Audit Defense and Management

Sales and Use Tax audits initiated by State and Local taxing jurisdictions can impose administrative and technical burdens on a business, and our professionals have expertise and experience in navigating the complexities of the aggregate processes which comprise the typical Sales & Use Tax audit.

Whether you have just been notified of audit or have already begun the process, PTC is capable of serving as your trusted representative with our full attention, allowing you to focus on operations with piece of mind.

During periods open under a jurisdiction's statute, PTC can conduct a comprehensive review your company's purchases for possible Sales & Use Tax overpayments by performing all tasks necessary to recovery these funds, improving overall financial position.

This includes preliminary scoping through the final steps of recovering any potential Sales & Use Tax overpayments identified during the review.

Your company's nexus profile (i.e., the taxing jurisdictions which may lawfully subject the business to  Sales & Use Tax) considers the physical location(s) of your business and its employees, as well as certain economic factors, to determine the State and Local taxing jurisdictions for which your business has an existing or anticipated filing obligation.

These services are provided with the intention of identifying potential exposure triggered by sales activity or other qualifying factor, and make professional recommendations regarding initial and ongoing Sales & Use Tax compliance.

Whether serving buy-side or sell-side parties during M&A Tax Due Diligence, a reliable Sales Tax SME is required to objectively determine if any potential tax liabilities exist or can be reasonably anticipated to occur. 

To accommodate the pace of which typically mergers and acquisitions occur, combined with the rapidly evolving landscape of State and Local Tax laws, Sales Tax SME services are readily available.

Process reviews arise in situations where relevant taxing jurisdictions are either known or to-be-determined, and an analysis of the Sales & Use taxability of both capital and recurring purchases or sales is performed.

The taxability of your sales and purchases may vary greatly from state-to-state, creating an emphasis to ensure internal processes are in place to mitigate the accrual of potential tax liabilities, or to prevent reoccurring errors in the payment of tax.

Services include Analyses of Taxability, Potential Tax Exposure and Recovery, and Exemption Certificates.

Your business operations from a day-to-day never slow down, so when an urgent or prospective Sales & Use Tax issue arises, having the convenience of a reliable in-house tax expert at a fraction of the cost can add immediate value. 

These scalable arrangements allow PTC to be your go-to Sales & Use Tax expert, available as much or as little as you need us to ensure that you never have to sacrifice quality for cost.