Tests every AP line against your taxability positions and builds the refund claim, before the oldest months expire.
Week 1, Mon
Week 1Week 2Week 3Week 4Week 1
Current
By Hand
This review
0h
Done
0
A client's AP detail, invoices, plant survey and the firm's tax positions. A refund review fills in: invoice lines matched to their invoices, each purchase classified by use, each line tested as a refund or correct, the 48-month open period with the oldest months expiring, the refund by reason totalling $435,000, and the claim package.
Pull the AP detail and invoices
Step 1 of 8
Every line tied to its invoice(not yet applied)
Use from the plant survey(not yet applied)
Your taxability positions(not yet applied)
Texas 4-year statute(not yet applied)
Future
With Automation
This review
0h
Done
0
A client's AP detail, invoices, plant survey and the firm's tax positions. A refund review fills in: invoice lines matched to their invoices, each purchase classified by use, each line tested as a refund or correct, the 48-month open period with the oldest months expiring, the refund by reason totalling $435,000, and the claim package.