THE CODE
of the
republic of Kazakhstan

On Taxes and other obligatory
Payments to Revenue

(Tax Code)

(With amendments and additions introduced by the laws of the Republic of Kazakhstan dated from 21.03.2002, ¹ 310-II Law RK, ¹ 312-II
Law RK; from 23.11.2002, ¹358-II Law RK; from 08.01.2003, ¹ 375-II Law RK; from 13.03.2003, ¹394-II Law RK; from 16.05.2003,
¹416-II Law RK; from 04.07.2003, ¹475-II Law RK; from 10.07.2003, ¹483-II Law RK; from 29.11.2003 ¹ 500-II Law RK;  from 29.12.2003, ¹ 512-II Law RK; from 18.03.2004 ¹ 537-II Law RK; from 05.07.2004, ¹ 568-II Law RK; from 22.10.2004 ¹ 601-II Law RK; from13.12.2004, ¹ 11-III Law RK; from 20.12.2004 ¹ 13-III Law RK; from 28.12.2004, ¹ 24-III Law RK; from 15.04.2005 ¹ 45-II Law RK; from 22.11.2005 ¹ 89-III Law RK; from 05.07.2005 ¹ 90-III Law RK; from 23.12.2005 ¹ 107-III Law RK; from 10.01.2006 ¹ 115-III
Law RK; from 10.01.2006 ¹ 116-III Law RK; from 31.01.2006 ¹ 125-III Law RK;  from 20.02.2006 ¹ 127-III  Law RK; from 05.05.2006
¹ 139-III Law RK;  from 06.05.2006 ¹ 140-III Law RK; from 05.06.2006 ¹ 146-III Law RK; from  22.06.2006 ¹ 147-III Law RK; from 05.07.2006 ¹ 156-III Law RK; from 05.07.2006 ¹ 158-III Law RK; from 05.07.2006 ¹ 164-III Law RK; from 07.07.2006 ¹ 176-III Law RK; from 07.07.2006 ¹ 177-III Law RK; from 07.07.2006 ¹ 182-III Law RK; from 11.12.2006 ¹ 201-III Law RK; from 09.01.2007 ¹ 213-III
Law RK; from 12.01.2007 ¹ 222-III Law RK*)

 

1. GENERAL SECTION

Part 1. General provisions

Chapter 1. BASIC PROVISIONS

Article 1. Relations regulated by this Code

This Code shall regulate relations among government authorities with regard to the establishment, introduction, and procedure for the calculation and payment of taxes and other mandatory payments to the budget, as well as relations between the state and the taxpayer involving the fulfillment of tax obligations.

Article 2. Tax legislation of the Republic of Kazakhstan

1. The tax legislation of the Republic of Kazakhstan shall consist of this Code, as well as regulatory legal acts, the adoption of which is provided for by this Code.

2. No one may be assigned the obligation to pay taxes and make other mandatory payments to the budget that are not provided for by this Code.

3. Taxes and other mandatory payments to the budget shall be established, introduced, amended, or repealed following the procedure and under the conditions established by this Code.

4. If there should be a contradiction between this Code and other legislative acts of the Republic of Kazakhstan, for purposes of taxation the provisions of this Code shall apply. It shall be prohibited to include provisions governing tax relations in nontax legislation, except in those cases specified by this Code.

5. If an international agreement that has been ratified by the Republic of Kazakhstan establishes regulations that differ from those contained in this Code, the regulations of said agreement shall apply.

Article 3. Scope of tax legislation

1. Tax legislation shall apply throughout the entire territory of the Republic of Kazakhstan and shall extend to individuals, legal entities, and their structural subdivisions.

2. Legislative acts of the Republic of Kazakhstan that make amendments and additions to this Code with regard to the establishment of new taxes and other mandatory payments to the budget may be adopted no later than November 1 of the current year and may enter into force no earlier than January 1 of the year following the year in which they are adopted.

Article 4. Principles of taxation in the Republic of Kazakhstan

1. Tax legislation of the Republic of Kazakhstan shall be based on the following principles: the payment of taxes and other mandatory payments to the budget must be compulsory, taxation must be clearly defined and fair, there must be a single tax system, and tax legislation must be public.

2. The provisions of the tax legislation of the Republic of Kazakhstan may not contradict the principles of taxation established by this Code.

Article 5. The principle of the compulsory nature of taxation

A taxpayer shall be required to fulfill tax obligations in accordance with the tax legislation in full and within the established deadlines.

Article 6. The principle of the clear definition of taxation

Taxes and other mandatory payments to the budget of the Republic of Kazakhstan must be clearly defined. The clear definition of taxation shall mean that it is possible to identify in the tax legislation all the grounds for taxation and the procedure by a which a taxpayer’s tax obligations are incurred, fulfilled, and terminated.

Article 7. The principle of fair taxation

1. Taxation in the Republic of Kazakhstan shall be universal and compulsory.

2. The granting of tax concessions of an individual nature shall be prohibited.

Article 8. The principle of a single tax system

The tax system of the Republic of Kazakhstan shall be a single system throughout the entire territory of the Republic of Kazakhstan which applies to all taxpayers.

Article 9. The principle of public tax legislation

Regulatory legal acts that govern taxation matters shall be subject to mandatory publication in official published materials.

Article 10. Basic concepts used in this Code

1. The basic concepts used in this Code for purposes of taxation shall be as follows:

1) charitable assistance - property provided free of charge to individuals for the purpose of giving them social support, to nonprofit organizations, as well as to the organizations carrying out business in the social area for the purpose of supporting their chartered activities;

2) interest income - payments for credits; for property provided (received) under a financial leasing in the form of interest in accordance with the legislative act of the Republic of Kazakhstan regulating the financial leasing issues; on investment (deposits); under savings insurance agreements; on debt securities - the discount or coupon (with the discount or premium based on the value of the initial placement and/or purchase value), payments under a bill;

3) winnings - any type of income in kind or in monetary form received by taxpayers in contests, competitions (Olympiads), festivals, lotteries, and drawings, including drawings based on deposits and debt securities;

4) grant - property provided free of charge by states, governments of states, international and state organizations, foreign nongovernmental public organizations, and foundations, whose activities are of a charitable and international nature and are not in conflict with the Constitution of the Republic of Kazakhstan, and that are included in a list established by the Republic of Kazakhstan government based on findings of government bodies, to the Republic of Kazakhstan, the Republic of Kazakhstan government, legal entities, and also individuals; by foreigners and stateless persons to the Republic of Kazakhstan and the Republic of Kazakhstan government to achieve certain goals (objectives);

5) humanitarian assistance - property provided free of charge to the Republic of Kazakhstan in the form of food, consumer goods, technology, supplies, equipment, medical equipment and medicines, and other articles sent from foreign countries and international organizations to improve the living conditions and daily lives of the population, and also to prevent and clean up emergencies of a military, environmental, natural, and industrial nature, distributed by the Republic of Kazakhstan government through authorized organizations;

6) dividends - income payable on stocks; income payable on shares of the mutual investment fund, with the exception of income on the shares if they are bought back by the management company of the Fund;  part of net income distributed by a legal entity among its founders and partners; income from the distribution of property in the event of the liquidation of a legal entity, and also in the event that a founder or partner withdraws his share interest in a legal entity, with the exception of property invested by a founder or partner as a contribution to authorized capital {~};

{~};

7) discount on debt securities - the difference between the face value and initial placement value (not including coupon income) or purchase value of debt securities (not including coupon income);

8) debt securities - financial instruments certifying a loan arrangement. Debt securities include government securities, bonds, and other securities recognized as debt securities in accordance with the legislation of the Republic of Kazakhstan;

9) share interest - a participating share held by individuals and legal entities in the property of jointly created organizations and consortiums, with the exception of joint-stock companies, and mutual investment funds;

10) other mandatory payments - mandatory contributions of money (fees, duties, charges, and payments) to the budget, effected in specified amounts;

11) individual entrepreneur - an unincorporated resident or nonresident individual who is engaged in entrepreneurial activity;

11-1) engineering services - engineering and consultation services, work of research, design, calculation and analytical character, preparation of feasibility study, working-out of recommendations in the sphere of organization of manufacture and administration, selling of goods;

12) annulled;

13) {~};

14) coupon on debt securities (referred to hereinafter as coupon) - the amount paid (payable) by an issuer in excess of the face value of debt securities in accordance with the terms of issue;

15) person - an individual or legal entity; individual - a citizen of the Republic of Kazakhstan, a citizen of a foreign state, a stateless person; legal entity - an organization created in accordance with the legislation of the Republic of Kazakhstan or a foreign state (foreign legal entity). For the purposes of this Code, a company, organization, or other corporate entity created in accordance with the legislation of a foreign state shall be viewed as an independent legal entity regardless of whether it has the status of a legal entity in the foreign state in which it was established;

16) accrual method - a tax accounting method according to which income and expenditures are recorded as of the moment the work is performed, services are provided, goods are shipped for the purpose of their sale, and property is received, regardless of the time of payment;

17) taxes - mandatory monetary payments to the budget which are established by the state through legislation on a unilateral basis, which are effected in specific amounts and are not subject to repayment, and for which no compensation is provided;

18) tax debt - the amount of arrears, as well as unpaid penalties and fines;

19) taxpayer - a persons who is a payer of taxes and other mandatory payments to the budget;

20) tax agent – an individual entrepreneur, a private notary, a lawyer, a legal entity as well as a nonresident carrying out activities in the Republic of Kazakhstan through a permanent establishment, an affiliate, a representative office, who has been assigned responsibility in accordance with this Code for the calculation, withholding, and transfer of taxes withheld at the source of payment;

21) tax regime - a set of requirements contained in the tax legislation which are applied by a taxpayer in the calculation of all tax obligations with regard to the payment of taxes and other mandatory payments to the budget established by this Code;

22) arrears - taxes and other mandatory payments to the budget that have been assessed and not paid on time;

22-1) users of mineral resourses – individuals and legal entities carrying out operations on subsurface use, including oil operations, on the territory of the Republic of Kazakhstan in accordance with the legislative acts of the Republic of Kazakhstan;

22-2)  fixed assets – tangible assets with the service life for more than a year intended to be used in production, for delivery of goods (work, services), leasing and (or) for administrative purposes, as well as investment estate property, which are specified under the legislation of the Republic of Kazakhstan on accounting and financial statements and under the international standards of financial statements;

23) annulled;

24) premium on debt securities - the difference between the initial placement value (not including coupon income) or purchase value (not including coupon income) and the face value of debt securities, the terms of issue of which call for payment of a coupon;

25) derivative securities - securities certifying rights to an underlying asset of the given derivative securities. Derivative securities include: options, swaps, forward contracts, futures contracts, depository receipts, warrants, and other securities recognized as derivative securities in accordance with the legislation of the Republic of Kazakhstan. Underlying assets may be standardized lots of commodities, securities, foreign exchange, and financial instruments;

25-1) employee - an individual who has labour relations with an employer and directly does job under an individual labour (collective) agreement; a member of a committee of directors of a joint-stock company, except for state employees;

26) realization - the shipment of goods, performance of work, and rendering of services with a view to their sale, exchange, or unrequited transfer, as well as the transfer of pledged goods to the holder of the pledge;

27) royalties - payment for:

the right to use mineral resources in the process of the extraction of minerals and the processing of industrial materials;

the use of or right to use copyrights, software, patents, designs, or models, trademarks and other similar kinds of rights; the use of or the right to use industrial, commercial, or scientific research equipment; the use of know-how; the use of or right to use motion pictures, video films, audio recordings, or other recorded media; Marine vessels and air crafts rented under berbout-charter or demise-charter agreements shall refer to industrial equipment.

27-1) market rate of currency exchange:

average weighted exchange rate of tenge to foreign currency, which has been set up at the main session of the Kazakhstani stock exchange and determined according to the procedure established by the Ministry of Finance of the Republic of Kazakhstan together with the National Bank of the Republic of Kazakhstan;

tenge rate to foreign currency on which the auctions are not carried out at the stock exchange of Kazakhstan, shall be calculated on the basis of cross rates according to the procedure established by the Ministry of Finance of the Republic of Kazakhstan together with the National Bank of the Republic of Kazakhstan;

28) special tax regime - a separate procedure for settlements with the budget established for certain categories of taxpayers, which provides for the application of a simplified procedure for the calculation and payment of certain types of taxes, and payment for using a ground area, as well as for the submission of tax reporting on these taxes;

28-1) sponsor assistance - property granted on a gratuitous basis in order to spread information about a person granting said assistance to:

individuals - in the form of financial support (except for social) to take part in competitions, exhibitions, parades and also to develop creative, scientific, research, inventive activities, to increase the level of education and sports skills;

non-profit organizations - to realize their Charter objectives;

29) structural subdivision of a legal entity - a subsidiary, representative office;

30) foreign economic activity commodity nomenclature - a system of commodity classification codes based on the harmonized commodity description and coding system;

31) authorized government agency - a government body of the Republic of Kazakhstan that provides for tax control to monitor the fulfillment of tax obligations to the state;

32) authorized agencies - government bodies of the Republic of Kazakhstan, with the exception of tax authorities, authorized by the Republic of Kazakhstan to perform the calculation and/or collection of mandatory payments to the budget;

32-1) services on processing of information - services on gathering and summarizing of information, systematization of information collections and on providing a user with the results of the information processing;

33) electronic taxpayer document - an electronic document transmitted in the established electronic format and certified with an electronic digital signature of a taxpayer, after it has been received and its authenticity has been confirmed;

34) electronic digital signature of a taxpayer - consecution of electronic digital symbols, which is created by the means of an electronic digital signature and confirming the electronic document authenticity, its belonging to a taxpayer and invariability of its content;

35) securities - stocks, debt securities, derivative securities, and other objects of property rights that are recognized as securities in accordance with the legislation of the Republic of Kazakhstan.

2. Other special concepts and terms of tax legislation shall be used in the meanings defined in the relevant articles of this Code.

3. The concepts of civil and other branches of legislation of the Republic of Kazakhstan used in this Code shall be applied in the meaning in which they are used in those branches of legislation, except as otherwise provided by this Code.

Chapter 2. RIGHTS AND RESPONSIBILITIES OF A TAXPAYER AND A TAX AGENT.
REPRESENTATION IN TAX RELATIONS

Article 11. Rights of a taxpayer

1. A taxpayer shall have the right:

1) to obtain information from tax service authorities regarding current taxes and other mandatory payments to the budget, and amendments to the tax legislation;

2) to personally represent his own interests in matters pertaining to tax relations or to act through a representative or with the assistance of a tax consultant;

3) to obtain the results of tax control activities;

4) to provide explanations to tax service authorities regarding the calculation and payment of taxes and other mandatory payments to the budget based on the results of tax control activities;

5) to obtain a statement from a personal account regarding the status of settlements with the budget for the fulfillment of a tax obligation;

6) to appeal notices based on tax audit reports and the actions (inaction) of officials of tax service authorities, following the procedure established by this Code and other legislative acts of the Republic of Kazakhstan;

7) to request that a tax secret be protected;

8) not to furnish information and documents that do not pertain to taxation.

1-1) A taxpayer shall have the right to participate by means of electronic way in relations regulated by the tax legislation according to the procedure established by the authorized state agency.

