Sales & Use Tax Refund Case Study www.cbiz.com/salesrefund Issue A manufacturer of agricultural products with physical locations in California, Georgia, Kansas, Missouri and Pennsylvania had sales and use tax exemptions available for a variety of transactions, differing by jurisdiction. Each plant attempted to determine the applicability of exemptions with minimal oversight conducted at the corporate level. Solution CBIZ MHM reviewed tax filings with various state and local jurisdictions and payments to thousands of vendors over the previous three years, identifying refunds based on applicable tax law. We also provided the manufacturer future savings through prospectively implementing exemptions with specific vendors and through internal accrual procedures. Outcome The refund study returned the manufacturer more than $700,000 in previously paid taxes and more than $150,000 in annual savings on a go-forward basis from 11 vendors in three states of operation. In addition to the cash savings, the support provided to the manufacturer’s personnel as part of this process enhanced their understanding of the available exemptions in each state, as well as the exemptions’ applicability to specific transactions. © Copyright 2016. CBIZ, Inc. NYSE Listed: CBZ. All rights reserved. Our team of state and local tax professionals helps you manage what you owe and obtain refunds for what you have overpaid in sales and use taxes. We work closely with you to ensure you receive the maximum benefit from the exemptions for which you qualify. For more information about sales and use refunds, please contact Michael Moore. Michael can be reached at 816.945.5648 or [email protected]. Annual Revenue: $1 billion Industry: Manufacturing Geographic Footprint: California, Georgia, Kansas, Missouri & Pennsylvania Client Profile Discover how our deep understanding of state and local tax exemptions can minimize your tax liability. Value-Added Service Manufacturer Receives More Than $750,000 in Tax Savings

Sales & Use Tax Refund Case Study

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Sales & Use Tax Refund Case Study

www.cbiz.com/salesrefund

IssueA manufacturer of agricultural products with physical locations in California, Georgia, Kansas, Missouri and Pennsylvania had sales and use tax exemptions available for a variety of transactions, differing by jurisdiction. Each plant attempted to determine the applicability of exemptions with minimal oversight conducted at the corporate level.

SolutionCBIZ MHM reviewed tax filings with various state and local jurisdictions and payments to thousands of vendors over the previous three years, identifying refunds based on applicable tax law. We also provided the manufacturer future savings through prospectively implementing exemptions with specific vendors and through internal accrual procedures.

OutcomeThe refund study returned the manufacturer more than $700,000 in previously paid taxes and more than $150,000 in annual savings on a go-forward basis from 11 vendors in three states of operation.

In addition to the cash savings, the support provided to the manufacturer’s personnel as part of this process enhanced their understanding of the available exemptions in each state, as well as the exemptions’ applicability to specific transactions.

Our team of state and local tax professionals helps you manage what you owe and obtain refunds for what you have overpaid in sales and use taxes. We work closely with you to ensure you receive the maximum benefit from the exemptions for which you qualify.

For more information about sales and use refunds, please contact Michael Moore. Michael can be reached at 816.945.5648 or [email protected].

Annual Revenue: $1 billion

Industry: Manufacturing

Geographic Footprint: California, Georgia, Kansas, Missouri & Pennsylvania

Client Profile

Discover how our deep understanding of state and local tax exemptions can minimize your tax liability.

Value-Added Service

Manufacturer Receives More Than $750,000 in Tax Savings