services / Registration Unit. Customer Contact Center The Customer Contact Center (CCC) is responsible for answering taxpayer telephone inquiries, face-to-face and written inquiries. The CCC consists of the Taxpayer Services Division (TSD) Call Center and the Century Center Customer Service Office and is one of the largest Call Centers in Georgia State government. In fiscal year 2011, the CCC received 783,000 calls.
22
Taxpayer Services Division (Continued)
In November 2010, the TSD CCC partnered with the State Office of Customer Service (OCS) in an effort to improve the service levels to both Individual and Business Taxpayers throughout the State of Georgia. This partnership proved very successful as evidenced by the overall call abandonment rate decreasing from approximately 70% to below 15% on average. In addition, 20 permanent Customer Service Specialists were hired which increased our ability to service more Georgia Taxpayers proficiently and meet our call abandonment rate goal of 9%.
The Customer Contact Center agents also utilize the Customer Relationship Management (CRM) system that tracks specific reasons call are made. This data is analyzed monthly to determine better ways to provide assistance to customers in the area of self service or to notifications sent to Georgia taxpayers. The TSD Call Center partnered with the Georgia Call Center which handles telephone requests for tax forms for the Department of Revenue. This partnership has been very successful in decreasing overall abandonment rates during the busy income tax season. The Department of Revenue's system was fully upgraded to the Integrated Tax System (ITS) in November 2011. The Georgia Tax Center (GTC) now provides Individual as well as Business self service options.
Call Handling and Tracking: 783,000 inbound calls
Business Operations The units under Business Operations include Withholding Review, Tax Credits and Incentives, Business (Corporate) Tax Review, Sales Tax and Motor Fuel Review, Individual Review, and Problem Resolution. These units are responsible for examination, refund, and problem resolution functions.
Business Review Section This Section is responsible for the review and examination of business taxes including Withholding Tax, Tax Credits and Incentives, and Corporate Tax. It includes the following units: Withholding Tax Review - Responsible for making necessary adjustments to ensure accurate processing of returns that report taxes withheld by employers and payers of non-employee compensation. This includes tax withheld from wages, nonresident distributions, lottery winnings, pension and annuity payments, and other sources of income. This Unit also reviews and processes refund requests, requests for penalty waivers, and protests. Tax Credits and Incentives - Responsible for reviewing, approving and accurately processing all returns and requests pertaining to tax credits and incentives. Responsible for recording and monitoring the use of credits by individuals and corporations.
23
Taxpayer Services Division (Continued)
Corporate Tax Review - Responsible for reviewing and examining Corporate, S-Corporation, and Partnership Tax returns. Reviews and processes refund requests, requests for penalty waivers, and protests. Sales Tax and Motor Fuel Review Section This Section is responsible for the review and examination of Sales & Use Tax, Motor Fuel Distributor, and Motor Carrier Tax returns. It also ensures that Motor Carrier taxes are administered in compliance with the International Fuel Tax Agreement (IFTA)
Sales Tax Review - Responsible for making account adjustments to ensure that Sales and Use Tax returns are processed and Local Sales Taxes are distributed accurately to all taxing jurisdictions. The unit also reviews and processes requests for refunds, taxpayer protests, requests for penalty waivers; and responds to taxpayer inquiries. All amended Sales Tax returns are also reviewed in this section.
Motor Fuel Review - Responsible for making account adjustments to ensure that Motor Fuel and IFTA Tax returns are processed accurately. The unit also reviews and processes requests for refunds, taxpayer protests, requests for penalty waivers; and responds to taxpayer inquiries.
Individual Review - Reviews and examines Individual Income Tax returns, returns claiming net operating loss, and composite returns. The unit reviews and monitors pre-audit (special review), high dollar refunds, and fraudulent returns and filers. The unit also reviews and examines amended Individual Income Tax returns.
Problem Resolution Specialists - Responsible for resolving complex taxpayer issues that are not resolved through normal channels. The specialists provide high-level support to all Department business units and the Call Center. Assists with taxpayer education through seminars, classes and meetings, and manages the CPA hotline.
Electronic Services / Registration Unit
Electronic Filing (Georgia Tax Center) Georgia implemented the Georgia Tax Center (GTC) in September 2009 to replace the e-File and e-Pay system. Initially, Sales Tax was the only tax type available on the system. Since inception, the program has been expanded and now includes Withholding, Corporate Income and Individual Income taxes. Any business can participate in the program. Currently, it is mandatory for businesses that owe $500 or more on a single return to electronically file and pay.
The advantages of GTC are: Transactions are submitted electronically using a secure environment. Convenience of filing and paying taxes from home or office. Faster and more accurate processing of returns.
24
Taxpayer Services Division (Continued)
Taxpayer can view an e-history for all payments and returns. Taxpayer can self-edit returns. Immediate confirmation number provided when the return or payment is received. Payments can be warehoused (similar to post dating a check) until a future date. Program is free. A fee may be assessed by credit card vendors when a credit card is used to make a
payment. However, the Department does not assess any fees.
Registration Unit This Unit registers all businesses with a nexus in Georgia and maintains a registration system for both business and individual taxpayers. Business registration includes Sales and Use Tax and Withholding Tax. The responsibility for registering retail tobacco, and alcohol (beer, wine, and liquor) was moved to the Alcohol and Tobacco Division in 2011. As the Department's custodian of records, the Unit responds to taxpayer email, written and telephone record retrieval inquiries, and other requests.
Table 2
Net Sales and Use Tax Collections by Month (Thousands)
January February March April May June July August September October November December Total
CY2009
CY2010
CY2011
CY2012
CY2013
$ 494,189 $ 496,181 $ 502,244 $ 518,348 $ 518,821
$ 388,811 $ 341,984 $ 374,721 $ 412,184 $ 446,312
$ 401,555 $ 354,791 $ 413,137 $ 428,282 $ 427,402
$ 402,302 $ 450,555 $ 460,254 $ 482,423 $ 416,813
$ 448,748 $ 413,785 $ 431,971 $ 448,739 $ 418,386
$ 430,046 $ 393,955 $ 438,807 $ 428,945 $ 414,536
$ 444,173 $ 451,419 $ 446,481 $ 460,311 $ 430,087
$ 402,935 $ 419,042 $ 433,382 $ 446,798 $ 407,914
$ 345,787 $ 412,019 $ 441,071 $ 459,625 $ 21,407
$ 397,960 $ 427,288 $ 437,185 $ 439,250 $ 417,435
$ 389,261 $ 393,109 $ 451,248 $ 435,061 $ 423,373
$ 347,443 $ 374,128 $ 402,059 $ 440,766 $ 414,384
$ 4,893,210 $ 4,928,256 $ 5,232,560 $ 5,400,732 $ 5,156,870
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
25
Table 3 Sales and Use Tax Revenues by Business Group - Gross Collections (Thousands)
Accommodations Car & Automotive Construction Food & Grocery General Merchandise Home Furnishings Manufacturing Miscellaneous Services Other Retail Other Services Utilities Wholesale Total
FY2010 (i)
$ 181,437
$ 831,936
$
43,217
$ 1,387,058
$ 1,339,806
$ 692,166
$ 553,695
$ 900,789
$ 1,090,584
$ 531,718
$ 1,012,472
$ 633,194
$ 9,198,072
FY2011
$ 201,754
$ 924,001
$
49,459
$ 1,472,134
$ 1,359,914
$ 685,867
$ 514,814
$ 923,651
$ 1,118,443
$ 518,969
$ 1,039,326
$ 810,195
$ 9,618,527
FY2012
$
208,044
$ 1,020,368
$
60,352
$ 1,562,526
$ 1,396,157
$
699,906
$
538,874
$
932,264
$ 1,169,833
$
560,363
$ 1,006,630
$
924,923
$ 10,080,240
FY2013
$
221,699
$
896,701
$
62,098
$ 1,646,232
$ 1,434,235
$
710,677
$
536,355
$
985,155
$ 1,190,265
$
484,620
$
963,917
$
919,177
$ 10,051,131
Note: (i) On May 1, 2009, DOR implemented a new Sales Tax system that utilizes the North American Industry Classification System (NAICS), replacing the old system of commodity codes used in previous fiscal years.
Source: State Accounting Office of Georgia, Local Government Services Division and Finance Department, Georgia Department of Revenue
26
Table 4.1 CY2011 Domestic Corporation Income Tax Returns by Taxable Income Class
Taxable Income Class
$0 or Less $1 - $5,000 $5,001 - $10,000 $10,001 - $25,000 $25,001 - $50,000 $50,001 - $100,000 $100,001 - $250,000 $250,001 - $500,000 $500,001 - $1,000,000 Over $1,000,000 Total
Number of Returns
197,553 5,203 1,741 2,479 1,806 1,427 1,099 535 349 589
212,781
Percent of Returns
Georgia Net Taxable Income (i)
92.84%
2.45% $
8,341,166
Percent of Net Taxable Income
0.15%
0.82% $
12,675,730
0.22%
1.17% $
40,573,417
0.71%
0.85% $
64,898,672
1.14%
0.67% $
101,292,033
1.78%
0.52% $
172,572,651
3.03%
0.25% $
187,903,995
3.30%
0.16% $
249,010,795
4.37%
0.28% $ 100.00% $
4,861,697,981 5,698,966,440
85.31% 100.00%
CY2011 Foreign Corporation Income Tax Returns by Taxable Income Class
Taxable Income Class
$0 or Less $1 - $5,000 $5,000 - $10,000 $10,000 - $25,000 $25,000 - $50,000 $50,000 - $100,000 $100,000 - $250,000 $250,000 - $500,000 $500,000 - $1,000,000 Over $1,000,000 Total
Number of Returns
32,056 2,253
695 1,145
957 849 1,187 745 606 1,136 41,629
Percent of Returns
Georgia Net Taxable Income (i)
77.00%
Percent of Net Taxable Income
5.41% $
3,662,807
0.04%
1.67% $
5,072,807
0.05%
2.75% $
19,113,266
0.18%
2.30% $
34,525,702
0.33%
2.04% $
61,033,140
0.59%
2.85% $
193,031,084
1.86%
1.79% $
263,783,494
2.54%
1.46% $
426,802,075
4.11%
2.73% $ 9,368,920,587 100.00% $ 10,375,944,962
90.29% 100.00%
27
Table 4.1 Continued
CY2011 Corporation Income Tax Returns by Taxable Income Class
Taxable Income Class
Number of Returns
Percent of Returns
Georgia Net Taxable Income (i)
$0 or Less $1 - $5,000 $5,000 - $10,000 $10,000 - $25,000 $25,000 - $50,000 $50,000 - $100,000 $100,000 - $250,000 $250,000 - $500,000 $500,000 - $1,000,000 Over $1,000,000 Total
229,609 7,456 2,436 3,624 2,763 2,276 2,286 1,280 955 1,725
254,410
90.25%
2.93% $
12,003,973
0.96% $
17,748,537
1.42% $
59,686,683
1.09% $
99,424,374
0.89% $
162,325,173
0.90% $
365,603,735
0.50% $
451,687,489
0.38% $
675,812,870
0.68% $ 14,230,618,568
100.00% $ 16,074,911,402
Percent of Net Taxable Income
0.07% 0.11% 0.37% 0.62% 1.01% 2.27% 2.81% 4.20% 88.53% 100.00%
(i) For S-Corporations, this report only includes income taxed at the S-Corporation level. It does not include income passed thru to the shareholders. Source: Information Technology Division, Georgia Department of Revenue - Integrated Tax System Corporate Returns Reporting
Table 4.2
CY2012 Domestic Corporation Income Tax Returns by Taxable Income Class
Taxable Income Class
Number of Returns
Percent of Returns
Georgia Net Taxable Income (i)
$0 or Less
193,144
93.04%
$1 - $5,000
4,598
2.21% $
7,655,508
Percent of Net Taxable Income
0.17%
$5,000 - $10,000
1,595
0.77% $
11,499,925
0.26%
$10,000 - $25,000
2,503
1.21% $
41,363,184
0.94%
$25,000 - $50,000
1,845
0.89% $
66,372,721
1.51%
$50,000 - $100,000
1,407
0.68% $
99,575,772
2.27%
$100,000 - $250,000
1,100
0.53% $
172,110,718
3.92%
$250,000 - $500,000
513
0.25% $
179,766,240
4.10%
$500,000 - $1,000,000 Over $1,000,000 Total
366 525 207,596
0.18% $ 0.25% $ 100.00% $
259,536,893 3,551,046,712 4,388,927,673
5.91% 80.91% 100.00%
28
Table 4.2 Continued CY2012 Foreign Corporation Income Tax Returns by Taxable Income Class
Taxable Income Class
$0 or Less $1 - $5,000 $5,000 - $10,000 $10,000 - $25,000 $25,000 - $50,000 $50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
Over $1,000,000 Total
Number of Returns
32,110 2,470
730 1,156
963 955
1,164
764
630
1,102 42,044
Percent of Returns
Georgia Net Taxable Income (i)
76.37% 5.87% $ 1.74% $ 2.75% $ 2.29% $ 2.27% $
3,940,077 5,303,471 19,226,682 35,034,138 69,268,988
2.77% $ 189,187,048
Percent of Net Taxable Income
0.05% 0.06% 0.23% 0.43% 0.84% 2.30%
1.82% $ 270,253,060
3.29%
1.50% $ 444,949,175
2.62% $ 7,189,331,258 100.00% $ 8,226,493,897
5.41%
87.39% 100.00%
CY2012 Corporation Income Tax Returns by Taxable Income Class
Taxable Income Class
$0 or Less $1 - $5,000 $5,000 - $10,000 $10,000 - $25,000 $25,000 - $50,000 $50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
Over $1,000,000 Total
Number of Returns
225,254 7,068 2,325 3,659 2,808 2,362
2,264
1,277
996
1,627 249,640
Percent of Returns
Georgia Net Taxable Income (i)
90.23% 2.83% $ 0.93% $ 1.47% $ 1.12% $ 0.95% $
11,595,585 16,803,396 60,589,866 101,406,859 168,844,760
0.91% $ 361,297,766
Percent of Net Taxable Income
0.09% 0.13% 0.48% 0.80% 1.34% 2.86%
0.51% $ 450,019,300
3.57%
0.40% $ 704,486,068
0.65% $ 10,740,377,970 100.00% $ 12,615,421,570
5.58%
85.14% 100.00%
(i) For S-Corporations, this report only includes income taxed at the S-Corporation level. It does not include income passed thru to the shareholders. Source: Information Technology Division, Georgia Department of Revenue - Integrated Tax System Corporate Returns Reporting
29
Table 5 Net Corporate Tax Collections and Returns Processed Annually
Note: Return and collection figures for FY2009 to FY2011 are unaudited. FY2012 numbers have been restated. Source: Processing Center and Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
Table 6 Number of Individual Income Tax Returns Processed and Net Individual Income Tax Collections
Note: Return and collection figures for FY2009 and FY2010 are unaudited. Source: Processing Center and Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
30
Table 7 Comparative Trends in Georgia's Individual Income and State Income Tax Receipts
CY2009 Total Individual Personal Income (i)
Amount (Millions) $
330,287 $
Change from Prior Year (%)
-2.83%
Individual Income Tax Receipts
Net Amount (Millions)
$
7,307 $
Change from Prior Year (%)
-16.56%
Income Elasticity Ratio (ii)
Income Elasticity Ratio
5.85
CY2010 333,633 $
1.01% 7,323 $ 0.22%
0.22
CY2011 356,836 $
6.95% 7,952 $ 8.59%
1.24
CY2012 371,488 $
4.11% 8,380 $ 5.38%
1.31
CY2013 380,780
2.50% 8,879 5.95%
2.38
Note: A ratio of 1.0 would indicate an identical rate of change for income and tax yield. All data gleaned from BEA website using the "Interactive" tab provided; a link to BEA's interactive data tables provided to the right: http://www.bea.gov/itable
(i) Individual Income amounts are calculated each quarter, then averaged together to produce a seasonally adjusted yearly average; all years shown are four-quarter averages, where as CY2013 is an average of the first 3 quarters of 2013.
(ii) Ratio of the percentage change in tax receipts to the percentage change in personal income. This measures the sensitivity of individual income tax revenue to changes in total individual personal income.
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections and United States Department of Commerce, Bureau of Economic Analysis (BEA), data revised for release on December 19, 2013.