2. A taxpayer shall have other rights provided for under the tax legislation of the Republic of Kazakhstan.

Article 12. Responsibilities of a taxpayer

1. A taxpayer shall be required:

1) to fulfill a tax obligation in full and in a timely manner in accordance with this Code;

2) to comply with lawful requests from tax service authorities with regard to the elimination of violations of the tax legislation that are identified, and also not to hinder their lawful activities in the performance of their official duties;

3) to allow officials of tax service authorities to inspect property that is an object of taxation or an object related to taxation, on the basis of a relevant order;

4) to file tax reporting materials and documents following the procedure provided for under this Code, as well as information and documents provided for under the legislation of the Republic of Kazakhstan regulating the issues of the state control when applying transfer prices;

5) to effect monetary settlements with consumers, carried out in commercial transactions or when providing services, using cash, bank payment cards, and checks, with the mandatory application of cash registers with fiscal memory and the presentation of a receipt to the consumer personally in accordance with this Code;

6) to hand in an application to the tax authorities so as to carry out an inspection of documents in connection with termination of entrepreneurial activity of an individual entrepreneur, reorganization (except for cases stipulated by the fifth paragraph of item 7 of Article 69 of this Code) and (or) liquidation of a legal entity.

2. A taxpayer shall carry out other responsibilities provided for under this Code.

Article 13. Rights and responsibilities of a tax agent

1. A tax agent shall have the same rights and bear the same responsibilities as a taxpayer, except as otherwise provided by this Code.

2. A tax agent shall also be required:

1) to calculate taxes withheld at the source of payment properly and in a timely manner in accordance with the special section of this Code;

2) to withhold the appropriate taxes from a taxpayer and transfer them to the budget in accordance with the procedure and within the deadlines provided for by this Code;

3) to maintain a record of income paid to taxpayers, as well as taxes withheld and transferred to the budget, including a personal record for each taxpayer;

4) to file tax reporting materials with the tax authority where it is registered, following the procedure established under the special section of this Code;

5) to apply the provisions of item 6-1 of Article 177 of this Code.

3. A taxpayer shall have the right to participate by means of electronic way in relations regulated by the tax legislation according to the procedure established by the authorized state agency.

Article 14. Representation in tax relations governed by this Code

1. A taxpayer shall have the right to participate in relations governed by the tax legislation through a legal or authorized representative.

2. A person who is authorized to represent a taxpayer on the basis of the law shall be recognized as a legal representative of a taxpayer.

3. An individual or legal entity who is authorized by a taxpayer to represent his interests in relations with tax service authorities shall be recognized as an authorized representative of a taxpayer. An authorized representative of a taxpayer shall act on the basis of a power of attorney (charter documents) granted by a taxpayer, which contains a specific list of the representative’s authorities.

4. Personal participation by a taxpayer in relations governed by the tax legislation shall not deprive him of the right to have a representative, just as participation by a representative shall not deprive a taxpayer of the right to participate personally in said relations.

5. The actions (inaction) of a taxpayer’s representatives, performed in connection with the participation by the given taxpayer in relations governed by the tax legislation, shall be recognized as the actions (inaction) of the taxpayer.

Chapter 3. TAX SERVICE AUTHORITIES. CUSTOMS AUTHORITIES. Cooperation Between Tax Service Authorities and Other Government Agencies

Article 15. Tasks and structure of tax service authorities

1. Tax service authorities shall be assigned the task of ensuring that taxes and other mandatory payments to the budget are received in full, that mandatory pension contributions and social allocations to the Social Insurance State Fund are transferred in full and in a timely manner, and they shall also be responsible for performing tax control activities to monitor a taxpayer’s fulfillment of his tax obligations.

2. Tax service authorities shall consist of the authorized government agency and tax authorities.

3. Tax authorities shall include the interregional tax committees the tax committees of the oblasts and the cities of Astana and Almaty, interregional tax committees, and tax committees of regions, cities, and districts within cities. In the event that special economic zones are formed the tax committees may be organized on the territories of said zones as well.

4. Tax authorities shall be directly subordinate to the respective higher-level tax service authority through a vertical hierarchy and shall not be classified as local executive government authorities.

5. The authorized government agency shall be responsible for supervision of tax authorities.

6. The top officials of tax authorities shall be appointed to the position by the top official of the authorized government agency.

Article 16. Rights of tax service authorities

1. Tax service authorities shall have the right:

1) to draft and approve regulatory legal acts provided for under this Code;

2) within the limits of their competence, to provide clarifications and commentaries on how tax obligations are incurred, fulfilled, and terminated;

3) to perform tax control activities following the procedure established by this Code;

4) to conduct inspections of monetary documents, accounting books, reports, estimates, cash on hand, securities, statements, returns, and other documents related to the fulfillment of tax obligations, in compliance with the requirements established by legislative acts of the Republic of Kazakhstan;

5) to request that a taxpayer furnish documents regarding the calculation and payment (withholding and transfer) of taxes and other mandatory payments to the budget following the forms established by the authorized government agency, explanations regarding the completion of these forms, as well as documents confirming that taxes and other mandatory payments to the budget, mandatory pension contributions to pension savings funds and social allocations to the Social Insurance State Fund, have been calculated correctly and paid promptly (withheld and transferred), as well as consolidated financial statements of the taxpayer-resident including the financial statements of its subsidiaries located outside the Republic of Kazakhstan;

6) in the course of performing a tax audit following the procedure determined by legislative acts of the Republic of Kazakhstan, to confiscate from a taxpayer documents containing evidence that tax violations have been committed;

7) to inspect any objects of taxation and objects related to taxation that are used for the purpose of earning income, regardless of their location, and to conduct an inventory of a taxpayer’s property (except for residential premises);

8) to obtain information from a taxpayer in the form of electronic documents, based on a list approved by the Republic of Kazakhstan government and following the procedure established by the authorized government agency;

9) to obtain from banks or institutions performing certain types of banking operations information about the existence of bank accounts and the numbers of these accounts, and the balances and movement of funds on these accounts in compliance with the requirements established by legislative acts of the Republic of Kazakhstan regarding the disclosure of information that constitutes a commercial, bank, or other secret protected by law with respect to:

a taxpayer being audited – a legal entity and individual entrepreneur in matters concerning taxation;

an idle legal entity in accordance with the procedure established by the authorized state agency in coordination with the authorized agency on regulation and supervision of financial market and financial institutions;

a person registered in compliance with the procedure established by law as a presidential contender of the Republic of Kazakhstan, or as a candidate for deputies of the Parliament of the Republic of Kazakhstan and Maslikhat, as well as for the members of the local self-government organs, and his(her) spouse;

10) to determine a taxpayer’s tax obligation indirectly in those cases provided for under the special section of this Code;

10-1) to attract specialists of other state structures to carry out tax audit;

11) to file suit in court in accordance with the legislation of the Republic of Kazakhstan;

12) to present claims to courts on liquidation of a legal entity on the grounds stipulated by subitems 1), 2) and 4) of item 2 of Article 49 of the Civil Code of the Republic of Kazakhstan.

1-1)  Tax authorities shall have the right to implement the tasks entrusted by the legislative acts of the Republic of Kazakhstan, through electronic way and according to the procedure established by the authorized state agency.

2. Tax service authorities shall also have other rights provided for by the laws of the Republic of Kazakhstan.

Article 17. Responsibilities of tax service authorities

1. Tax services authorities shall be required:

1) to observe a taxpayer’s rights;

2) to protect the interests of the state;

3) to perform tax control activities to monitor the fulfillment of tax obligations, full and timely social payments to the Social Insurance State Fund by a taxpayer, as well as the withholding and transfer of mandatory pension contributions to pension savings funds in a timely manner;

4) to maintain a record of taxpayers, objects of taxation, and objects related to taxation, and a record of taxes and other mandatory payments to the budget that have been assessed and paid;

5) to explain the procedure for filling out required tax reporting forms;

6) to perform tax audits in strict compliance with the relevant orders;

7) to maintain tax secrecy in accordance with the provisions of this Code;

8) to deliver a notice to a taxpayer regarding fulfillment of a tax obligation within the deadlines and in those cases specified by this Code;

9) to provide a statement from a taxpayer’s personal account regarding the status of settlements with the budget related to the fulfillment of tax obligations, at the taxpayer’s request, within no more than three days;

10) to keep on file for five years copies of receipts issued to a taxpayer confirming the fulfillment of a tax obligation for the payment of taxes and other mandatory payments to the budget;

11) to monitor compliance with the procedure for the recording, storage, appraisal, further use and sale of property turned over to the state, full and timely transfer of said property to the appropriate authorized agency in accordance with the legislation of the Republic of Kazakhstan, as well as the transfer of proceeds to the budget in full and in a timely manner in the event that the property is sold;

12) to apply methods to ensure the fulfillment of tax obligations and to collect a taxpayer’s tax debt on a compulsory basis in accordance with this Code;

13) to impose administrative fines on a taxpayer in accordance with the Republic of Kazakhstan Code on Administrative Offenses.

2. If cases of intentional evasion of taxes and other mandatory payments to the budget are discovered in the course of a tax audit, as well as cases of deliberate, fraudulent bankruptcy that point to criminal activity, tax authorities shall forward to the relevant law enforcement authorities materials that fall within their jurisdiction, so that a procedural decision can be made in accordance with legislative acts of the Republic of Kazakhstan.

3. Tax service authorities shall also carry out other responsibilities provided for under the tax legislation of the Republic of Kazakhstan.

Article 18. Conflict of interest

Officials of tax service authorities shall be prohibited from carrying out their official duties with respect to a taxpayer who is a close relative of the official in question (parents, spouses, brothers, sisters, children) or who is related by marriage (brothers, sisters, parents, and children of spouses), and/or in which said officials have a direct or indirect financial interest.

Article 19. Powers of customs authorities to collect taxes

Customs authorities shall collect taxes and other mandatory payments to the budget in accordance with this Code and the customs legislation of the Republic of Kazakhstan when goods cross the customs border of the Republic of Kazakhstan.

Article 20. Powers of authorized agencies

The powers of authorized agencies to collect mandatory payments to the budget shall be defined under the special section of this Code.

Article 21. Powers of local executive government authorities

1. Akims of settlements, auls (village), aul (village) districts (hereinafter referred to as akims (akim - head of administration)) shall ensure the collection of taxes on property and means of transport and the land tax paid by an individual taxpayer.

2. Collection of taxes specified in item 1 of this Article shall be made on the basis of a receipt which is a registered high-security document. The form of a receipt shall be established by the authorized government agency.

3. When collecting taxes specified in item 1 of this Article akims shall ensure:

1) issue of notices to a taxpayer on the amount of taxes and other mandatory payments to budget calculated by the tax authority within no more than three business days following the day on which the calculations are made;

2) issue of receipts to an individual taxpayer confirming the payment of taxes;

3) depositing taxes with a bank or with an institution effecting certain types of banking operations on a daily basis no later the banking day following the day on which the funds were received for their further transfer to the budget. In the event that daily cash inflow makes up the amount which is less than 10 times monthly reference indicator established by the Law on republican budget for a respective financial year as well as in the event that there is no bank or an organization effecting certain types of banking transactions in the given population area the transfer of funds shall be made once in three banking days.

4) if receipts are filled out properly and stored securely;

5) furnishing the tax authority with reports on the use of receipts as well as the deposit of taxes with a bank or an institution performing certain types of banking operations following the procedure and within the time periods established by the authorized government agency;

4. Local executive authorities of oblasts (city of republican level, capital) or districts (towns of oblast level) shall ensure the distribution of one-time coupons and the collection of amounts in full from realization of one-time coupons in accordance with the procedure established by the local executive authorities of oblasts (city of republican level, capital) in coordination with the authorized state agency.

Article 22. Cooperation between tax service authorities and other government agencies

1. Tax service authorities shall cooperate with central and local government agencies, shall implement joint supervisory measures, and shall provide for the sharing of information.

2. Government agencies shall be required to provide assistance to tax service authorities in the performance of activities related to monitoring compliance with the tax legislation.

3. Tax service authorities and customs authorities shall carry out their assigned tasks related to tax supervision in cooperation with one another.

4. Tax service authorities and local executive government authorities shall cooperate with one another in the collection of taxes.

Article 23. Legal and social protection of officials of tax service authorities

1. Officials of tax service authorities shall be protected under the law in the performance of their official duties.

2. Should a tax service official suffer bodily injury of moderate severity in connection with the performance of his job, he shall be paid lump-sum compensation equal to five times his monthly wage at the expense of republican budget funds, with the subsequent recovery of this amount from the guilty parties in accordance with the legislation of the Republic of Kazakhstan.

3. Should a tax service official suffer severe bodily injury in connection with the performance of his job, which results in his inability to perform professional activity in the future, he shall be paid lump-sum compensation equal to five times his annual salary at the expense of republican budget funds, with the subsequent recovery of this amount from the guilty parties, in addition to the difference between his salary and pension (for life).

4. In the event of the death of a tax service official in the performance of his official duties, the family of the deceased or his dependents (heirs):

1) shall be paid a lump-sum benefit equal to ten times the annual salary earned by the deceased in the last position he held, at the expense of republican budget funds;

2) shall be awarded a government social benefit for loss of a breadwinner in the amount and following the procedure established by the legislation of the Republic of Kazakhstan.

5. Damage to the health and property of a tax service official, as well as damage to the health and property of family members and close relatives of a tax service official, in connection with the performance of his official duties shall be compensated in full at the expense of republican budget funds, with the subsequent recovery of this amount from the guilty parties.

Part 2. Tax obligation

Chapter 4. GENERAL PROVISIONS

Article 24. Tax obligation

1. A tax obligation shall be understood to mean an obligation of a taxpayer to the state arising in accordance with the tax legislation, by virtue of which a taxpayer is required to register with a tax authority, identify objects of taxation and objects related to taxation, calculate taxes and other mandatory payments to the budget, prepare tax reporting materials, file them within the established deadlines, and pay taxes and make other mandatory payments to the budget.

2. The state, in the person of a tax service authority, shall have the right to require that a taxpayer meet his tax obligations in full, and in the event that they are not met or not met properly, it shall have the right to apply methods to ensure their fulfillment and measures to collect the taxes owed on a compulsory basis following the procedure provided for under this Code.

Article 25. Objects of taxation and objects related to taxation

Objects of taxation and objects related to taxation shall be understood to be property and actions, the existence of which means that a taxpayer incurs a tax obligation.

An object of taxation and an object related to taxation shall be determined for each type of tax and other mandatory payment to the budget in accordance with the special section of this Code.

Article 26. Tax base

The tax base shall be the value, physical, or other characteristics of an object of taxation and an object related to taxation, on the basis of which the amount of taxes and other mandatory payments payable to the budget is determined.

Article 27. Tax rate

1. The tax rate shall be the amount of tax assessed per unit of measure of the tax base.

2. The tax rate shall be established as a percentage or as an absolute amount per unit of measure of the tax base.

Article 28. Tax period

The tax period shall be understood to mean the period of time established for certain taxes and other mandatory payments according to the special section of this Code, at the end of which the tax base is determined and the amount of taxes and other mandatory payments payable to the budget is calculated.

 

 

Chapter 5. FULFILLMENT OF A TAX OBLIGATION

Article 29. Fulfillment of a tax obligation

1. The fulfillment of a tax obligation shall be performed by a taxpayer independently, except as otherwise established by this Code.

2. A taxpayer shall carry out the following actions in the fulfillment of a tax obligation:

1) he shall register with a tax authority;

2) he shall maintain a record of objects of taxation and objects related to taxation;

3) he shall calculate the amount of taxes and other mandatory payments payable to the budget proceeding from the objects of taxation and objects related to taxation, the tax base, and the tax rate;

4) he shall prepare tax reporting materials and file them with tax service authorities following the established procedure and within the established deadlines;

5) he shall pay the taxes and other mandatory payments to the budget that have been calculated and assessed, following the procedure and within the deadlines established by the tax legislation, as well as penalties and fines in the event of failure to fulfill a tax obligation.

