Did you know that state and local taxes represent the majority of most organizations’ overall tax burden? With the right strategies in place, you can turn these tax complexities into opportunities.

GET IN TOUCH

Find out what SALT opportunities you may be missing.

Automating your sales tax process, conducting nexus reviews, assisting with voluntary disclosure programs and appealing property tax assessments will help you stay focused on your state and local tax obligations. If you’re considering expanding, relocating or consolidating operations, identification of state and local incentives may help you make that decision.

BDO’s nationwide network of tax professionals, including many with industry and state government backgrounds, are ready to help you connect the dots and make sense of your state and local taxes.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Learn more about our services

Sales Tax Automation

Sales & Use Tax

Income & Franchise Tax

Property Tax

Tax Credits & Incentives

HOW CAN SALES TAX AUTOMATION HELP YOU?

For companies with customers across the U.S., there are immense challenges in keeping track of every sales tax rate and the taxability of items purchased and sold. Our Sales Tax Automation team helps clients automate and optimize their sales and use tax processes, allowing them to redeploy resources to more value-added activities and spend less time tending to mundane tasks. Sales tax automation integrates a company’s enterprise resource planning (ERP) and/or e-commerce system with third-party tax software.

We help with all steps of the process:



Contact us to find out how sales tax automation can help you

 

ARE YOU READY FOR SALES TAX AUTOMATION?


Review the following questions and contact us if you answer “yes” to any of them.

1. Are you undergoing, or do you have plans to implement any system changes?
2. Do you have multiple billing or purchasing systems?
3. Would you describe your tax determination and rate management as a manual effort?
4. Are you comfortable with your treatment of sales tax on purchases?
5. Have you paid significant amounts under audit recently, or on a recurring basis?
6. Do non-tax professionals determine tax?
7. Have you recently gone through an adverse sales tax audit with the state?
8. Is your business involved in merger and acquisition (M&A) activity?



Exemption Certificate Management Solutions

Applying for and retaining an exemption certificate for every state in which you conduct business, and maintaining the records, can be cumbersome. Our compliance team helps clients by managing their exemption certificate process. Through our document repository, we manage all parts of the exemption certificate program, from state-specific regulations to keeping track of start and end dates of your certificates. Your data and certificate images are loaded into our system, and we handle the rest. When expiration dates are nearing, we work with you and your customers on the renewal process. In the event you are subject to an audit, we will produce all necessary certificates required by the auditor.

Remove this time-consuming task from your staff and redeploy those resources to more value-added activities.
Contact us to learn more.



Are You Overpaying Sales and Use Tax?

Businesses often overpay sales and use tax, typically on purchases that are exempt from tax, such as machinery, equipment and certain consumables, including energy. However, overpayment can occur in any industry, and our sales and use tax recovery professionals are ready to help your business obtain refunds of these overpaid taxes. By conducting a reverse sales and use tax audit we will identify and document areas where:

1. Sales tax has been improperly charged and paid to vendors, or
2. Use tax was improperly accrued and remitted by the company to the taxing authority.

We can perform a reverse audit of your company’s sales and use tax records at any time, but it is particularly appropriate at the time of a state audit. Our process follows four steps:



Overpayments will be incorporated in the sales and use tax audit.

Fixing these business problems will help you minimize future overpayments of tax, improve compliance and risk management, and reduce costs. Contact us to learn how our tax recovery professionals can help you find and claim money you may be leaving on the table.


State Income & Franchise Tax: Manage Compliance. Stay Compliant.

The pressure for tax departments to meet their state income & franchise tax compliance needs in an environment of ever-changing state tax laws and regulations continues to grow. Many businesses do not have the resources available to meet these challenges and manage a successful state income & franchise tax program.

Our professionals understand the state and local tax laws and compliance issues that are important to your business. We can:
  • Prepare your annual state income & franchise tax returns to take advantage of deductions, credits and filing methodologies to help reduce your state tax liabilities.
  • Help ensure compliance with applicable state and local tax statutes and regulations.
  • Assist in preparing amended state income tax returns to report federal audit adjustments, which if done internally can be a significant drain on your business’s resources.
  • Examine your business’s operations to determine the states where you may have nexus and assist with voluntary disclosure programs to bring your business into compliance in states where you should have been filing returns.
  • Review your business structure and prior year state income tax returns to identify refund opportunities, prospective filing ideas and structural alternatives to minimize your state tax liabilities.

Contact us to learn how our state income tax professionals can remove this tedious, time-consuming process from your workload, allowing your tax department to focus on more strategic priorities.



Featured Insights

Card image cap
Special title treatment

With supporting text below as a natural lead-in to additional content.

Card image cap
Special title treatment

With supporting text below as a natural lead-in to additional content.

Card image cap
Special title treatment

With supporting text below as a natural lead-in to additional content.

Additional Insights

Questions? Get in touch.