§19-2604. Tax Rates, Credits, and Alternative Tax Computation. [362]


(1) Every business shall pay an annual tax on each dollar of annual receipts at the millage rate shown in the second column of the following chart ("Receipts rate in mills"), and an annual tax on net income at the percentage rate shown in the third column ("Net income rate %"), except that a regulated industry shall only pay an annual tax on each dollar of annual receipts at the millage rate shown in the second column, and in an amount not to exceed the percentage of net income shown in the third column:[362.1]
Tax year(s)
Receipts rate in mills
Net income rate %



1985
3.05 mills
3.70%
1986 through 1988 inclusive
3.90 mills
4.35%
1989 through 1995 inclusive
3.25 mills
6.50%
1996
3.00 mills
6.50%
1997
2.95 mills
6.50%
1998
2.875 mills
6.50%
1999
2.775 mills
6.50%
2000
2.65 mills
6.50%
2001
2.525 mills
6.50%
2002
2.40 mills
6.50%
2003
2.30 mills
6.50%
2004
2.10 mills
6.50%
2005
1.90 mills
6.50%
2006
1.75 mills
6.50%
2007
1.625 mills
6.50%
2008 and thereafter
1.50 mills
6.50%

(2) The annual tax to be paid by any person registered under the Act of December 5, 1972 (P.L. 1280, No. 284), known as the Pennsylvania Securities Act of 1972, shall in no event be less than the sum of: (a) the millage rate shown in the second column of the following chart ("Rate 1 in mills"), multiplied by the person’s taxable receipts without regard to the exclusion from receipts as defined in paragraph (8) of the definition of "receipts" in §19-2601; plus (b) the lesser of (i) the millage rate shown in the third column ("Rate 2 in mills"), multiplied by the person’s taxable receipts without regard to the exclusion from receipts as defined in paragraph (8) of the definition of "receipts" in §19-2601, or (ii) the percentage shown in the fourth column ("% of net income"), multiplied by the person’s net income without regard to the deduction as defined in subsection (a)(2)(v) of the definition of "net income" in §19-2601:
Tax year(s)
Rate 1 in mills
Rate 2 in mills
% of net income




1985
4.60 mills
2.30 mills
2.30%
1986 through 1988 inclusive
5.90 mills
2.90 mills
2.90%
1989 through 1997 inclusive
5.711 mills
4.302 mills
4.302%
1998 and thereafter
4.60 mills
2.30 mills
2.30%

(3) Alternative Receipts Tax Computation. A manufacturer (other than a regulated industry) shall at its option be permitted to compute the gross receipts tax on manufacturing sales at the rate shown in the following chart under the column entitled "Manufacturers," multiplied by receipts from manufacturing sales after deducting the applicable cost of goods sold as determined under the rules provided by the Federal Internal Revenue Code. A wholesaler (other than a regulated industry) shall at its option be permitted to compute the gross receipts tax on wholesale sales at the rate shown under the column entitled "Wholesalers," multiplied by receipts from wholesale sales after deducting the applicable cost of goods and the applicable cost of labor. A retailer (other than a regulated industry) shall at its option be permitted to compute the gross receipts tax on retail sales at the rate shown under the column entitled "Retailers," multiplied by receipts from retail sales after deducting the applicable cost of goods and the applicable cost of labor:[362.2]
Tax year(s)
Manufacturer (%)
Wholesalers (%)
Retailers (%)




1985
4.357%
6.10%
2.033%
1986 through 1988 inclusive
5.573%
7.80%
2.60%
1989 through 1991 inclusive
5.395%
7.55%
2.10%
1992 through 1995 inclusive
5.395%
7.55%
1.80%
1996
4.98%
6.97%
1.662%
1997
4.90%
6.85%
1.63%
1998
4.77%
6.68%
1.59%
1999
4.60%
6.45%
1.53%
2000
4.39%
6.16%
1.46%
2001
4.18%
5.87%
1.39%
2002
3.97%
5.58%
1.32%
2003
3.80%
5.35%
1.27%
2004
3.47%
4.88%
1.16%
2005
3.14%
4.42%
1.05%
2006
2.89%
4.07%
0.97%
2007
2.68%
3.78%
0.90%
2008 and thereafter
2.48%
3.49%
0.83%

(4) Any person liable for the payment of taxes pursuant to this Chapter shall be given a credit in the amount of sixty percent (60%) of the tax liability based upon net income under this Chapter against net profits taxes owed pursuant to the provisions of Chapter 19-1500 of this Title.