31
Table 8
Growth Trend of Individual Income Tax (Thousands)
CY2008
CY2009
Number of Returns
4,230
4,166
CY2010 4,266
CY2011 4,266
CY2012 4,225
Adjusted Gross Income (i) $ 192,294,583 $ 180,120,449 $ 189,682,692 $ 188,777,221 $ 196,194,573
Taxable Net Income
$ 140,015,944 $ 129,686,253 $ 138,514,245 $ 129,682,496 $ 133,493,844
Tax Liability
$ 7,716,095 $
Annual Numerical Increase/Decrease
Number of Returns
(42)
7,079,021 $ 7,670,024 $
(64)
100
8,007,391 $ -
8,515,779 226
Adjusted Gross Income (i) $ (10,452,307) $ (12,174,134) $ 9,562,243 $ (905,471) $ 7,417,352
Taxable Net Income
$ (11,010,446) $ (10,329,691) $ 8,827,992 $ (8,831,749) $ 3,811,348
Tax Liability
$ (657,174) $
Annual Percentage Increase/Decrease
Number of Returns
-0.98%
Adjusted Gross Income (i)
-5.16%
(637,074) $
-1.51% -6.33%
591,003 $
2.40% 5.31%
337,367 $
0.00% -0.48%
508,388
-0.96% 3.93%
Taxable Net Income Tax Liability
-7.29% -7.85%
-7.38% -8.26%
6.81% 8.35%
-6.38% 4.40%
2.94% 6.35%
Note: (i) Georgia Adjusted Gross Income from returns filed by full-year resident only. Source: Information Technology Division, Georgia Department of Revenue
32
Table 9.1
CY2011 Georgia Individual Income - Returns by Income Class
Georgia AGI
Over Million Over 500,000 Over 100,000 Over 50,000 Over 30,000 Over 25,000 Over 20,000 Over 15,000 Over 14,000 Over 13,000 Over 12,000 Over 11,000 Over 10,000 Over 9,000 Over 8,000 Over 7,000 Over 6,000 Over 5,000 Over 4,000 Over 3,000 Over 2,000 Over 1,000 Under 1,000 Non-Res/Partial Totals
Number of Returns
Percent of Total Returns
6,286 14,065 413,136 692,468 635,860 238,253 283,819 338,090 72,869 76,178 78,779 71,066 71,334 89,409 67,781 62,955 62,182 60,764 57,840 56,836 55,891 53,344 322,105 384,070 4,265,380
0% 0% 10% 16% 15% 6% 7% 8% 2% 2% 2% 2% 2% 2% 2% 1% 1% 1% 1% 1% 1% 1% 8% 9% 100%
Net Taxable Income (Dollars)
Percent of Net Taxable
Income
$ 14,020,751,746
$ 7,952,317,275
$ 51,695,670,626
$ 34,075,652,806
$ 15,628,722,685
$ 3,696,260,173
$ 3,253,651,702
$ 2,499,878,347
$ 368,740,836
$ 321,247,923
$ 273,199,440
$ 216,124,031
$ 177,266,303
$ 155,494,374
$
84,636,234
$
30,663,886
$
(1,961,277)
$
(44,932,204)
$
(81,022,362)
$ (103,513,836)
$ (134,658,903)
$ (167,128,480)
$ (8,294,790,216)
$ 3,909,091,023
$ 129,531,362,132
11% 6%
40% 26% 12% 3% 3% 2% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% -6% 3% 100%
Average Net Taxable
Income (Dollars)
$ 2,230,473
$
565,398
$
125,130
$
49,209
$
24,579
$
15,514
$
11,464
$
7,394
$
5,060
$
4,217
$
3,468
$
3,041
$
2,485
$
1,739
$
1,249
$
487
$
(32)
$
(739)
$
(1,401)
$
(1,821)
$
(2,409)
$
(3,133)
$
(25,752)
$
10,178
$
30,368
Total Tax (Dollars)
Number of Returns with NO Net
Taxable Income
$ 840,502,760
15
$ 473,788,016
29
$ 3,060,307,323
585
$ 1,883,406,735
2,923
$ 803,906,482
11,561
$ 174,330,295
9,120
$ 142,632,608
16,134
$ 97,848,327
29,839
$ 13,191,335
7,618
$ 11,159,475
14,140
$ 9,078,997
13,252
$ 7,187,720
11,392
$ 5,620,568
21,082
$ 4,545,395
21,465
$ 2,707,130
17,681
$ 1,658,346
25,316
$
860,610
22,562
$
205,595
21,803
$
4,392
57,248
$
718
56,737
$
277
55,875
$
69
53,345
$
843
322,106
$ 470,179,809
102,316
$ 8,003,123,825
894,144
Percent of Total Returns
Average Tax Liability
(Dollars)
0% 0% 0% 0% 0% 0% 0% 1% 0% 0% 0% 0% 0% 1% 0% 1% 1% 1% 1% 1% 1% 1% 8% 2% 21%
$ 133,710
$ 33,686
$ 7,408
$ 2,720
$ 1,264
$
732
$
503
$
289
$
181
$
146
$
115
$
101
$
79
$
51
$
40
$
26
$
14
$
3
$
0
$
0
$
0
$
0
$
0
$ 1,224
$ 1,876
33
Note: Previous statistical report data included non-resident and partial year returns in the Under 1,000 AGI category. For a more accurate representation, such return data has been broken out. Source: Information Technology Division, Georgia Department of Revenue
Table 9.2
CY2012 Georgia Individual Income - Returns by Income Class
Georgia AGI
Over Million Over 500,000 Over 100,000 Over 50,000 Over 30,000 Over 25,000 Over 20,000 Over 15,000 Over 14,000 Over 13,000 Over 12,000 Over 11,000 Over 10,000 Over 9,000 Over 8,000 Over 7,000 Over 6,000 Over 5,000 Over 4,000 Over 3,000 Over 2,000 Over 1,000 Under 1,000 Non-Res/Partial Totals
Number of Returns
Percent of Total Returns
7,847 16,164 423,569 677,972 619,820 231,608 272,190 324,352 69,734 75,982 70,426 67,179 68,431 86,645 63,188 59,784 59,406 57,827 55,926 54,668 54,115 51,756 376,620 380,903 4,226,112
0% 0% 10% 16% 15% 5% 6% 8% 2% 2% 2% 2% 2% 2% 1% 1% 1% 1% 1% 1% 1% 1% 9% 9% 100%
Net Taxable Income (Dollars)
Percent of Net Taxable
Income
$ 18,937,228,717
$ 9,267,897,047
$ 55,206,329,049
$ 33,780,867,723
$ 15,357,057,995
$ 3,595,638,662
$ 3,106,720,484
$ 2,343,299,179
$ 332,971,006
$ 290,761,118
$ 230,328,356
$ 184,886,265
$ 138,881,242
$ 112,586,101
$
37,735,259
$ (130,812,207)
$
(58,679,089)
$ (362,095,114)
$ (154,842,644)
$ (201,681,872)
$ (253,037,876)
$ (309,244,806)
$ (12,135,308,587)
$ 5,392,393,290
$ 134,709,879,298
14% 7%
41% 25% 11% 3% 2% 2% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% -5% 0% 100%
Average Net Taxable
Income
(Dollars)
$ 2,413,308
$ 573,367
$ 130,336
$
49,826
$
24,777
$
15,525
$
11,414
$
7,225
$
4,775
$
3,827
$
3,271
$
2,752
$
2,030
$
1,299
$
597
$
(2,188)
$
(988)
$
(6,262)
$
(2,769)
$
(3,689)
$
(4,676)
$
(5,975)
$ (32,222)
$
14,157
$
31,876
Total Tax (Dollars)
Number of Returns with NO Net
Taxable Income
$ 1,135,114,086
18
$ 552,239,470
27
$ 3,208,545,861
495
$ 1,872,358,924
2,593
$ 795,214,063
10,394
$ 172,151,148
8,001
$ 140,212,672
13,913
$ 95,143,621
25,948
$ 12,706,600
6,712
$ 10,967,178
12,971
$ 8,807,682
10,701
$ 7,127,690
9,953
$ 5,556,639
18,091
$ 4,535,868
18,658
$ 2,691,072
15,221
$ 1,648,200
22,617
$
855,599
20,206
$
198,049
19,403
$
4,059
55,392
$
590
54,588
$
228
54,102
$
38
51,754
$
582
376,621
$ 521,374,090
94,902
$ 8,547,454,009
903,281
Percent Average of Total Tax Liability Returns (Dollars)
0% $ 0% $ 0% $ 0% $ 0% $ 0% $ 0% $ 1% $ 0% $ 0% $ 0% $ 0% $ 0% $ 0% $ 0% $ 1% $ 0% $ 0% $ 1% $ 1% $ 1% $ 1% $ 9% $ 2% $ 21% $
144,656 34,165
7,575 2,762 1,283
743 515 293 182 144 125 106
81 52 43 28 14 3 0 0 0 0 0 1,369 2,023
Note: Previous statistical report data included non-resident and partial year returns in the Under 1,000 AGI category. For a more accurate representation, such return data has been broken out. Source: Information Technology Division, Georgia Department of Revenue
34
Table 10
Georgia, Southeast and United States Per Capita Personal Income (Dollars)
45,000 43,000 41,000 39,000 37,000 35,000 33,000 31,000 29,000 27,000 25,000
Georgia Southeast United States
CY2008 35,761 36,825 40,873
CY2009 34,330 35,598 39,357
CY2010 34,343 36,324 40,163
CY2011 36,366 37,908 42,298
CY2012 37,449 39,137 43,735
Note: All data gleaned from BEA website using the "Interactive" tab provided at http://www.bea.gov/
Source: US Department of Commerce, Bureau of Economic Analysis - per Capita Personal Income Summary (SA1-3) generated using "Interactive" tab on BEA website
Table 11 CY2013 Electronic Filing Results vs. Paper Returns (Thousands)
Filing Type
E-filing Paper returns Total
Individual Withholding
Income Tax
Tax
Corporate Tax
Sales and Use Tax
3,527
933
194
1,182
830
157
115
107
4,357
1,090
309
1,289
Total Returns
5,836
1,209
7,045
Note: Individual Income Tax includes Amended returns. Source: Information Technology Division, Georgia Department of Revenue - electronic returns
35
Local Government Services Division
The Local Government Services Division administers all Property Tax laws and regulations, distributes Sales and Use Taxes to local taxing authorities and administers the laws set forth in the Unclaimed Property Act.
Additionally, the Division is charged with the administration of Ad Valorem Tax, including the approval of all county tax digests, developing assessments for all public utility property and railroad, providing current use values and owner harvest timber values to county tax officials and training for local tax officials.
Property Tax
For this reporting period the state millage rate was 1/5th (.20) mill. It is a component of every Real and Personal Property Tax bill, including motor vehicles, issued by local government officials.
In the mid-1800s, Georgia passed an Act allowing for the taxation of property or "ad valorem." The Ad Valorem Tax has remained in effect since then. It constitutes the primary source of revenue for local county governments, municipalities, and public schools in Georgia.
For more detailed information, please reference the 2012 Property Tax Administration Annual Report.
Grants and Distributions: $4.6 billion distributed in Sales and Use Tax to local governments
Table 12 Summary of Net Property Tax Collections by Category (Thousands)
General Property (Real and Tangible Personal)
$
Public Utilities, Ad Valorem Tax - Railroad Companies
$
Intangible Recording Fee $
Interest and Other Property Tax Revenue
$
Public Service Commission (Utility Fees)
$
Total
$
FY2009 81,377 $
- $ 1,086 $
343 $
1,050 $ 83,856 $
FY2010 82,111 $
7 $ 916 $ 484 $
1,052 $ 84,570 $
FY2011 77,788 $
10 $ 952 $ 1,248 $
1,052 $ 81,050 $
FY2012 65,569 $
10 $ 963 $ 875 $
1,048 $ 68,465 $
FY2013 51,993
1,098
401
1,050 54,542
Source: Accounting Unit, Finance Department and Local Government Services Division, Georgia Department of Revenue
36
Table 13
Taxable Values and Tax Rates, State of Georgia for General Property and Public Utilities (Thousands)
Net Taxable Values
FY2009
FY2010
FY2011
FY2012
FY2013
State Rate (per $1,000 value)
0.25
0.25
0.25
0.25
0.20
Grand Total
$ 351,151,399 $ 349,525,150 $ 328,433,850 $ 303,278,456 $ 291,638,396
Public Utilities
$ 12,094,511 $ 12,396,086 $ 12,247,352 $ 12,745,600 $ 13,296,436
General Property (Net of Exemptions)
Total
$ 339,056,888 $ 337,129,064 $ 316,186,498 $ 290,532,856 $ 278,341,960
Real Property
$ 284,700,317 $ 281,570,471 $ 265,713,437 $ 248,310,208 $ 235,100,476
Personal Property
$ 54,356,572 $ 55,558,593 $ 50,473,061 $ 42,222,648 $ 43,241,484
Source: Local Government Services Division, Georgia Department of Revenue
37
Table 14
Values of General Property, Public Utilities Dollars by Class of Property (Thousands)
General Property
FY2009
FY2010
FY2011
FY2012
Net Change FY2013 FY12 to FY13
Real Estate
$801,315,889 $800,613,893 $761,882,372 $715,637,889 $680,375,148 $ (35,262,741)
Motor Vehicles $ 58,969,872 $ 61,254,833 $ 54,108,023 $ 53,920,356 $ 56,532,220 $ 2,611,864
Other Personal Tangible Proper- $100,348,960 $101,335,464 $ 94,586,464 $ 96,305,728 $100,223,743 $ 3,918,015 ty
Total, Gross Value
$960,634,721
$963,204,190
$910,576,859
$865,863,973
$837,131,111
$ (28,732,862)
Exemptions, Homestead
Agriculture and Freeport
$112,992,501 $120,381,530 $120,110,614 $139,531,833 $141,276,210 $
1,744,377
Total Net Taxable General Prop- $847,642,220 $842,822,660 $790,466,245 $726,332,140 $695,854,901 $ (30,477,239) erty
Public Utilities
Railroads
$ 2,076,573 $ 2,007,982 $ 2,059,177 $ 2,375,897 $ 2,435,233 $
59,336
Telephones
