Sales and Use Tax Recovery and Audit Defense

Are you overpaying your sales and use taxes? Are you taking advantage of tax exemptions and rate reductions? Are you facing an audit assessment?

Sales and use tax legislation is constantly changing and always subject to re-interpretation by the courts. States are also becoming more aggressive in their audits as they are facing large budget deficits.

ADP’s team of sales and use tax experts will work with you on a prospective basis to identify missed opportunities, any refund potential, and improved tax compliance procedures. We can help you sort through the qualifications in various states for sales and use tax recovery. We also partner with you to ensure the appropriate supporting documentation is collected and analyzed. In the case of audits, our team can support you and uncover additional savings such as a reduction in assessments and an increase in recoveries.

Our services include:

• Analysis of all potential refund opportunities
• Filing claims for refunds and credits from vendors and taxing jurisdictions
• Review of purchase transactions for potential refund including, but not limited to the following:
  • Machinery and Equipment and Related Repairs & Maintenance
  • Raw, Packaging and Shipping Materials
  • Computer Hardware and Software
  • Research and Development
  • Services (construction and other statutory exempt services)
  • Recovery opportunities unique to retailers
• Helping to ensure all claims are settled
• Audit defense (obtain missing exempt documentation and negotiate issues and assessments with state revenue representatives)
• Training to enhance compliance moving forward