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- Sales and Use Tax
A review of purchase and sales tax history to recover overpayments, paired
with ongoing compliance so it doesn’t happen again.
A review of purchase and sales tax history to recover overpayments, paired with ongoing compliance so it doesn’t happen again.
- Overview
Sales and use tax rules vary by state, by product, and by how a purchase is used, which makes it easy to overpay without realizing it, and just as easy to underpay and create real risk. We review accounts payable history to identify exempt purchases that were taxed in error, and file for refunds on what’s recoverable, typically a three- to four-year look-back period depending on the state. On the compliance side, we help register wherever nexus exists, apply the right taxability rules to what’s sold or bought, and keep exemption certificates current and audit-ready going forward.
- $130K – $3M
Typical recovery range
Nexus & Exposure Review
We review sales, payroll, and inventory activity by state to identify sales and use tax obligations, and flag exposure before it becomes a liability.
Transaction Analysis
We review historical purchase and sales data to find exempt transactions that were taxed in error, and taxable transactions that weren’t.
File & Recover
We prepare and file refund claims for overpaid tax, and correct registrations or filings where compliance gaps exist.
Ongoing Compliance
We help maintain accurate exemption certificates, taxability rules, and filing cadence going forward.
- Recent Results
Aggregate & asphalt manufacturer
Indiana & Iowa
footprint
8 locations
recovery
$450,000
The recovery centered on equipment, safety equipment, tools, and repair parts tied to production across all eight locations, and established a stronger framework for managing tax-exempt purchases going forward.
$450,000
Grain drying & agricultural production
Indiana
footprint
Single location
recovery
$275,000
The recovery centered on production equipment, tools, and repair parts supporting the facility’s grain drying operations, and improved how the company treats production-related purchases going forward.
$275,000
- Explore Other Services
Cost Segregation
Utility Sales Tax Exemption
R&D Tax Credit
- FAQs
Answers to some of our most common questions
Most states allow a three- to four-year look-back period for refund claims, though the exact window depends on the state and the type of tax.
Sales tax is collected by the seller at the point of sale. Use tax applies when a business buys something without paying sales tax, from an out-of-state vendor, for example, and is responsible for self-reporting and remitting the tax directly.
Even established processes miss exempt purchases or apply outdated taxability rules as products, states, and rates change. A review often finds recoverable overpayments even at companies with mature compliance programs.
Freight charges, software licenses, and drop-shipped equipment are some of the most commonly overtaxed categories we find.
No. A reverse audit is scoped to the business’s purchase history and doesn’t open the door to a state audit of its own sales tax filings.
Think you may have overpaid sales tax?
A short conversation tells us fast, and it’s free either way.