$ 5,190,390 $ 4,904,921 $ 4,760,227 $ 4,757,364 $ 4,341,717 $ (415,647)
Electric
$ 20,036,908 $ 21,048,513 $ 22,627,758 $ 24,196,894 $ 25,671,702 $ 1,474,808
Gas
$ 1,322,460 $ 1,376,028 $ 1,354,041 $ 1,398,781 $ 1,451,508 $
52,727
Pipeline
Flight Equipment
Total Taxable Public Utilities
$ 950,705 $ 1,194,813 $ 1,267,440 $ 1,321,775 $ 1,375,700 $
53,925
$ 1,959,534 $ 2,067,154 $ 1,889,867 $ 1,663,305 $ 52,763 $ (1,610,542)
$ 31,536,570 $ 32,599,411 $ 33,958,510 $ 35,714,016 $ 35,328,623 $ (385,393)
Grand Total Taxable Value
$879,178,790 $875,422,071 $824,424,755 $762,046,156 $731,183,524 $ (30,862,632)
Source: Local Government Services Division, Georgia Department of Revenue
38
39
Table 15
CY2012 Selected Tax Statistics and Estimates by County
County Appling
Assessed Value (Thousands) (i)
General Property
Gross
Net
Net Public Utility
LOST
$ 337,078 $ 297,096 $ 375,130 $ 3,747
Atkinson
$ 150,220 $ 119,969 $ 7,046 $ 751
Bacon
$ 215,774 $ 188,473 $ 11,121 $ 1,300
Baker
$ 159,805 $ 115,787 $ 7,731 $ 253
Baldwin
$ 1,070,925 $ 876,763 $ 79,477 $ 6,339
Banks
$ 689,475 $ 470,652 $ 23,180 $ 3,056
Barrow
$ 1,658,741 $ 1,329,730 $ 59,688 $ 8,426
Bartow
$ 2,937,799 $ 2,360,094 $ 308,299 $ 20,724
Ben Hill
$ 383,967 $ 317,989 $ 16,307 $ 2,354
Berrien
$ 433,372 $ 295,742 $ 15,387 $ 1,598
Bibb
$ 4,423,137 $ 3,783,123 $ 132,674 $ 32,288
Bleckley
$ 300,675 $ 229,176 $ 9,890 $ 1,089
Brantley
$ 339,082 $ 270,002 $ 31,427 $ 1,227
Brooks
$ 601,071 $ 367,222 $ 16,004 $ 1,147
Bryan
$ 1,276,862 $ 1,135,574 $ 29,464 $ 5,371
Bulloch
$ 1,822,061 $ 1,555,297 $ 53,213 $ 10,430
Burke
$ 700,620 $ 488,516 $ 1,497,802 $ 5,708
Butts
$ 673,938 $ 493,580 $ 54,132 $ 4,019
Calhoun
$ 158,363 $ 100,051 $ 10,024 $ 450
Camden
$ 1,597,117 $ 1,372,715 $ 43,852 $ 7,253
Candler
$ 252,700 $ 194,226 $ 11,139 $ 1,349
Carroll
$ 2,777,730 $ 2,215,958 $ 97,696 $ 16,479
Catoosa
$ 1,694,638 $ 1,352,769 $ 39,858 $ 9,595
Charlton
$ 280,207 $ 236,379 $ 25,082 $ 1,147
Chatham
$ 13,028,822 $ 10,623,241 $ 226,234 $ 63,405
County 1% Tax Distribution (Thousands)
SPLOST ELOST
HOST
OTHER LOST
$ 3,748 $ 3,748 $
- $
-
$ 751 $ 750 $
- $
-
$ 1,300 $ 1,301 $
- $
-
$ 253 $ 253 $
- $
-
$ 6,338 $ 6,339 $
- $
-
$ 3,056 $ 3,056 $
- $
-
$ 8,424 $ 8,426 $
- $
-
$ 20,710 $ 20,718 $
- $
-
$ 2,354 $ 2,351 $
- $
-
$ 1,598 $ 1,598 $
- $
-
$ 20,075 $ 32,262 $
- $
-
$ 1,089 $ 1,089 $
- $
-
$ 1,226 $ 1,228 $
- $
-
$ 1,147 $ 1,147 $
- $
-
$ 5,371 $ 5,372 $
- $
-
$ 10,429 $ 10,428 $
- $
-
$ 5,707
$
- $
-
$ 4,019 $ 4,020 $
- $
-
$ 450 $ 450 $
- $
-
$ 7,250 $ 7,213 $
- $
-
$ 1,349 $ 1,349 $
- $
-
$ 16,481 $ 16,482 $
- $
-
$ 9,596 $ 9,592 $
- $
-
$ 1,146 $ 1,147 $
- $
-
$ 63,385 $ 63,179 $
- $
-
Total
$ 11,242 $ 2,251 $ 3,902 $ 760 $ 19,016 $ 9,168 $ 25,277 $ 62,152 $ 7,059 $ 4,795 $ 84,626 $ 3,267 $ 3,681 $ 3,442 $ 16,114 $ 31,287 $ 11,415 $ 12,057 $ 1,349 $ 21,716 $ 4,046 $ 49,442 $ 28,783 $ 3,441 $ 189,969
40
Table 15 Continued
CY2012 Selected Tax Statistics and Estimates by County
County
Chattahoochee
Assessed Value (Thousands) (i)
General Property
Net Public
Gross
Net
Utility
$ 66,716 $ 55,381 $
7,131
Chattooga $ 515,015 $ 351,805 $ 16,631
Cherokee $ 7,059,158 $ 6,028,720 $ 137,171
Clarke
$ 3,551,509 $ 2,941,151 $ 77,606
Clay
$ 146,732 $ 98,866 $
4,986
Clayton
$ 6,098,233 $ 4,803,018 $ 872,445
Clinch
$ 280,117 $ 225,072 $ 18,779
Cobb
$ 28,216,707 $ 24,296,058 $ 783,321
Coffee
$ 999,056 $ 728,689 $ 31,464
Colquitt
$ 1,063,262 $ 801,430 $ 32,078
Columbia $ 4,508,146 $ 4,144,198 $ 70,100
Cook
$ 457,084 $ 295,357 $ 17,501
Coweta
$ 4,144,362 $ 3,279,806 $ 179,671
Crawford $ 347,581 $ 268,476 $ 14,288
Crisp
$ 686,020 $ 534,587 $ 10,027
Dade
$ 484,936 $ 377,401 $ 18,320
Dawson
$ 1,242,841 $ 981,151 $ 26,199
Decatur
$ 1,010,863 $ 718,310 $ 36,265
DeKalb
$ 20,648,830 $ 18,285,295 $ 368,612
Dodge
$ 468,807 $ 355,332 $ 20,120
Dooly
$ 342,437 $ 235,905 $ 21,002
Dougherty $ 2,179,154 $ 1,768,877 $ 65,784
Douglas
$ 3,767,430 $ 3,138,671 $ 112,121
Early
$ 494,729 $ 345,603 $ 20,352
Echols
$ 107,743 $ 95,267 $
7,921
LOST
County 1% Tax Distribution (Thousands)
SPLOST ELOST
HOST
OTHER LOST
Total
$ 1,111 $ 1,110 $ 1,111 $
- $
- $ 3,332
$ 2,430 $ 2,430 $ 2,430 $
- $
$ 30,792 $ 30,808 $
- $
$ 20,704 $ 20,693 $ 20,693 $
- $
$
264 $ 264 $
264 $
- $
$ 49,693 $ 46,098 $ 49,699 $
- $
$
718 $ 718 $
717 $
- $
$ 131,647 $ 131,719 $
- $
$ 5,776 $ 5,774 $ 5,773 $
- $
$ 5,831 $ 5,831 $ 5,831 $
- $
$ 19,699 $ 19,688 $ 19,688 $
- $
$ 1,929 $ 1,929 $ 1,929 $
- $
$ 20,635 $ 20,635 $ 20,637 $
- $
$
600 $ 600 $
600 $
- $
$ 4,090 $ 4,090 $ 4,090 $
- $
$ 2,464 $ 2,464 $ 1,841 $
- $
$ 6,506 $ 6,506 $ 6,509 $
- $
$ 4,781 $ 4,781 $ 4,781 $
- $
$ 108,358 $ 108,260 $
$ 2,135 $ 2,135 $ 2,135 $
- $
$ 1,666 $ 1,666 $ 1,666 $
- $
$ 17,118 $ 17,117 $ 17,117 $
- $
$ 22,238 $ 22,285 $ 22,235 $
- $
$ 1,885 $ 1,885 $ 1,885 $
- $
$
182 $ 182 $
182 $
- $
- $ 7,290
- $ 61,600
- $ 62,089
- $
793
- $ 145,490
- $ 2,153
- $ 263,366
- $ 17,323
- $ 17,494
- $ 59,076
- $ 5,786
- $ 61,907
- $ 1,800
- $ 12,271
- $ 6,770
- $ 19,521
- $ 14,343
- $ 216,618
- $ 6,405
- $ 4,998
- $ 51,351
- $ 66,757
- $ 5,654
- $
546
41
Table 15 Continued
CY2012 Selected Tax Statistics and Estimates by County
County
Assessed Value (Thousands) (i)
General Property
Net Public
Gross
Net
Utility
Effingham $ 1,516,222 $ 1,248,547 $ 182,207
Elbert
$ 606,747 $ 441,649 $ 35,958
Emanuel
$ 528,616 $ 392,795 $ 17,921
Evans
$ 253,078 $ 218,015 $
7,303
Fannin
$ 1,328,038 $ 1,071,141 $ 19,189
Fayette
$ 4,524,189 $ 3,677,248 $ 72,396
Floyd
$ 2,722,676 $ 2,442,589 $ 361,402
Forsyth
$ 8,810,802 $ 7,387,855 $ 116,372
Franklin
$ 701,867 $ 475,629 $ 22,802
Fulton
$ 50,845,757 $ 46,154,534 $ 1,147,265
Gilmer
$ 1,229,833 $ 941,769 $ 26,066
Glascock
$ 85,987 $ 63,694 $ 11,999
Glynn
$ 4,794,431 $ 3,881,220 $ 96,047
Gordon
$ 1,828,123 $ 1,257,067 $ 41,514
Grady
$ 664,384 $ 457,285 $ 15,821
Greene
$ 1,538,516 $ 1,194,036 $ 28,821
Gwinnett
$ 27,757,464 $ 23,276,210 $ 416,689
Habersham $ 1,321,668 $ 938,927 $ 54,123
Hall
$ 6,527,966 $ 5,269,011 $ 140,196
Hancock
$ 420,649 $ 310,193 $ 43,492
Haralson
$ 793,918 $ 624,063 $ 44,026
Harris
$ 1,363,608 $ 1,136,582 $ 90,522
Hart
$ 1,010,365 $ 742,211 $ 53,749
Heard
$ 312,207 $ 215,838 $ 185,994
Henry
$ 5,770,185 $ 4,442,948 $ 124,884
County 1% Tax Distribution (Thousands)
LOST
SPLOST ELOST
HOST
OTHER LOST
Total
$ 7,516 $ 7,516 $ 7,517 $
- $
- $ 22,550
$ 2,047 $ 2,047 $ 2,047 $
- $
- $ 6,141
$ 2,820 $ 2,819 $ 2,819 $
- $
- $ 8,458
$ 1,395 $ 1,395 $ 1,395 $
- $
- $ 4,184
$ 3,759 $ 3,759 $ 3,758 $
- $
- $ 11,275
$ 20,048 $
- $ 20,006 $
- $
- $ 40,054
$ 15,050 $ 15,034 $ 15,049 $
- $
- $ 45,132
$ 30,829 $ 30,811 $ 30,829 $
- $
- $ 92,469
$ 3,449 $ 3,449 $ 3,449 $
- $
- $ 10,348
$ 237,490
$ 237,852 $
- $ 118,353 $ 593,695
$ 3,752 $ 3,752 $ 3,752 $
- $
- $ 11,257
$
202 $ 202 $
202 $
- $
- $
607
$ 18,807 $ 1,798 $ 18,780 $
- $
- $ 39,385
$ 8,823 $ 8,820 $ 8,821 $
- $
- $ 26,463
$ 2,645 $ 2,644 $ 2,647 $
- $
- $ 7,936
$ 3,515 $ 3,522 $
328 $
- $
- $ 7,364
$ 142,165 $ 142,210 $
- $
- $ 284,375
$ 5,573 $ 5,571 $ 5,573 $
- $
- $ 16,717
$ 27,079 $ 27,071 $ 27,075 $
- $
- $ 81,225
$
464 $ 463 $
465 $
- $
- $ 1,392
$ 3,626 $ 3,625 $ 3,626 $
- $
- $ 10,878
$ 2,651 $ 2,651 $ 2,651 $
- $
- $ 7,953
$ 2,697 $ 2,697 $ 2,697 $
- $
- $ 8,092
$ 4,893 $ 4,893 $ 4,893 $
- $
- $ 14,678
$ 30,092 $ 30,058 $ 30,076 $
- $
- $ 90,227
42
Table 15 Continued
CY2012 Selected Tax Statistics and Estimates by County
County
Assessed Value (Thousands) (i)
General Property
Net Public
Gross
Net
Utility
Houston
$ 3,836,285 $ 3,414,311 $ 99,535
Irwin
$ 301,406 $ 199,346 $ 18,666
Jackson
$ 2,435,876 $ 1,827,090 $ 77,897
Jasper
$ 431,086 $ 295,889 $ 25,376
Jeff Davis $ 313,016 $ 242,155 $ 15,260
Jefferson
$ 495,551 $ 345,514 $ 44,387
Jenkins
$ 266,541 $ 202,616 $ 15,376
Johnson
$ 218,424 $ 146,853 $
8,032
Jones
$ 796,654 $ 635,089 $ 48,059
Lamar
$ 504,599 $ 374,786 $ 19,415
Lanier
$ 199,560 $ 152,554 $
6,749
Laurens
$ 1,269,677 $ 1,030,851 $ 51,321
Lee
$ 976,364 $ 819,658 $ 19,687
Liberty
$ 1,287,634 $ 1,095,938 $ 56,717
Lincoln
$ 307,646 $ 244,484 $ 11,101
Long
$ 289,918 $ 244,948 $ 11,728
Lowndes
$ 3,108,237 $ 2,527,554 $ 80,745
Lumpkin
$ 1,160,799 $ 822,777 $ 21,837
Macon
$ 383,641 $ 284,129 $ 27,955
Madison
$ 682,380 $ 508,020 $ 24,917
Marion
$ 264,287 $ 189,073 $
9,860
McDuffie $ 661,296 $ 515,130 $ 37,953
McIntosh $ 551,327 $ 471,636 $ 14,157
Meriwether $ 725,185 $ 472,787 $ 24,106
Miller
$ 190,251 $ 147,169 $
6,395
LOST
$ 22,540
$
742
$ 9,300
$
883
$ 2,074
$ 2,244
$
753
$
623
$ 2,423
$ 1,681
$
592
$ 8,649
$ 3,641
$ 8,379
$
733
$
610
$ 21,778
$ 3,044
$ 1,243
$ 2,083
$
520
$ 3,539
$ 1,380
$ 1,705
$
709
County 1% Tax Distribution (Thousands)
SPLOST ELOST
HOST
OTHER LOST
$ 22,539 $ 22,540 $
- $
-
$ 742 $
742 $
- $
-
$ 9,299 $ 9,304 $
- $
-
$ 881 $
881 $
- $
-
$ 2,074 $ 2,074 $
- $
-
$ 2,243 $ 2,244 $
- $
-
$ 753 $
755 $
- $
-
$ 623 $
623 $
- $
-
$ 2,422 $ 2,422 $
- $
-
$ 1,681 $ 1,681 $
- $
-
$ 592 $
592 $
- $
-
$ 8,648 $ 8,649 $
- $
-
$ 3,641 $ 3,641 $
- $
-
$ 8,378 $ 8,380 $
- $
-
$ 733 $
733 $
- $
-
$ 610 $
610 $
- $
-
$ 21,777 $ 21,777 $
- $
-
$ 3,043 $ 3,044 $
- $
-
$ 1,243 $ 1,243 $
- $
-
$ 2,083 $ 2,083 $
- $
-
$ 520 $
520 $
- $
-
$ 3,539 $ 3,539 $
- $
-
$ 1,380 $ 1,380 $
- $
-
$ 1,705 $ 1,705 $
- $
-
$ 709 $
708 $
- $
-
Total
$ 67,619 $ 2,227 $ 27,904 $ 2,646 $ 6,222 $ 6,731 $ 2,262 $ 1,869 $ 7,267 $ 5,044 $ 1,776 $ 25,946 $ 10,923 $ 25,137 $ 2,199 $ 1,830 $ 65,332 $ 9,131 $ 3,730 $ 6,248 $ 1,559 $ 10,618 $ 4,141 $ 5,116 $ 2,126
43
Table 15 Continued CY2012 Selected Tax Statistics and Estimates by County
County
Assessed Value (Thousands) (i)
General Property
Net Public
Gross
Net
Utility
Mitchell
$ 691,695 $ 504,795 $
Monroe
$ 981,058 $ 770,186 $
Montgomery $ 223,297 $ 179,746 $
Morgan
$ 785,903 $ 550,460 $
Murray
$ 982,283 $ 779,791 $
Muscogee $ 5,259,569 $ 4,700,232 $
Newton
$ 2,246,117 $ 1,847,531 $
Oconee
$ 1,595,782 $ 1,292,629 $
Oglethorpe $ 495,789 $ 356,792 $
Paulding
$ 2,923,917 $ 2,468,667 $
Peach
$ 697,341 $ 575,129 $
Pickens
$ 1,472,079 $ 1,227,721 $
Pierce
$ 504,976 $ 381,904 $
Pike
$ 568,095 $ 417,638 $
Polk
$ 1,007,962 $ 786,510 $
Pulaski
$ 264,840 $ 221,445 $
Putnam
$ 1,403,517 $ 1,150,066 $
Quitman
$ 107,824 $ 68,904 $
Rabun
$ 1,230,854 $ 1,098,878 $
Randolph $ 231,969 $ 156,468 $
Richmond $ 5,103,755 $ 4,130,218 $
Rockdale $ 2,604,225 $ 2,187,886 $
Schley
$ 147,902 $ 100,168 $
Screven
$ 443,253 $ 328,730 $
Seminole $ 357,807 $ 220,227 $
29,539 558,480
7,364 25,739 34,674 111,893 55,958 34,973 12,150 88,174 18,170 31,886 16,869 11,869 78,333 9,280 176,505 4,501 485,504 11,377 150,294 64,521 4,417 40,006 9,008
County 1% Tax Distribution (Thousands)
LOST SPLOST ELOST
HOST
OTHER LOST
Total
$ 2,892 $ 2,893 $ 2,893 $
- $
- $ 8,677
$ 4,192 $ 4,192 $ 4,192 $
- $
- $ 12,576
$
668 $ 667 $
668 $
- $
- $ 2,002
$ 3,617 $ 3,613 $ 3,612 $
- $
- $ 10,843
$ 4,347 $ 4,339 $ 4,342 $
- $
- $ 13,028
$ 37,044 $
65 $ 36,958 $
- $ 34,287 $ 108,354
