August 12-13San Antonio, Texas 2015 Annual Business Meeting 2015 ABM August 12, 2015 San Antonio,...

August 12-13 San Antonio, Texas2015 Annual Business Meeting

2015 ABM 2015 ABM

August 12, 2015August 12, 2015

San Antonio, TXSan Antonio, TX


Ballot #3 2014Ballot #3 2014

The term “Evidence” has been removed from R247, A230, A350.300 and A360.

R1000, R1010, R1020 are no longer being deleted since the requirements are being kept in the PM.



•R1555.100.015 and R1555.200 have been changed to reflect renumbering in R1370, R1380, A250 and A260 based on the proposed language.

•R1555 provides the authority for which sections can be brought to dispute by the PCRC for non compliance. R1370 (A690.200) Audit Reports; R1380 (A690.600) Audit Transmission and payments; A250 (A310) Number of Audits; and A260 (A320) Audit Stratification.



•Recordkeeping Requirements will remain in the PM under P500. (Moved from R700 back to P500.)

•P600 Electronic Data Recording Systems is being deleted and is incorporated with Record Requirements under P500.



•P510 The word “must” has been removed. This removes concerns expressed by a jurisdiction that the language implies auditors “must travel to the location”; but still allows jurisdiction to charge travel expenses if the audit is conducted outside the base jurisdiction borders.•P520 In an IFTA audit, the burden of proof is on the licensee. This is current language in the Governing Documents.

Dawn Lietz


Ballot #3 2014

•P550.220.015 Corrected the word “and” to “or”

•P570 in regards to a Demand for Records Letter, the reference to 30 days has been removed. This allows each Jurisdiction to determine the amount of time before moving to an inadequate ratings.


Ballot #3 2014Ballot #3 2014•A330 The proposed sampling language of requiring sampled vehicles to be tested for an entire quarter has been removed. The original language from A530(Current Cite) that relates to sampling was re-inserted.•A350.300.005 has been amended to add “reduce” the vehicle MPG/KPL. •A350.300.010 has been amended to add “adjust” the vehicle MPG/KPL.



•A460.100.025 added “where required” to make it optional for Jurisdictions who may not be required to capture a phone number.

•A460.300 added “or reason why”, if opening or closing conference is not held to make it consistent with other sections.

Ballot 3-2014 References Ballot 3-2014 References


Delinquent Tax Returns

Upon Reinstatement do you…

A) Accept a statement of no operation for all delinquent quarters or

B) Require all delinquent tax returns be filed?

If B), do you collect a late payment on each delinquent tax return?


Optional v. Required for IFTA, Inc. Clearinghouse

USDOT#’s


Customer John Doe Trucking has an IFTA account. His DOT #11111 is intrastate only.

John Doe Trucking leases 2 of his trucks to ABC Trucking - DOT #12345

John Doe Trucking leases 2 of his trucks to XYZ Trucking - DOT # 98765

USDOT #Scenario(Wyoming)


John Doe can't use his intrastate only DOT #11111, because he's traveling interstate.

He can't switch his DOT #11111 to interstate because it is not the DOT # responsible for safety and it will place him in the new entrant program.

ISSUE


Which DOT # should be put on his license?

Wyoming's Solution…

We are currently printing the license twice; once with DOT #12345, and once with DOT #98765 so he can carry the appropriate license in the appropriate truck. But the IFTA license in our system will just have one of these numbers listed...

Discussion


VMT(Vehicle Mileage Tax)

What’s the scoop in your jurisdiction…

In lieu of Fuel Taxes? In addition to Fuel Taxes?

Could/Would/Should IFTA, Inc. administer VMT and IFTA?


Decal Database Decal Database Survey ResultsSurvey Results

March 2015 Survey Statistics:11 - Did not Respond13 - Yes to Uploading Data29 - Do not upload data5 - Read Only CH Members

Open Discussion


What is your opinion on changing the IFTA license renewal from an annual process to renewal every 2 years?

All in favor? Opposed?

IFTA Renewals(Alberta)


• Will the Best Practices Audit Guide be updated in 2015?

• Is the IFTA Audit Committee going to update the Industry Standard Chart through 2015?

• Ballots being reviewed by other committees for possible comments of their own - prior to their release.

Nebraska


How accurate is the data?2014•2 Jurisdictions reported 0 decals issued•1 Jurisdiction reported 14 decals issued•8 Jurisdictions reported 0 revoked or suspended accounts•1 Jurisdiction reported 0 audits completed

Annual ReportsAnnual Reports


What is your opinion on charging additional fees on renewals after December 31 of a year but within the 2 month grace period under R655?

