Sales Tax Recovery
EisnerAmper offers a thorough review of your purchase invoices (capital/AP) to identify potential sales tax refunds and exposure.
This assessment is completed within two business days with minimal involvement from your side. If your records are electronic, the process can be conducted remotely.
Sales Tax Services
- Recovery of overpaid sales and use tax
- Audit defense representation
- Education and training post-sales tax recovery
- Sales tax compliance support provided at no charge
- Full complement of sales tax-related consulting support
Our Approach
The sales and use tax recovery professionals at EisnerAmper are committed to helping clients recover sales and use tax overpayments. We employ a combination of creativity, innovation, and tax knowledge to help our clients receive significant refunds and provide them with the knowledge to avoid overpaying these taxes in the future. Our professionals – including former state auditors -- have years of experience in the cost containment and tax industry, providing you and your organization with the help and insight you need to unravel the complexities and contradictions of the sales and use tax codes.
Sales Tax Refund Viability Study
EisnerAmper offers a thorough review of your purchase invoices (capital/AP) to identify potential sales tax refunds and exposure. This assessment is completed within two business days with minimal involvement from your side. If your records are electronic, the process can be conducted remotely.
You’ll provide us with access to:
- Summary Report of Total Expenses by Vendor: An AP report run by vendor for all purchases from the most current completed year (2024) to determine what vendors are charging sales tax and to see if there are any exemptions to be applied to those purchases. We will then review those vendors from the completed test period and go back approximately two additional years.
- Fixed Assets/Capital Improvements: A listing of fixed assets and capital improvement projects by year for most recent three years. Typically, this is run from the GL system (GL detail report).
- Sales & Use Tax Returns with Accrual Detail: Use tax accruals sorted by month (in Excel or PDF) for the three most recent years, including:
- Vendor name
- Invoice number
- Invoice amount
- Total use tax accrued
We will examine selected corresponding invoices to verify tax payments according to tax codes. This stage requires no client involvement.
We will provide, at no charge, an assessment and projection of sales/use tax paid in error and sales/use tax due that was not paid. At the conclusion of the assessment, you can decide whether to proceed with the engagement.
State & Local Tax Insights
Curated content related to current State & Local tax issues and how we can help provide guidance.