$ 11,088 $ 11,087 $ 11,087 $
- $
- $ 33,263
$ 5,582 $ 5,582 $ 5,583 $
- $
- $ 16,747
$
779 $ 779 $
779 $
- $
- $ 2,338
$ 14,545 $ 14,542 $ 14,555 $
- $
- $ 43,642
$ 3,857 $ 3,857 $ 3,859 $
- $
- $ 11,573
$ 4,082 $ 4,080 $ 4,086 $
- $
- $ 12,248
$ 1,812 $ 1,812 $ 1,814 $
- $
- $ 5,437
$ 1,115 $ 1,113 $
386 $
- $
- $ 2,614
$ 4,941 $ 4,941 $ 4,944 $
- $
- $ 14,827
$
975 $ 975 $
975 $
- $
- $ 2,925
$ 3,758 $ 3,758 $ 3,758 $
- $
- $ 11,273
$
199 $ 199 $
199 $
- $
- $
598
$ 3,337 $ 3,337 $ 3,337 $
- $
- $ 10,011
$
937 $ 937 $
938 $
- $
- $ 2,812
$ 37,788 $ 37,776 $ 37,784 $
- $
- $ 113,348
$ 13,995 $ 14,000 $ 13,990 $
- $ 41,986
$
353 $ 351 $
353 $
- $
- $ 1,057
$ 1,298 $ 1,298 $ 1,298 $
- $
- $ 3,895
$ 1,343 $ 1,344 $ 1,343 $
- $
- $ 4,031
44
Table 15 Continued
CY2012 Selected Tax Statistics and Estimates by County
County
Assessed Value (Thousands) (i)
General Property
Net Public
Gross
Net
Utility
Spalding
$ 1,583,602 $ 1,216,784 $ 34,641
Stephens
$ 731,108 $ 555,731 $ 30,049
Stewart
$ 139,315 $ 115,485 $
8,033
Sumter
$ 803,751 $ 647,089 $ 37,452
Talbot
$ 302,926 $ 175,024 $ 22,525
Taliaferro $ 89,459 $ 49,466 $
3,621
Tattnall
$ 465,754 $ 364,753 $ 24,374
Taylor
$ 274,919 $ 180,891 $ 20,492
Telfair
$ 306,508 $ 237,459 $ 12,135
Terrell
$ 307,150 $ 222,330 $ 13,294
Thomas
$ 1,683,257 $ 1,273,580 $ 23,877
Tift
$ 1,218,031 $ 842,012 $ 36,996
Toombs
$ 664,513 $ 553,674 $ 27,642
Towns
$ 823,174 $ 696,669 $ 15,344
Treutlen
$ 134,701 $ 98,342 $
7,334
Troup
$ 2,248,809 $ 1,704,985 $ 48,516
Turner
$ 253,493 $ 166,226 $ 16,650
Twiggs
$ 304,183 $ 208,139 $ 17,734
Union
$ 1,328,723 $ 1,054,841 $ 20,940
Upson
$ 708,967 $ 538,441 $ 26,231
Walker
$ 1,459,032 $ 1,178,666 $ 34,462
Walton
$ 2,326,699 $ 1,877,203 $ 83,515
Ware
$ 756,736 $ 599,982 $ 73,570
Warren
$ 183,893 $ 125,231 $ 23,140
Washington $ 762,649 $ 635,171 $ 49,821
LOST
$ 8,667
$ 3,324
$
356
$ 4,400
$
532
$
91
$ 2,007
$
850
$ 1,235
$ 1,015
$ 7,328
$ 8,707
$ 4,836
$ 1,729
$
486
$ 11,211
$
949
$
804
$ 3,427
$ 3,185
$ 5,643
$ 9,737
$ 7,084
$
544
$ 3,135
County 1% Tax Distribution (Thousands)
SPLOST ELOST
HOST
OTHER LOST
$ 8,664 $ 8,665 $
- $
-
$ 3,324 $ 3,324 $
- $
-
$ 356 $
356 $
- $
-
$ 4,399 $ 4,400 $
- $
-
$ 531 $
531 $
- $
-
$
91 $
91 $
- $
-
$ 2,007 $ 2,006 $
- $
-
$ 850 $
850 $
- $
-
$ 1,235 $ 1,235 $
- $
-
$ 1,015 $ 1,015 $
- $
-
$ 7,319 $ 7,320 $
- $
-
$ 8,707 $ 8,707 $
- $
-
$ 4,831 $ 4,832 $
- $
-
$ 1,717 $
12 $
- $ 1,729
$ 172 $
485 $
- $
-
$ 11,211 $ 11,212 $
- $
-
$ 949 $
949 $
- $
-
$ 798 $
800 $
- $
-
$ 3,427 $ 3,427 $
- $
-
$ 3,177 $ 3,185 $
- $
-
$ 5,643 $ 5,643 $
- $
-
$ 9,723 $ 9,740 $
- $
-
$ 7,083 $ 7,085 $
- $
-
$ 544 $
544 $
- $
-
$ 3,134 $ 3,137 $
- $
-
Total
$ 25,997
$ 9,972
$ 1,069
$ 13,199
$ 1,594
$
273
$ 6,020
$ 2,549
$ 3,704
$ 3,045
$ 21,967
$ 26,122
$ 14,499
$ 5,187
$ 1,143
$ 33,634
$ 2,846
$ 2,402
$ 10,281
$ 9,546
$ 16,930
$ 29,200
$ 21,252
$ 1,631
$ 9,406
Table 15 Continued
CY2012 Selected Tax Statistics and Estimates by County
Assessed Value (Thousands) (i)
County
General Property
Net Public
Gross
Net
Utility
Wayne
$ 898,131 $ 646,905 $ 33,838
Webster
$ 107,795 $ 68,032 $
4,994
Wheeler
$ 158,823 $ 112,521 $ 10,293
White
$ 996,849 $ 794,033 $ 24,311
Whitfield $ 3,310,794 $ 2,558,010 $ 68,701
Wilcox
$ 155,803 $ 129,903 $
8,861
Wilkes
$ 413,558 $ 292,105 $ 27,997
Wilkinson $ 400,166 $ 315,391 $ 27,667
Worth
$ 715,163 $ 452,586 $ 20,161
State Total $ 7,157,082 $ 5,369,486 $ 226,823
LOST
County 1% Tax Distribution (Thousands)
SPLOST ELOST
HOST
OTHER LOST
Total
$ 3,980 $ 3,979 $ 4,188 $
- $
- $ 12,147
$
222 $ 222 $
222 $
- $
- $
665
$
496 $ 512 $
496 $
- $
- $ 1,504
$ 3,460 $ 3,459 $ 3,459 $
- $
- $ 10,378
$ 18,296 $ 196 $ 2,093 $
- $
- $ 20,585
$
524 $ 524 $
524 $
- $
- $ 1,573
$ 1,141 $ 1,141 $ 1,141 $
- $
- $ 3,422
$ 1,701 $ 1,701 $ 1,701 $
- $
- $ 5,102
$ 1,674 $ 1,674 $ 1,674 $
- $
- $ 5,023
$ 31,493 $ 13,409 $ 15,498 $
- $
- $ 60,400
Note: (i) Net Digest amounts reflect state homestead exemption requirements only. Some counties have expanded homestead exemptions for local taxing purposes.
Source: Local Government Services Division, Georgia Department of Revenue
45
46
Table 16
Two Economic Indicators by County
2012 County 1%
County
Distribution
(Thousands) Rank
2012 Net Property and Utility Digest (Thousands) Rank
Appling
$
11,242
69 $ 672,226
75
Atkinson
$
2,251 133 $ 127,015
146
Bacon
$
3,902 113 $ 199,594
135
Baker
$
760 154 $ 123,518
147
Baldwin
$
19,016
46 $ 956,240
58
Banks
$
9,168
81 $ 493,832
89
Barrow
$
25,277
38 $ 1,389,418
39
Bartow
$
62,152
16 $ 2,668,393
22
Ben Hill
$
7,059
91 $ 334,296
110
Berrien
$
4,795 108 $ 311,129
115
Bibb
$
84,626
11 $ 3,915,797
15
Bleckley
$
3,267 122 $ 239,066
125
Brantley
$
3,681 117 $ 301,429
116
Brooks
$
3,442 118 $ 383,226
102
Bryan
$
16,114
52 $ 1,165,038
50
Bulloch
$
31,287
30 $ 1,608,510
34
Burke
$
11,415
65 $ 1,986,318
28
Butts
$
12,057
63 $ 547,712
83
Calhoun
$
1,349 149 $ 110,075
150
Camden
$
21,716
42 $ 1,416,567
37
Candler
$
4,046 111 $ 205,365
133
Carroll
$
49,442
22 $ 2,313,654
26
Catoosa
$
28,783
32 $ 1,392,627
38
Charlton
$
3,441 119 $ 261,461
118
Chatham
$ 189,969
5 $ 10,849,475
5
Chattahoochee $
3,332 121 $
62,512 158
Chattooga
$
7,290
89 $ 368,436
106
Two Economic Indicators by County
2012 County 1%
County
Distribution
(Thousands) Rank
Cherokee
$
61,600
16
Clarke
$
62,089
14
Clay
$
793
127
Clayton
$ 145,490
5
Clinch
$
2,153
111
Cobb
$ 263,366
3
Coffee
$
17,323
39
Colquitt
$
17,494
38
Columbia
$
59,076
17
Cook
$
5,786
83
Coweta
$
61,907
15
Crawford
$
1,800
116
Crisp
$
12,271
50
Dade
$
6,770
76
Dawson
$
19,521
37
Decatur
$
14,343
46
DeKalb
$ 216,618
4
Dodge
$
6,405
78
Dooly
$
4,998
91
Dougherty $
51,351
18
Douglas
$
66,757
12
Early
$
5,654
84
Echols
$
546
131
Effingham $
22,550
33
Elbert
$
6,141
81
Emanuel
$
8,458
70
Evans
$
4,184
92
2012 Net Property and Utility Digest
(Thousands) Rank
$ 6,165,891
6
$ 3,018,757
18
$ 103,852
127
$ 5,675,463
7
$ 243,851
104
$ 25,079,379
2
$ 760,153
56
$ 833,508
52
$ 4,214,298
12
$ 312,858
96
$ 3,459,477
16
$ 282,764
98
$ 544,614
71
$ 395,721
84
$ 1,007,350
45
$ 754,575
57
$ 18,653,907
4
$ 375,452
88
$ 256,907
100
$ 1,834,661
27
$ 3,250,792
17
$ 365,955
91
$ 103,188
128
$ 1,430,754
30
$ 477,607
77
$ 410,716
81
$ 225,318
109
47
Table 16 Continued
Two Economic Indicators by County
2012 County 1%
County
Distribution
(Thousands) Rank
Fannin Fayette
$
11,275
39
$
40,054
13
Floyd Forsyth
$
45,132
10
$
92,469
5
Franklin
$
10,348
47
Fulton
$ 593,695
1
Gilmer
$
11,257
41
Glascock
$
607 103
Glynn
$
39,385
14
Gordon
$
26,463
19
Grady
$
7,936
57
Greene
$
7,364
58
Gwinnett
$ 284,375
2
Habersham $
16,717
29
Hall
$
81,225
7
Hancock
$
1,392
98
Haralson
$
10,878
43
Harris Hart
$
7,953
56
$
8,092
55
Heard
$
14,678
31
Henry
$
90,227
6
Houston
$
67,619
8
Irwin
$
2,227
86
Jackson
$
27,904
18
Jasper
$
2,646
80
Jeff Davis $
6,222
62
Jefferson
$
6,731
60
2012 Net Property and Utility Digest (Thousands) Rank
Two Economic Indicators by County
County
2012 County 1% (Thousands) Rank
$ 1,090,330
32 Jenkins
$
2,262
61
$ 3,749,644
9 Johnson
$
1,869
65
$ 2,803,991
11 Jones
$
7,267
38
$ 7,504,227
3 Lamar
$
5,044
45
$ 498,431
59 Lanier
$
1,776
67
$ 47,301,799
1 Laurens
$
25,946
11
$ 967,835
36 Lee
$
10,923
27
$
75,693
102 Liberty
$
25,137
12
$ 3,977,267
8 Lincoln
$
2,199
62
$ 1,298,581
24 Long
$
1,830
66
$ 473,106
62 Lowndes
$
65,332
3
$ 1,222,857
29 Lumpkin
$
9,131
36
$ 23,692,899
2 Macon
$
3,730
50
$ 993,050
35 Madison
$
6,248
39
$ 5,409,207
4 Marion
$
1,559
71
$ 353,685
72 McDuffie
$
10,618
29
$ 668,089
50 McIntosh
$
4,141
47
$ 1,227,104
28 Meriwether $
5,116
43
$ 795,960
43 Miller
$
2,126
63
$ 401,832
65 Mitchell
$
8,677
37
$ 4,567,832
6 Monroe
$
12,576
22
$ 3,513,846
10 Montgomery $
2,002
64
$ 218,012
85 Morgan
$
10,843
28
$ 1,904,987
17 Murray
$
13,028
21
$ 321,265
74 Muscogee
$ 108,354
2
$ 257,415
77 Newton
$
33,263
7
$ 389,901
68 Oconee
$
16,747
17
2012 Net Property
(Thousands)
$ 217,992 $ 154,885 $ 683,148 $ 394,201 $ 159,303 $ 1,082,172 $ 839,345 $ 1,152,655 $ 255,585 $ 256,676 $ 2,608,299 $ 844,614 $ 312,084 $ 532,937 $ 198,933 $ 553,083 $ 485,793 $ 496,893 $ 153,564 $ 534,334 $ 1,328,666 $ 187,110 $ 576,199 $ 814,465 $ 4,812,125 $ 1,903,489 $ 1,327,602
Rank
60 68 30 46 67 19 24 18 54 53 4 23 52 40 62 38 42 41 69 39 11 64 36 26 1 8 12
48
Table 16 Continued
Two Economic Indicators by County
2012 County 1% Distribu-
County
tion
(Thousands) Rank
2012 Net Property and Utility Digest (Thousands) Rank
Oglethorpe $
2,338
41 $ 368,942
30
Paulding
$
43,642
2 $ 2,556,841
3
Peach
$
11,573
17 $ 593,299
22
Pickens
$
12,248
15 $ 1,259,607
10
Pierce
$
5,437
26 $ 398,773
28
Pike
$
2,614
38 $ 429,507
27
Polk
$
14,827
12 $ 864,843
15
Pulaski
$
2,925
35 $ 230,725
36
Putnam
$
11,273
18 $ 1,326,571
8
Quitman
$
598
50 $
73,405
49
Rabun
$
10,011
21 $ 1,584,382
7
Randolph
$
2,812
37 $ 167,845
42
Richmond
$ 113,348
1 $ 4,280,512
1
Rockdale
$
41,986
3 $ 2,252,407
4
Schley
$
1,057
48 $ 104,585
48
Screven
$
3,895
31 $ 368,736
31
Seminole
$
4,031
30 $ 229,235
37
Spalding
$
25,997
7 $ 1,251,425
11
Stephens
$
9,972
22 $ 585,780
23
Stewart
$
1,069
47 $ 123,518
45
Sumter
$
13,199
14 $ 684,541
19
Talbot
$
1,594
43 $ 197,549
40
Taliaferro
$
Tattnall
$
Taylor
$
Telfair
$
Terrell
$
273 6,020 2,549 3,704 3,045
51 $
53,087
51
25 $ 389,127
29
39 $ 201,383
39
32 $ 249,594
34
34 $ 235,624
35
Two Economic Indicators by County
2012 County 1% Distribu-
County
tion
(Thousands) Rank
2012 Net Property and Utility Digest (Thousands) Rank
Thomas
$
Tift
$
Toombs
$
Towns
$
Treutlen
$
Troup
$
Turner
$
Twiggs
$
Union
$
Upson
$
Walker
$
Walton
$
Ware
$
Warren
$
Washington $
Wayne
$
Webster
$
Wheeler
$
White
$
Whitfield $
Wilcox
$
Wilkes
$
Wilkinson $
Worth
$
Total
$
21,967 26,122 14,499 5,187
1,143 33,634
2,846 2,402 10,281 9,546 16,930 29,200 21,252 1,631 9,406 12,147
665 1,504 10,378 20,585 1,573 3,422 5,102 5,023 266,445
4 $ 1,297,457
4
3 $ 879,008
7
8 $ 581,316
13
14 $ 712,013
9
23 $ 105,676
23
1 $ 1,753,501
3
18 $ 182,876
19
19 $ 225,873
18
11 $ 1,075,781
6
12 $ 564,672
14
7 $ 1,213,128
5
2 $ 1,960,718
2
5 $ 673,552
12
20 $ 148,371
20
13 $ 684,992
10
9 $ 680,743
11
24 $
73,026
24
22 $ 122,814
22
10 $ 818,344
8
6 $ 2,626,711
1
21 $ 138,764
21
17 $ 320,102
17
15 $ 343,058
16
16 $ 472,747
15
$ 17,655,243
Note: Population figures gleaned from Governor's Office of Planning & Budget website (opb.georgia.gov)
Sources: Local Government Services and Information Technology Division, Georgia Department of Reve-
Table 17.1
Millage Rates by County - Alphabetical
CY2009
Appling
28.340
Atkinson
32.422
Bacon
28.738
Baker
20.765
Baldwin
24.960
Banks
22.548
Barrow
28.088
Bartow
25.950
Ben Hill Berrien Bibb Bleckley
29.360 32.250 30.347 22.902
Brantley
36.760
Brooks
23.601
Bryan
23.687
Bulloch
20.590
Burke
22.826
Butts
35.669
Calhoun
27.836
Camden
26.700
Candler Carroll Catoosa Charlton Chatham
23.693 26.850 22.397 36.870 28.486
Chattahoochee
25.287
Chattooga
18.333
Cherokee
26.803
