Current through Register Vol. 41, No. 3, September 23, 2024
A.
Generally. The statutory definition of intangible personal property, which is
segregated for state taxation, only, includes:
(a) inventory,
(b) personal property, tangible in fact, used
in manufacturing, mining, radio or television broadcasting, dairy, dry cleaning
or laundry businesses, and also cable television businesses which were added by
1983 legislation with specific property exceptions,
(c) money,
(d) bonds, notes and other evidences of debt,
demands and claims,
(e) shares of
stock,
(f) accounts receivable,
(g) all other property which has
been defined as capital pursuant to §§ 58-411 and 58-412 prior to
repeal, and
(h) by 1983
legislation, effective July 1, 1983, imported merchandise located in foreign
trade zones in Virginia and merchandise in such zones which is destined for
export. All property defined as Intangible Personal Property is exempt from
local property taxation whether or not State Intangible Personal Property Tax
is imposed on such property.
B. Definitions.
1. Inventory.
a. Generally. "Inventory" means all stock on
hand, including raw materials, goods in process, finished goods, and supplies
of every kind for use in a business, whether located or stored on the
taxpayer's premises or elsewhere in this state; except inventory of merchants
(§ 58.1-3510); and subject to the limitations of § 58-412 prior to
repeal; and inventory of imported merchandise or merchandise destined for
ultimate export and located in a foreign trade zone.
(i) Inventory includes goods stored for
distribution from a public warehouse and owned by an out-of-state manufacturer
with no business location in Virginia.
(ii) Inventory of agricultural products.
Inventories of agricultural products held by manufacturers in this state for
manufacturing or processing are includible in taxable inventory only for the
first taxable year such products become reportable as inventory if the product
or products are normally required to be stored for more than one year in order
to age or condition it for manufacture. This provision applies principally to
tobacco manufacturers' inventories of leaf stock and strips.
b. Limitations.
(i) Inventories of businesses other than
manufacturing, mining, radio or television broadcasting, dairy, dry cleaning or
laundry businesses, are defined as intangible personal property only if held
for resale directly or indirectly.
(a)
Inventory held for resale directly. The term "inventory held for resale
directly" means inventory of stock on hand for sale to customers.
(b) Inventory held for resale indirectly. The
term "inventory held for resale indirectly" means inventory of materials or
component parts which will become an identifiable part of the product or
service to be sold or to be compensated for.
(ii) The material inventories of a building
contractor are not normally held for resale directly, but such inventories
become component parts of the products or services to be sold. They are,
therefore, held for resale indirectly and are includible in intangible personal
property as inventory.
(iii)
Building materials which have been used in completed or partially completed
real estate improvement are not includible in inventory since they have become
a part of real estate.
(iv) The
inventories of gasoline or fuel of an airline or common carrier are not held
for resale directly, nor would such inventories be considered to be held for
resale indirectly. Such inventories are not includible in taxable intangible
personal property inventory.
(v)
Inventories of all imported merchandise or merchandise destined for ultimate
export are excluded from taxable inventory if located in a foreign trade zone
within the Commonwealth.
2. Personal property, tangible in fact.
a. The general rule is that tangible personal
property is segregated for local taxation. However, to the extent that such
property is statutorily defined as intangible personal property, it is not
assessable for local taxation. (See § 58.1-3500 of the Code of
Virginia)
b. Certain property,
tangible in fact, (i.e., office furniture, fixtures and other equipment not
specifically excluded) of a manufacturing, mining, radio or television
broadcasting, dairy, dry cleaning or laundry business was defined as the
capital of a trade or business by § 58-412 prior to repeal and is now
defined as intangible personal property by § 58.1-1101 of the Code of
Virginia and is exempt from local taxation.
c. Machinery and tools, motor vehicles and
delivery equipment were specifically excluded from the definition of capital of
a trade or business by § 58-412 prior to repeal and are accordingly
excluded from the definition of intangible personal property and are assessable
for local taxation.
d. The 1983
General Assembly amended § 58-405 of the Code of Virginia to specifically
exclude from the definition of intangible personal property machinery and
tools, trunk and feeder cables, studio equipment, tuners, converters, antennae
and office furniture and equipment of cable television businesses. Such items
are assessable for local taxation.
C. Rate of tax. The rate of tax is 30¢
on each $100 of the actual value of inventory, only. No tax is imposed on other
property defined by this regulation as intangible personal property.
1. Actual value of property. The actual value
of inventory for purposes of intangible personal property taxation is the cost
or market value, whichever is lower, of stock on hand without reduction by
reserves of any kind. Inventory values as computed for federal income tax
purposes are generally acceptable for purposes of this tax and any deviation
from such values must be substantiated.
D. Machinery and tools, motor vehicles and
delivery equipment. Machinery and tools, motor vehicles and delivery equipment
are subject to local taxation exclusively and are exempt from the intangible
personal property tax. Trunk and feeder cables, studio equipment, tuners,
converters, antennae and office furniture and equipment of cable television
businesses are also exempt from the intangible personal property tax and are
subject to local taxation as tangible personal property.
1. This section requires that machinery and
tools used in a manufacturing, mining, processing, or reprocessing, radio or
television broadcasting, dairy, dry cleaning or laundry business be separately
classified for local property taxation. The applicable rate must not exceed the
rate imposed by the locality on other classes of tangible personal
property.
2. Motor vehicles and
delivery equipment are subject to local taxation as tangible personal property.
a. Limitation. "Motor vehicles and delivery
equipment" are vehicles designed for use upon the highways and subject to
Virginia Motor Vehicle Sales and Use Tax imposed by Chapter 24 of Title 58.1 of
the Code of Virginia. Mobile homes or other drawn vehicles are not within this
definition unless utilized for delivery purposes. Boats and aircraft are not
"motor vehicles" and are "delivery equipment" only if utilized primarily for
delivery of tangible property.
b.
Mobile homes or other drawn vehicles, boats and aircraft of a manufacturing,
mining, radio or television broadcasting, dairy, dry cleaning or laundry
business and not utilized for delivery purposes were defined as a part of the
capital of a trade or business by § 58-412 prior to repeal. They are now
defined as intangible personal property exempt from local taxation.
Statutory Authority
§§ 58.1-203 and 58.1-1101 of the Code of
Virginia.