Checkout monitors for a retail business

Sales & Use Tax 

We provide clients with multistate operations customized options to manage their sales and use tax risks and minimize exposure.

Complying with intricate sales and use tax laws can be difficult for businesses operating in a multistate environment. Baker Tilly provides our clients with well-designed options to manage their sales and use tax costs and minimize exposure.

Our dedicated sales and use tax specialists have the experience, resources and contacts to minimize your exposure, avoid or recover overpayments, and control compliance costs. We review your unique situation and apply our collective knowledge of tax authority and planning techniques to address all your sales and use tax needs.

Our range of services includes:

  • Nexus reviews and analysis
  • Historical exposure remediation and penalty abatement through voluntary disclosure or amnesty programs
  • Developing sales and purchases taxability matrices for various industries
  • Policy and procedure reviews, including developing and implementing, consulting on automated compliance solutions and exemption certificate management
  • Identifying and maximizing application of various exemptions  
  • Dispute resolution, such as audit defense, appeals and private letter rulings 
  • Reverse audits to obtain refunds of overpayments of sales tax to vendors or over-accrual of use tax on purchases
  • Negotiating percentage use tax reporting agreements with states to limit prospective compliance costs
  • Buy- and sell-side sales and use tax due diligence
  • Customized training 
  • Special purpose entity restructuring and tax planning