Clarke
33.450
Clay
27.377
Clayton
35.586
Clinch
30.241
Cobb Coffee Colquitt Columbia Cook
28.750 23.311 24.614 26.977 25.965
Coweta
28.740
Crawford
26.284
Crisp
28.789
Dade
19.100
Dawson
22.434
Decatur
21.520
DeKalb
40.090
CY2010 28.670 32.422 28.738 22.750 24.960
22.473
29.088 25.880 29.406 32.250 30.347 25.802 35.480 25.472 23.687 21.090 23.826 37.663 29.896 26.950 23.714 26.850 22.409 40.110 29.213 25.286 24.231 28.398 33.950 27.423 35.477 29.991 28.750 23.811 24.614 26.727 25.965 28.590 26.280 28.789 19.648 22.434 21.800 40.090
CY2011 28.670 32.422 28.738 23.650 25.100
22.565
29.680 25.880 29.554 32.250 32.847 27.476 40.370 25.553 23.687 21.090 23.826 37.163 31.320 26.950 25.315 28.350 22.408 38.260 29.580 25.286 25.580 29.235 33.950 27.437 40.463 29.991 30.260 24.811 24.614 26.977 25.965 28.600 26.280 29.473 19.538 24.334 23.150 44.440
CY2012 28.620 32.372 28.688 23.585 26.040
23.687
32.209 25.830 30.772 30.910 32.797 27.426 35.470 26.558 23.637 21.040 23.776 33.613 30.513 27.400 25.191 28.200 22.345 37.550 29.530 25.236 26.234 30.049 33.900 27.387 39.512 29.941 30.210 24.761 24.384 26.581 28.165 28.410 26.230 29.768 20.478 24.284 26.100 45.390
CY2013 28.355 32.322 29.638 23.547 26.050
23.638
31.909 27.730 30.629 30.860 32.747 29.363 34.653 27.138 24.837 20.540 23.726 33.313 30.730 27.350 25.691 28.150 25.159 37.830 32.069 25.786 27.186 29.947 34.100 28.773 39.211 29.883 29.960 24.711 25.339 27.377 28.115 28.240 28.680 29.496 21.763 25.534 27.800 45.340
49
Table 17.1 Continued
Millage Rates by County - Alphabetical
CY2009
Dodge
22.000
Dooly
33.082
Dougherty
37.861
Douglas
29.532
Early
26.950
Echols
35.185
Effingham
28.083
Elbert
25.916
Emanuel
28.731
Evans
20.600
Fannin
18.310
Fayette
31.609
Floyd
29.938
Forsyth
23.934
Franklin
23.502
Fulton
36.192
Gilmer
21.500
Glascock
27.530
Glynn
22.648
Gordon
24.331
Grady
23.650
Greene
15.853
Gwinnett
34.050
Habersham
21.870
Hall
24.430
Hancock
30.488
Haralson
27.600
Harris
23.450
Hart
18.246
Heard
22.460
Henry
37.279
Houston
25.220
Irwin
29.266
Jackson
32.172
Jasper
28.140
Jeff Davis
25.880
Jefferson
26.764
Jenkins
23.846
Johnson
21.926
Jones
31.368
Lamar
24.992
Lanier
31.490
Laurens
22.550
Lee
28.416
CY2010 22.250 35.082 37.861 34.250 26.690 35.185 28.118 26.902 26.932 20.600 18.310 29.839 29.938 24.719 23.502 37.192 22.278 27.530 22.648 24.780 23.650 16.170 34.050 22.510 24.430 30.499 28.100 23.450 20.348 22.460 38.628 24.720 29.266 32.191 31.560 25.880 26.764 23.846 28.947 31.348 24.992 31.490 22.550 28.016
CY2011 22.250 35.082 37.861 33.100 26.830 35.160 28.118 27.046 26.934 21.700 18.310 30.702 29.938 26.624 23.502 38.272 25.583 26.530 22.497 29.278 26.220 17.906 33.820 23.119 25.820 31.252 28.100 23.950 21.590 22.460 38.628 24.720 29.266 32.258 34.515 25.880 26.798 23.846 28.747 31.348 25.992 33.260 22.570 28.016
CY2012 21.988 34.447 39.811 32.050 27.650 33.835 29.632 26.171 26.599 21.690 18.260 30.982 29.888 26.574 25.452 39.722 26.168 27.860 23.273 29.309 26.290 21.976 33.770 24.830 26.590 32.207 28.050 23.900 19.105 22.410 36.700 24.670 29.216 32.250 35.486 25.830 28.847 23.796 28.414 31.298 27.221 33.210 22.520 28.366
CY2013 22.214 34.292 39.761 32.250 27.490 33.785 29.602 27.283 26.547 22.590 19.210 31.050 29.838 26.524 25.402 41.602 25.594 29.280 24.223 29.356 27.600 21.179 35.750 26.283 28.050 32.763 28.000 24.850 19.401 22.360 40.275 24.620 29.166 32.936 35.436 28.280 29.271 23.746 29.471 29.554 27.263 32.956 22.460 30.816
50
Table 17.1 Continued
Millage Rates by County - Alphabetical
CY2009
Liberty
32.930
Lincoln
26.697
Long
31.074
Lowndes
24.510
Lumpkin
20.597
Macon
28.900
Madison
30.155
Marion
22.916
McDuffie
25.240
McIntosh
29.423
Meriwether
30.467
Miller
37.067
Mitchell
31.573
Monroe
23.381
Montgomery
23.196
Morgan
20.889
Murray
21.550
Muscogee
41.530
Newton
31.633
Oconee
24.436
Oglethorpe
26.619
Paulding
32.372
Peach
30.805
Pickens
22.480
Pierce
23.520
Pike
26.075
Polk
26.380
Pulaski
27.063
Putnam
15.900
Quitman
28.440
Rabun
17.326
Randolph
28.925
Richmond
30.148
Rockdale
35.980
Schley
30.980
Screven
25.759
Seminole
25.871
Spalding
37.160
Stephens
29.970
Stewart
25.447
Sumter
30.612
Talbot
29.979
Taliaferro
39.620
Tattnall
24.791
CY2010 32.830 27.531 29.460 24.510 20.355 28.980 30.167 23.337 25.240 29.423 30.641 35.240 32.573 23.631 24.196 22.393 21.550 34.240 34.603 24.436 27.302 33.592 30.805 22.480 23.900 29.094 26.380 28.063 16.800 28.437 17.308 31.775 29.796 38.990 32.610 25.763 30.943 38.030 29.970 25.447 29.573 29.380 39.620 26.760
CY2011 32.980 31.251 29.460 24.510 22.361 29.040 29.350 23.466 26.930 27.553 31.498 35.069 33.573 24.668 24.946 24.785 21.550 41.500 34.676 24.436 27.301 30.629 30.805 22.480 26.680 29.452 27.380 28.117 17.400 31.610 17.066 35.091 29.821 41.900 31.880 26.044 30.928 38.490 29.970 27.517 29.570 30.449 39.162 26.867
CY2012 34.030 31.201 29.410 24.494 25.874 28.501 29.252 23.361 25.190 26.774 32.759 34.448 35.473 24.873 25.027 26.891 21.500 41.450 35.453 25.386 27.251 32.553 30.755 22.950 26.185 29.326 27.330 28.130 17.350 31.562 16.889 34.275 30.332 41.850 31.480 26.534 30.379 38.850 29.920 29.450 29.458 30.313 38.807 26.959
CY2013 34.260 38.475 32.010 23.428 26.292 28.415 29.103 23.309 25.140 26.724 32.960 36.304 35.423 25.323 27.364 27.853 21.450 41.400 36.033 25.336 27.200 32.569 30.705 22.937 25.890 29.264 27.280 28.644 21.935 32.173 17.390 34.660 31.095 47.160 31.432 26.693 30.897 39.800 29.870 26.805 30.908 30.263 38.689 26.922
51
Table 17.1 Continued
Millage Rates by County - Alphabetical
CY2009
Taylor
20.510
Telfair
29.439
Terrell
31.534
Thomas
21.130
Tift
27.707
Toombs
22.341
Towns
11.069
Treutlen
24.607
Troup
29.660
Turner
30.269
Twiggs
32.450
Union
14.588
Upson
27.270
Walker
22.072
Walton
31.582
Ware
31.844
Warren
31.400
Washington
24.809
Wayne
31.220
Webster
28.521
Wheeler
32.115
White
24.429
Whitfield
20.067
Wilcox
33.610
Wilkes
25.649
Wilkinson
32.350
Worth
25.353
CY2010 22.020 29.439 31.534 21.836 27.707 22.378 11.059 24.607 29.660 30.269 32.450 14.615 27.270 22.572 32.082 31.860 31.900 25.029 31.220 28.544 32.095 24.429 20.067 33.610 25.445 32.350 25.353
CY2011 22.030 29.439 31.534 22.174 27.709 22.388 10.824 24.607 29.660 30.269 32.450 17.467 27.270 22.489 34.225 31.898 31.900 25.032 30.750 28.544 31.863 25.370 20.067 33.949 26.309 32.350 25.353
CY2012 21.980 29.391 30.684 22.206 27.659 22.333 11.470 24.505 29.610 30.219 33.400 17.408 23.270 22.439 35.410 32.727 32.600 25.137 32.700 28.494 31.751 26.320 25.017 33.560 26.402 32.300 25.286
CY2013 23.870 29.493 30.134 24.782 27.614 24.466 12.777 24.455 30.310 30.169 33.350 17.356 31.990 22.259 36.062 32.847 32.508 26.130 31.650 28.492 32.642 26.863 26.967 33.510 27.157 32.250 26.496
Source: Local Government Services Division, Georgia Department of Revenue Formula: Reported millage rates include: (1) State levy: Before 2012 the state millage rate was .25 mill. In 2012 the state millage rate is .20 mill and will decrease each year by .05 till the rate is zero.
(2) County school maintenance & operation and bond millages and (3) County governing authority Unincorporated area maintenance & operation millage, bond millage and special district millages. Special district millages generally include levies for certain services such as fire , recreation, library, solid waste disposal, emergency services, development authority, hospital authority, and water authority.
Exceptions: (1) Special fire district millages for Brooks and Bulloch Counties were not included in their reported millages;
(2) Special fire district millages for Greene and Jackson Counties were averaged and added to their totals;
(3) Muscogee County has no Unincorporated area; therefore the millage reported represents the largest Urban Service District. Clarke County has no Unincorporated area; therefore the millage reported represents Incorporated. (4) Hart County millage rate was restated for 2010 - 2012 Disclaimer: Use of the county governing authority Unincorporated area millage is for general summary purpose. Millage rates set by county governing authorites for Incorporated areas may be higher or lower and may or may not include additional millage rates set by municipal governing authorities.
52
Table 17.2
Millage Rates by County - Numerical
CY2013
CY2013
Towns 12.777 Coffee
24.711 Whitfield
Union 17.356 Thomas
24.782 Brooks
Rabun 17.390 Bryan
24.837 Wilkes
Fannin 19.210 Harris
24.850 Chattooga
Hart
19.401 McDuffie
25.140 Oglethorpe
Bulloch 20.540 Catoosa
25.159 Lamar
Greene 21.179 Monroe
25.323 Polk
Murray 21.450 Oconee
25.336 Elbert
Dade
21.763 Colquitt
25.339 Camden
Putnam 21.935 Franklin
25.402 Montgomery
Dodge 22.214 Dawson
25.534 Columbia
Walker 22.259 Gilmer
25.594 Early
Heard 22.360 Candler
25.691 Grady
Laurens 22.460 Chattahoochee 25.786 Tift
Evans 22.590 Pierce
25.890 Bartow
Pickens 22.937 Baldwin
26.050 Decatur
Marion 23.309 Washington 26.130 Morgan
Lowndes 23.428 Habersham
26.283 Haralson
Baker
23.547 Lumpkin
26.292 Hall
Banks 23.638 Worth
26.496 Cook
Burke 23.726 Forsyth
26.524 Carroll
Jenkins 23.746 Emanuel
26.547 Coweta
Taylor 23.870 Screven
26.693 Jeff Davis
Glynn 24.223 McIntosh
26.724 Appling
Treutlen 24.455 Stewart
26.805 Macon
Toombs 24.466 White
26.863 Webster
Houston 24.620 Tattnall
26.922 Pulaski
Source: Local Government Services Division, Georgia Department of Revenue
CY2013 26.967 Crawford 27.138 Clay 27.157 Madison 27.186 Irwin 27.200 Pike 27.263 Jefferson 27.280 Glascock 27.283 Gordon 27.350 Bleckley 27.364 Johnson 27.377 Telfair 27.490 Crisp 27.600 Jones 27.614 Effingham 27.730 Bacon 27.800 Floyd 27.853 Stephens 28.000 Clinch 28.050 Cherokee 28.115 Cobb 28.150 Terrell 28.240 Turner 28.280 Talbot 28.355 Troup 28.415 Ben Hill 28.492 Peach 28.644 Calhoun
CY2013 28.680 28.773 29.103 29.166 29.264 29.271 29.280 29.356 29.363 29.471 29.493 29.496 29.554 29.602 29.638 29.838 29.870 29.883 29.947 29.960 30.134 30.169 30.263 30.310 30.629 30.705 30.730
Lee Berrien Seminole Sumter Fayette Richmond Schley Wayne Barrow Upson Long Chatham Quitman Douglas Wilkinson Atkinson Warren Paulding Wheeler Bibb Hancock Ware Jackson Lanier Meriwether Butts Twiggs
CY2013 30.816 Wilcox 30.860 Echols 30.897 Clarke 30.908 Liberty 31.050 Dooly 31.095 Brantley 31.432 Randolph 31.650 Mitchell 31.909 Jasper 31.990 Gwinnett 32.010 Newton 32.069 Walton 32.173 Miller 32.250 Charlton 32.250 Lincoln 32.322 Taliaferro 32.508 Clayton 32.569 Dougherty 32.642 Spalding 32.747 Henry 32.763 Muscogee 32.847 Fulton 32.936 DeKalb 32.956 Rockdale 32.960 33.313 33.350
CY2013 33.510 33.785 34.100 34.260 34.292 34.653 34.660 35.423 35.436 35.750 36.033 36.062 36.304 37.830 38.475 38.689 39.211 39.761 39.800 40.275 41.400 41.602 45.340 47.160
53
Motor Vehicle Division
The Motor Vehicle Division issues license plates, Georgia Certificates of Title, and records liens and security interest information on all vehicles registered in Georgia.
