San Bernardino header
File #: 3169   
Type: Consent Status: Passed
File created: 11/4/2020 Department: Finance and Administration
On agenda: 11/17/2020 Final action: 11/17/2020
Subject: Sales and Use Tax Access to Confidential Records
Attachments: 1. RES-FAB-11-17-20-Sales Tax Resolution pakrev (Final)
REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF THE COUNTY OF SAN BERNARDINO
AND RECORD OF ACTION

November 17, 2020

FROM
MATTHEW ERICKSON, County Chief Financial Officer, Finance and Administration

SUBJECT
Title
Sales and Use Tax Access to Confidential Records
End

RECOMMENDATION(S)
Recommendation
1. Rescind Resolution No. 2020-166, adopted on August 25, 2020 relating to access of confidential sales tax records and information on file with the California Department of Tax and Fee Administration.
2. Adopt Resolution relating to access of confidential sales tax records and information on file with the California Department of Tax and Fee Administration.
(Presenter: Robert Saldana, Deputy Executive Officer, 387-5423)
Body

COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Improve County Government Operations.
Operate in a Fiscally-Responsible and Business-Like Manner.

FINANCIAL IMPACT
Approval of this item will not result in the use of additional Discretionary General Funding (Net County Cost).

BACKGROUND INFORMATION
Approval of Recommendation No. 1 will rescind Resolution No. 2020-166 on file with the California Department of Tax and Fee Administration (CDTFA) relating to the access of confidential sales and use tax records and information. Revenue and Taxation Code Section 7056 allows the CDTFA to release confidential sales tax information to a local agency's legislative body. This rescission is appropriate and necessary because the State requested some changes to the approved Resolution No. 2020-166. The updates include removal of Board of Equalization references and updating county positions. Upon approval of Recommendation No. 2 a new resolution would be adopted that details the positions in the County Administrative Office, Finance and Administration, Auditor-Controller/Treasurer/Tax Collectors' Office, Assessor-Recorder/County Clerk's Office, and the Economic Development Department that are authorized to receive and view c...

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