Refund Review

Getting Started

Innovative Sales Tax Solutions will identify what will be needed to commence the review.

The Review

Innovative Sales Tax Solutions will review purchase activity to determine opportunities for recovery. We will examine historical use tax documentation for areas of overpayment, as well as gather necessary information in order to appropriately document the refund appeal. Finally, we review opportunities to immediately improve sales and use tax efficiency and effectiveness for your organization

The Appeal

Innovative Sales Tax Solutions will file the petition to the appropriate appeal level. We will gather additional documentation as required by the various jurisdictional appeal levels and represent our client throughout the appeal process.

The Results

The taxing jurisdiction rendered a favorable decision. If parts of the reassessment request are not accepted, the petition will require further review at the next appeal level upon our Client’s approval. Finally, Innovative Sales Tax Solutions will provide a review and analysis of the results based on our Client’s needs.