Processing Unit Monitors quality control of title applications and examines documents supporting issuance of Georgia titles. The Unit also transmits vehicle information to the National Motor Vehicle Title Information System.
Dealer Registration Unit Processes Motor Vehicle Dealer license plates and registrations. The Unit also issues Motor Vehicle temporary site permits to dealerships.
Sponsor/Special Tags Unit Processes requests for Sponsor or Commemorative license plates for Sponsor organizations and higher learning institutions.
Commercial Vehicle Unit Registers motor carriers operating motor vehicles weighing 26,001 pounds or more that travel in two or more states under the International Registration Plan. The Unit is also responsible for registering motor carriers operating under the International Fuel Tax Agreement and issuing intrastate permits such as a Motor Carrier of Property Permit and a Class IE Permit.
Inspection Unit Conducts inspections for "salvage", "rebuilt", and "restored" vehicles.
Motor Vehicle Call Center Receives more than 1,000 calls daily requesting assistance in interpreting and complying with state and federal laws concerning Georgia title and registration.
Motor Vehicle Registrations: 8.6 million tags processed
54
Table 18
Active Registrations for Georgia Specialty Plates
Top Ten Specialty Plates
FY2009
Wildlife (O.C.G.A. 40-2-86)
293,382
FY2010 273,914
FY2011 156,660
FY2012 109,178
FY2013 82,176
Bobwhite Quail ( 40-2-86)
185,351
174,602
96,420 67,334 52,920
Hobby Antique ( 40-2-86)
104,580
101,897
40,182 28,117 23,409
Educators ( 40-2-86)
51,911
52,901
39,792 32,832 27,689
Wildflower ( 40-2-86)
64,203
59,966
36,651 26,757 20,314
Hummingbird ( 40-2-86)
54,019
56,471
35,368 25,631 19,629
Breast Cancer Awareness ( 40-2-86)
41,839
39,870
31,302 25,541 20,958
Dog & Cat Sterilization ( 40-2-86)
41,216
37,878
24,490 18,452 20,314
Golden Labrador Retriever ( 40-2-86)
34,801
35,569
23,834 18,588 15,354
Certified Firefighter ( 40-3-86.1)
11,111
11,855
10,460
9,814 10,268
Note: For reference, please consult HB 1055 which was signed into law on May 12, 2010. Among other provisions, it changed applicable Code section reference numbers.
Source: Motor Vehicle, Georgia Department of Revenue
Table 19 Number of Motor Vehicle Registrations and Tags Issued
Registrations Issued Tags Issued
FY2009 8,515,900 1,673,948
FY2010 8,530,981 1,712,390
FY2011 8,581,400 1,943,324
FY2012 8,686,939 1,843,323
FY2013 8,785,922 1,563,322
Source: Motor Vehicle Division, Georgia Department of Revenue
55
Table 20
Number of Motor Vehicle Registrations Sold by Major Category
FY2009
FY2010
FY2011
Passenger Cars
5,372,048
5,394,530
5,441,975
Motorcycles
195,776
195,647
199,253
Trucks
1,901,475
1,877,499
1,860,938
Trailers
1,008,660
1,024,073
1,038,902
Bus
37,743
39,035
40,148
Other
198
197
184
Total
8,515,900
8,530,981
8,581,400
Source: Motor Vehicle Division, Georgia Department of Revenue
FY2012 5,531,795
201,206 1,854,488 1,058,038
41,227 185
8,686,939
FY2013 5,619,161
199,287 1,851,983 1,074,232
41,064 195
8,785,922
Table 21 Summary of Revenues from Motor Vehicle Tag, Title and Related Items
FY2009
FY2010
FY2011
FY2012
FY2013
Registration
County collected
Registration and $186,574,202.78 $171,522,696.21 $206,785,947.69 $200,745,747.89 $ 192,022,095.73
Fees
DOR collected
Registration and $ 1,220,741.00 $ 970,534.50 $ 871,200.75 $ 959,845.00 $ 952,530.00
Fees
Refunds from
Registration and $ (248,339.22) $ (396,715.31) $ (387,748.03) $ (361,040.57) $ (302,293.98)
Title Fees
Sub-Total
$187,546,604.56 $172,096,515.40 $207,269,400.41 $201,344,552.32 $ 192,672,331.75
Titles
County collected Title Fees
$ 34,269,752.50
$ 32,652,432.00
$ 37,463,308.00 $ 37,570,840.00
$
DOR collected Title Fees
$ 8,886,193.00 $ 8,740,792.00 $ 9,160,418.00 $ 9,141,956.00 $
Tag and Title
Compliance Pen- $ 1,817,410.00 $ 1,658,790.00 $ 1,791,620.00 $ 1,648,240.00 $
alties
34,525,690.56 8,483,368.00 1,538,705.00
Sub-Total
$ 44,973,355.50 $ 43,052,014.00 $ 48,415,346.00 $ 48,361,036.00 $ 44,547,763.56
Total Amount of Net Revenue (i)
$232,519,960.06
$215,148,529.40
$255,684,746.41
$249,705,588.32
$ 237,220,095.31
Note: (i) Net revenue amounts take into account refunds, commissions retained by county tag agents and other accounting adjustments. Source: Motor Vehicle Division, Georgia Department of Revenue
56
Table 22
Lobby Customers at Southmeadow Facility
Customer Service Category
Arrived
Titles Salvage and Bonds ADA Commercial Titles Research Quality Assurance Commercial Vehicles Cashier Commercial Vehicles Permitting Commercial Vehicles Registration Commercial Vehicles IFTA Park - Research Park - Commercial Vehicles Commercial Vehicles DOT Dealer Tags Stop Files Grand Totals
Source: Motor Vehicle Division, Georgia Department of Revenue
65,135 624 7
22,262 435 1
1,804 7,162 13,794 6,639
26 1,810
206 6,704
446 127,055
Served
Workload Hours
64,619 622 6
22,106 430 -
1,759 7,093 13,605 6,479
26 1,627
175 6,592
374 125,513
8727:50:14 94:23:50 0:08:40
6612:13:50 74:33:32 0:00:00 238:40:58 766:48:22
2295:27:04 1060:52:58
6:02:00 152:59:38 14:37:14 1922:23:54 46:40:34 22013:42:48
57
Processing Center
The Processing Center performs frontline processing of all tax documents and paper check payments. The Processing Center has a staff of 90 employees and augments staffing during peak periods with seasonal temporary labor. On an annual basis, over 6 million tax returns are received and processed, 32 million pages of documents have images created, and approximately $2.7 billion in tax payments are deposited.
Additionally, more than 6 million pieces of outgoing mail are distributed annually. Included in this effort are refund checks, motor vehicle titles, and tax notices.
The Processing Center's functions are performed in the following business units: Mail Center receiving of incoming mail and processing of outgoing mail. Mail Processing opening, sorting, extracting and scanning of mail. Imaging high speed scanning of incoming mail. Data Processing remittance processing and depositing of all paper check payments, data capture of
all tax returns via keying from paper and image. Individual Verification verification and error correction of individual tax returns. Business Verification verification and error correction of business tax returns. Post Processing provides support services to other divisions for reconciliation purposes to include
returned checks, undeliverable mail, etc. Forms Design develops and maintains tax forms for the various tax types of the state. Business Administration provides support services to various units to include reporting, purchas-
ing, equipment maintenance, etc.
The processing of taxpayer payments, the capturing of data, and the imaging of documents are the primary responsibilities of the Processing Center. The images and data captured are made available in various databases to the Department's customer service representatives. Processing Center technology includes optical and intelligent character recognition, two-dimensional bar code, automated mail extraction and scanning equipment, high speed scanners, magnetic ink character recognition and encoding scanners, multi-line optical character reader mail sorting equipment, and electronic image cash letter depositing via Check21 software. In addition, the Processing Center receives and processes all electronically filed returns.
Returns Processing: 7.7 million documents processed
58
Table 23 Tax Returns Processed in Department of Revenue (Thousands)
Individual Income Tax Individual Amended Tax Withholding Tax
Corporate Tax
Sales and Use Tax
Total of all Tax Types
CY2009 4,299
96 3,438
311 1,060 9,204
CY2010 4,311 85 2,962 248 1,548 9,154
CY2011 4,348 56 1,038 180 1,591 7,213
Note: Withholding Tax includes all payments and monthly and quarterly returns processed. Source: Information Technology Division, Georgia Department of Revenue - electronic returns
CY2012 4,442 134 1,109 280 1,325 7,290
CY2013 4,288 69 1,090 309 1,289 7,045
59
Alcohol and Tobacco Division
The Alcohol and Tobacco Division is composed of two units: Law Enforcement Section and Licenses and Permits Section.
The Law Enforcement Section enforces all laws and regulations pertaining to the manufacture, possession, transportation and sale of legal and illegal alcoholic beverages, tobacco products, and the possession and operation of coin-operated amusement machines within the state. This Section also enforces the state's motor fuel and motor carrier laws. Criminal investigators conduct specialized investigations regarding licensing background checks and licensing violations, sales of alcoholic beverages and tobacco products to minors, and Excise Tax evasion on alcohol, tobacco, and certain motor fuel products. The agents also assist other state, local, and federal enforcement agencies in related investigative matters.
The Licenses and Permits Section is charged with receiving, processing, collecting, and maintaining Excise Tax reports for malt beverages, wines, distilled spirits, cigarettes, cigars, little cigars, and loose or smokeless tobacco. It is also responsible for receiving and processing applications for wholesalers, importers, brokers, and manufacturers of alcoholic beverages and tobacco products. Alcoholic beverage brand registrations and keg registration forms and decals are also processed by this section. Alcohol Taxes Georgia Alcohol Taxes are collected by the wholesaler at time of delivery to the retailer. The wholesaler remits all taxes collected to the Revenue Department. Georgia taxes alcoholic beverages as follows:
Distilled Spirits - Distilled spirits (less than 190 proof) manufactured within Georgia are taxed at 50 cents (Excise Tax) per liter. Distilled spirits manufactured outside Georgia are taxed at $1 per liter. Alcohol (any product over 190 proof) manufactured inside Georgia is taxed at 70 cents per liter. Alcohol manufactured outside Georgia is taxed at $1.40 per liter. Some localities collect a local tax, which can be up to 22 cents per liter.
Beer - The tax is $1.08 per standard case of 24 twelve-ounce containers (4 cents per can) plus a uniform local beer tax of $1.20 per standard case (5 cents per can).
Wine - Table wines (14 percent or less alcohol by volume) manufactured inside Georgia are taxed at 11 cents per liter. Table wines manufactured outside Georgia are taxed at 40 cents per liter. Dessert wines (more than 14 percent, but not more than 21 percent alcohol by volume) manufactured inside Georgia are taxed at 27 cents per liter. Dessert wines manufactured outside the state are taxed at 67 cents per liter. Wine fortified with distilled spirits, which results in an alcohol content of more than 21 percent alcohol by volume, is taxed as distilled spirits. Some localities collect a local tax, which can be up to 22 cents per liter.
60
Alcohol and Tobacco Division (Continued)
The licensed sale of alcoholic beverages commenced in Georgia in the mid-1930s following the nationwide repeal of Prohibition. Georgia is a "local option" state for the licensing and sale of alcoholic beverages. Any city or county that wants to provide for the licensing and sale of distilled spirits can do so legally only after an affirmative vote of its citizens. Upon approval of the voters, the licensing, sale, and manufacture of distilled spirits is permitted provided the manufacturer, wholesaler, or retailer obtains an alcohol beverage license from the Department of Revenue and complies with all local licensing requirements.
Tobacco Taxes Georgia's state Excise Tax on cigarettes is 37 cents per pack of 20 ($3.70 per carton). The state Excise Tax on cigars is 23 percent of the wholesaler's cost. The state Excise Tax on loose or smokeless tobacco is 10 percent of the wholesaler's cost.
State taxation of cigars and cigarettes began in 1923. The rate on cigarettes increased gradually to 5 cents per pack in 1955. By 1971, it was 12 cents per pack. Effective July 1, 2003, the state Excise Tax on a pack of 20 cigarettes increased to the present rate of 37 cents. On a scale of 1 to 50 with the former representing the highest rate of tax, Georgia currently ranks 41st nationwide.
In July 2003, the state began imposing an Excise Tax on loose and smokeless tobacco. It is based upon 10 percent of the wholesale cost price. Effective July 2003, the tax rate on "little cigars" (weighing not more than 3 pounds per thousand) increased from 2 mills to 2.5 mills each. The tax on all other cigars increased from 13 percent to 23 percent of the wholesale cost price.
Industry Regulations: 1,219 alcohol license investigation conducted
61
Table 24
Tax and Fee Collections by the Enforcement Unit of the Alcohol and Tobacco Division (Thousands)
FY2009 FY2010 FY2011 FY2012 FY2013
Delinquent Tax Collections
$ 11,377 $ 9,501 $ 7,423 $ 9,091 $ 5,221
Fee Collections
$
138 $
Executive Orders / Administrative Penalties / Fines
Total Collections and Fines Paid
$
966 $
$ 12,481 $
Source: Alcohol and Tobacco Division, Georgia Department of Revenue
168 $ 641 $ 10,310 $
371 $
565 $
839 $ 8,633 $
1,075 $ 10,731 $
265 394 5,880
Table 25
Alcohol and Tobacco Division Performance Figures
FY2009
FY2010
Number of Alcohol Agents
24
24
Alcohol Inspections
4,192
3,820
Alcohol Investigations
1,469
1,280
Alcohol Citations
1,603
2,061
Underage Alcohol Investigations
3,641
4,289
Underage Alcohol Citations
615
699
Liquor License Investigations
1,469
1,280
Still Seizures
-
-
Tobacco Inspections
3,178
3,126
Tobacco Investigations
13
36
Tobacco Citations
37
123
Underage Tobacco Investigations
1,782
3,372
Executive Orders
2,137
1,749
Game Inspections
1,482
1,413
Felony Arrests
19
31
Misdemeanor Arrests
221
140
Dyed Fuel Inspections
6,252
4,990
Dyed Fuel Violations
158
112
Source: Alcohol and Tobacco Division, Georgia Department of Revenue
FY2011 42
4,749 1,336 1,979 4,331
753 1,336
7 3,939
15 138 2,284 2,053 4,271 29 228 6,760 167
FY2012 41
7,556 1,350 7,556 5,343
617 1,350
2 6,187
7 206 2,065 2,437 3,201 26 162 6,958 155
FY2013 40
5,398 1,219
962 3,816
300 1,219
3,954
37 114 1,339 1,039 2,191 16 125 7,111 50
62
Table 26 Revenue from Selective Excise Taxes (Thousands)
Beer Beer Taxes Fines and Forfeitures Refunds
FY2009
FY2010
FY2011
FY2012
$
87,821 $
85,180 $
83,205 $
84,935 $
$
62 $
1 $
156 $
(45) $
$
(7) $
(5) $
(5) $
(44) $
Total Tobacco Stamp Sales
$
87,876 $
85,176 $
83,356 $
84,846 $
$ 229,704 $ 226,863 $ 222,161 $ 227,205 $
Fines and Forfeitures
$
577 $
413 $
376 $
23 $
Refunds
$
(31) $
(89) $
(3) $
(81) $
Total Liquor Liquor Taxes
$ 230,250 $ 227,187 $ 222,534 $ 227,147 $
$
49,485 $
50,565 $
50,245 $
54,738 $
Fines and Forfeitures
$
27 $
14 $
40 $
99 $
Refunds
$
Pre-License Investigations $
Total
$
Motor Fuel
Total
$
Wine
Wine Taxes
$
(18) $ 104 $ 49,598 $
438,329 $
29,344 $
(4) $ 86 $ 50,661 $
443,384 $
32,073 $
(6) $ 74 $ 50,353 $
441,189 $
31,879 $
(1,172) $ 68 $
53,733 $
431,564 $
35,328 $
Fines and Forfeitures
$
- $
- $
149 $
20 $
Refunds
$
6 $
9 $
9 $
(224) $
Total
$
29,338 $
32,064 $
32,020 $
35,124 $
Selective Excise Taxes Total
$ 835,391 $ 838,472 $ 829,452 $ 832,414 $
Source: Alcohol and Tobacco, Taxpayer Services and Information Technology Divisions, Georgia State Department of Revenue
FY2013
85,545 309 -
85,854
211,448 76 -
211,524
53,646 1,816
110 55,572
428,278
35,827 13 -
35,840 817,068
63
Table 27
Revenue from Business License Fees (Thousands)
FY2009
FY2010
Beer Dealers
Wholesaler Licenses
$
48 $
28 $
Retailer Licenses (i)
$
502 $
191 $
Special Permits
$
- $
- $
Total
$
550 $
219 $
Cigar and Cigarette Dealers
Wholesaler, Manufacturer and Importer Licenses
$
15 $
14 $
FY2011
29 $ 495 $ 37 $ 561 $
21 $
FY2012
26 $ 129 $
4 $ 159 $
20 $
Total
$
15 $
14 $
21 $
20 $
Liquor Dealers
License and Brand Registration
$
Wholesaler Licenses and Permits
$
Retailer Licenses (i)
$
- $ 73 $ 896 $
33 $ 33 $
7 $
24 $ 56 $ 1,035 $
14 $ 35 $ 885 $
Special Permits
$
- $
5 $
122 $
2 $
Retail In-Room Service License Fees
$
- $
- $
4 $
11 $
Total
$
969 $
78 $
1,241 $
947 $
Wine Dealers
Wholesaler Licenses and Permits
$
Retailer Licenses (i)
$
47 $ 442 $
36 $ 11 $
44 $ 441 $
35 $ 179 $
Special Permits
$
- $
2 $
103 $
15 $
Special Order Shipping $
27 $
37 $
37 $
40 $
Total
$
516 $
86 $
625 $
269 $
Business Licenses Fees Total
$
2,050 $
397 $
2,448 $
1,395 $
Note:
(i) Retailer Licenses have been restated to include multiple licenses sold, now broken out into their respective alcohol types for ease of reference. FY2013 numbers were grouped by larger category and should be compared by totals.