Late Renewal Penalty/Fee

(Alberta)

IFTA, INC. - REIMBURSEMENT FORM IFTA, INC. - REIMBURSEMENT FORM EXPLANATIONEXPLANATION

Chandler, AZ 85225-4910

I prefer Electronic Reimbursement (480) 839-4382

(480) 839-8821 FAXI prefer paper check DATE:

Breakfast $11.00Lunch $16.00Dinner $34.00Incidental $5.00

DIRECT DEPOSIT US Residents only Name on Account:

Bank Routing Number (9 digits on bottom left of check):

Bank Account Number:

Contact Name and Phone Number:

DATE MILES AMOUNTSUN $0.00MON $0.00TUE 8/11/2015 $0.00WED 8/12/2015 $0.00THUR 8/13/2015 $0.00FRI 8/14/2015 $0.00SAT $0.00

DAILY BUSINESS EXPENSE 0 $0.00

FROM

San Antonio, TXAnnual IFTA Business Meeting

EMAIL ADDRESS:

PURPOSE OF TRIPDAILY LOCATION REPORT (EACH DESTINATION) Transportation To/From Airport

PERSONAL CAR ALLOWANCE SUBTOTAL

Return Trip

CHECK TO BE ISSUED TO:

Email: [email protected]

Travel Expenses Must not Exceed Federal Travel Regulation Maximums Unless Otherw ise Approved

San Antonio, TX - Per Diem

If new, please complete section below

INTERNATIONAL FUEL TAX ASSOCIATION, INC. 2015 ANNUAL BUSINESS MEETING TRAVEL EXPENSE REPORT

NAME (LAST, FIRST):

PERSONAL CAR ONLY

Note:

TO OR AT

MAILED TO:

Please check one: Forward to: 912 W Chandler Blvd., B7

A B C D E F G

8/11 8/12 8/13 8/14SUN MON TUE WED THUR FRI SAT

$49.50 $49.50 $99.00$0.00

$16.00 $16.00$34.00 $34.00 $68.00

$0.003. HOTEL (prepaid by IFTA, Inc.) $0.00

$0.00$0.00

$5.00 $5.00 $10.00$49.50 $39.00 $55.00 $49.50 $193.00

$193.00

$0.00

$193.00ITEM #

C.1

F.1

D 1.A & B

E.1.A & B

NOTE:

DATE: DATE:

FOR IFTA, INC. USE ONLYG/L# Amount $ Approval

requests for reimbursement must be submitted to IFTA, Inc. no later than 30 days after travel has been completed. If IFTA, Inc. has purchased your airline ticket, please indicate in the explanation area. A luggage receipt must accompany your reimbursement request.

75% Travel Day Reimbursement Allow ance - $49.50 (unless qualif ied for a full day reimbursment of $66)

75% Travel Day Reimbursement Allow ance - $49.50 (unless qualif ied for a full day reimbursment of $66)

4. TRANSPORTATION: TO/FROM HOTEL

1. PERSONAL MEALS

Attach all required receipts. Original, copied or electronic are accepted. IFTA Travel Policy Statement available at w w w .iftach.org. All

Meals provided at Meeting

TOTAL LINES 1-6

Airfare paid for by IFTA, Inc. and three (3) hotel nights paid for by IFTA, Inc.

2. LUGGAGE FEE (1st Bag Only)

5. PARKING/TOLLS

Date

TOTALS

B. LUNCH A. BREAKFAST

C. DINNER

DATE:

I HEREBY CERTIFY THAT I HAVE READ AND UNDERSTAND THE IFTA TRAVEL P OLICY LOCATED AT www.iftach.org. THESE WERE NECESSARY IFTA BUSINESS EXP ENSES AND WERE ACTUALLY INCURRED BY ME. THIS TRAVEL EXP ENSE REIMBURSEMENT IS INTENDED SOLELY FOR IFTA

APPROVAL BY IFTASIGNATURE OF TRAVELER (electronic accepted )

6. INCIDENTALS

TOTAL (INCLUDING PERSONAL CAR MILEAGE ALLOWANCE)

7. MISC

Meals provided at Meeting

TOTAL REIMBURSEMENT AMOUNTEXPLANATION OF EXPENDITURES - IDENTIFY EXPENDITURES BY LINE NO. AND COL. LETTER E.G. 7A, 9C, ETC.

A B C D E F G

Whew! That was easy!

August 12-13San Antonio, Texas 2015 Annual Business Meeting 2015 ABM August 12, 2015 San Antonio,...

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Transcript of August 12-13San Antonio, Texas 2015 Annual Business Meeting 2015 ABM August 12, 2015 San Antonio,...