A reverse sales tax audit is a detailed review of business operations that may result in sales tax refunds and savings.
Exemptions vary by state and are subject to frequent legislative changes and department of revenue interpretation, which makes ongoing compliance difficult.
Our process includes
- Developing an understanding of the manufacturing process, including a plant tour and discussion with key employees
- Reviewing accounts payable records, invoices, and use tax accruals
- Presenting identified exemption areas and recommending next steps
- Compiling required documentation for submission of refund claim
- Communicating with the state to drive the refund approval process
- Providing training to help foster future savings and compliance
The reverse audit deepens our understanding of your business operations, internal procedures, controls, and systems, so we can offer recommendations to improve your operational efficiency.
Audit benefits
- Provides documentation to pursue refunds or credits for overpaid sales and use tax (e.g., on utilities)
- Opens communication with CLA as an ongoing resource for sales tax questions
- Identifies potential areas of exposure or overpayment
- Integrates sales and use tax training tailored to your personnel, industry, and business activities
Project fees
- Fees may be findings-based (contingent) or hourly.
- The contingent rate varies depending on the complexity of your business.
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Samantha MetcalfManaging Principal, Private Industries
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Jim AndreucciPrincipal
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Ben AxelrodPrincipal
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Paul BaileyRegional Managing Principal, West
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Larry BargerPrincipal
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Matt BarnettePartner
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Brad BaumannPrincipal
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Allyson BaumeisterManaging Principal of Industry
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Rob BishopPrincipal
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Bradley BoettcherPrincipal
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Leslie BoydManaging Principal of Tax
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Todd DeindoerferManaging Principal of Office
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Eileen DomanicoPrincipal
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Melissa LaubachPrincipal
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Tylan MillerPrincipal
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Jeremy NewcombSigning Director
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Jeff ServaisPrincipal
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Erik SkiePrincipal
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Marni SpencePrincipal
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Michelle SteckPrincipal
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Chuck TaylorPrincipal
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Brent TerhaarPrincipal
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Dan ThieretPrincipal
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Mark TrittschuhPrincipal
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Justin ZimmermanPrincipal