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Business Tax

Sales Tax Overpayment Review Services

Get the trusted guidance you need to reclaim overpaid capital. Aprio thinks outside the box to apply tax laws and court rulings to overpayment refund claims, helping you secure significant savings and reduce future overspending.

Prior filing errors. Misapplied taxes.
Legislative changes.
Multijurisdictional obligations.

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Sales and use tax can be difficult to calculate accurately, especially as evolving court cases constantly create new jurisdictional impacts. Not to mention that pursuing compensation for overpayments can take time, knowledge, and resources that you may not have.

Aprio makes it easy for you to recover lost capital and avoid future overpayments. By closely monitoring jurisdictional changes and leveraging our deep experience with state and local tax laws, we’ll help you streamline the claims process, recoup substantial refunds, and maintain compliance with all regulations moving forward.

Our Focus Areas

Our specialists use a strategic approach to help you identify sales tax overpayments without the burden on your internal teams:

  • Data Collection & Analysis

    We’ll gather invoices, general ledger (GL) details, sales/use tax returns, and exemption certificates and assess them for any refund opportunities, including tax paid in error and refund opportunities from prior filings.

  • Document Preparation

    Once we’ve flagged any overpayments or misapplied taxes, we’ll prepare a detailed schedule with invoice-level support and clear justification for each refund item.

  • Refund Claim Filing

    Our team will submit the refund claim and required documentation with the necessary vendors, states, or jurisdictions.

  • Response & Monitoring

    We’ll work with the appropriate authorities throughout the review, resolve any agency inquiries, and track the status of your refund.

  • Sales Tax Compliance

    To help you reduce the risk of future overpayments, our specialists can help you automate your sales tax compliance and reporting workflows to maintain an accurate nexus and timely filings across all jurisdictions.

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Overpaying Sales Tax? Here’s how to recover your capital

  • May 21, 2025
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Your Sales Tax Specialists

Equipped with deep experience in sales tax regulations and compliance

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Sales Tax Overpayment Resources

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Frequently Asked Questions

Does pursuing sales tax refunds increase audit risk?

When handled properly, refund claims do not inherently increase audit risk. Aprio’s team prepares complete, defensible documentation and works directly with state and local tax authorities to support your claim. Our experience with multi-jurisdictional refund processes ensures claims are fully compliant and backed by proper evidence.

How long does a Sales Tax Overpayment Review take?

The timeline varies based on data volume, jurisdictions, and refund claim complexity. Most reviews can identify opportunities within 4–6 weeks, while refund processing by state or vendor authorities may take several months.

Aprio manages the entire lifecycle—from initial data collection through refund receipt—so your internal resources remain focused on core business priorities.

What types of overpayment issues does Aprio typically uncover?

We often identify overpayments tied to:

  • Misapplied tax rates or exemption errors on purchases and fixed assets
  • Outdated or misconfigured tax engine codes in ERP systems
  • Transactions incorrectly sourced across multiple jurisdictions
  • Legislative or court-driven changes not reflected in filings
  • Vendors charging tax on exempt items or services

Each issue can translate into significant recoverable savings and opportunities to strengthen compliance controls.

How does Aprio’s approach reduce future sales tax overpayments?

Beyond identifying refunds, Aprio helps you strengthen your compliance framework to prevent future errors by configuring tax engines, improving nexus tracking, and automating multi-state sales tax workflows. These proactive measures reduce manual risk and help you maintain accurate, timely filings across jurisdictions.

Get the trusted guidance you need to reclaim overpaid capital.

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