Tax Refund Best Practices - Its No Longer a Walk in the Park

Thursday, October 29th, 2009


With recent decisions from Illinois, Virginia, New Jersey and recent professional experiences with California, Florida, Tennessee and Texas; one thing is certain - it is not as easy to obtain a refund or credit as it used to be.

More and more we are finding our clients waiting for or receiving negative responses from states on requests for tax recoveries. Even vendors, who in many cases are obligated to refund erroneously charged taxes, are dragging their feet citing the difficulty for them to recover the tax themselves.

Tax Recovery Best Practices:

- Regularly review your purchases for tax overpayments.

- Do your homework - have detailed descriptions of exempt purchases and laws to support.

- Insist on Vendor Issued Refunds (where possible) - Remember it was their error, not yours, that lead to the sales tax overpayment. Involve purchasing; often they can put pressure on the vendor that you as a tax professional can not.

- Be understanding - Also remember that the vendor's tax department is not going to be happy - this doesn't make them "look good." Be polite - sales tax and billing system limitations don't always permit the easy administration of accurate billings.

TTR provides comprehensive refund services and training surrounding refund claims.

About TTR

Transaction (buying or selling things), Tax (the tax on this activity), Resources (our people, our website, our support services) - TTR, Inc.

TTR has a website that companies subscribe to and use daily. This website provides a list of everything that can be bought or sold in the U.S. It provides simple answers to whether buying or selling these items is taxable (subject to a sales tax or other tax), and it provides all the legal authority to support these tax answers.

TTR likes to keep things simple and fun, which is why it has great people who provide help to clients on any support questions they have about transaction tax issues.

Please visit TTR on the web at or call 866.578.8193.

New York Adopts New Economic Nexus Rule

Wednesday, January 23rd, 2019 -Effective January 2019, a retailer located outside of New York is required to collect use tax if, during the p...

New Commercial Farmer Certification Process in Louisiana

Monday, January 21st, 2019 -Effective January, 15, 2019, the Louisiana Department of Revenue has a new certification process for commercia...

Service Repairs to Petroleum Storage Tanks Exempt in...

Friday, January 18th, 2019 -Louisiana's Board of Tax Appeals recently ruled that repairs on petroleum storage tanks were not taxable. ...

Nevada Exempts Feminine Hygiene Products in 2019

Wednesday, January 16th, 2019 -Last year, Nevada voters approved via ballot measure changes to the Sales and Use Tax Act of 1955. Voters amen...

Cleaning of Beer-Tap Lines Not Taxable in Ohio

Monday, January 14th, 2019 -The Supreme Court of Ohio recently ruled that cleaning beer-tap lines is not taxable. The taxpayer was...

Louisiana Court of Appeals Finds Marketplace Facilitators...

Friday, January 11th, 2019 -The Louisiana Court of Appeals has recently addressed the sales tax liability of marketplace facilitators. A c...