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  • 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

 

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