US Indirect Tax Services
Learn more about our offerings
Deloitte Tax’s Multistate group has a team of indirect tax professionals across its network of member firms specializing in indirect tax services. Drawing upon our in-depth knowledge of each jurisdiction’s tax laws, coupled with data analytics and other technology-based services, we offer distinct insights regarding how these laws apply to companies in various industries. Our professionals represent a mix of accounting, legal, industry and state government backgrounds.
- Refund recovery services
- Indirect tax audit controversy
- Indirect tax compliance services
- Indirect tax process review
- Excise tax
In a rapidly evolving business environment, taxing jurisdictions struggle to apply antiquated tax laws to today’s emerging technologies and evolving services. Deloitte’s indirect tax practice delivers high-value consulting, controversy, compliance and recovery services involving a wide array of indirect taxes including sales and use taxes, federal and state excise taxes (e.g., fuel tax, medical device tax, airline ticket tax), business & occupation taxes, gross receipts and privilege taxes, telecom and utility taxes, severance taxes, value added taxes.
Refund recovery services
Our national indirect specialists help companies identify, analyze and quantify potential tax refunds. The scope of indirect taxes include sales/use, telecommunications, excise and other transaction-based taxes. We assist companies with preparing and filing refund claims. Upon request, we provide process improvement recommendations and training to help reduce overpayment errors in the future.
Indirect tax audit controversy
Many of our Deloitte Tax indirect tax specialists have past experiences as former employees of state departments of revenue. Our professionals have insight into tax law and administrative audit policies, as well as industry knowledge. We also assist companies with indirect tax managed audits. Managed audits allow the taxpayer to perform the tax audit in conjunction with the state within guidelines laid out by the state’s tax auditors. Many states abate or reduce interest and/or penalties associated with a managed audit assessment.
Indirect tax compliance services
Value to your company
Whether preparing 40 returns per month or 400, indirect tax compliance can consume a significant amount of your company’s limited indirect tax resources. Indirect tax (including sales/use, gross receipts, and transaction taxes) and the associated compliance is an increasingly important task as states seek to expand registration, notice and reporting requirements. Our solution frees up time that could be instead focused on more valuable tasks such as refund/ exposure reviews, audit defense, exemption certificate compliance, taxability research, or G/L account reconciliations.
Whether it is dealing with the consolidation of multiple data sources, manually preparing returns, populating reports to aid in general ledger account reconciliation, or handling jurisdictional notices, indirect tax compliance is often a time consuming and tedious process. Inaccurate compliance may result in significant penalties and interest, overlooked refund opportunities, an increase in tax notices, and the potential for financial reporting issues.
Our approach and methodology
Deloitte leverages leading technology tools and processes in the delivery of indirect tax compliance co-source services.
Our approach is focused on:
- Adopting a methodology that addresses your company’s objectives
- Efficiently transitioning your company’s current tax preparation obligations
- Providing returns timely for your review and approval
- Providing feedback on discovered data or tax compliance issues
- Providing reports in the requisite format, including reconciling tax source data to tax payments
- Addressing indirect tax notices in a timely manner and providing notice status via a notice tracker
We leverage our Deloitte Online technology to provide electronic copies of returns for the company’s review and approval.
Indirect tax process review
Our experienced indirect tax specialists can perform an in-depth review of your overall sales and use tax function to provide observations regarding the effectiveness of sales and use tax processes, identify potential exposure areas, share our knowledge regarding leading practices, and provide recommendations for improvement.
Deloitte assistance in the area of excise tax extends to both compliance and consulting services. Our excise tax professionals help companies identify, analyze, and quantify potential tax refunds. Through our ongoing professional relationships with the IRS,TTB and the taxation authorities in most states, Deloitte Tax can get to the root of complex issues quickly and often resolve issues more efficiently than if a company sought to address the audit or controversy solely on its own.