(5) Reserved.

(6) Credit for Contributions to Community Development Corporations.[363]

(a) Definitions. For purposes of this subsection, the following definitions shall apply:

(.1) Qualifying CDC. A community development corporation undertaking economic development activities within the City of Philadelphia.

(b) A business shall receive a tax credit of $100,000 per year against business privilege tax liability for each year the business contributes $100,000 in cash to a Qualifying CDC under the terms and conditions of this subsection (6).

(c) The tax credit under this subsection (6) shall be available to up to twenty-five (25) businesses that enter into a contribution agreement with the City under which the business agrees to contribute $100,000 in cash per year for ten consecutive years to a Qualifying CDC designated by the business. No tax credit shall be given for any contributions made by a business to a Qualifying CDC other than pursuant to a contribution agreement with the City executed under the terms and conditions of this subsection (6).
(d) The Revenue Department shall provide application forms for businesses that wish to apply for tax credits under this Section, and it shall enter into contribution agreements under this Section with up to twenty-five (25) applicants on a "first come-first served" basis. The Revenue Department shall when necessary randomly choose among applicants that apply on the same date.

(e) A business may terminate its contribution agreement with the City at any time. A business that terminates a contribution agreement will not lose any tax credits it has taken for contributions made under the contribution agreement, but the business will not be eligible to apply for any future tax credits under this subsection. If a business terminates its contribution agreement, a new business may apply to receive tax credits under this subsection, provided that such tax credits shall be limited to the number of years that were remaining on the terminating business’ contribution agreement, and further provided that the new business must enter into a contribution agreement with the City under which it agrees to make contributions of $100,000 per year to the same Qualifying CDC which was the recipient under the terminating business’ contribution agreement, and for the number of years that remained under that agreement.

(f) The Revenue Department shall by December 31 of each year submit a written report to the Mayor, with a copy to the President and Chief Clerk of Council, summarizing the City’s experience during the prior year with the tax credit provided under this Section.

(7) Credit for New Job Creation; Pilot Program.[364]

(a) Definitions. For purposes of this subsection, the following definitions shall apply:

(1) Base Period. The three years preceding the date on which a business may begin creating new jobs which may be eligible for job creation tax credits.

(2) Job Creation Tax Credits. Tax credits for which the City of Philadelphia’s Revenue Department has issued a certificate under this Chapter.

(3) New Job. A full-time job, the average hourly rate, excluding benefits, for which must be at least 150% of the federal minimum wage, created within the City and County of Philadelphia by a company within five (5) years from the start date.

(4) Start Date. The date on which a business may begin creating new jobs which may be eligible for job creation tax credits.

(5) Year One. A one-year period immediately following the start date.
(6) Year Two. A one-year period immediately following the end of year one.

(7) Year Three. A one-year period immediately following the end of year two.

(8) Year Four. A one-year period immediately following the end of year three.

(9) Year Five. A one-year period immediately following the end of year four.

(b) Eligibility. In order to be eligible to receive Job Creation Tax Credits, a business must demonstrate the following:

(1) A current Job Creation Tax Credit Certificate from the Commonwealth of Pennsylvania for jobs located in the City of Philadelphia or each of the following:

(i) The ability to create the number of jobs required by the Revenue Department within five (5) years from the start date.

(ii) Financial stability and the project’s financial viability.

(iii) The intent to maintain operations in the City of Philadelphia for a period of five (5) years from the date the company submits its Tax Credit Certificate to the Department of Revenue.

(iv) An affirmation that the decision to expand or locate in the City of Philadelphia was due in large part to the availability of a Job Creation Tax Credit.

(c) Application Process.

(1) Application. A business must complete and submit to the Revenue Department a Job Creation Tax Credit Application.