A tax obligation must be fulfilled by a taxpayer following the procedure and within the deadlines established by this Code.

3. A taxpayer shall have the right to fulfill a tax obligation ahead of schedule.

4. An obligation of a taxpayer that is fulfilled in noncash form shall be considered fulfilled as of the day an acceptance of a payment order for the amount of taxes and other payments is received from a bank or institution performing certain types of banking operations, or as of the day on which the taxpayer makes payment through cash machines or other electronic devices, and an obligation paid in cash shall be considered fulfilled as of the moment the taxpayer deposits the amount in question with a bank or an authorized agency.

5. A tax obligation of a taxpayer that is fulfilled by a tax agent shall be considered fulfilled as of the day it is withheld.

6. A tax obligation to pay taxes may also be fulfilled through crediting, following the procedure established under Articles 39 and 252 of this Code.

7. A tax obligation to pay taxes and to make other mandatory payments to the budget shall be fulfilled in tenge, with the exception of cases stipulated by the legislative acts of the Republic of Kazakhstan which regulate the activities of joint-stock companies as well as cases in which legislative acts of the Republic of Kazakhstan and provisions of mining contracts specify in-kind payment or payment in foreign currency.

Article 30. Provisions specific to the calculation of taxes and other mandatory payments
to the budget in the fulfillment of a tax obligation

1. The calculation of taxes withheld at the source of payment shall be performed by a tax agent.

2. In those cases provided for in the special section of this Code, the responsibility for calculating certain types of taxes and other mandatory payments to the budget may be assigned to a tax authority and to authorized agencies.

Article 31. Notice by tax service authorities regarding fulfillment of a tax obligation

1. A written notification sent to a taxpayer by a tax service authority in the form of paper documents or at the taxpayer’s written consent in electronic form regarding the need for the taxpayer to fulfill a tax obligation shall be recognized as a notice.

2. The types of notices shall be limited to those listed below and shall be sent to a taxpayer within the following deadlines:

1) a notice regarding the amount of taxes and other mandatory payments to the budget calculated by a tax authority in accordance with item 2, Article 30, of this Code - no later than three business days from the day they are calculated;

2) a notice regarding the assessed amount of taxes and other mandatory payments to the budget, and penalties based on the results of a tax audit - no later than three business days from the day a decision is adopted on the basis of the tax audit report;

3) annulled;

4) a notice regarding measures being taken to ensure fulfillment of a tax obligation not met within the required deadline, except for the case provided for in subitem 1) of Article 45 of the present Code, - upon expiration of the deadlines established in subitems 1) and 2) of item 1 of Article 47 of the present Code;

5) a notice regarding measures being taken for the compulsory collection of a tax debt - no later than five business days before the beginning of the implementation of the compulsory collection measures;

6) a notice regarding collection action against money held on debtors’ bank accounts - no later than ten business days before the collection action is taken;

7) a notice regarding the elimination of violations discovered on the basis of in-house control - no later than two business days from the day the violations in tax reporting are discovered;

8)      a notice regarding the assessed amount of taxes and other mandatory payments to the budget, and penalties based on the results of a review of a taxpayer’s appeal - no later than five business days from the day a decision on the appeal is made;

9) a notice regarding the elimination of violations of tax legislation - no later than five business days from the day they are discovered;

10)  a notice regarding removal a person from registration as a payer of value added tax on the reason that its has not notified the tax authorities about changing its place of location (residence) within 20 business days following the day on which such changes take place – no later than one business day following the day on which the taxpayer was removed from the registration for the value added tax.

3. A notice shall indicate the family name, first name and patronymic or full name of the taxpayer; the taxpayer’s registration number; the date of the notice; the amount of the tax obligation in cases stipulated by the legislation of the Republic of Kazakhstan; the requirement to fulfill the tax obligation; the grounds for sending the notice; and the appeal procedure.

The forms to be used for notices shall be established by the authorized government agency.

4. A notice must be delivered personally to the taxpayer (his representative) with a signed receipt of delivery, or by some other method that allows for confirmation that the notice was sent and received, except for the notice referred to in sub-item 10) of item 2 of this article that allows for confirmation that the notice was sent.

4-1. The notice provided for under subitem 7) of item 2 of the present Article shall be subject to being fulfilled by a taxpayer within 30 working days beginning from the date when the notice is handed over to (received by) the taxpayer.

5. The provisions contained in this article shall also apply to a notice sent to a tax agent.

Article 32. Deadlines for fulfillment of a tax obligation

1. The deadlines for fulfillment of a tax obligation shall be established by this Code. The time period established by this Code shall begin on the day following the actual event or legal action that defines its starting point. The deadline shall expire at the end of the last day of the period established by this Code. If the last day of the time period falls on a weekend or holiday, the deadline shall expire at the end of the next business day.

2. In the event that tax authorities send a notice of assessed taxes, other mandatory payments to the budget, and penalties based on the results of tax control activities, as well as of elimination of infringements of the Tax Code of the Republic of Kazakhstan, the tax obligation must be fulfilled within thirty business days of the day following the day on which the notice was delivered to the taxpayer (received by the taxpayer).

3. In the event that a taxpayer agrees with the assessed amount of taxes, other mandatory payments to the budget, and penalties based on the results of a tax audit indicated in a notice (other than assessed excise taxes and taxes withheld at the source of payment), at the taxpayer’s request the deadline for the fulfillment of the tax obligation may be extended by 60 business days. In this case, the amount indicated shall be payable to the budget, in addition to a penalty for each day the payment deadline is extended, and it shall be paid in equal installments every 15 business days over the given period.

4. The deadlines to fulfill the tax obligations on payment of amounts in arrears of joint-stock companies with share of the state in the authorized capital stock, when the compulsory issue of declared shares is to be made under the court decision in order to discharge the arrears, shall be suspended as of the moment when the court decision on compulsory issue of declared shares comes into force and till the completion of their floatation (realization).

Article 33. Procedure for the discharge of a tax debt

The discharge of a tax debt shall be carried out in the following order:

1) penalties assessed;

2) the amount in arrears

3) the amount of fines.

Article 34. Fulfillment of a tax obligation of a legal entity undergoing liquidation

1. Payment of taxes and other mandatory payments to revenue, which is reflected in liquidation tax accounts shall be made within 10 business days following the day on which the liquidation tax accounts are filed.

Should due date for payment of taxes and other mandatory payments to revenue reflected in the tax accounts (except for liquidation one) begins after the expiry of the due time mentioned in the first part of this item, such payment shall be made not later than ten business days following the day on which the liquidation tax accounts are submitted.

  The tax debt of a legal entity undergoing liquidation shall be discharged at the expense of the given legal entity’s funds, including proceeds from the sale of its property, in the order of priority established by legislative acts of the Republic of Kazakhstan. The tax debt of structural subdivisions of a legal entity undergoing liquidation shall also be discharged in this process.

2. If the property of a legal entity undergoing liquidation is insufficient for the discharge of its tax debt in full, the balance of the tax debt shall be discharged by the founders (partners) of the legal entity being liquidated in those cases established by legislative acts of the Republic of Kazakhstan.

3. If a legal entity undergoing liquidation has overpaid taxes and other mandatory payments to the budget, the excess shall be credited against the discharge of the tax debt of the legal entity being liquidated, following the procedure established under Article 39 of this Code.

If a legal entity undergoing liquidation has no tax debts, the excess amount of taxes and other mandatory payments to the budget shall be refunded to the legal entity.

Article 35. Fulfillment of a tax obligation in the event of the reorganization of a legal entity

1. Fulfillment of the tax obligation of a reorganized legal entity shall become the responsibility of its legal successor (legal successors).

2. The establishment of a legal successor (legal successors), as well as the share of legal successors in the discharge of the tax debt of a reorganized legal entity, shall be carried out in accordance with the civil legislation of the Republic of Kazakhstan.

3. The reorganization of a legal entity shall not be grounds for a change in the deadline for the fulfillment by the legal entity’s legal successor (legal successors) of its tax obligations involving the payment of taxes and other mandatory payments to the budget.

4. Taxes and other mandatory payments to the budget paid in excess of the required amount by a legal entity prior to its reorganization shall be credited by the tax authority against the discharge of the tax debt of the reorganized legal entity.

5. If a reorganized legal entity has no tax debts, the excess amount of taxes and other mandatory payments paid by the legal entity to the budget shall be refunded to its legal successor.

Article 36. Discharge of a tax debt of a deceased individual

1. The tax debt of a deceased individual owed as of the day of his death shall be discharged by his heir (heirs) up to the value of the property inherited and in proportion to the heir’s share in the estate as of the date it is received.

2. In the event that there is no heir, the tax debt of a deceased individual owed as of the day of his death shall be considered discharged.

Article 37. Fulfillment of a tax obligation of a person recognized by the courts as missing

1. In the event that a court recognizes an individual as missing, the tax obligation of such an individual shall be suspended as of the day such a decision is handed down.

2. The tax debt of an individual recognized by a court as missing shall be discharged by the person authorized by the appropriate trust authority to manage the property of the missing person.

3. If the property of a person recognized as missing in accordance with the established procedure is insufficient to discharge a tax debt, the outstanding amount of the tax debt of the missing person shall be written off by the tax authority on the basis of a court decision regarding the insufficient property.

4. In the event that a court revokes a decision declaring a person missing, a tax debt that was previously written off shall be reinstated regardless of the statute of limitations established for the tax obligation.

Article 38. Statute of limitations for a tax obligation

1. A tax service authority shall have the right to assess of taxes and other mandatory payments to the budget or revise the assessed amount of taxes and other mandatory payments to the budget up to five years from the end of a tax period, except for cases stipulated by this Article.

1-1. With respect to the taxpayers carrying out business in accordance with the contract on subsurface use, a tax service authority shall have the right to assess taxes and other mandatory payments to the budget or revise the assessed amount of excess profit tax, taxes and other mandatory payments to the budget, if they use one of the following indices: internal standard of profitability(ISP) or R-factor (yield index) for their calculation method, within five years following the date on which contracted period on subsurface use is completed.

1-2. In the event that a taxpayer files additional tax accounts for the period on which the statute of limitations established in item 1 of this Article expires earlier than in one calendar year, the specified limitation period shall be extended in the part of assessment and (or) revision of the assessed taxes and other obligatory payments to the budget for one calendar year.

1-3) In the event that a taxpayer applies item 4 of Article 100 and sub-item 25-1) of Article 144 of this Code the statute of limitations established under item 1 of the present Article shall be extended in the part of assessment and (or) revision of the assessed amounts of corporative income tax and individual income tax up to five years of the period established under sub-item 1) of item 4 of Article 100 of this Code related to fulfillment of obligations by an individual.

2. A taxpayer shall have the right to request that excess taxes and other mandatory payments to the budget that have been paid be credited or refunded up to five years from the end of a tax period, and (or) within five years following the day on which contracted period on subsurface use is completed with respect to the taxes specified in item 1-1 of this Article.

Chapter 6. CREDITING AND REFUND OF EXCESS TAXES,
OTHER OBLIGATORY PAYMENTS AND PENALTIES PAID IN SETTLEMENTS
WITH THE BUDGET FOR THE FULFILLMENT OF A TAX OBLIGATION

Article 39. Crediting of excess taxes, charge, penalties paid by a taxpayer in settlements
 with the budget for the fulfillment of a tax obligation

1. The amounts of excess tax, charges, penalties paid shall be the difference between the amounts of tax, fee, penalties paid to the budget and the amounts assessed for a tax period, taking into account the obligations on said type of tax, payment, penalty for previous tax periods.

The amount of excess tax paid shall be also the amount of paid tax subject to repayment to a taxpayer-nonresident in accordance with Article198-1 of this Code.

2. For the purposes of this Chapter the charge shall be understood to mean a payment for the use of parcels of land, use of near-surface water sources, pollution of environment, use of radio-frequency spectrum, granting of trunk-line and/or international telephone communication.     

3.  The amount of excess tax and charge paid to the budget shall be credited against the discharge of a tax debt:

1) without a taxpayer’s request against the discharge of penalties and fines on the given type of tax and charge;

2) at the taxpayer’s request within ten working days from the date when the taxpayer’s request is submitted, according to the following order:

against the discharge of arrears, penalties and fines on other types of taxes and (or) charges;

against future payments on the given type of tax and (or) charges.

4. The amount of excess tax paid to the budget, which is collected by the customs authorities in case of moving goods through the Customs frontier of the Republic of Kazakhstan, shall be credited against the discharge of a tax debt at the taxpayer’s request within ten working days from the date when the request is submitted, accompanied by the tax authority’s confirmation on availability of the excess tax paid according to the following procedure:

against discharge of arrears, penalties and fines on other types of taxes;

against future payments on other types of taxes.

5. The amount of excess penalty paid to the budget shall be credited:

1) without a taxpayer’s request against the discharge of arrears and fines on the given type of tax and charge;

2) at the taxpayer’s request within ten working days from the date when the request is submitted, according to the following order:

against the discharge of arrears, penalties and fines on other types of taxes and (or) charges;

against future payments on the given type and other types of taxes and (or) charges.

6.  The crediting of amounts of excess tax, payment, penalty shall be effected by the tax authority through which taxes, charges, penalties are paid to the budget, following the procedure established by this article, except as otherwise established by this Code.

7. In the event of failure to meet the deadline specified in items 3 and 5 of this Article, the penalty at the rate of 2,5 times the official refinancing rate established by the National Bank of the Republic of Kazakhstan shall be charged for every day of delay in meeting the deadline.

8. Excess taxes, charges, penalties paid to the budget may not be credited against the discharge of a tax debt of a different taxpayer.

Article 40. Refund of excess taxes, other mandatory payments and penalties paid to the budget in the fulfillment of a tax obligation

1. The amount of excess tax, charges, penalties paid shall be transferred to a taxpayer’s bank account at his request after the crediting provided for under Article 39 of this Code has been performed.

2. An excess tax, charges, penalties shall be refunded at the place where the tax, charges, penalties were paid within 15 business days of the date a refund request is filed, except as otherwise established by this Code.

2-1. The amount of excess taxes, other mandatory payments and penalties made to the budget, which are collected by the customs authorities in case of moving goods through the Customs frontier of the Republic of Kazakhstan, shall be refunded at the place where they were paid within 15 business days of the date a refund request is filed, accompanied by the tax authority’s confirmation on availability of the excess customs payments, taxes and penalties made to the budget.

4. Excess mandatory payments, penalties made to the budget shall be refunded in accordance with this article, except as otherwise established by this Code.

Chapter 7. CHANGE IN DEADLINES FOR FULFILLMENT OF A TAX OBLIGATION TO PAY TAXES

Article 41. The concept of and general conditions for changing deadlines for the fulfillment
of a tax obligation to pay taxes

1. A change in deadlines for the fulfillment of a tax obligation to pay taxes shall be understood to mean a postponement to a later date of the deadline established by this Code for the payment of taxes (other than taxes withheld at the source of payment and excise taxes) on the basis of a valid application from a taxpayer, but this postponement shall not exceed ten months of a calendar year.

2. The right to fulfill a tax obligation within amended deadlines may not be transferred to another person.

3. A change in deadlines for the fulfillment of a tax obligation to pay taxes shall not exempt a taxpayer from the payment of a penalty for late payment of taxes in accordance with Article 46 of this Code, except in those cases established under the special section of this Code.

4. A change in deadlines for the fulfillment of a tax obligation to pay taxes shall be effected against a pledge of the taxpayer’s property or a bank guarantee, except in those cases established under the special section of this Code.

