We approach a refund study with two objectives. The first is to identify overpaid taxes and obtain a refund of the overpayments. The second and equally important component is to assist our clients to issue exemption certificates or adjust internal systems so these overpayments do not recur.
At State Tax Resource, our approach is a comprehensive review to identify both sales tax overpayments to vendors and use taxes accrued in error. We will also review potential exposure issues to provide our clients with the “big picture” on which to make decisions regarding the viability of a refund claim and to help resolve areas of exposure.