Complex tax issues face every business. In particular, sales and use tax laws are highly intricate with special exemptions and exceptions that vary from state to state.

As a comprehensive multi-state business practice, our professionals are equipped with the specialized expertise needed to navigate these sales and use tax regulations. We provide compliance services to free up your internal resources, allowing you to focus on more critical priorities.


Outsourcing
TD AdVantage Tax facilitates key functions in the compliance process:

   Data Management
      • Consolidation
      • Analysis
      • Error Management

   Return Management
      • Preparation
      • Processing & Remittance
      • Liability Tracking & Analysis

   Treasury Management
      • Payment & Preparation
      • Check & EFT Processing
      • Liability & Payment Reconciliation

   Jurisdiction Management
      • Notice Prioritization
      • Notice Resolution
      • Open Issue Tracking

Click here to download our profile on sales & use tax compliance.


Reverse Sales Tax Audit
Our recovery audit services are designed to review and identify potential payment errors in your accounts payable and purchasing activity. Our professionals have provided recovery audit services to clients with multiple locations, large transaction volumes, and complex pricing structures.

As part of the refund and overpayment support process, we:

  • Conduct an in-depth review of your current procedures to discover the root cause of overpayments
  • Audit open tax years and identify overpayments made to state, local taxing jurisdictions, and/or vendors
  • Prepare tax refund claim(s) along with applicable support documentation to ensure approval
  • Work with client and taxing jursidiction(s) as needed to facilitate the refund process

Click here to download our profile on Reverse Audits.