5. The procedure for changing deadlines for the fulfillment of a tax obligation to pay taxes against a pledge of the taxpayer’s property and a bank guarantee shall be determined by the Republic of Kazakhstan government.

Article 42. Agency authorized to adopt a decision to change the deadline for fulfillment
of a tax obligation to pay taxes

 1. A decision to change deadlines for the fulfillment of a tax obligation to pay taxes that are applied to the republican budget, as well as those distributed between the republican and local budgets, shall be made by the authorized government agency, except for the cases established by Article 249 of this Code.

2. A decision to change deadlines for the fulfillment of a tax obligation to pay taxes that are applied in full to local budgets shall be made by the tax authority with which the taxpayer is registered, in consultation with the local executive government authority.

Article 43. Expiration of a decision to change deadlines for fulfillment of a tax obligation
 to pay taxes

1. A decision to change deadlines for fulfillment of a tax obligation to pay taxes shall expire on the expiration date specified in the decision.

2. A decision to change deadlines for fulfillment of a tax obligation to pay taxes shall expire ahead of schedule in the event that the taxpayer pays all taxes due prior to the expiration of the deadline established in the decision or in the event that the taxpayer violates the conditions for the change in deadlines for fulfillment of a tax obligation to pay taxes.

Article 44. Procedure for taking collection action and sale of a taxpayer’s pledged property

1. In the event that the conditions for a change in deadlines for the fulfillment of a tax obligation are not met or are not met properly, when the obligation is secured by a pledge (or bank guarantee), tax service authorities shall have the right to take collection action against the taxpayer’s pledged property or to demand execution of the bank guarantee.

2. The sale of property pledged by a taxpayer shall be carried out in accordance with the procedure established by the civil legislation of the Republic of Kazakhstan.

Chapter 8. METHODS TO PROVIDE FOR THE FULFILLMENT OF A TAX OBLIGATION
THAT HAS NOT BEEN MET BY THE DEADLINE

Article 45. Methods to provide for the fulfillment of a tax obligation that has not been met by the deadline

The following methods may be employed to provide for the fulfillment of a taxpayer’s tax obligation that has not been met within the established deadline:

1) assessment of a penalty on the outstanding amount of taxes and other mandatory payments to the budget;

2) suspension of spending operations on bank accounts;

3) a restriction on the disposition of property to the discharge of the taxpayer’s tax debt.

Methods to provide for the fulfillment of a tax obligation that has not been met by the deadline, which are mentioned in sub-items 2) and 3) of the present Article shall be applied when a notice is sent to the taxpayer within the deadlines established in Article 31 of the present Code.

In the event that a post office or other postal service agency returns the sent notice in connection with the absence of a taxpayer at his/its actual address (place of residence)the method to provide for the fulfillment of a tax obligation  that has not been met by the deadlines, which is mentioned in sub-item 2) of this article shall be applied  within five business days on the basis of a formal note of a taxpayer’s absence at the actual address (place of residence) drawn up by the tax authorities and of the reply from the appropriate law enforcement agencies confirming the impossibility to determine the taxpayer’s place of location (residence).

A formal note of taxpayer’s absence at the actual address (place of residence) shall be drawn up within five business days following the day on which the sent notice was returned by a post office or other postal service agency in connection with the taxpayer’s absence at the actual address (place of residence).

Article 46. Penalty on the outstanding amount of taxes and other mandatory payments to the budget

1. A penalty shall be understood to mean the amount charged on a delinquent tax obligation as established under item 3 of this article.

2. The amount of a penalty shall be assessed and paid regardless of the implementation of measures aimed at the compulsory fulfillment of a tax obligation to discharge a tax debt, as well as other enforcement measures for the violation of tax legislation.

3. A penalty shall be assessed for each day of delay in the fulfillment of a tax obligation, starting on the day following the deadline for the payment of the tax and other mandatory payment to the budget, and including the day on which payment is made to the budget, in an amount equal to 2,5 times the official refinancing rate established by the National Bank of the Republic of Kazakhstan on each day of delay.

4. The penalty shall be assessed against banks or institutions performing certain types of banking operations for failure to comply with the proper order of priority for the debiting of taxes and other mandatory payments, fines, penalties from bank accounts, as well as for a delay in the transfer (credit) of taxes and other mandatory payments, fines, penalties debited from taxpayers’ bank accounts, and also the cash accepted in pay desks of banks or institutions performing certain types of bank transactions against payment of taxes and other mandatory payments, fines and penalties.

5. A penalty shall not be assessed on the arrears of a taxpayer who has been declared bankrupt, as of the moment a court issues such a decision, or on the arrears of a taxpayer with respect to whom a compulsory liquidation decision has been issued, or a definition has been taken to apply a rehabilitation procedure, as of the day such a decision or a enters into force.

6. A penalty shall not be assessed against creditors of banks undergoing compulsory liquidation for failure to discharge arrears in a timely manner, if the only reason for the arrears was the liquidation of the servicing bank, as of the moment a decision regarding the bank’s compulsory liquidation enters into force.

7. A penalty shall not be assessed on arrears, for the discharge of which a compulsory issue of declared shares is being performed in accordance with a court decision, as of the moment the court decision regarding the compulsory issue of declared shares enters into force and until the placement of the stocks is completed.

8. A penalty shall not be assessed on arrears as of the moment a court decision declaring an individual missing enters into force and until such a decision is rescinded.

9. A penalty shall not be assessed on arrears which are proportional to excess tax paid, and which are indicated in a taxpayer’s request on crediting of the excess tax paid, in the event of failure to meet the deadline for crediting established in item 2 of Article 39 of this Code subject to confirmation of the excess tax paid.

This principle does not apply to the cases specified under this Code.

Article 47. Suspension of spending operations on a taxpayer’s bank accounts

1. The suspension of spending operations on the bank accounts (other than correspondent accounts) of a legal entity and individual entrepreneur shall be carried out in accordance with the procedure established by legislative acts of the Republic of Kazakhstan in the following cases:

1) the taxpayer has failed to file tax reporting materials within ten business days of deadline for their submission;

2) a tax debt has not been discharged 30 business days from the established payment deadline;

3) officials of a tax service authority are not allowed access to conduct a tax audit and inspect objects of taxation and objects related to taxation, except in cases in which they have violated the procedure established by this Code for the performance of a tax audit.

4) a place of location (residence) of a taxpayer is impossible to determine, which is confirmed with the documents stipulated under article 45 of the Code.

The suspension of spending operations on bank accounts shall  extend to all of the taxpayer’s spending operations, except operations related to the discharge of a tax debt.

2. An instruction from a tax authority to suspend spending operations on a taxpayer’s bank accounts shall be issued in accordance with the form established by the authorized government agency in conjunction with the National Bank of the Republic of Kazakhstan, and it shall enter into force as of the day it is received by a bank or institution performing certain types of banking operations.

3. An instruction from a tax authority to suspend spending operations on a taxpayer’s bank accounts shall be subject to unconditional execution by banks or institutions performing certain types of banking operations.

4. An instruction to suspend spending operations on bank accounts shall be rescinded by the tax authority that issued the instruction to suspend spending operations no later than one business day after the day on which the reasons for the suspension of spending operations on bank accounts are eliminated.

In the event that a taxpayer’s bank account has been closed in accordance with the legislation of the Republic of Kazakhstan, the bank shall return the instruction to suspend spending operations on the bank account to the appropriate tax authorities together with the notice about the closing of the taxpayer’s bank account.

5. In the event of an appeal of a notice of assessed taxes and other mandatory payments to the budget, and penalties based on the results of a tax audit, spending operations on bank accounts shall not be suspended.

Article 48. Issuance of a decision to restrict the disposition of a taxpayer’s property
to the discharge of the taxpayer’s tax debt

1. In the event that a tax debt is not discharged within ten business days of the date an instruction is issued to suspend spending operations on a taxpayer’s bank accounts, the disposition of property shall be restricted to the discharge of the tax debt.

A decision to restrict the disposition of property shall be issued following the form established by the authorized government agency.

The registration of the encumbrance of intangible property shall be made in accordance with the legislation of the Republic of Kazakhstan.

2. A decision to restrict the disposition of a taxpayer’s property shall be issued with respect to property owned by the taxpayer or under the taxpayer’s economic control (except in those cases in which the contract regarding the placement of property under economic control prohibits its alienation).

When a decision is issued to restrict the disposition of a taxpayer’s property that has been transferred to another party under a financial leasing arrangement and/or has been pledged as security, the tax authorities shall be prohibited to seize this property until the contract is terminated, a taxpayer shall be prohibited to introduce any changes in the terms of the contract (extension of the contract term, subleasing and (or) surcharge) from the moment the tax authority issues the decision regarding this property and until the decision is rescinded.

3. A decision to restrict the disposition of property shall be adopted by a tax authority on the basis of available data on the taxpayer’s personal account regarding the amount of tax debt.

4. On the basis of a decision to restrict the disposition of property, a property inventory certificate shall be prepared in the amount of the tax debt, with a warning to the taxpayer of liability for violation of the conditions for the possession, use, and disposition of the property.

An inventory of property subject to restricted disposition shall be prepared indicating its price, determined on the basis of the taxpayer’s accounting data, or an independent appraisal performed in accordance with a legislative act of the Republic of Kazakhstan on appraisal activity, and a certificate shall be drawn up in duplicate, following the form and procedure established by the authorized government agency.

Whem preparing a property inventory certificate a taxpayer shall be required to submit the notarized copies of the documents confirming that the property is owned by the taxpayer or under the taxpayer’s economic control.

The tax authority shall be required to furnish a taxpayer, who is present at the time a restriction is placed on the disposition of property, with the decision to restrict the disposition of property and one copy of the property inventory certificate.

5. A decision to restrict the disposition of property shall be rescinded by a tax authority no later than one business day after the taxpayer has discharged the tax debt.

Chapter 9. MEASURES AIMED AT COMPULSORY COLLECTION of a tax Debt

Article 49. Measures aimed at compulsory collection of a tax debt

Tax authorities shall have the right to apply measures aimed at compulsory collection, except in cases in which a notice based on a tax audit report has been appealed. Before the compulsory collection measures are applied a notice shall be sent to a taxpayer in accordance with Article 31 of this Code. Compulsory collection of a tax debt shall be carried out in the following order:

1) at the expense of funds held on bank accounts;

2) at the expense of cash;

3) from debtors’ accounts;

4) through the sale of property subject to restricted disposition;

5) compulsory issue of declared shares.

Article 50. Collection of a tax debt at the expense of funds held on bank accounts

1. In the event of nonpayment or incomplete payment of a tax debt owed by a taxpayer on the basis of returns and/or statements, and also on the basis of the results of tax audits, a tax authority shall have the right to take compulsory collection action against the bank accounts of the taxpayer and/or his/its structural subdivisions which are not independent taxpayers to recover the amount of the tax debt, without the taxpayers' consent.

The provisions of this item shall not extend to the bank accounts against which, in accordance with the legislative acts of the Republic of Kazakhstan on provision of pensions, securitization, collection of a tax debt is not allowed.

2. Collection of a tax debt from a taxpayer’s bank accounts shall be carried out on the basis of a collection order issued by a tax authority, except for the money which is the security for a loan issued by the bank, in the outstanding amount of main debt of said loan.

3. When a bank executes a collection order issued by a tax authority for the collection of a tax debt from one bank account of a taxpayer, collection orders presented by the tax authority on other bank accounts opened by the taxpayer at the given bank shall be returned by the bank to the tax authority without being executed, accompanied by a payment document confirming the execution of the tax authority’s collection order, if such collection orders were presented by the tax authority in the same amount, for the same type of debt, for the same reporting period.

4. A collection order shall be presented following the form established by regulatory legal acts of the Republic of Kazakhstan, and it shall indicate the bank account of the taxpayer or tax agency from which the tax debt is to be collected.

5. In the event that there are no funds on a taxpayer’s bank account in tenge, a tax debt shall be collected from the taxpayer’s bank accounts in foreign currency on the basis of collection orders presented by tax authorities in tenge.

6. If a client has suff icient funds in a bank to satisfy all the requirements made to the client, a collection order for the recovery of a tax debt shall be executed by a bank or an institution performing certain types of banking operations on a priority basis and no later than one business day after the day on which the order is received, within the limits of the funds available on the bank account.

7. If there are insufficient funds or no funds on a bank account (bank accounts) of a taxpayer, in the event that a few claims are put in to a client, the bank shall withdraw the client’s funds to discharge the taxpayer’s tax debt as far as the funds have been transferred to such account (accounts) and according to the priority established by the Civil Code of the Republic of Kazakhstan.

8. If there are no funds on a taxpayer’s bank account against which a tax authority has presented a collection order for the recovery of a tax debt, the bank that has accepted the collection order for execution, when closing the taxpayer’s account in accordance with the legislation, shall return said collection order to the respective tax authority together with a notice of the closure of the taxpayer’s bank account.

Article 51. Collection of a tax debt at the expense of cash

1. A tax debt shall be collected at the expense of cash if  there is no bank account or there are insufficient funds or no funds available on a bank account.

2. The collection of a tax debt at the expense of cash shall be understood to mean the seizure by a tax authority from a taxpayer of cash that appears in the taxpayer’s accounting (cash) records (including foreign exchange cash).

3. The seizure of cash shall be documented by a seizure certificate, following the form established by the authorized government agency.

4. Cash that is seized from a taxpayer must be turned over to a bank or an institution performing certain types of banking operations no later than one business day after the day on which it is seized, so that it can be posted to the taxpayer’s bank accounts and subsequently transferred to the budget. In the absence of any bank accounts, cash seized from a taxpayer shall be posted to the budget no later than one business day after it is collected.

Article 52. Collection of a taxpayer’s tax debt from its debtors’ accounts

1. In the event that there are insufficient funds or no funds on a taxpayer’s bank accounts and a taxpayer has no cash, a tax authority shall have the right to take collection action, up to the amount of the tax debt, against funds held on the bank accounts of third parties that owe a debt to the taxpayer (referred to hereinafter as debtors).

1-1. No later that 10 business days from the receipt of a notice of the application of compulsory collection measures a taxpayer shall submit a list of debtors indicating the amount of receivables to the tax authority that has sent the notice.

In the event that the list of debtors is not submitted within the deadline specified in the present item the tax authority shall carry out a tax audit of the taxpayer.

1-2. On the basis of the list of debtors or a tax audit confirming the amount of debts receivable, the tax authorities shall send to the debtors the notices of the collection action against funds on their bank accounts to discharge the taxpayer’s tax debt within the amount owned by the debtors.

No later than 20 business days from the receipt of a notice, except for the case stipulated under this Article, a debtor shall be required to furnish the tax authority that sent the notice with a certificate of verification of mutual settlements, compiled jointly with the taxpayer as of the date on which the notice was received.

In the event that the debtors failed to furnish a certificate of verification of mutual settlements within the deadline specified under this item, the tax authority shall conduct a tax audit of said bankrupts.

1-3. In the event that there are a tax audit report confirming the amount owned by the debtors, as well as a notice of the collection action against funds from the debtors’ bank accounts, the debtors shall not furnish a verification certificate of mutual settlements.

1-4. In the event that taxpayers discharge the debts receivable, the list of debtors or a verification certificate of mutual verification certificate of mutual settlements shall not be furnished.

2. The certificate of verification of mutual settlements between a taxpayer and a debtor must contain the following information:

1) the name of the taxpayer and the debtor, and their registration numbers;

2) the name of the tax authority with which the taxpayer and the debtor are registered;

3) the particulars of the bank accounts of the taxpayer and the debtor;

4) the amount owed by the debtor to the taxpayer;

5) the legal particulars, official stamp, and signatures of the taxpayer and the debtor;

6) the date on which the verification certificate was prepared.