Source: Alcohol and Tobacco, Taxpayer Services and Information Technology Divisions, Georgia State Department of Revenue
FY2013
-
172 172
3,505 3,505
3,677
64
Compliance Division
The Compliance Division is responsible for ensuring taxpayer compliance with Georgia's tax laws. It is comprised of two units: the Audit Unit and the Collections Unit. The Division also oversees the Department's 11 regional offices located throughout the State of Georgia.
Audit Unit Performs audits within and outside the state of Georgia. The types of tax audits include: Individual and Corporate Income, International Fuel Tax Agreement, International Registration Plan, Motor Fuel, Sales and Use, and Withholding. Additionally, the Audit Unit administers the Voluntary Disclosure Program.
Collection Unit Continually examines taxpayer registrations, compliance with filing deadlines and collects delinquent accounts. The Unit is responsible for tax compliance for special events which often involve out-of-statebased or other businesses that are not registered in Georgia for the collection of Sales and Use Tax. Responsible for installment payment agreements, processing, offer in compromise applications, problem resolution, bankruptcy, and the Compliance Call Center. The Unit also oversees the four private collection agencies used by the Department.
Integrated Tax Solution
DOR uses GenTax , a software product used by over 24 states, local tax authorities and several foreign tax administration entities, as its Integrated Tax Solution. With the implementation of GenTax at DOR, dramatic improvements have been cited in data accessibility across divisions and there has been a reduction in lag time for resolving taxpayer problems. The Tax Compliance Division intends to use the system's connectivity to target taxpayers for non-compliance and ensure that refunds are not issued without reviewing taxpayer profiles across multiple tax types. The manufacturer of GenTax, Fast Enterprises, has cited a cost savings impact of anywhere from $10 million to $50 million by states implementing GenTax.
Collections: $ 399 million collected on delinquent and deficient accounts
65
Table 28
Tax Compliance Division Expenditures and Benefits FY2010
Auditor
FY2011
FY2012
FY2013
Cash Collection to Expenditure Ratio (X:$1)
$
9.04 $
5.19 $
5.36 $
5.55
Assessments & Disallowances to Expenditure Ratio (X:$1)
$
5.28 $
10.85 $
4.41 $
3.99
Revenue Agent
Cash Collection to Expenditure Ratio (X:$1)
$
6.76 $
5.63 $
6.47 $
Note: Financial benefits may be overstated because some portion of cash collections includes assessments made in the current year of prior fiscal years. Source: Compliance Division, Georgia Department of Revenue
5.80
$500,000,000 $450,000,000 $400,000,000 $350,000,000 $300,000,000 $250,000,000 $200,000,000 $150,000,000 $100,000,000 $50,000,000
$- $(50,000,000)
$156,649,277
$131,544,339 $107,836,757
$202,331,330
$131,746,519
$225,375,634
$102,339,343
$76,991,847
$84,316,151
$(37,751,627)
$(44,148,957)
$(50,356,416)
2010
2011
2012
Revenue Agents' Cash Collections
Auditors' Cash Collections
Auditors' Assessm ents and Disallowances Expenditures
$203,138,633
$113,931,735 $81,923,397 $(55,591,488)
2013
66
Table 29
Comparison of Sales Tax Paid to the State Treasury and Sales Tax Distribution to Local Government (Millions)
FY2009
FY2010
FY2011
FY2012
FY2013
Net State Collection
$
5,342 $
4,779 $
5,098 $
5,330 $
5,324
Change from Prior Year (%)
-7.59%
-10.54%
6.68%
4.55%
-0.11%
Local Distributions
$
4,360 $
4,357 $
4,408 $
4,623 $
4,633
Change from Prior Year (%)
-9.77%
-0.07%
1.17%
4.88%
0.22%
Total Sales Tax
$
9,702 $
9,136 $
9,506 $
9,953 $
9,957
Change from Prior Year (%)
-8.58%
-5.83%
4.05%
4.70%
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
Table 30
0.04%
CY2013 Refund History by Month
Month
Individual
Corporate
Sales Taxes
Refunds
Number of Refunds Number of Refunds Number of
(Thousands) Refunds (Thousands) Refunds (Thousands) Refunds
January
$ 30,770
12,503 $ 17,443
833 $ 17,846
167
February
$ 571,677
974,357 $ 32,026
738 $ 6,384
186
March
$ 526,674
755,486 $ 13,322
1,057 $ 15,627
603
April
$ 547,336
620,939 $ 5,943
831 $ 5,751
175
May
$ 163,388
187,054 $
967
198 $
563
115
June
$ 85,766
113,990 $ 13,005
1,647 $ 11,856
601
July
$ 44,870
34,997 $ 10,788
531 $ 8,412
158
August
$ 39,454
25,594 $ 4,630
816 $ 19,838
545
September $ 35,314
22,154 $ 7,852
1,637 $ 4,806
271
October
$ 115,314
66,090 $ 6,855
1,152 $ 11,317
386
November $ 53,149
20,942 $ 26,505
506 $ 1,528
190
December $ 24,210
18,381 $ 28,427
665 $ 5,951
289
Grand Total $ 2,237,922 2,852,487 $ 167,763
10,611 $ 109,879
3,686
Source: Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
67
Table 31
Net Revenue Collections by Georgia Department of Revenue (Unaudited and Thousands)
FY2009
FY2010
FY2011
FY2012
FY2013
Fiscal Year Collections
Total
$ 15,619,041 $ 14,198,824 $ 15,310,413 $ 16,052,536 $ 17,003,992
Monthly Collections
July
$ 1,213,291 $ 1,096,238 $ 1,147,262 $ 1,230,984 $ 1,321,912
August
$ 1,259,631 $ 1,052,466 $ 1,185,849 $ 1,293,779 $ 1,318,415
September
$ 1,632,334 $ 1,371,956 $ 1,449,813 $ 1,530,424 $ 1,589,941
October
$ 1,386,860 $ 1,140,095 $ 1,233,074 $ 1,300,052 $ 1,384,502
November
$ 1,419,543 $ 1,188,879 $ 1,268,524 $ 1,356,812 $ 1,347,711
December
$ 1,489,148 $ 1,402,181 $ 1,555,061 $ 1,536,217 $ 1,686,823
January
$ 1,575,265 $ 1,438,319 $ 1,555,438 $ 1,566,803 $ 1,729,442
February
$ 629,448 $ 567,251 $ 715,277 $ 765,206 $ 796,107
March
$ 987,986 $ 998,239 $ 1,105,278 $ 1,160,222 $ 1,172,846
April
$ 1,399,047 $ 1,340,542 $ 1,375,573 $ 1,527,561 $ 1,728,750
May
$ 1,262,138 $ 1,186,660 $ 1,215,773 $ 1,241,816 $ 1,348,139
June
$ 1,364,350 $ 1,415,998 $ 1,503,491 $ 1,542,660 $ 1,579,404
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
Table 32
Actual Department of Revenue Spending by Funding Source (Thousands)
FY2009
FY2010
FY2011
FY2012
FY2013
Other Funds
$
18,033 $
17,940 $
28,868 $
32,283 $
29,012
Collection Fees Modernization State Funds
$
10,299 $
$
- $
$ 114,448 $
11,226 $ - $
96,227 $
8,648 $ - $
77,859 $
16,809 $ - $
133,623 $
20,840 -
138,528
Source: Budget Unit, Finance Department, Georgia Department of Revenue - Expenditure Summary
68
Table 33.1
Changes in Major State Tax Revenues (Millions) - Collections
FY2009
FY2010
Net Revenue Collections
$
15,619 $
14,199 $
General Sales and Use Tax
$
5,343 $
4,779 $
Motor Fuel Tax
Prepaid Motor Fuel Sales Tax
Individual Income Tax
$
438 $
443 $
$
423 $
385 $
$
7,801 $
7,022 $
Corporate Tax
$
695 $
685 $
Liquor, Beer, and Wine Tax $
167 $
168 $
Cigar and Cigarette Tax
$
230 $
227 $
Motor Vehicle Fees
$
287 $
285 $
Other Revenues
$
235 $
205 $
Table 33.2
Changes in Major State Tax Revenues - Percentage Changes
FY08-09
FY09-10
Net Revenue Collections
-10.54%
-9.09%
General Sales and Use Tax
Motor Fuel Tax Prepaid Motor Fuel Sales Tax Individual Income Tax
Corporate Tax
Liquor, Beer, and Wine Tax
-7.58% -7.40% -21.38%
-12.24% -26.30%
1.21%
-10.56% 1.14% -8.98%
-9.99% -1.44% 0.60%
Cigar and Cigarette Tax
-4.17%
-1.30%
Motor Vehicle Fees (i) Other Revenues
-3.04% 74.07%
-0.70% -12.77%
FY2011 15,310 $
5,098 $ 441 $ 480 $
7,659 $ 671 $ 159 $ 229 $ 295 $ 278 $
FY10-11 7.82% 6.68% -0.45% 24.68% 9.07% -2.04% -5.36% 0.88% 3.51% 35.61%
FY2012 16,052 $ 5,330 $
432 $ 573 $ 8,143 $ 590 $ 174 $ 227 $ 308 $ 276 $
FY11-12 4.85% 4.55% -2.15% 19.38% 6.32%
-12.07% 9.12% -0.66% 4.23% -0.72%
FY2013 17,004 5,324
428 547 8,754 797 175 211 453 315
FY12-13 5.9% -0.1% -0.8% -4.5% 7.5% 35.1% 0.9% -7.0% 47.1% 14.1%
Note: The above figures ware extracted from the Department of Revenue's annual Revenue Collection Press Releases published during the relevant years. Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
69
Table 34
Revenue Collections (Thousands)
Corporate Tax Corporate Net Worth Tax (i)(ii) $
FY2009 30,944 $
Corporate Tax Assessments $
- $
FY2010
41,725 $ - $
FY2011
31,003 $ - $
FY2012
30,174 $ 9 $
FY2013
46,304 729
Corporate Income Tax
$ 881,267 $ 827,680 $ 857,668 $
Corporate Income Tax Refunds (iii)
$ (234,219) $ (199,198) $ (244,431) $
Financial Institution Business Occupation Tax (iv)
$
16,722 $
14,556 $
26,932 $
856,468 $ (323,008) $
26,272 $
918,980 (187,385)
18,627
Total Corporate Tax
$ 694,714 $ 684,763 $ 671,172 $
Individual Tax
Individual Tax Returns
$ 521,716 $ 472,418 $ 467,608 $
Individual Income Tax Assessments
$
145,918 $
156,681 $
137,621 $
Individual Estimated Payments
$ 996,155 $ 723,542 $ 807,712 $
589,915 $
571,033 $ 142,750 $ 730,999 $
797,255
775,393 195,429 702,729
Individual Withholding
$ 8,132,199 $ 8,014,530 $ 8,335,632 $ 8,640,857 $ 8,994,944
Non-Resident Composite Income Tax
$ 71,454 $ 99,153 $ 142,610 $ 146,742 $ 176,864
Estimate Non-Resident Composite Income Tax
$
- $
- $
- $
- $
-
Individual Income Tax Refunds (v) Fiduciary
$ (2,081,539) $ (2,449,123) $ (2,242,299) $ (2,098,295) $ (2,158,476)
$ 15,282 $
4,654 $ 10,069 $
8,606 $
66,829
Total Individual Tax
$ 7,801,185 $ 7,021,855 $ 7,658,953 $ 8,142,692 $ 8,753,712
Note: (i) Georgia Department of Revenue collects Corporate Net Worth Tax in conjunction with Corporate Returns and Estimated Corporate payments on a daily basis. This is done with the intention to ease the burden on taxpayers and the Georgia Department of Revenue Processing Center. (ii) At the time of this report, most of the returns have been processed. A projection is made to determine the net worth for all returns based on prior year returns. This projection is based on returns filed in the fiscal year and not on actual collections. Beginning with FY2011, the Integrated Tax System specifically accounts for net worth based on actual collections. (iii) Corporate Income Tax Refunds are net total that include voided corporate refunds. (iv) The Integrated Tax System, implemented in FY2011, greatly improved the tracking of this tax. (v) Individual Income Tax Refunds are net total that include voided individual refunds.
