Managing Sales & Use Tax Liability

  • Initial Review
    • Gather & review preliminary documentation
    • On-site visit to review manufacturing process
    • Review sample of accounts payable invoices
    • Review capital asset additions
    • Review sales and use tax returns & prior audits
  • Detailed Analysis

    • Calculate potential refund or exposure
  • Recommendation

    • Present & discuss findings
    • Discuss tax impact – current and future
    • Provide recommendations for filing claims and making changes going forward
    • Obtain approval to move forward with reverse audit
  • Implementation

    • Expand A/P review to all periods open under the Statute of Limitations
    • Pull and scan invoices where tax was overpaid
    • From scanned documentation, create supporting documentation for refund claim
    • Prepare and file all forms necessary to recover overpayments from vendors or tax authorities
    • Provide any support necessary to resolve issues and secure the refunds on behalf of client
  • Ongoing Support

    • Discuss areas of improvement and provide tax matrix
    • Provide audit defense services if necessary
    • Provide advisory services
    • Periodic review


View PDF

Need Help?

We’re here to assist you – our team designs customized solutions for each client specifically. We appreciate the fact that every case is unique, and our approach and process is fashioned to be flexible in order to meet the needs of everyone we work with.