3. On the basis of the verification certificate of mutual settlements or the tax audit report confirming the amount owned by the debtors, the tax authority shall present a collection order against the debtor’s bank account to recover the tax debt owed by the taxpayer.

4. The bank, or institution performing certain types of banking operations, of a taxpayer’s debtor shall be required to execute a collection order presented by a tax authority to recover a taxpayer’s tax debt in accordance with the requirements set forth in Article 50 of this Code.

5. Provided that there is a verification certificate of mutual settlements prepared in accordance with the requirements of this article, in the event that a debtor effects payments in favor of a taxpayer within 90 business days of the moment that a notice from a tax authority is presented, the tax authority shall have the right to present a collection order against the debtor’s bank account to recover the amount of the taxpayer’s tax debt up to the amount of payments made.

Article 53. Recovery of a tax debt through the sale of a taxpayer’s property subject to restricted disposition

1. Tax authorities shall have the right, without the consent of a taxpayer that is a legal entity or individual entrepreneur, to take collection action against a taxpayer’s property that is subject to restricted disposition up to the amount of the tax debt in those cases in which there are insufficient funds or no funds on the taxpayer’s bank accounts, the taxpayer has no cash, and there are no funds on the bank accounts of the taxpayer’s debtors.

2. A taxpayer shall be required to ensure the safekeeping and proper care of property subject to restricted disposition until the restriction is lifted. In the event of a failure to comply with this provision, the taxpayer shall be required to provide reimbursement for expenses related to preparing the property subject to restricted disposition for auction and shall bear liability for unlawful actions with respect to said property in accordance with the laws of the Republic of Kazakhstan.

Article 54. Procedure for the sale of a taxpayer’s property subject to restricted disposition
for recovery of a tax debt

The sale of property subject to restricted disposition shall be carried out at a special auction, the procedure for the performance of which shall be determined by the Republic of Kazakhstan government.

Article 55. Compulsory issue of declared shares of a taxpayer - joint-stock company with the state’s share in the authorized capital stock

In the event that a tax debt is not discharged by a taxpayer - joint-stock company with a share of the state in the authorized capital stock after all the measures provided for under subitems 1)-4) of Article 49 of this Code have been carried out, the authorized government agency shall have the right to file a petition with the courts calling for a compulsory issue of declared shares, following the procedure established by the legislation of the Republic of Kazakhstan.

Article 56. Declaring a taxpayer bankrupt

1. In the event that a legal entity or individual entrepreneur fails to discharge a tax debt after all of the measures provided for under Article 49 of this Code have been carried out, a tax authority shall have the right to pursue measures to have the taxpayer declared bankrupt in accordance with legislative acts of the Republic of Kazakhstan.

2. The procedure for liquidation of a legal entity that has been declared bankrupt shall be carried out in accordance with the legislation of the Republic of Kazakhstan on bankruptcy.

Chapter 10. GROUNDS FOR TERMINATION OF A TAX OBLIGATION

Article 57. Termination of a tax obligation of an individual

A tax obligation of an individual shall be terminated:

1) upon his death;

2) upon entry into force of a court decision declaring him to be deceased.

Article 58. Termination of a tax obligation of a legal entity

A tax obligation of legal entity shall be terminated:

1) following its complete liquidation;

2) following its complete reorganization through a takeover (with respect to the legal entity that has been taken over), merger and spin-off.

2. SPECIAL SECTION

Part 3. General provisions

Chapter 11. TYPES OF TAXES AND OTHER MANDATORY PAYMENTS TO THE BUDGET

Article 59. General provisions

1. Taxes and other mandatory payments to the budget established by this Code shall be in force in the Republic of Kazakhstan.

2. Taxes shall be divided into direct and indirect taxes. The indirect taxes shall include the value-added tax and excise tax.

3. Taxes and other mandatory payments to the budget shall be applied to the revenues of the respective budgets following the procedure set forth in the Budget Code of the Republic of Kazakhstan and legislation on the republican budget for the respective year.

Article 60. Taxes

1. Corporate income tax.

2. Individual income tax.

3. Value-added tax.

4. Excise taxes.

4-1. Rental tax on exported crude oil, gas condensate.

5. Taxes and special payments of users of mineral resources.

6. Social tax.

7. Land tax.

8. Tax on means of transport.

9. Property tax.

Article 61. Fees

1. Fee for state registration of legal entities and accounting registration of affiliates and representative offices.

2. Fee for state registration of individual entrepreneurs.

3. Fee for state registration of rights to real property and real estate transactions.

3-1. Fee for state registration of movable property mortgage and mortgage of a water-craft or a water-craft being built;.

4. Fee for state registration of radio-electronic equipment and high-frequency devices.

5. Fee for state registration of means of transport.

6. {~}.

6-1. {~}.

7. {~}.

8. Fee for state registration of medicines.

8-1.  Fee for state registration  of the rights on works and objects of related rights, license contracts on use of works and objects of related rights;

9. Fee for travel by motor vehicles on the territory of the Republic of Kazakhstan.

9-1) Fee for the registration of mass media.

10. Auction fee.

11. Annulled.

12. Licensing fee for the right to engage in certain types of activity.

13. Fee for issuing permits to television and radio broadcasting organizations to use the radio frequency spectrum.

Article 62. Charges

1. Charge for the use of parcels of land.

2. Charge for the use of surface water resources.

3. Charge for environmental emissions.

4. Charge for the use of wildlife resources.

5. Charge for the use of forest resources.

6. Charge for the use of specially protected natural areas.

7. Charge for the use of the radio frequency spectrum.

7-1. Charge for the provision of services in intercity and (or) long-distance telephone communications.

8. Charge for the use of navigable waterways.

9. Charge for the placement of outdoor (visual) advertising.

Article 63. Stamp duty

Stamp duty.

Article 64. Customs payments

1. Customs duty.

2. Customs fees.

3. Payment for a predecision.

4. Fees.

Chapter 12. REGULATIONS FOR TAX ACCOUNTING AND TAX REPORTING

Article 65. Regulations for tax accounting

1. Taxpayers shall determine objects of taxation and objects related to taxation based on the accrual method, following the procedure and under the conditions established by this Code.

2. For the purposes of taxations, any operation in foreign currency shall be converted into the national currency of the Republic of Kazakhstan, tenge, on the basis of market rate of currency exchange as of the day on which the operation (payment) is effected.

3. The accounting of inventory for tax purposes shall be carried out in accordance with accounting regulations.

4. With respect to all taxes, barter transactions shall be treated as the sale of goods (work, services) at the applicable prices, accompanied by the mandatory documentation of these transactions in the form of invoices.

Article 66. Preparation and storage of accounting records

1. Accounting records shall consist of primary documents, accounting registers, and other documents that serve as the basis for determining objects of taxation and objects related to taxation, and also for calculating tax obligations.

2. Accounting records shall be prepared in the form of paper documents and/or in electronic form and shall be kept on file until expiration of the statute of limitations established by this Code for each type of tax or other mandatory payment to which the records apply, starting with the tax period following the period in which the accounting records were compiled, except in those cases provided for under items 3 and 4 of this article.

3. Accounting records of taxpayers operating in accordance with a mining contract shall be kept on file until expiration of the statute of limitations established by this Code for the tax period following the period in which the contract expired.

4. Accounting records that confirm the value of fixed assets, including those transferred (obtained) under a financial leasing arrangement, shall be kept on file until expiration of the statute of limitations established by this Code for the last tax period in which depreciation deductions are calculated for each asset. Accounting records that confirm the value of fixed assets not subject to depreciation for taxation purposes shall be kept on file until expiration of the statute of limitations established by this Code for the tax period in which the assets are sold.

5. Primary documents and accounting registers shall be prepared by a taxpayer in the official language or in Russian.

If there are certain documents that have been prepared in foreign languages, a tax authority shall have the right to request that they be translated into the official language or into Russian.

6. When accounting records are prepared in electronic form, a taxpayer shall be required to provide hard copies of these records at the request of tax authorities for monitoring purposes and in the course of an audit.

Article 67. Separate accounting and regulations for its performance

1. Taxpayers who are engaged in types of activities for which different taxation conditions are specified by this Code shall be required to maintain separate accounting of the objects of taxation and objects related to taxation.

2. Separate accounting shall be performed by taxpayers on the basis of accounting data taking into accounts the details established by the present Code. Separate accounting shall be performed separately for each type of activity, except as otherwise provided under the present Article.

2-1. A user of mineral resources shall be required to maintain separate accounting records for the calculation of tax obligations related to operations performed in the framework of the contract, as well as for the calculation of tax obligations related to operations outside the scope of the given contract, except as otherwise provided under the mining contract.

3. All income and expenditures related to a particular type of activity must be supported by the relevant accounting records.

Article 68. Tax reporting

1. Tax reporting shall consist of documents containing information about the calculation of tax obligations, which are submitted by a taxpayer, a tax agent to tax authorities, taking into account the provisions of Article 67 of this Code.

2. Tax reporting shall include the documents indicated in this item, as well as appendixes and additional forms to them:

tax returns, statements that are to be compiled by a taxpayer for each type of tax and other mandatory payments to the budget, and also for mandatory pension contributions to pension savings funds, as well as social allocations to the Social Insurance State Fund;

application for a patent to apply special tax regimes;

applications for registration and re-registration of objects of taxation and objects related to taxation, in accordance with Articles 397 and 531 of this Code;

applications for a refund of the value-added tax from the budget;

applications to apply the provisions of international agreements on the avoidance of dual taxation;

registers of invoices;

documentation submitted by taxpayers who are subject to electronic monitoring in accordance with this Code.

3. A tax reporting is a written declaration and/or electronic document of a taxpayer or a tax agent that is submitted to tax authorities in accordance with the procedure established by this Code, which must contain information about the objects of taxation and objects related to taxation, and also about the calculation of tax obligations and other data related to the calculation and payment of taxes and other mandatory payments to the budget.

4. In the absence of certain data that are supposed to be reflected in a tax return and/or statements, the relevant attachments to them established by the authorized government agency shall not be submitted.

5.  If the activity is temporary suspended individual entrepreneurs, except for those applying special tax regimes for peasant (owner-operated) farms and separate types of activity, private notaries, lawyers shall submit to the tax authority with which they are registered an application on temporary suspension of activity for a forthcoming period according to the form established by authorized government agency.  The activity shall be subject to temporary suspension for the period stated in the application, but no more than for twelve months.

A taxpayer shall be entitled to submit next application on temporary suspension of the activity within the period but not later than the date on which the current period of temporary suspension of the activity is completed.

The notification on temporary suspension of the activity or on refusal of temporary suspension of the activity shall be sent to the tax authority within five business days following the day on which the application is submitted. Presence of tax arrears or failure to submit tax accounts in accordance with item 7-2 of Article 69 of this Code shall entail the refusal of temporary suspension of activity. 

In case of refusal for temporary suspension of activity a taxpayer shall fulfill the tax obligations according to the procedure established under this Code.

The notification on temporary suspension of the activity or on refusal of temporary suspension of the activity shall be handed over to a taxpayer (representative) personally over the signature or in other way confirming the fact of its delivery and receipt.

Upon receipt of the notification on temporary suspension of the activity by a taxpayer the date stated in the application on suspension shall be considered the date of temporary suspension of the activity.

Temporary suspension of the activity shall be the ground not to file tax reporting for forthcoming tax periods up to date of reactivation.

Article 69. Procedure for the preparation and filing of tax reporting materials

1. Tax reporting materials shall be prepared independently by a taxpayer, tax agent or their representatives, following the procedure and forms established by the authorized government agency in accordance with this Code.

Taxpayers who are engaged in types of activities for which different taxation conditions are specified by this Code shall maintain tax accounting separately for each type of such activity.

Users of mineral resources who are required to maintain separate accounting shall prepare tax reporting materials separately for the operations performed in the framework of the contract, as well as for operations outside the scope of the given contract, except as otherwise provided under the mining contract.

2. Tax reporting materials shall be prepared in the form of paper documents and/or in electronic form in the official language or in Russian. When tax reporting materials are prepared in electronic form, a taxpayer or tax agent shall be required to provide hard copies of these records at the request of the authorized government agency.

3. Tax reporting in the form of paper documents shall be signed by the taxpayer or tax agent (manager and chief accountant) or his authorized representative and they shall be also certified by the official stamp of the taxpayer, tax agent or his authorized representative. When tax reporting materials are prepared in electronic form, the electronic document shall be certified by the electronic digital signature of a taxpayer.

4. Annulled.

5. When a taxpayer or tax agent prepares tax reporting materials, including those cases in which the reporting materials are prepared by a representative, the taxpayer or tax agent shall bear liability for the accuracy of the data indicated in the tax reporting materials.

6. Tax reporting materials shall be filed by a taxpayer or tax agent with the respective tax authorities following the procedure and within the deadlines established by this Code.

7. Within three working days following the date when the decision on reorganization or liquidation is made, the taxpayer (a legal entity) shall notify about it in writing the tax authority.

 In the event of reorganization of a taxpayer (legal entity) by means of amalgamation, affiliation, de-merger or liquidation of a taxpayer (legal entity), separate tax reporting materials (liquidating) shall be prepared for each reorganized or liquidated taxpayer, from the beginning of the tax period up to the day on which the reorganization or liquidation is completed, on the basis of a transfer deed, separation or liquidation balance sheets, respectively.

The liquidating tax reporting materials shall be submitted within three working days of the date on which the transfer deed, separation or liquidation balance-sheet are passed, simultaneously with and an application on examination of documents in connection with reorganization or liquidation of a legal entity.

Tax reporting materials (except for liquidating ones) the date of which does not coincide with the date for submission of liquidating tax reporting shall be submitted before the deadline established under the third paragraph of this item.

An application on examination of documents in connection with reorganization of a legal entity by means of splitting-off shall be submitted within three working days of the day on which the separation balance sheet is passed.

The provisions of this item shall not apply to legal entities which are reorganized by means of reformation as well as by joining of another legal entity.

7-1. Within three business days following the day on which the decision on termination of entrepreneurial activity is made an individual entrepreneur shall notify about it in writing the tax authority.

Within a month following the day on which the decision on termination of entrepreneurial activity is made, an individual entrepreneur shall file with a tax authority the tax reporting materials covering the period from the beginning of the tax period till the day on which the entrepreneurial activity was terminated.

At the same time as the tax reporting materials an individual entrepreneur shall file a statement of documentary audit performed in connection with the termination of the entrepreneurial activity.

 7-2. In case of temporary suspension of activity as stated in item 5 of article 68 of this Code the tax reporting materials shall cover the beginning of the tax period up to the date on which the activity was suspended. The tax reporting materials mentioned in this item shall be submitted simultaneously with the application on temporary suspension of activity.

If next application on temporary suspension of activity is submitted until expiration of the current period of temporary suspension of activity the tax reporting stipulated under this item shall not be submitted.

8. Taxpayers and tax agents shall have the right to choose how to file their tax reporting materials:

1) in person;

2) by registered letter, with a return receipt;

3) in an electronic form that allows for computer processing of information, in those cases established by the authorized government agency.

9. The date on which tax reporting materials are filed with a tax authority shall be the date on which the tax authority receives the documents or the date of notification of the delivery of reporting materials sent by electronic mail.

Tax reporting materials delivered to a post office or other communications agency before midnight on the last day of the time period established by this Code shall be considered to have been filed on time, provided that the time and date they were received by the post office or other communications agency are noted on them.