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
70
Table 34 Continued
Revenue Collections (Thousands)
Other Taxes
FY2009
Estate Tax (vi)
$
83 $
FY2010 - $
FY2011 - $
FY2012
FY2013
28 $ (15,352)
Property Tax
$ 82,764 $ 85,744 $ 76,286 $
67,417 $
53,492
Sales and Use Taxes - Gross $ 9,752,210 $ 9,198,072 $ 9,618,527 $ 10,080,239 $ 10,051,131
Local Distributions
Sales Tax Refunds/ Adjustments Prepaid Motor Fuel Tax
Motor Fuel Excise Tax
Malt Beverage Excise Tax
Liquor Excise Tax
Wine Excise Tax
Tobacco Taxes Motor Vehicle - Tag, Title, Fees Total Other Taxes
Business License Fees
Malt Beverage Licenses
Liquor Licenses
Wine Licenses
Tobacco Licenses Coin Operated Amusement Machines Total Business License Fees
$ (4,359,855) $ (4,356,688) $ 4,407,612) $ (4,622,932) $ (4,633,195)
$ (49,786) $ (62,572) $ (112,777) $ (126,960) $ (93,855)
$ 422,827 $ 385,241 $ 479,881 $ $ 438,329 $ 443,386 $ 441,189 $ $ 87,814 $ 85,175 $ 83,205 $
573,047 $ 431,564 $
84,846 $
547,172 428,278 85,545
$ 49,467 $ 50,561 $ 50,245 $
53,665 $
53,646
$ 29,338 $ 32,065 $ 31,879 $
35,124 $
35,827
$ 229,673 $ 226,810 $ 222,161 $ 227,123 $ 211,448
$ 287,528 $ 285,237 $ 295,338 $ 308,171 $ 453,351
$ 6,970,392 $ 6,373,031 $ 6,778,322 $ 7,111,332 $ 7,177,488
$
550 $
518 $
561 $
$
969 $
905 $
1,242 $
$
516 $
479 $
625 $
$
15 $
18 $
21 $
$
1,926 $
1,974 $ 12,855 $
129 $ 885 $ 179 $ 20 $ 9,417 $
$
3,976 $
3,894 $ 15,304 $
10,630 $
10 3,505
12 172 3,001
6,700
Note: (vi) Estate Tax beginning in FY2010 was not separately accounted for due to materiality. Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
71
Table 34 Continued
Revenue Collections (Thousands)
FY2009
Earnings - General Government
Real Estate Transfer Tax Collection Costs
$
267 $
Out of State Contractors
$
Liquor Pre-License Investigation Fees
$
Public Service Commission Fees
$
Total Earnings General Government
$
2 $ 104 $ 1,050 $ 1,423 $
Other Fees
Fines and Penalties - Motor Carrier Citations
$
- $
Fines and Penalties - Tobacco Citations
$
Fines and Penalties - Alcohol Citations
$
Forfeitures - Alcohol and Tobacco
$
Unclaimed Property
$
Motor Vehicle Licenses and Permits
$
Penalties and Interest Property Tax
$
577 $ 62 $ - $
86,150 $ 337 $ 341 $
FY2010
201 $ - $
86 $ 1,052 $ 1,339 $
- $ 407 $
14 $ - $
91,430 $ 628 $ 485 $
FY2011
200 $ 2 $ 74 $
1,056 $ 1,332 $
- $ 234 $ 233 $ 636 $ 84,033 $ 2,099 $ 538 $
Penalties and Interest - FiFa $ 16,190 $ 11,406 $ 15,154 $
FY2012
FY2013
219 $
209
2 $
3
68 $
110
1,048 $
-
1,337 $
322
- $
-
2 $
-
74 $ - $
88,221 $ 4,096 $
2,138 -
129,696 221
465 $
-
5,153 $
(3,350)
Penalties & Interest Individual Income Tax
N/A
N/A $ 73,378 $
68,773 $
77,081
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
72
Table 34 Continued
Revenue Collections (Thousands) FY2009
Other Fees Continued
Penalties & Interest - Sales & Use Tax
N/A
FY2010
FY2011
N/A $ 47,832 $
FY2012 53,318 $
FY2013 45,086
Penalties & Interest Corporate Income Tax
N/A
N/A $
7,883 $
6,891 $
10,465
Penalties and Interest - Motor Fuel
$
329 $
328 $
92 $
683 $
3,022
Penalties and Interest Alcoholic Beverages
$
27 $
41 $
53 $
30 $
32
Penalties and Interest Cigarette
$
Delinquent Tax Collections Fees
$
Unallocated Tax
$
- $
- $
35 $
(9,135) $ (12,343) $ (11,974) $ 51,465 $ 10,820 $ (33,647) $
Unallocated Fees
$
1,008 $
659 $
1,673 $
Other
$
- $ 10,069 $ (2,921) $
Total Other Fees
$ 43,694 $
9,574 $
9,026 $
Total Taxes Corporate Tax
$ 694,714 $ 684,763 $ 671,172 $
74 $ (16,965) $ (16,622) $
2,436 $ - $
29,845 $
589,915 $
76 (21,909) 29,109
8 (3,160) 62,729
797,255
Individual Tax
$ 7,801,185 $ 7,021,855 $ 7,658,953 $ 8,142,692 $ 8,753,712
Other Taxes
$ 6,970,392 $ 6,373,031 $ 6,778,322 $ 7,111,332 $ 7,177,488
Total Taxes
$ 15,466,291 $ 14,079,649 $ 15,108,447 $ 15,843,939 $ 16,728,455
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
73
Table 34 Continued
Revenue Collections (Thousands)
FY2009
Total Funds and Other Fees
Business License Fees
$
3,976 $
Earnings - General Government
$
1,423 $
Other Fees
$ 147,351 $
Total Funds and Other Fees $ 152,750 $
Total Revenue Collections
FY2010
3,894 $ 1,339 $ 113,944 $ 119,177 $
FY2011
15,304 $ 1,332 $ 185,331 $ 201,967 $
FY2012
10,630 $ 1,337 $ 196,629 $ 208,596 $
FY2013
6,700 322
268,515 275,537
Total Revenue Collections $ 15,619,041 $ 14,198,826 $ 15,310,414 $ 16,052,535 $ 17,003,992
Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections
Table 35
Trends in Georgia's State Tax Revenues by Major Sources (Unaudited and Millions)
Department of Revenue
FY2009
FY2010
FY2011
FY2012
FY2013
$
15,619 $
14,199 $
15,310 $
16,053 $
17,004
Other Agencies
$
314 $
274 $
361 $
309 $
329
Grand Total
$
15,933 $
14,473 $
15,671 $
16,362 $
17,333
General Sales and Use
$
5,343 $
4,779 $
5,098 $
5,330 $
5,324
Selective Sales Taxes (i)
$
835 $
838 $
829 $
832 $
815
Individual Income Taxes
$
7,801 $
7,022 $
7,659 $
8,143 $
8,754
Other Taxes or Fees
$
1,640 $
1,560 $
1,724 $
1,748 $
2,111
Contribution of Department of Revenue to Total State Revenue
98.0%
98.1%
97.7%
98.1%
98.1%
Contribution of Other Agencies Total State Revenue
2.0%
1.9%
2.3%
1.9%
1.9%
Note: The figures above have been restated.
(i) Selective Sales Taxes are made up of Motor Fuel Excise, Tobacco Excise and Alcoholic Beverage Taxes. Source: Accounting Unit, Finance Department, Georgia Department of Revenue - Monthly Press Release of Net Revenue Collections and State of Georgia, Office of the State Treasurer - Selected Summary of Financial Information.
74
Taxpayer Bill of Rights
The mission of the Department of Revenue (DOR) is to administer the tax laws of the State of Georgia fairly and efficiently in order to promote public confidence and compliance while providing excellent customer service. As a Georgia taxpayer, you have the right to expect DOR to honor its mission and to uphold your rights every time you contact or are contacted by DOR. This includes fair and courteous treatment in all dealings with DOR, prompt and accurate responses to all questions and requests for tax assistance, and a fair and timely hearing on a dispute of any tax liability, as provided by law. The following is a summary of your rights and DOR's responsibilities to you as a Georgia taxpayer.
RIGHTS OF A TAXPAYER
Privacy. You have the right to privacy with regard to information you provide pertaining to returns, re-
ports, or the affairs of your business, except under
certain circumstances. See O.C.G.A. 48-2-15 and
48-7-60.
Assistance. You have the right to prompt and
The basis of any DOR enforcement or collection activities; The procedure for protesting a Proposed Assessment or Refund Denial; and The procedure for appealing an Official Assessment and Demand for Payment, Refund Denial, or State Tax Execution.
accurate responses from DOR to questions and re- Dispute. You have the right to dispute an adverse
quests for tax assistance.
decision of DOR as further detailed below.
Explanation. You have the right to a clear ex- Representation. You have the right to representation
planation of:
by your authorized agent, whether an attorney,
The basis of any audit activities per- accountant, or other person with a properly com-
formed by a DOR agent;
pleted Power of Attorney, in any hearing or confer-
The basis of an assessment of additional taxes, ence with DOR. A Power of Attorney form can be
interest and penalties, or the denial or decrease of downloaded from https://etax.dor.ga.gov.
any refund or credit claim;
OBLIGATIONS OF THE GEORGIA DEPARTMENT OF REVENUE
DOR has the obligation to:
Resolve tax controversies fairly and equitably at
Perform audits and conduct conferences with you the administrative level whenever possible; and
at reasonable times and places;
Estimate your tax liability and issue an assess-
Furnish copies of the agent's audit documents
ment based on the best information available if
that explain the basis for an assessment;
you fail to maintain records suitable to deter-
mine the amount of tax due or to support the
accuracy of the return.
75
Taxpayer Bill of Rights (Continued)
REQUESTING A TAX REFUND
You may file a claim for an income tax refund within three years after the date the taxes were paid or the due date for filing the applicable income tax return, including any extensions which have been granted, whichever is later.
You may file a claim for a refund of taxes other than income tax within three years after the date the taxes were paid.
The claim must be in writing, include a summary statement of the grounds upon which you rely, and identify the transactions that form the basis of the refund being claimed. Forms to file a refund claim are available on the DOR website at https:// etax.dor.ga.gov.
DISPUTING A NOTICE OF PROPOSED ASSESSMENT OR REFUND DENIAL
To dispute a Proposed Assessment or Refund Denial, you may protest with the Department within 30 days of the issued date printed on the notice. To protest online, log on to the Georgia Tax Center website at https://gtc.dor.ga.gov. To protest by mail, complete a Protest of Proposed Assessment or Refund Denial form by downloading the form from the DOR website at https://etax.dor.ga.gov and following the instructions. DOR will notify you that the protest has been either granted or denied.
If DOR grants your protest of a Proposed Assessment, the assessment will be withdrawn. If DOR grants your protest of a Refund Denial, the refund will be issued.
If DOR denies your protest of a Proposed Assessment, DOR will issue an Official Assessment and Demand for Payment and notify you of the assessment amount, subject to the right to appeal. If DOR denies your protest of a Refund Denial, you also have the right to appeal.
DISPUTING A NOTICE OF PROPOSED ASSESSMENT OR REFUND DENIAL
Georgia Tax Tribunal (GTT)
Superior Court
GTT hears and decides certain state tax disputes GTT hears and decides certain state tax disputes
and is completely separate from and totally inde- and is completely separate from and totally inde-
pendent of DOR. Decisions of GTT (except small pendent of DOR. Decisions of GTT (except small
claims cases) may be appealed to the Superior claims cases) may be appealed to the Superior
Court of Fulton County.
Court of Fulton County.
GTT's Small Claims Division handles appeals GTT's Small Claims Division handles appeals
where the amount of tax and penalties in contro- where the amount of tax and penalties in contro-
versy is less than either $15,000 for income tax versy is less than either$15,000 for income tax
cases or $50,000 for other tax types. Decisions in cases or $50,000 for other tax types. Decisions in
small claims cases are final and cannot be ap- small claims cases are final and cannot be ap-
pealed.
pealed.
To file an appeal with GTT, complete a Georgia To file an appeal with GTT, complete a Tax Tribunal Petition by downloading the form Georgia Tax Tribunal Petition by downloading
from www.gataxtribunal.ga.gov and following the the form from www.gataxtribunal.ga.gov and fol-
instructions.
lowing the instructions.
76
Taxpayer Bill of Rights (Continued)
DISPUTING A NOTICE OF PROPOSED ASSESSMENT OR REFUND DENIAL
To Dispute an Official Assessment:
denied, or (ii) if you elected to protest the refund de-
You must appeal the Official Assessment either nial before appealing, 30 days after the issued date of
to GTT or in the appropriate superior court
DOR's notice of its decision.
within 30 days of the issued date of the Official
Assessment and Demand for Payment notice. To Dispute the Issuance of a State Tax Execution:
Failure to either pay or appeal an Official Assessment
To Dispute the Denial of a Claim for Refund: within 30 days may result in the issuance of a State
If DOR denies your claim for refund, you can Tax Execution. You can appeal the issuance of a
appeal the denial either to GTT or in the appro- State Tax Execution to GTT or in the appropriate su-
priate superior court within the later of (i) two perior court.
years from the date the refund claim was
COLLECTION PROCEDURES
If you fail to either pay or appeal an official An appeal to GTT or in superior court stays any en-
assessment within 30 days, DOR may issue a forcement or collection actions by DOR (except for
state tax execution and impose a collection fee actions taken due to the issuance of a jeopardy as-
equaling 20% of the total tax, interest, and pen- sessment), although the stay may be lifted for good
alties due. The tax execution may be recorded cause by the GTT or superior court judge.
in the public records of any county in the state DOR is authorized to issue a jeopardy assessment
where you live or own real property and will constitute a lien covering all property in which you have any interest.
After the issuance of the tax execution, DOR can utilize all lawful means to collect the amount due, including garnishment, levy, and sale of your property or rights to property. Any additional costs that arise from such collection actions will be added to the amount due indicated on the state tax execution.
against you for the immediate collection of any tax if there is evidence that you intend to leave Georgia, remove your property, conceal yourself or your property, discontinue your business without making adequate provision for the payment of state taxes, or you do anything which would tend to prejudice or jeopardize DOR's ability to assess or collect state taxes that you owe. A jeopardy assessment may be appealed in the same manner as an official assessment; however, collection activities will continue unless you file a bond with DOR that adequately se-
cures payment of the tax.
TAXPAYER ADVOCACY OFFICE
The Taxpayer Advocacy Office was created to provided that you have not already appealed to GTT ensure that your rights as a taxpayer are protect- or in superior court. ed and that you receive timely and courteous Please direct any suggestions or complaints concernservice from DOR. If you feel that you have ing a particular tax-related issue to Georgia Departbeen treated unfairly or have received no re- ment of Revenue, Taxpayer Advocacy Office, P.O. sponse to requests for service, the Taxpayer Box 49708, Atlanta, Georgia 30359-2708 or to Advocacy Office may intervene on your behalf taxadv@dor.ga.gov. to facilitate a timely and equitable resolution,
The information in this document summarizes your rights as a Georgia taxpayer and the responsibilities of the Department of Revenue. The Georgia Taxpayer Bill of Rights may be found in the Georgia Public Revenue Code as codified in the Official Code of Georgia (O.C.G.A.) at Title 48, Chapter 1, Section 9.
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FY2012 and FY2013 Table Comparison
Table Number
Title of Table
FY2012 FY2013
Number of Department of Revenue Employees by Category
Table 1 Table 1
Net Sales and Use Tax Collections by Month
Table 2 Table 2
Sales and Use Tax Revenues by Business Group - Gross Collections
Table 3 Table 3
CY2011 Corporation Income Tax Returns by Taxable Income Class
Table 4 Table 4.1
CY2012 Corporation Income Tax Returns by Taxable Income Class
Table 4 Table 4.2
Net Corporate Tax Collections and Returns Processed Annually
Table 5 Table 5
Number of Individual Income Tax Returns Processed and Net Tax Collections
Table 6 Table 6
Comparative Trends in Georgia's Individual Income and State Income Tax Receipts
Table 7 Table 7
Growth Trend of Individual Income Tax
Table 8 Table 8
CY2011 Georgia Individual Income - Returns by Income Class
Table 9 Table 9.1
CY2012 Georgia Individual Income - Returns by Income Class
Table 9 Table 9.2
Georgia, Southeast and United States Per Capita Personal Income
Table 10 Table 10
Electronic Filing Results vs. Paper Returns
Table 11 Table 11
Summary of Net Property Tax Collections by Category
Table 12 Table 12
Taxable Values and Tax Rates, State of Georgia for General Property and Public Utilities Table 13 Table 13
Values of General Property, Public Utilities Dollars by Class of Property
Table 14 Table 14
Selected Tax Statistics and Estimates by County
Table 15 Table 15
Two Economic Indicators by County
Table 16 Table 16
Millage Rates by County - Alphabetical
Table 17 Table 17.1
Millage Rates by County - Numerical
Table 18 Table 17.2
Active Registrations for Georgia Specialty Plates
Table 19 Table 18
Number of Motor Vehicle Registrations and Tags Issued
Table 20.1 Table 19
Number of Motor Vehicle Registrations Sold by Major Category
Table 20.2 Table 20
Summary of Revenues from Motor Vehicle Tag, Title and Related Items
Table 21 Table 21
Lobby Customers at Southmeadow Facility
Table 23 Table 22
Tax Returns Processed in Department of Revenue
Table 24 Table 23
Tax and Fee Collections by the Enforcement Unit of the Alcohol and Tobacco Division Table 25 Table 24
Alcohol and Tobacco Division Performance Figures
Table 26 Table 25
Revenue from Selective Excise Taxes
Table 27.1 Table 26
Revenue from Business License Fees
Table 27.2 Table 27
Tax Compliance Division Expenditures and Benefits
N/A Table 28
Comparison of Sales Tax Paid to the State Treasury and Sales Tax Distribution
Table 31 Table 29
Refund History by Month
Table 32 Table 30
Net Revenue Collections by Georgia Department of Revenue
Table 33 Table 31
Actual Department of Revenue Spending by Funding Source
Table 34 Table 32
Changes in Major State Tax Revenues: Collections
Table 35.1 Table 33.1
Changes in Major State Tax Revenues: Percentage Changes
Table 35.2 Table 33.2
Revenue Collections
Table 36 Table 34
Trend in Georgia's State Tax Revenues by Major Sources
Table 37 Table 35
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