Notes on Tom’s Revenue Analysis Data

All Sheets

 [1] "NOTES"                      "Integrated Q"              
 [3] "TEL"                        "Bank Q"                    
 [5] "BEV Chart"                  "CIG Chart Q"               
 [7] "Tob Prods"                  "DIESELGAL Q"               
 [9] "DIESELGAL M"                "GASGAL Chart Q"            
[11] "GASGAL Chart M"             "Gas Chart Q"               
[13] "MFASSMT Q"                  "DIESEL Chart Q"            
[15] "TFUND Chart Q"              "OTHTR Chart Q"             
[17] "MVP&U Chart Q"              "MVFEES Chart Q"            
[19] "PROPT Chart Q"              "LIQ Chart Q"               
[21] "Fines Chart Q"              "OTHTAX Q"                  
[23] "Fees Chart Q"               "Service Chart Q"           
[25] "Estate Chart Q"             "BUSLIC Chart Q"            
[27] "GF Chart Q"                 "LOT Chart Q"               
[29] "INSUR Chart Q"              "CORP Chart Q"              
[31] "SU Chart Q"                 "MR Chart Q"                
[33] "PI With Q"                  "PI Refunds Q"              
[35] "PI Other Q"                 "PI Paid Q"                 
[37] "PI Est Q"                   "PI Chart Q"                
[39] "PI Chart M"                 "PI Paid M"                 
[41] "MR Chart M"                 "SU Chart M"                
[43] "GF Chart M"                 "CALM Data Entry"           
[45] "CALM EVIEWS Data"           "Monthly Shares"            
[47] "Conversion to Annual"       "PI Data - JBC"             
[49] "S&U"                        "EXP0612"                   
[51] "Chart Data"                 "Total GF"                  
[53] "6 MONTH DATA"               "EXP0614"                   
[55] "PI from Jeff"               "JBC  Tax ADJ."             
[57] "JBC TEK ADJ 0122"           "Forecasting Data Base 2023"
[59] "ESRI_MAPINFO_SHEET"

Acronyms in Sheet Names

PI: personal income
JBC: joint budget committee
EXP: expenditure
CALM: Contingent Asset and Liability Management, which involves identifying and managing the uncertain or potential fiscal impacts that can affect future revenue streams and government finances
S&U: sales and use tax
Tob Prods: tobacco products
TEL: Tax and Expenditure Limit, which is a statutory or constitutional restriction placed on a state or local government’s ability to raise and spend revenue
Esri and MapInfo are both Geographic Information Systems (GIS) that can link tax data with geographical locations to improve property valuation, identify new revenue sources, and increase tax collection efficiency.

Data Sheets

 [1] "Integrated Q"               "CALM Data Entry"           
 [3] "CALM EVIEWS Data"           "Monthly Shares"            
 [5] "Conversion to Annual"       "PI Data - JBC"             
 [7] "EXP0612"                    "Chart Data"                
 [9] "6 MONTH DATA"               "EXP0614"                   
[11] "PI from Jeff"               "JBC  Tax ADJ."             
[13] "JBC TEK ADJ 0122"           "Forecasting Data Base 2023"

Variables in Data Sheets

PI Data - JBC

 [1] "check"    "eviews"   "jbc"      "pi"       "piest"    "piother" 
 [7] "pipaid"   "piref"    "pirefpos" "pitotal"  "piwith"

PI: Personal Income, which is the total income from all sources received by or on behalf of all persons in a specific area.
PIWITH: Personal Income Withholding payments. This is the largest component of personal income tax revenue and refers to the amount of tax employers deduct from their employees’ wages and remit directly to the governmen
PIEST: Personal Income Estimated Tax payments. These are quarterly tax payments made by individuals who have significant income from non-wage sources, such as capital gains, investments, or self-employment, since these earnings are not subject to standard payroll withholding.
PIOTHER: Personal Income Other collections. This is a catch-all category for various, less frequent types of personal income tax collections that are not otherwise itemized. This can include late payments, collections on prior-year tax liabilities, or other miscellaneous tax receipts.
PITOTAL: Personal Income Total collections. This is the sum of all personal income tax payments received by the tax authority, including withholding, estimated payments, and other types of payments. It represents the gross revenue collected from the personal income tax.
PIPAID: Personal Income Paid. This is a broad term that typically refers to the total amount of personal income tax paid by filers, encompassing estimated payments, withholding, and payments made with filed returns.
PIREF: Personal Income Refunds. This represents the total amount of personal income tax refunds issued by the government to taxpayers.
PIREFPOS: Personal Income Refund Positive. This could refer to a specific component of refund processing. The exact meaning would depend on the system. It could indicate the net effect of refunds on total revenue when refunds are treated as a negative cash flow.