10. Tax reporting materials shall be accepted without prior in-house control.

Tax reporting shall not be considered to have been filed with tax authorities in the event that:

1) a taxpayer’s registration number is not given or given incorrectly;

2) a tax period is not indicated;

3) the requirements of this Article concerning a signature and certification of tax reporting are infringed;

4) the electronic format structure established by the authorized government agency is broken.

11. In the event of keeping separate accounting the tax reporting materials shall be filed separately for each type of activity, and as for the users of mineral resources - for each mining contract, except as otherwise provided under this Code and/or a mining contract.

Article 70. Extension of the deadline for the filing of a tax return

1. When a written (electronic) application is received from a taxpayer prior to the deadline for the filing of a tax return and (or) documentation submitted by taxpayers subject to electronic monitoring, which are established by this Code, the authorized government agency shall have the right to extend the deadline for the filing of the tax return by a period of not more than three months.

2. An extension of the deadline for the filing of a tax return in accordance with this article shall not change the deadline for payment of the tax.

Article 71. Changes and additions
to tax reporting materials

1. Changes and additions to a tax return and statements shall be permitted until expiration of the statute of limitations established by this Code, except as otherwise provided by this article.

Introduction of changes and additions into advance payment statements shall be permitted in accordance with the procedure stipulated under article 126 of this Code.

2. Changes and additions to a tax return and/or statement shall be made by a taxpayer, tax agent through the preparation of a supplemental tax return and/or statement for the tax period to which the given changes and additions apply.

3. A supplemental tax return and/or statement shall indicate on the appropriate lines only the amount of the difference that has been identified compared to the previously submitted tax return and/or statement.

4. When a supplemental tax return and/or statement is filed prior to the beginning of an audit, taxes and other mandatory payments to the budget identified by the taxpayer, tax agent shall be paid to the budget without the assessment of fines.

Article 72. Time period for keeping tax reporting materials on file

1. Tax reporting materials shall be kept on file by taxpayers, tax agents, and tax authorities until the expiration of the statute of limitations determined by this Code.

2. In the event of the reorganization of a taxpayer or tax agent that is a legal entity, obligations related to the storage of tax reporting materials covering the period that the reorganized entity was in operation shall be assumed by its legal successor.

Chapter 13. PROVISIONS SPECIFIC TO TAX ACCOUNTING
OF CERTAIN TYPES OF OPERATIONS

§ 1. Provisions specific to taxation when transfer prices are used

Article 73. Monitoring the application of transfer prices

Tax service authorities shall monitor the proper application of prices in transactions following the procedure and in those cases provided for under legislative acts of the Republic of Kazakhstan governing issues of government monitoring of the application of transfer prices.

When it is determined that a transaction price differs from a market price, tax authorities shall make adjustments in objects of taxation and tax obligations in accordance with the legislation of the Republic of Kazakhstan.

Article 73-1.  Adjustment of objects of taxation when applying transfer prices

When a taxpayer determines independently in accordance with the legislation of the Republic of Kazakhstan regulating transfer pricing issues that a transaction price differs from a market price the taxpayer shall be entitled to adjust the objects of taxation and tax liabilities in accordance with the legislation of the Republic of Kazakhstan.

§ 2. Provisions specific to taxation in other cases

Article 74. Financial leasing

1. The transfer of property under a leasing agreement concluded in accordance with the legislation of the Republic of Kazakhstan for the period more than three years shall be considered financial leasing if it meets one of the following conditions:

1) the leasing agreement provides for the transfer of ownership of property to a lessee and/or the granting of the right to a lessee to acquire property at a fixed price;

2) the duration of the financial leasing agreement exceeds 75 percent of the service life of the property transferred under the financial leasing;

3) current (capitalized) value of leasing payments for the whole period of the financial leasing exceeds 90 percent of the value of the property transferred under a financial leasing.

The value of property transferred (received) under a financial leasing agreement (through a leasing arrangement) shall be determined at the point that the leasing agreement is concluded.

The property transferred under financial leasing shall be considered items of leasing to be received as fixed assets by a lessee {~}.

For the taxation purposes the transaction shall be considered as a purchase of fixed assets by a lessee.  A lessee shall be considered as an owner of fixed assets, and the ;easing payments shall be considered as payments for credit granted to a lessee.

2. For the purposes of this article, the duration of a financial leasing arrangement shall include an additional time period by which the lessee has the right to extend the financial leasing arrangement under the terms of the agreement.

Article 75. Common share ownership

In the case of an agreement on common share ownership or joint entrepreneurial activity, or another agreement that provides for two or more owners, but does not provide for incorporation, each owner shall account for and shall be taxed with respect to objects of taxation and objects related to taxation in accordance with the procedure established by this Code, except for an owner of shares of the mutual investment fund.

Article 76. Procedure for determination of objects of taxation in certain cases

1. In the event of a violation of the procedure for maintaining accounting records, if accounting records are lost or destroyed, tax service authorities shall determine objects of taxation and objects related to taxation on the basis of indirect methods (assets, liabilities, turnover, costs, expenditures) in accordance with the procedure established by the government agency in coordination with the authorized government agency of the Republic of Kazakhstan that is engaged in formation and realization of the state tax and budget policy.

1-1. In the event that a tax agent charges income to an employee for the whole business day at the rate that is lower than minimal salary specified by the Law of the Republic of Kazakhstan on republican revenue for the appropriate financial year, the tax authorities shall determine an object taxed with a social tax on the basis of the stated rate of minimal salary.

2. In the event that an individual has shown income that is not consistent with expenditures effected on personal consumption, including the acquisition of property, tax authorities shall determine income and taxes on the basis of expenditures effected by the taxpayer, taking into consideration income from previous periods.

3. Income shall also be subject to taxation in cases in which other persons and agencies dispute the legality of the income that has been earned.

4. If income is subject to transfer to the budget on the basis of a court decision in those cases provided for by legislative acts of the Republic of Kazakhstan, said income shall be seized not deducting the amount of tax that has been paid on it.

Part 4. Corporate income tax

Chapter 14. GENERAL PROVISIONS

Article 77. Payers

1. Payers of the corporate income tax shall include resident legal entities of the Republic of Kazakhstan, with the exception of the National Bank of the Republic of Kazakhstan and government institutions, as well as nonresident legal entities doing business in the Republic of Kazakhstan through a permanent establishment or earning income from sources in the Republic of Kazakhstan (referred to hereinafter in this part as taxpayers).

2. Legal entities that apply a special tax regime shall pay the corporate income tax in accordance with Articles 368-377 and 385-397 of this Code.

Article 78. Objects of taxation

Objects of taxation with respect to the corporate income tax shall be:

1) taxable income;

2) income taxed at the source of payment;

3) net income of a nonresident legal entity doing business in the Republic of Kazakhstan through a permanent establishment.

Chapter 15. TAXABLE INCOME

Article 79. Taxable income

Taxable income shall be defined as the difference between gross annual income and deductions provided for under Articles 80-103 and 105-114 of this Code, taking into account adjustments made in accordance with Article 122 of this Code. Gross annual income shall be adjusted in accordance with Article 91 of this Code.

§ 1. Gross annual income

Article 80. Gross annual income

1. The gross annual income of a resident legal entity shall consist of income receivable (received) by it in the Republic of Kazakhstan and outside its borders during the tax period.

The gross annual income of a nonresident legal entity doing business in the Republic of Kazakhstan through a permanent establishment shall be determined in accordance with Article 184 of this Code.

2. Gross annual income shall include all types of income earned by a taxpayer, including:

1) income from the sale of goods (work, services);

2) income from capital gains on the sale of buildings, structural installations (except for oil and gas wells, and transfer units), as well as assets not subject to depreciation;

3) income from the write-off of liabilities;

4) income from liabilities in default;

5) income from the leasing of property;

6) income from a reduction in the size of provisions created by banks and institutions performing certain types of banking operations, which are permitted to create provisions under the legislation of the Republic of Kazakhstan;

7) income from the concession of a debt claim;

8) income earned from agreeing to limit or halt entrepreneurial activity;

9) income earned when the value of retired fixed assets exceeds the value balance of a subgroup (group);

9-1) income received from adjusting expenses on geological study and preparation work for natural resource production, as well as other expenses of subsurface users;

10) income earned when contributions to a fund to clean up after mineral extraction operations exceed actual expenditures on the clean-up of mineral extraction operations;

11) income earned from the distribution of income from common share ownership;

12) fines, penalties, and other types of sanctions charged to or acknowledged by a debtor, other than fines returned to the budget that were improperly withheld previously, if these amounts were not previously treated as deductions;

13) compensation received for deductions taken previously;

14) property received, work performed, and services provided free of charge;

15) dividends;

15-1) {~};

16) interest income;

17) excess of an amount of positive exchange rate differential over an amount of negative exchange rate differential;

18) winnings;

19) royalties;

20) the amount by which income earned exceeds expenditures effected in the operation of facilities in the social sphere.

Article 81. Income from the sale of goods (work, services)

1. Income from the sale of goods (work, services) shall be the value of goods sold, work performed, and services provided, with the exception of the value-added tax and excise tax, except as otherwise provided by the legislation of the Republic of Kazakhstan on matters pertaining to government monitoring of the application of transfer prices.

2. Income from the sale of goods (work, services) shall be subject to adjustment in the event of:

1) the complete or partial return of the goods;

2) a change in the terms of the transaction;

3) a change in the price, compensation for the goods (work, services) sold;

4) a difference in the value of the goods (work, services) sold when they are paid for in tenge.

An income adjustment shall be performed based on the results of the tax period in which the changes occurred.

Article 82. Income from capital gains on the sale of buildings, structural installations, (except for oil
and gas wells, and transfer units), as well as assets not subject to depreciation

1. Income from capital gains shall be generated in the sale of buildings, structural installations (except for oil and gas wells, and transfer units), as well as assets not subject to depreciation, except for assets redeemed for the state needs in accordance with the legislation of the Republic of Kazakhstan. Assets not subject to depreciation shall include:

1) parcels of land;

2) unfinished construction projects;

3) uninstalled equipment;

4) fixed assets and intangible assets not used by a taxpayer in the production of goods, performance of work, or delivery of services;

5) securities;

6) share interest in a legal entity of any organizational-legal form, consortiums;

7) fixed assets the value of which was previously taken in its entirety as a deduction in accordance with the tax legislation of the Republic of Kazakhstan in effect prior to January 1, 2000;

8) fixed assets put into operation as part of an investment project, the value of which was taken as a deduction in accordance with Articles 138-140 of this Code.

2. A capital gain shall be defined as the difference between the sale value of said assets and their original value, with the exception of those cases referred to in items 3 through 5 of this article.

{~}.

3. When buildings, structural installations (except for oil and gas wells, and transfer units) used in entrepreneurial activity are sold, a capital gain (loss) shall be defined as the difference between the sale value and the residual value identified in the tax records.

4. When securities and shares of interest are sold, a capital gain shall be:

for securities with the exception of debt securities and shares of interest,- the positive difference between the sale value and the purchase value (deposit);

for debt securities - the positive difference, not including coupon income, between the sale value and the purchase value, including depreciation of the discount and/or premium as of the date of sale.

5. When fixed assets mentioned in sub-items 7) and 8) of item 2 of this article are sold, the capital gains shall be determined in the amount of the sale value.

Article 83. Income from the write-off of liabilities

1. Income from the write-off of liabilities shall include:

1) liabilities of a taxpayer written off by a creditor including liabilities which were not claimed by a creditor on the moment of confirmation of liquidating balance at the liquidation of a taxpayer;

2) liabilities written off in connection with expiration of the statute of limitations established by legislative acts of the Republic of Kazakhstan, with the exception of liabilities recognized as liabilities in default in accordance with this Code;

3) liabilities written off on the basis of a court ruling.

2. Income earned as a result of the write-off of liabilities shall be equal to the amount of accounts payable written off.

Article 84. Income from liabilities in default

Liabilities that have been incurred on goods (work, services) acquired, and also on income and other payments owed to employees, defined in accordance with item 2 of Article 149 of this Code, which have not been met within three years of the moment they were incurred, shall be recognized as in default and shall be included in a taxpayer’s gross annual income, with the exception of the value-added tax, which is to be reinstated in mutual settlements with the budget at the rate in effect when the debt was incurred.

Article 85. Income from a reduction in the size of provisions created by banks

Income from a reduction in the size of provisions created shall be recognized as the amount of provisions that were previously treated as deductions, when a debtor fulfills a requirement of a bank or institution performing certain types of banking operations. In this case, the provisions shall be included as income in an amount proportional to the debtor’s fulfillment of the requirement. Provisions that were previously treated as deductions shall also be recognized as income when there is a reduction in the requirements imposed on a debtor on the basis of an agreement providing compensation for termination of a contract, a novation agreement, concession of a right of claim through the conclusion of a cession agreement and/or on other grounds provided for by the legislation of the Republic of Kazakhstan. In addition, reductions in provisions previously treated as deductions when there is a reclassification of requirements shall be recognized as income.

Article 86. Income from the concession of a debt claim

Income from the concession of a debt claim shall be income earned by a taxpayer, which is defined as the positive difference between the amount payable by a debtor on the principal of a claim, including amounts paid by the debtor in excess of the principal, and the acquisition value of the debt paid by the taxpayer, as well as income of a taxpayer transferring the right to claim for debt, which are determined as positive difference between the sale value of the right to claim for debt and the amount of claim reflected in the accounting of a person transferring the right of claim as of the date of sale of the right of claim.

Article 87.  Income earned when the value of retired fixed assets exceeds the value balance
of a subgroup (group)

If the value of retired fixed assets in a subgroup (for group I) or a group (for groups II, III and IV) exceeds the value balance of the subgroup (for group I) or group (for groups II, III and IV) at the beginning of a tax period, taking into account the value of fixed assets received within the tax period, the difference shall be included into the gross annual income.  The value balance of said subgroup (for group I) or group (for groups II, III and IV) at the end of the tax period shall be equal to zero.

Article 87-1. Income earned when expenses are adjusted on geological study and preparatory work for mining operations as well as when other expenses of the users of mineral resources are adjusted

If the amount of income earned when expenses forming separate group are adjusted in accordance with Article 101 of this Code exceeds the amount of said group at the beginning of the tax period taking into account the expenses incurred within the tax period, the excess amount shall be included in the gross annual income. The amount of said group at the end of the tax period will then be equal zero.

Article 88. Income earned when contributions to a fund to clean up after mineral extraction operations exceed actual expenditures on the clean-up of mineral extraction operations

1. In the event that actual expenditures on the clean-up of mineral extraction operations are less than the contributions made to said fund, the difference shall be included in the gross annual income of the user of mineral resources.

2. In the event that a user of mineral resources does not perform work to clean up after mineral extraction operations during the period specified in the mineral extraction clean-up program approved by the relevant authorized government agency, contributions to the fund to clean up after mineral extraction operations (the reserve funds) which were treated as deductions shall be included in the gross annual income of the tax period in which they were supposed to be performed.

Article 89. Compensation received for deductions taken previously

1. Income received in the form of compensation for deductions taken previously shall include:

1) claims classified as defaults which were previously treated as deductions and for which reimbursement was received in subsequent tax periods;

2) funds received from the state budget to cover costs (expenditures), except for subsidies received from the state budget funds;

3) other compensation received as reimbursement of expenditures (losses), which were previously treated as deductions.

Compensation that is received shall be treated as income earned in the tax period in which the reimbursement was provided.

2. The amount of insurance premiums to be refunded (returned) by an insurance organization to an insured party upon expiration or early termination of a non-savings insurance agreement, which were previously treated as deductions by the insured person, shall be included in gross annual income the reported tax period in which they were returned (subject to return) to the insured person {~}.

