Businesses operating and paying sales and use tax in numerous jurisdictions could be at risk for significant overpayments due to the increasing complexity of multistate sales and use tax laws.

Sales and use tax laws were originally based on traditional sales of tangible items, but with the continuing shift towards a digital and services-based economy, states are seeking to expand the tax base to capture the new and different ways commerce is being conducted.

Conducting a sales and use tax refund review to identify overpayments could help recover cash to put back into your business. Identify your sales and use tax overpayments and navigate the complex refund process with guidance from our professionals—so you can regain cash while staying focused on growing your business.

Reviews can help support:

• Refunds of tax overpayments
• Identification of corrective measures
• Improvement of sales and use tax compliance processes

Overpayment Risks

Overpayments of sales and use tax are common across the business landscape and the issues that generate the refunds may vary for different industries. View exemptions by industry below.

Overpayment reviews can be particularly helpful for businesses that recently:

• Invested substantially in operations—such as starting a new business line with investment in machinery and equipment
• Implemented new technologies, updated operations, or added new lines of business
• Acquired a new business or merged operations
• Experienced turnover in the company’s sales tax or accounts payable divisions
• Relied on manual sales tax calculation processes or recently implemented a new general ledger system
• Expanded operations into one or more new states

Solutions and Refunds

Leveraging analysis technology to assess potential refunds, our data-driven review process works to increase efficiency and thoroughness of the refund claim life cycle.

Once overpayment or underpayment risk areas have been identified, our professionals can assist you with developing procedures or implementing technology solutions to maintain compliance prospectively.

How the Process Works

Guiding you each step of the way, our professionals review your purchase history to quantify and document the potential refund to negotiate with minimal disruption to your business.

Once the project is complete, you can also receive recommendations and training to incorporate changes to help reduce potential similar recurring sales and use tax overpayments.

Potential Project Timeline

While refund timelines can vary by project, our professionals work to streamline engagements through improved communications and IT support.

Collaboratively engaging with your team, our professionals work as an extension of your operations so you remain updated on project progress with minimal resource commitment.

Navigating the complexities of tax jurisdictions in all 50 states, we’ve fostered long-term working relationships with various state and local tax agencies that can enhance communications among stakeholders in the long-term.