Sales Tax Refunds
Filing a Refund Claim
as a seller or purchaser
as a seller or purchaser
Due to the complex Sales and Use Tax laws for various types of industries many business owners are unaware that they have overpaid in taxes or that certain jobs are tax exempt. You can file for a refund from the state if you are a permitted seller of a taxable item or a permitted purchaser of a taxable item.
When filing a claim you must identity the period in which the overpayment was made, generally this period is within four years from the date it was due and payable. You will also need supporting documentation, this includes:
- purchaser or sellers name
- copy of invoice
- specific reason for the refund
- resale, exemption, and direct pay certificates
- proof of payment
When you file for a refund claim it will either get approved or denied. If a claim is approved the comptroller will make a check to the company or person that is entitled to the refund, direct deposit is also available. Be aware that there are certain factors that can affect the amount that is returned.
If the claim is denied or only partially granted the comptroller will notify the claimant with the reason for denial. You can request a refund hearing, the state will then give you 6 months to gather additional documentation that is required to verify the claim. Documents that are not submitted in time can no longer be submitted during the refund hearing.
How We Can Help You
- Prepare business records
- Perform taxability research on overpayments
- Prepare refund form showing overpayment and evidence for refund claim
- Obtain Vendor Assignments
- File, monitor and defend the refund request during the review process
- We will inform you of findings to avoid future tax overpayment
About Us
We are the only Texas family firm of all former Texas Comptroller Tax Auditors. When you hire us, you will receive 3 highly skilled tax consultants with a combined 75+ years of experience. Our premier taxpayer representation services have resulted in millions of dollars reduced from audit assessments. In most cases, we overturn 100% of the tax adjustment to a No Tax Due or even a Tax Refund.
Confidentiality and Security: We are the only Texas Tax Consulting Group that is comprised of former Texas Comptroller Auditors that do not subcontract services. We have been extensively trained by the State Government to secure all taxpayer records and information. There are companies with claims of 300 years of combined experience but they are hiring freelance auditors that have left the state with a few years of experience or on not-so-good terms. We at TTCG take safeguarding all documents provided by taxpayers seriously. If you hire a tax consultant make sure to add in the contract that they will NOT subcontract your audit out.