 

 

Article 90. Property received free of charge

1. Any property, as well as work and services, received by a taxpayer free of charge shall be treated as income, except as otherwise provided under this article.

2. The following shall not be treated as income:

1) property received as an investment in authorized capital;

2) subsidies received from the state budget.

3) amount of obligatory, additional and emergency bank payments received by the organization carrying out obligatory collective guaranteeing (insurance) of contributions (deposits) of individuals;

4) amount of obligatory and emergency payments made by insurance agencies, which is received by the Fund of insurance payments guarantee;

5) amount of money received by the organization carrying out obligatory collective guaranteeing (insurance) of contributions (deposits) of individuals, and by the Fund of insurance payments guarantee by way of meeting their claims on reimbursed contributions (deposits) and paid guarantee and compensatory damage.

Article 90-1.  The amount by which income earned exceeds expenditures effected in the operation
of facilities in the social sphere.

1.  The taxpayer’s aggregate annual income shall include the amount by which income earned exceeds expenditures payable (paid) in the operation of facilities in the social sphere.

2.  Facilities in the social sphere shall include fixed assets and intangible assets recorded in a taxpayer’s accounting balance sheet in accordance with the legislation of the Republic of Kazakhstan on business accounting and financial statements, as well as according to standards of business accounting, and used by a taxpayer in the following types of activities:

1)  medicine;

2)  activities in the area of pre-school education and child development; elementary, basic, secondary, and supplemental general education; elementary, secondary, higher, and post-graduate vocational and professional education; retraining and professional development,

3) activities in the sphere of science, physical training and sports, culture, rendering services on preservation of historical and cultural heritage, valuable archival materials, as well as in the sphere of social protection and social service of children, elderly and disabled persons;

4) activities on organization of public catering for employees;

5)  organization of leisure activities for employees, members of their families, employees and members of the families of affiliated persons, as well as using units of housing stock.

For the purposes of this article receipts and expenditures shall be determined on the data of accounting in accordance with the legislation of the Republic of Kazakhstan on business accounting and financial statements, as well as according to the standards of business accounting.

Article 91. Adjustment of gross annual income

1. The following shall be excluded from taxpayers’ gross annual income:

1)  dividends;

1-1)  interest on debt securities which were purchased at the special trade site of the regional financial center of the city of Almaty;

2) the amount by which the value of one’s own stocks exceed their face value, received by an issuer at the time of placement, and capital gains received from the sale of one’s own stocks by the issuer;

3) capital gains from the sale of stocks and bonds that are on the stock exchange’s official lists on the disposal date on the stock exchange through public auction at the top and the second top of listing category;

3-1)  capital gains from the sale of debt securities which were admitted to the special trade site of the regional financial center of the city of Almaty, in the event that they were involved into civil transactions at that trade site;

4) income from operations with government securities and agent’s bonds;

5) the value of property received in the form of humanitarian assistance in the event of natural and manmade emergencies, which is used for its designated purpose;

6) the value of fixed assets received by a republican state enterprise free of charge from a government agency or republican state enterprise on the basis of a decision by the Republic of Kazakhstan government;

7) investment income received in accordance with the legislation of the Republic of Kazakhstan on pension security and earmarked for individual retirement accounts;

7-1)  income from the concession of a debt claim, which is received by a special commercial credit company under the securitization transaction in compliance with the legislation of the Republic of Kazakhstan on securitization;

8) investment income received in accordance with the legislation of the Republic of Kazakhstan on mandatory social insurance and earmarked to increase the assets of the Social Insurance State Fund;

9) investment income received by mutual funds and joint-stock investment funds on the accounts in custodians, in accordance with the legislation of the Republic of Kazakhstan on investment funds;

10) {~};

11)  income received by a legal entity – participant of the regional financial center of the city of Almaty from rendering financial services.  The list of financial services mentioned in the present sub-item shall be determined by the Government of the Republic of Kazakhstan;

12)  cost of the property legalized  in accordance with the legislative act of the Republic of Kazakhstan on amnesty in connection with the property legalization.

2. In the event of a changeover to a different method for the valuation of inventories than the one that was used by a taxpayer in a previous tax period, the taxpayer’s gross annual income shall be increased by the amount of a positive difference and reduced by the amount of a negative difference resulting from the application of the new valuation method.

The change to a different method for the valuation of inventories shall be made by a taxpayer starting with the beginning of a tax period {~}.

§ 2. Deductions

Article 92. Deductions

1. Expenditures by a taxpayer that are related to earning gross annual income shall be deductible when determining taxable income, with the exception of expenditures that are not deductible in accordance with this Code.

2. Expenditures taken as deductions pursuant to this Code shall be in compliance with the relevant limits.

Deductions shall be taken by a taxpayer provided that there are documents supporting the expenditures related to earning gross annual income. The given expenditures shall be taken as deductions in the tax period in which they were actually effected, with the exception of prepaid expenses. Prepaid expenses shall be taken as deductions in the tax period to which they apply.

3. Losses incurred by natural monopolies shall be deductible within the limits established by the legislation of the Republic of Kazakhstan.

4. In the event that the same costs are indicated under several expenditure items, when calculating taxable income these costs shall be deducted only once.

5. Fines, penalties, and sanctions related to earning gross annual income that have been assessed or recognized, with the exception of those payable to the state budget, shall be deductible.

6. Membership fees of the subjects of a private enterprise paid by a taxpayer to the associations of the subjects of private enterprises shall be deductible in compliance with the Law of the Republic of Kazakhstan on private enterprises within the limits of one monthly reference indicator defined by the Law on republican budget for an appropriate financial year for one employee, proceeding from the employees on pay-roll on average for a year.

Article 93. Deduction of compensation related to business travel and representation expenses

1. Compensation related to business travel that is deductible shall include:

1) expenditures actually effected on travel to the destination and back, including the payment of booking costs;

2) expenditures actually effected on accommodations, including the payment of booking costs;

3) per diem expenses paid for the duration of a business trip within the Republic of Kazakhstan, in an amount not to exceed six  times the monthly reference indicator per day;

4) per diem expenses paid for the duration of a business trip outside the Republic of Kazakhstan, within the standard amounts established by the Republic of Kazakhstan government;

5) expenditures incurred by a taxpayer when obtaining  an trans visa ( cost of a visa, consular services, mandatory medical insurance).

2. Representation expenses shall include a taxpayer’s expenditures on hosting and providing services for persons, which are effected for the purpose of establishing or maintaining mutual cooperation, and also for participants who have come to attend a meeting of the board of directors, or expenditures on holding a shareholders’ general meeting. Representation expenses shall include expenditures on holding an official reception for said persons, providing transportation services for them and expenses on meals during negotiations, as well as expenses on payment for the services of interpreters and translators who are not regular staff employees.

Expenditures on the organization of banquets, recreational activities, entertainment, or leisure activities shall not be treated as representation expenses and shall not be deductible.

Representation expenses shall be deductible within the standard amounts established by the Republic of Kazakhstan government.

Article 94. Interest deductions

1. Interest deductions shall include:

1) interest paid on credits (loans) received, including in the form of financial leasing, with the exception of interest on credits (loans) received for construction and paid during the construction period;

2) annulled;

3) the discount or coupon (including the discount or premiums) paid by an issuer to holders of debt securities in accordance with the terms of their issue and placement;

3-1)  payments under a bill;

4) interest on contribution (deposits).

Interest deductions shall be made within the limits established by this Article.

2. An interest deduction shall be effected up to an amount calculated as follows:

an interest amount paid by a taxpayer to a resident for the tax period

plus

an amount calculated as the product of the ratio of average annual amount of the owned capital to the average annual amount of liabilities, limiting ratio and interest amount paid by the taxpayer to a nonresident for the tax period.

3. For the purposes of item 2 of this Article:

1) average annual amount of the owned capital is equal to arithmetic middling of the amounts of owned capital at the end of each month of the reporting tax period;

2) average annual amount of liabilities is equal to arithmetic middling of the maximum amounts of liabilities on which the interest is paid, during each month of the reporting tax period;

3) a limiting ratio for financial organizations is equal to 7, for other legal entities – 4.

 

 

Article 95. Deductions for defaulted liabilities that have been paid

In the event that defaulted liabilities which were previously treated as income have been paid by a taxpayer to a creditor, the amount of payment made may be deducted. This deduction shall be taken up to the amount previously treated as income, in the tax period in which the payment was made.

The procedure of the deduction stipulated by this Article shall also apply in the event of payment of liabilities, which were previously treated as income in accordance with Article 83 of this Code.

Article 96. Deductions for defaulted claims

1. Defaulted claims are claims that have arisen as a result of the sale of goods, performance of work, or delivery of services to resident legal entities and individual entrepreneurs of the Republic of Kazakhstan, and also to nonresident legal entities doing business in the Republic of Kazakhstan through a permanent establishment, that have not been met within three years of the moment the claim arose; claims that have arisen on goods sold, work performed, and services provided and have not been met in connection with the fact that the debtor taxpayer has been declared bankrupt in accordance with the legislation of the Republic of Kazakhstan shall also be considered defaulted claims.

2. Claims that are recognized as being in default in accordance with this Code shall be deductible.

In taking defaulted claims as deductions the taxpayer shall provide the documents confirming that the defaulted claim was recorded, and the documents are to be entered in accounting records at the time the deductions are taken or to be attributed to expenses in the accounting records for the previous periods.

3. In the event that a debtor is declared bankrupt, in addition to the documents referred to in item 2 of this article, it is also necessary to present the court decision declaring the debtor bankrupt and the decision of judicial authorities removing the debtor from the State Register. Provided that these conditions are met, a taxpayer shall have the right to deduct the amount of a defaulted claim based on the results of the tax period in which the debtor taxpayer was declared bankrupt.

Article 97. Deductions for contributions to reserve funds

1. A user of mineral resources that is operating on the basis of a contract concluded in accordance with the legislation shall deduct contributions to the fund to clean up after mineral extraction operations (the reserve fund) related to the completion of mining operations at the given deposit.

The amount of the contributions and the procedure for making contributions to the fund to clean up after mineral extraction operations shall be established by the mining contract.

2. Banks and institutions performing certain types of banking operations shall have the right to deduct expenditures on the creation of provisions (reserves) against problem and bad assets, contingent liabilities, except for assets and contingent liabilities presented in favour of affiliated persons or of the third parties under the liabilities of affiliated persons (except for assets and contingent liabilities of credit companies): deposits, including balances on correspondent accounts placed with other banks; credits (with the exception of financial leasing) granted to other banks and clients; accounts payable on documentary settlements and guarantees; contingent liabilities on unpaid letters of credit, issued or confirmed guarantees. The procedure for the classification of assets and contingent liabilities in the problem and bad category shall be determined by the authorized government agency on regulation and supervision of the financial market and financial institutions in consultation with the authorized government agency.

For the purposes of this item an affiliated person is treated as:

1) an affiliated person of a bank and (or) an institution performing certain types of banking operations in accordance with the legislative acts of the Republic of Kazakhstan;

2) a person having special relations with a bank in accordance with the legislative acts of the Republic of Kazakhstan;

3) a spouse of the persons indicated in subitems 1) and 2) of this item;

4) a legal entity in which the person indicated in subitems 1) - 3) of this item is a big partner and (or) a chief;

5) a person that is a big partner and (or) a chief, near relation, spouse of the persons indicated in subitems 1) - 3) of this item.

3. Deductions shall not be taken for contributions to reserve funds, other than the deductions provided for under this article.

Article 98. Deductions for expenditures on research and scientific-and-technical work

Expenditures on research and scientific-and-technical work, other than expenditures on the acquisition of fixed assets, on their installation, and other outlays of a capital nature, shall be taken as deductions. The basis for the treatment of these expenditures as deductions shall be planning and estimate documentation, a certificate of the work performed, and other documents confirming the performance of the relevant research and scientific-and-technical work.

Article 99. Deduction of expenditures on insurance premiums

1. Insurance premiums that are payable (paid) by an insured person under insurance agreements, with the exception of insurance premiums under savings insurance agreements, shall be deductible.

2. Banks participating in the collective guarantee (insurance) system for personal deposits shall have the right to deduct the mandatory calendar, supplemental, and emergency contributions transferred in connection with the guarantee (insurance) of personal deposits.

Article 100. Deduction of expenditures on social payments and education

1. The following expenditures of a taxpayer shall be deductible in the amount determined by the legislation of the Republic of Kazakhstan:

1) charged to pay temporary incapacity for work of employees;

2) charged to pay maternity leave;

3) earmarked to pay compensation to an employee (former employee) for injuries sustained on the job or other health impairment in connection with the performance of his/her job (official) duties;

4) charged to make social allocations to the Social Insurance State Fund.

2. Voluntary vocational pension contributions paid by a taxpayer under agreements on pension provision at the expense of voluntary vocational pension contributions shall be deductible within the limits established by the legislation of the Republic of Kazakhstan on pension provision.

3.  An employer’s expenses on education, professional development or retraining of an employee shall be deductible in compliance with the legislation of the Republic of Kazakhstan.

4.  A taxpayer’s expenditures on training of an individual that does not have labor relations with the taxpayer, on the speciality connected with the taxpayer’s production activity, shall be deductible, provided that the following conditions are met:

 1)  the contract is concluded with an individual to work for the taxpayer for not less than three years;

2)  an individual gets the appropriate level of education for the first time;

3)  an individual is trained in the Republic of Kazakhstan or abroad if for such specialities there is no training in the Republic of Kazakhstan.

5.  For the purposes of this article the expenditures on training shall include the following:

1)  expenditures actually incurred to pay training;

2)  expenditures on residence and nutrition of a person to be trained according to the standards established by the government of the Republic of Kazakhstan;

3) actually incurred expenses on a trip to the place of training and a return trip after the training completion.

Article 101. Deductions for expenditures on geological surveys and preliminary work
for the extraction of natural resources and other deductions for users of mineral resources

1. Expenditures effected by a user of mineral resources before the moment mineral extraction begins after the commercial discovery, for geological surveys, exploration, and preliminary work for the extraction of minerals including expenditures on evaluation and set-up period, general administrative expenses, and signing bonuses and commercial discovery bonuses that are paid, including expenditures on acquisition of fixed assets and intangible assets and other expenditures subject to deduction in accordance with this Code, except for the expenditures on sale of extracted mineral resources, shall comprise a separate group and shall be deducted from gross annual income in the form of depreciation deductions from the moment mineral extraction begins after commercial discovery of mineral resources, in accordance with standard rates established at the discretion of the user of mineral resources, but which are not to exceed a maximum depreciation rate of 25 percent.

For the purposes of the present Article the extraction after the commercial discovery shall be treated as the beginning of commercial production of mineral resources after the resources have been confirmed by the authorized agency in the sphere of technological study, protection and use of mineral resources.

Such expenditures incurred after a separate group has been formed and up to the moment mineral extraction begins after the commercial discovery shall increase said group.

These expenditures shall be subject to an adjustment in which they are reduced by the amount of income earned by the user of mineral resources from activity carried out under the contract that has been concluded, during the period that geological surveys and preliminary work for the extraction of natural resources are being carried out, including expenditures on the transfer of the part of the right to subsurface use with the exception of:

1) income earned from the sale of minerals;

2) income that is to be excluded from gross annual income in accordance with Article 91 of this Code.

2. The procedure established under item 1 of this article shall also apply to expenditures on sale of intangible assets borne by a taxpayer in connection with the acquisition of a right to subsurface use.

3. Expenditures actually borne by a user of mineral resources on the training of Kazakh personnel and the development of the social sphere in the regions shall be deductible up to the amounts established by the mining contracts.

