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Sales & Use Tax Refund Reviews

Reclaiming Overpaid Sales & Use Taxes

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    What is a Refund Review?

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

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

    Why is a Refund Review conducted?

    Refund Reviews are conducted to prevent improper payments, detect potential errors or fraud, and ensure compliance with tax laws and regulations.

    Benefits for your business

    Any money reclaimed goes straight to the business’s bottom line; and

    Even if a refund is not recommended due to insufficient evidence, the business can ensure that it stops paying sales tax to companies going forward.

    • 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.

    • What are the possible outcomes of a Refund Review?

      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.

    • Is a Refund Review different from a tax audit?

      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.

    • What happens if a taxpayer’s refund claim is approved after review?

      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.

    • How can taxpayers expedite the Refund Review process?

      Taxpayers can expedite the process by ensuring all required documentation is accurate and complete, responding promptly to inquiries, and maintaining open communication with the taxing authority.

    • What are the potential consequences of errors found during a Refund Review?

      Errors found during a Refund Review can result in refund adjustments.

    How Leyton Helps

    1. Review all of the company’s state tax affairs in the state in question; and
    2. Determine whether there is sufficient evidence to warrant going through the refund process; and
    3. Prepare all the relevant paperwork; and
    4. Liaise with the state on the company’s behalf.

    Great People
    Define our Success

    Leyton’s State & Local Tax (SALT) experts work alongside your accountants and automation solutions to ensure that your business has its SALT affairs in order, providing accurate insights that enable sustainable business expansion. Whether it be identifying state tax exposures, rectifying those exposures, or providing advice on an ongoing basis, our experts will guide you through the complexities of SALT in a value-adding and efficient manner.

    Brian Ess, J.D.

    State & Local Tax Practice Leader
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    Our in-house team of highly experienced scientists, engineers, tax consultants and attorneys would love to answer all your questions and support your compliance.

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