Rewards of Merit: Sales and Use Tax

Identified Millions in Savings for OFS Company


Client had rapidly expanded into multiple states and had concerns about how they were taxing sales.

Results for client


Sales and Use Tax Refunds

Implemented Tax Matrix & Monthly Compliance Procress


  • Client was charging tax on almost 100% of sales.   

Merit Action Plan:

  • Met with Client to discuss services provided and reviewed account coding price book to confirm.

  • Researched and assigned taxability to each price book item to correct tax collection moving forward.

  • Audited prior period collections to calculate historical overpayments of tax.

  • Developed refund claims and strategy for obtaining credits for overpaid taxes and refunding customers where appropriate.

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