(2) Creation of Jobs. The applicant must agree to create at least 25 new jobs or to increase the applicant’s number of employees by at least 20%, within five (5) years of the start date.

(3) Approval. If the Revenue Department approves the company’s application, the Department and the company shall execute a commitment letter containing the following:

(i) A description of the project.

(ii) The number of new jobs to be created.

(iii) The amount of private capital investment in the project.

(iv) The maximum job creation tax credit amount the company may claim.

(v) A signed statement that the company intends to maintain its operation in the City of Philadelphia for five (5) years from the start date.

(vi) Such other information as the Department deems appropriate.

(4) Commitment Letter. After a commitment letter has been signed by both the City of Philadelphia and the business, and the City determines that new jobs have been created pursuant to that commitment, the business shall receive a Job Creation Tax Credit Certificate reflecting the number of jobs created and filing information.

(d) Tax Credits.

(1) Maximum Amount. A business may claim a tax credit of $1,000 per new job created up to the maximum job creation amount specified in the commitment letter.

(2) Determination of new jobs created.

(i) New jobs shall be deemed created in year one to the extent that the business’ average employment by quarter during year one exceeds the greater of the business’ average employment level during the business’ base period or the business’ employment level at the start date.

(ii) New jobs shall be deemed created in year two to the extent that the business’ average employment by quarter during year two exceeds the business’ average employment by quarter during year one.

(iii) New jobs shall be deemed created in year three to the extent that the business’ average employment by quarter during year three exceeds the business’ average employment by quarter during year two.

(iv) New jobs shall be deemed created in year four to the extent that the business’ average employment by quarter during year four exceeds the business’ average employment by quarter during year three.

(v) New jobs shall be deemed created in year five to the extent that the business’ average employment by quarter during year five exceeds the business’ average employment by quarter during year four.

(3) Applicable Taxes. A business may apply the tax credit against the business’ total business privilege tax liability.

(4) Tax Credit Term. A business may claim the Job Creation Tax Credit for each new job created, as approved by the City of Philadelphia, for a period not to exceed five (5) years from the date the business first submits a Job Creation Tax Credit Certificate to the Department of Revenue.

(5) Maximum. The total amount of all tax credits available in year one for commitment under subsection (7)(c)(3) shall not exceed 1% of all revenues collected by the City through the gross receipts and net income components of the business privilege tax during the previous tax year.

(e) Prohibitions.

(1) Prohibitions. The following actions with regard to Job Creation Tax Credits are prohibited:

(i) Approval of jobs that have been created prior to the start date.

(ii) The assignment, transfer or use of credits by any other company.

(iii) Approval for a company which is relocating operations from one location in Philadelphia to another location in Philadelphia.

(2) Allocations. Twenty-five percent of all tax credits available in any year under section subsection (7)(d)(5) shall be available for commitment under subsection (7)(c)(3) to businesses with fewer than 25 employees.

(f) Penalties.

(1) Failure to maintain operations. A business which receives Job Creation Tax Credits and fails to substantially maintain existing operations and the operations related to the Job Creation Tax Credits in the City of Philadelphia for a period of five (5) years from the date the business first submits a Job Creation Tax Credit Certificate to the Department of Revenue shall be required to refund to the City of Philadelphia the total amount of credit or credits granted.
(2) Failure to create jobs. A business which receives job creation tax credits and fails to create the approved number of new jobs within five (5) years of the start date will be required to refund to the City of Philadelphia the total amount of credit or credits granted.

(3) Waiver. The Department of Revenue may waive the penalties outlined in subsection (1) and (2) if it is determined that a business’ operations were not maintained or the new jobs were not created because of circumstances beyond the business’ control. Such circumstances include natural disasters, acts of terrorism, unforeseen industry trends or a loss of a major supplier or market.

(g) The Department of Revenue shall by December 31 of each year submit a written report to the Mayor, with a copy to the President and Chief Clerk of Council, summarizing the City’s experience during the prior year with the tax credit provided under this Section, and containing any recommendations as to continuation or modification of the pilot tax credit program established by this Section.