Article 102. Deductions for excess of an amount of negative exchange rate differential over
an amount of positive exchange rate differential

In the event that an amount of negative exchange rate differential exceeds an amount of positive exchange rate differential the excess amount shall be deductible.

Article 103. Deduction of taxes

1. Taxes paid to the state budget up to the assessed amounts shall be deductible, with the exception of:

1) taxes excluded prior to the determination of gross annual income;

2) the corporate income tax and taxes on income paid on the territory of the Republic of Kazakhstan and in other states;

3) the excess profits tax.

2. Taxes paid in the current tax period for a previous tax period shall be deducted in the tax period in which they were paid.

Article 104. Expenditures that are not deductible

The following shall not be deductible:

1) expenditures not related to earning gross annual income;

1-1)  expenditures on operations with a taxpayer that is recognized by the court  as a false enterprise from the moment on which the criminal activities begin as the court determines;

1-2)  expenditures on operations with an inactive legal entity conditionally excluded from the State register of taxpayers of the Republic of Kazakhstan , from the moment on which such exclusion took place;

2) expenditures on the construction and acquisition of fixed assets, intangible assets and other expenditures of a capital nature incurred by a taxpayer, not connected with gaining of aggregate annual income;

3) fines and penalties payable (paid) to the state budget, except for fines and penalties payable (paid) to the state budget under the agreements of state purchases;

4) expenditures related to earning gross annual income that exceed the standards for deductions established by this Code;

5) other mandatory payments to the budget payable (paid) in excess of the standards established by regulatory legal acts of the Republic of Kazakhstan;

6) expenditures on the construction, operation, and maintenance of objects not used for entrepreneurial activity;

7) the value of property transferred, work performed, and services provided by a taxpayer free of charge;

8) the amount of additional payment made by a mineral resources user carrying out activity under a production sharing contract.

§ 3. Deductions for fixed assets

Article 105. Fixed assets

Fixed assets are fixed capital and intangible assets recorded in a taxpayer’s accounting balance sheet in accordance with the legislation of the Republic of Kazakhstan on business accounting and financial statements as well as according to standards of business accounting, and used to earn gross annual income, except for fixed capital and intangible assets placed in operation by a mineral resources user before the moment the extraction begins after the commercial discovery and recorded for the purposes of taxation in accordance with Article 101 of this Code.

Article 106. Value of fixed assets

1. The original value of fixed assets shall include expenditures on their acquisition, production, construction, assembly and installation, as well as other costs that increase their value, except costs that a taxpayer has the right to take as deductions in accordance with Articles 92 – 103 of this Code.

2. When or founders partners invest fixed assets as their contribution to authorized capital, the original value of these assets shall be the value determined in accordance with the civil legislation of the Republic of Kazakhstan.

When fixed assets are received free of charge, the original value shall be determined on the basis of data in the acceptance certificate for said assets, but it must not exceed their market value.

3. Interest on credits (loans) received for construction that is paid (payable) during the construction period shall be included in the construction cost of the project.

4. The original value of intangible assets shall be comprised of expenditures on their acquisition, and/or creation, including the expenditures of founders and partners.

5. The value of fixed assets shall be treated as deductions through the calculation of depreciation deductions following the procedure and under the conditions established by this Code.

Article 107. Calculation of depreciation deductions for fixed assets

1. The calculation of depreciation deductions for fixed assets shall be based on depreciation subgroups, groups. Fixed assets that are not subject to depreciation shall include:

1) land;

2) annulled;

3) museum collections;

4) architectural monuments and works of art;

5) highways, sidewalks, boulevards, public squares;

6) unfinished capital construction;

7) materials in film archives;

7-1) state standards for the units of volumes in the Republic of Kazakhstan;

8) fixed assets, the value of which was previously deducted in full in accordance with the tax legislation of the Republic of Kazakhstan in effect prior to January 1, 2000;

9) fixed assets put into operation as part of an investment project, the value of which is to be deducted (was deducted) in accordance with Articles 138-140 of this Code.

2.  Depreciation deductions for each subgroup, group shall be calculated by applying a depreciation rate, but not higher than the marginal one, established under Article 110 of this Code, to the value balance of the subgroup, group at the end of the tax period.

In the event of the liquidation or reorganization of a taxpayer, depreciation deductions shall be adjusted for the time it was in operation during the tax period.

3. Depreciation deductions for buildings and structural installations (except for oil and gas wells, and transfer units) shall be determined separately for each object, and the value of capital assets from group I shall be equal to the value balance of a sub-group.

Article 108. Determination of the value balance of depreciation subgroups, groups

1.  At the beginning of a tax period, totals shall be determined for each depreciation subgroup (for group I) group, which are called the value balance of a subgroup (for group I), group.

The value balance of group I consists of the value balances of subgroups for each object of capital assets and the value balance of a subgroup, which is formed in compliance with item 2-1 of Article 113 of this Code.

2. The value balance of the subgroup (for group I), group at the end of the tax period shall be defined as follows:

the value balance of the subgroup (group I), group at the beginning of the tax period, defined as the value balance of the subgroup (group I), group at the end of the preceding tax period, less the amount of depreciation deductions calculated in the preceding tax period, and taking into account adjustments made in accordance with Article 111 and Article 113 of this Code,

plus

fixed assets received in the tax period at the value determined in compliance with Article 109 of this Code,

minus

fixed assets retired in the tax period according to the procedure determined under Article 109 of this Code.

3. The value balances of subgroups as of January 1, 2006 determined in compliance with the tax legislation of the Republic of Kazakhstan which is in effect until January 1, 2006, taking into account the fixed assets on which double rate of depreciation was used in 2005, shall be divided into groups determined in item 1 of Article 110 of this Code and according to the procedure determined by the authorized government agency.

Article 109. Receipt and retirement of fixed assets

1. When they are purchased, including when they are obtained under a financial leasing contract by a licensee, or received during the construction, or   obtained free of charge, or obtained as a contribution to authorized capital, fixed assets that have been received shall be registered at the value determined in accordance with Article 106 of this Code according to the following procedure:

for group I – they form the value balance of the appropriate subgroup;

for groups II, III, IV - they are included into the value balance of the group.

2. Retired fixed assets shall reduce the value balance of the appropriate subgroups (for group I) or the value balance of groups II, III and IV):

when they are sold or transferred under a financial leasing arrangement - by the sale value;

when they are transferred as a contribution to authorized capital - by the value determined in accordance with Article 106 of this Code;

when the property is seized by a founder, partner – by the value determined by the participants of the transaction;

when they are written off, lost, destroyed, spoiled, or if they have disappeared, in the event that the fixed assets are insured - at the value determined on the basis of insurance payments paid to the insured party by the insurance organization in accordance with an insurance agreement, in other cases – by the depreciated value determined for the tax purposes (for group I);

when they are transferred free of charge - at their book value.

3. If only part of a fixed asset is sold, the value of the fixed asset at the time of sale shall be divided between the parts remaining and sold.

Article 110. Maximum depreciation rates for fixed assets

1. Depreciable fixed assets shall be divided into groups with the following maximum depreciation rates:

Group  ¹

Fixed assets group

Maximum  depreciation (%)

I

Buildings, structural installations (except for oil and gas wells, and transmission facilities)

10

II

Machinery and equipment, except for machinery and equipment used for oil-and-gas production

25

III

Office equipment and computers

40

IV

Fixed assets not included into other groups

15

          2. For fixed assets being put into operation on the territory of the Republic of Kazakhstan for the first time, a taxpayer shall have the right in the first tax period in which they are in use to calculate depreciation deductions at twice the regular depreciation rates on the condition that the given fixed assets are used for purposes of earning gross annual income for at least three years. In the first tax period in which they are in use, these fixed assets shall be recorded separately from the value balance of the group. In the following tax period, these fixed assets shall be included in the value balance of the appropriate group.

Article 111. Other deductions for fixed assets

1. After all of the fixed assets in a subgroup (for group I) or all of the fixed assets in a group (for groups II, III and IV) have been retired, the value balance of the given subgroup (for group I) or a group (for groups II, III and IV) shall be deducted at the end of the tax period.

2. A taxpayer shall have the right to take the amount of the value balance of a subgroup (for group I) or a group (for groups II, III and IV) as a deduction provided that the value balance of the subgroup (for group I) or group (for groups II, III and IV) at the end of a tax period is less than 300 times the monthly reference indicator.

3. A taxpayer shall have the right to take additional deductions for fixed assets in accordance with Articles 138-140 of this Code.

Article 111-1. Annulled.

Article 112. Fixed assets transferred (received) under financial leasing conditions

1. The value of fixed assets transferred (received) under a financial leasing arrangement (through financial leasing) shall be recorded in the subgroup, group value balance of the lessee.

2. The value balance of the respective subgroup, group of the lessor must be reduced by the amount of the fixed assets transferred under a financial leasing arrangement if the assets were included in the subgroup, group value balance before they were transferred under the financial leasing arrangement.

Article 113. Deductions for repair expenditures

1. A deduction shall be allowed for each group on the basis of actual expenditures effected by a taxpayer for the repair of the following fixed assets:

1)  included in said group;

2) recorded in a taxpayer’s balance sheet in accordance with the legislation of the Republic of Kazakhstan on business accounting and financial statements, as well as according to the standards of business accounting on the condition that the given fixed assets are used to earn gross annual income.

2. Actual expenditures on the repair of fixed assets, with the exception of the expenditures to be deductible in compliance with Article 92 of this Code, which are connected with replacement of details (parts) and components of fixed assets for the purposes to maintain the fixed assets in compliance with the technical documents, which do not extend the rated reserve and do not  increase the productive capacity of the fixed assets, shall be deducted for each group within the following limits established on the basis of the value balance of the group at the end of the tax period:

Group ¹

Group name

Maximum (%)

I

Buildings, structural installations (except for oil and gas wells, and transmission facilities)

15

II

Machinery and equipment, except  for machinery and equipment used  for oil-and-gas production

25

III

Office equipment and computers

15

IV

Fixed assets not included into other groups

15

2-1.   Anything in excess of this limit given in item 2 of this Article shall be registered in the following order:

1) for group I:

in the event that at the end of the tax period facilities included in the value balance of a subgroup have been actually retired - shall reduce the appropriate amount of the capital gains or of the income earned from excess in value of the retired fixed assets above the value balance of the subgroup in proportion to actual expenses and/or shall not increase the appropriate value balance of the subgroup;

in other cases – shall increase the proper value balance of the subgroup in proportion to actual expenditures;

for fixed assets not included in the value balance of the group - shall form the value balance of a separate subgroup, and in subsequent tax periods such expenditures shall increase said balance of the subgroup;

2)  for groups II, III and IV:

in the presence of the value balance - shall increase the value balance;

in the absence of the value balance of a group – shall form the value balance of the group at the beginning of the consecutive tax period.

3. Expenditures on repair effected at the expense of subsidies received from the state budget shall not be taken as deductions and shall not increase the value balance of groups.

4. Expenditures connected with replacement of details (parts) of fixed assets in order to maintain the facilities in compliance with the technical documents, which do not extend the rating reserve of the fixed assets and do not increase their production capacities, and which are incurred by a leasee with respect to rented fixed assets but not reimbursed by a leaser under a leasing contract shall be deductible according to Article 92 of this Code.

5.  The amount of actual expenditures on repair of fixed assets placed in operation within the framework of the investment project, the value of which is to be deducted (was deducted) in compliance with Articles 138 through 140 of this Code shall be deductible according to the procedure determined in items 2 and 2-1 of this Article.

§4. Income and deductions on long-term contracts

Article 114. Income and deductions on long-term contracts

1. Income and deductions pertaining to long-term contracts shall be recorded throughout a tax period to the extent that they are actually carried out.

A long-term contract shall be a contract (agreement) for the shipment of goods, performance of work, or delivery of services with a term of more than one year.

2. The portion of a contract that has been carried out shall be determined by comparing the amount of expenditures effected before the end of the tax period to the total amount of expenditures under the given contract.

Chapter 16. PROVISIONS SPECIFIC TO THE TAXATION OF CERTAIN
CATEGORIES OF TAXPAYERS

§1. Taxation of insurance (reinsurance) organizations

Article 115. Object of taxation

1. The object of taxation with respect to the corporate income tax on insurance (reinsurance) organizations, as it applies to their performance of insurance and reinsurance activity, shall be income in the form of insurance premiums receivable (received) from insured persons and reinsured persons under insurance (reinsurance) agreements over the course of the tax period, and reduced by the amount of insurance premiums paid back in the event that contracts of insurance (reinsurance) are abrogated as well as by the amount of insurance premiums paid under the reinsurance agreements and obligatory contributions to the insurance payment guarantee fund.

The following types of income derived from insurance activity shall not be object of taxation of insurance (reinsurance organization:

1) commission fee payable (paid) under the reinsurance agreements;

2) investment income, as well as exchange rate income, payable (paid) by placing assets of insurance (reinsurance) organization into deposits, securities and other financial instruments;

3) exchange rate on revaluation of accounts receivable and payable which are related to the reinsurance agreements;

4) a reinsured person’s share in insurance payments and expenditures on regulation of insured accident in accordance with the reinsurance agreement;

5) income on claims by way of subrogation (recourse) from the third parties under the insurance (reinsurance) agreements;

6) reduction of the size of insurance reserves within a tax period, except for allocations into insurance reserves which were treated as deductions according to the tax legislation of the Republic of Kazakhstan being effective to January 1, 2002;

7) income on loans granted to insured persons under the savings insurance agreements;

8) income on problem liabilities from insurance activity, except for problem liabilities the expenditures on which were treated as deductions in accordance with the tax legislation of the Republic of Kazakhstan being into effect till January 1, 2002;

9) compensatory payments made by the Fund of guarantee of insurance payments of an insurance organization which is a participant of the system of guarantee of insurance payment, to pay insurance premiums under a contract of mandatory insurance made with an insurer of an insurance organization undergoing compulsory liquidation;

10)  the amount by which the value of one’s own stocks exceeds their face value, received by an issuer at the time of placement, and capital gains received  from the sale of one’s own stocks.

2. The object of taxation with respect to the corporate income tax on income receivable (received) from other activity not referred to in item 1 of this article shall be taxable income, calculated as the difference between gross annual income and deductions determined according to the procedure provided for in this item.

The expenditures of an insurance (reinsurance) organization on other activities, which are treated as deductions, shall be determined in the total sum of expenditures by means of proportional method, on the basis of specific weight of incomes receivable (received) from other activities, in the total sum of incomes of the insurance (reinsurance) organization, except for insurance premiums paid back in the event that contracts of insurance (reinsurance) are abrogated as well as insurance premiums paid under the reinsurance agreements.

Article 116. Accounting of income and expenditures of insurance (reinsurance) organizations

For purposes of taxation, insurance (reinsurance) organizations shall be required to maintain separate accounting of income from the performance of insurance and reinsurance activity, including activity involving the investment of insurance premiums, and income and expenditures related to other activity not referred to in item 1 of Article 115 of this Code.

Article 117. Corporate income tax rates

1. An insurance (reinsurance) organization shall pay the corporate income tax in the form of fixed allocations based on insurance (reinsurance) agreements in the following amounts:

1) for non-savings insurance (reinsurance) - 4 percent of the insurance premiums receivable (received);

2) for savings insurance (reinsurance) except for annuity insurance - 2 percent of the insurance premiums receivable (received);

3) for annuity insurance - 1 percent of the insurance premiums receivable (received);

4)  for mutual insurance  - 1 percent of the insurance premiums receivable (received);