EXP0612

 [1] "...1"     "bank"     "bev"      "buslic"   "cig"      "corp"    
 [7] "diesel"   "dieslic"  "elec"     "estate"   "fees"     "fines"   
[13] "gas"      "genrev"   "insur"    "int"      "liq"      "lot"     
[19] "m&r"      "mvfees"   "mvp&u"    "otherev"  "othrev"   "othtax"  
[25] "othtr"    "othtt"    "parim"    "pincome"  "propt"    "s&u"     
[31] "serv"     "spec"     "taxrev"   "tel"      "transrev"

Tax and Fee Acronyms

bank: Bank Franchise Tax
bev: Beverage Tax, which can include alcoholic and non-alcoholic drinks.
buslic: Business License and Permit Fees
cig: Cigarette Tax
corp: Corporate Income Tax
diesel: Diesel Fuel Tax
dieslic: Diesel Fuel Licensing fees
elec: Electric Generation Tax
estate: Estate Tax
fees: General Fees
fines: General Fines
gas: Gasoline Tax
insur: Insurance Premium Tax
int: Interest Income
liq: Liquor Tax
lot: Lottery Revenue
m&r: Meals and Rooms Tax
mvfees: Motor Vehicle Fees
mvp&u: Motor Vehicle Purchase and Use Tax
parim: Pari-mutuel Tax (on horse racing, for example)
pincome: Personal Income Tax
propt: Property Transfer Tax
s&u: Sales and Use Tax
serv: Service Fees
spec: Special Funds (revenue from sources other than taxes)
tel: Telecommunications Tax

Revenue Category Acronyms

genrev: General Revenue
otherev/othrev: Other Revenue
othtax: Other Tax
othtr: Other Transportation Revenue
othtt: Other Taxes on Transactions
taxrev: Tax Revenue
transrev: Transportation Revenue

CALM Data Entry

 [1] "average"     "bank"        "bev"         "buslic"      "cashtot"    
 [6] "cashunr"     "check"       "cig"         "cigflr"      "cigtotal"   
[11] "corp"        "date"        "diesel"      "dieselgal"   "dieslic"    
[16] "dif"         "e"           "ecig"        "elec"        "elecannabis"
[21] "entry"       "estate"      "fees"        "fines"       "gas"        
[26] "gasgal"      "gen"         "genrev"      "insur"       "int"        
[31] "liq"         "lot"         "m"           "mfassmt"     "mvfees"     
[36] "mvp"         "new"         "othbig"      "otherev"     "othrev"     
[41] "othtax"      "othtr"       "othtt"       "parim"       "piest"      
[46] "pincome"     "piother"     "pipaid"      "piref"       "pirefpos"   
[51] "piwith"      "propt"       "ras"         "s"           "saar"       
[56] "serv"        "spec"        "summed"      "taxrev"      "tcar"       
[61] "tel"         "telecom"     "tibdiesel"   "tibgas"      "tibtotal"   
[66] "to"          "tobprods"    "total"       "tottax"      "transrev"

Tax and Fee Acronyms

bank: Bank Franchise Tax
bev: Beverage Tax, likely including alcoholic beverages and soft drinks.
buslic: Business License and Permit Fees
cig: Cigarette Tax
cigflr: Cigarette Tax Floor Stock Tax
corp: Corporate Income Tax
diesel: Diesel Fuel Tax
dieselgal: Diesel Fuel Tax (measured in gallons)
dieslic: Diesel Fuel Licensing fees
elec: Electric Generation Tax
ecig: Electronic Cigarette Tax
elecannabis: Electric Use Tax related to Cannabis
estate: Estate Tax
fees: General Fees
fines: General Fines
gas: Gasoline Tax
gasgal: Gasoline Tax (measured in gallons)
insur: Insurance Premium Tax
liq: Liquor Tax
lot: Lottery Revenue
m&r: Meals and Rooms Tax
mfassmt: Manufactured Home Assessment
mvfees: Motor Vehicle Fees
mvp: Motor Vehicle Purchase and Use Tax
parim: Pari-mutuel Tax (on horse racing, for example)
pincome: Personal Income Tax
piest: Personal Income Tax Estimates
piother: Personal Income Tax from Other Sources
pipaid: Personal Income Tax Paid
piref: Personal Income Tax Refunds
pirefpos: Personal Income Tax Refunds (as a positive value for accounting)
piwith: Personal Income Tax Withholding
propt: Property Transfer Tax
s&u: Sales and Use Tax
serv: Service Fees
spec: Special Funds (revenue from sources other than taxes)
tel: Telecommunications Tax
telecom: Telecommunications Tax
tobprods: Tobacco Products Tax

All Sheets

Data Sheets

Variables in Data Sheets

PI Data - JBC

EXP0612

Tax and Fee Acronyms

Revenue Category Acronyms

CALM Data Entry

Tax and Fee Acronyms

Revenue and Financial Category Acronyms