Sales & Use Tax Refund Reviews

Also known as Reverse Sales and Use Tax Audits, our Review helps businesses recover overpaid sales and use taxes.

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Refund Review Basics

What is a Sales & Use Tax Refund Review?

Businesses often make purchases from vendors across the country. Whether these purchases are for materials, products, goods, utilities, or even services, it can be expected that errors in sales and use tax payments occur.

Leyton’s Refund Reviews (also known as Reverse Sales & Use Tax Audit) services help businesses reclaim these overpaid sales & use tax payments by filing for refunds in the states where these overpayments have occurred.

Could You Be Overpaying?

When to Consider a Review?

01 Business Expansion

Business Expansion

Companies expanding into new states, launching new business lines, or investing in new facilities and equipment may create new sales and use tax obligations that warrant a review.
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02 Operational Changes

Operational Changes

Implementing new technologies, upgrading ERP systems, changing vendors, or changing tax calculation processes can introduce errors or create opportunities for tax recovery.
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03 Mergers & Acquisitions

Mergers & Acquisitions

Business acquisitions, mergers, or organizational restructuring often impact tax responsibilities and may result in overlooked overpayments or compliance gaps.
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04 Staff & Process Changes

Staff & Process Changes

Turnover within finance, tax, or accounts payable teams can lead to inconsistent tax treatment. A review helps identify overpayments and strengthens future compliance.
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Why Leyton

Trusted State & Local Tax Advisor

29+

Years Serving Businesses

20

Countries

50

States Supported

money
100M+

Saved on Tax

How it helps

Business Benefits

A Sales & Use Tax Refund Review helps businesses recover overpaid taxes, strengthen compliance, and reduce future tax risk. Our experts identify refund opportunities while helping improve your tax processes for long-term savings.

Our Approach

How Leyton Helps

From the initial assessment through claim submission and state representation, our SALT specialists manage every step to help maximize your refund opportunity while reducing your administrative burden.

01.

Tax Assessment

We review your business activities, transactions, and historical sales and use tax filings to identify potential overpayments and areas of concern.

02.

Opportunity Analysis

Our SALT specialists evaluate your tax positions, supporting documentation, and state-specific regulations to determine whether refund opportunities exist.

03.

Claim Preparation

If a refund is warranted, we prepare the required documentation, supporting schedules, and state-specific filings to maximize the likelihood of a successful claim.

04.

State Representation

We manage communications with the taxing authorities throughout the review process, responding to inquiries and supporting your claim until it is resolved.

Trusted State & Local Tax Advisor

Hear From Our Clients

Supporting clients through every step of their State and Local Tax foot print.

Get in Touch

Schedule a Free Consultation

Leyton’s State & Local Tax (SALT) experts collaborate with your accountants and automation solutions to ensure that your business has its SALT affairs in order, providing accurate insights that enable sustainable business growth.

FAQs

Frequently Asked Questions

Can’t find the answer you’re after? Please contact our team

What information is required during a Refund Review?

Taxpayers may be required to provide supporting documentation, such as tax returns, receipts, invoices, and other records related to the refund claim.

The outcome of a Refund Review can result in approval of the refund claim, a partial refund, or denial of the refund if discrepancies or issues are identified.

Yes, a Refund Review focuses specifically on verifying refund claims, while a tax audit examines overall tax compliance, determining whether the business has paid enough taxes.

If a taxpayer’s refund claim is approved after review, the refund amount will be processed and issued by the taxing authority according to their standard procedures.