Benefits of a Review
Avoid Tax Overpayments to State Taxing Authorities and Vendors
We periodically review client purchases in order to make sure that available state tax exemptions and credits are fully utilized.
Minimal Disruption of Daily Activities During a State Tax Audit
We present necessary documents while minimizing staff involvement and ensure clients are not overtaxed.
Identify Unsubstantiated Tax-Free Sales
We periodically review client tax exempt customer transactions to ensure tax exempt status is properly substantiated. We identify which customers should pay sales tax or provide additional substantiation for the tax exempt purchase.
Increase Client Compliance with State Sales & Use Tax Laws
We periodically analyze the state tax reporting system, look for systemic problems, and recommend procedures to improve compliance with state sales and use tax laws. We also train designated personnel on taxability issues that are industry and company specific.