Our three-part review approach consists of recovering tax overpayments, providing strategies for further reductions in tax liabilities, and educating our clients' staff to reduce tax liabilities in the future.

IntegriTax is well known for recovering millions of dollars in sales and use tax overpayments for many clients throughout the United States. We handle all of the tasks and paperwork while taking very little of our clients' staff time. IntegriTax professional service is fast, accurate, and reliable.

To further reduce tax liabilities, IntegriTax provides a full range of sales and use tax consulting services. After analyzing a client's situation, our tax experts recommend strategies that increase compliance, add dollars to the bottom line, and enhance relationships with taxing authorities.

Unlike most tax consultants, IntegriTax shares valuable sales and use tax information with our clients free of charge after we complete our overpayment reviews. We produce and present customized training seminars for our clients' accounting and purchasing staff at a convenient time and place. An IntegriTax partner and staff consultants who conduct the overpayment reviews lead the training sessions and cover various aspects of sales and use tax laws that attendees can use to ensure future tax compliance. Many clients consider our training to be one of the most valuable services that we provide, an opinion reflected by high ratings from attendees. Nearly 90% of attendees rate our training "Excellent" or "Good" and give high marks for providing accurate information. IntegriTax also furnishes free reference manuals to all attendees as an integral part of our training service.

MANAGED COMPLIANCE AGREEMENTS. Managed compliance agreements are formal agreements with taxing authorities for calculating and remitting use taxes based on aggregate purchases during a filing period instead of on a transaction basis. We calculate these "single-rate" use taxes using state-approved methods. IntegriTax then develops the proposed tax rates, negotiates formal agreements with the states, and monitors the agreements for compliance.

AUDIT MANAGEMENT. IntegriTax handles time-consuming audits throughout the entire process. We meet with auditors to establish the audit scope and sampling methods, provide documentation when requested, and answer questions on behalf of our clients to achieve the lowest possible assessments.

AUDIT REDUCTION. When assessments are made, we conduct a thorough evaluation of our clients' audit work papers. We then provide auditors with documentation for reducing final tax assessments.

MANAGED AUDITS. Instead of having state auditors conduct sales and use tax audits, IntegriTax conducts audits under the guidance of state authorities. The whole process is expeditious, friendly, and saves time and money for our clients.

NEXUS STUDIES. For clients with multi-state operations, we conduct nexus studies to determine if they should be registered in a state where they are doing business or if they are collecting appropriate taxes.

VOLUNTARY DISCLOSURE AGREEMENTS. When nexus is determined and a client has not complied with sales tax laws, IntegriTax negotiates voluntary disclosure agreements with the states. In many cases, we are able to limit tax liability and negotiate penalties and interest waivers.

COMPLIANCE AUDITS. To ensure that our clients limit state audit exposure by paying their legally required sales and use taxes, we analyze their sales and use tax compliance process and provide current rates and tax formulas for purchasing transactions. The "report card" that we provide from our sales and use tax checkup minimizes overpayments and reduces potential underpayment penalties and interest. We also conduct audit research and support services.

TAXMATRIX RULE DEVELOPMENT/UPGRADES. IntegriTax reviews and validates the taxability of our clients' transactions to ensure that the tax system complies with current tax laws and regulations. We conduct research and develop new tax matrix rules or update old rules so that our clients accurately remit taxes that they are legally obligated to pay.

MATERIAL GROUPS RESEARCH/PRODUCT CODE ASSIGNMENT. IntegriTax reviews and determines the taxability of our clients’ products and then assists them in creating the logic in their tax systems to accurately compute the correct tax depending on where the transactions are made, the parties that purchase the products, and how the products are used after purchase.

UTILITY TAX STUDIES. IntegriTax conducts reviews of our clients' utility taxes to determine if they are remitting the correct amount at the current rate appropriate for their type of business and operations. In those cases when overpayments are discovered, we help our clients prepare the appropriate refund requests to the taxing authorities or utility providers.

ENERGY AUDITS. In jurisdictions where energy/utility tax exemptions or reductions are available, IntegriTax reviews the energy/utility consumption of exempt-use machinery and equipment to determine the portion of a client's utility that is subject to the tax exemption or reduction. We then assist our clients in preparing exemption applications and any required accompanying documentation for submittal to the taxing authorities.

CANADIAN GOODS AND SERVICES TAX (GST). IntegriTax assists U. S. clients that have a presence in Canada to register for the Canadian GST tax. We also conduct sales tax reviews and provide turnkey services for recovering overpayments made on purchases of tax-exempt goods.

RESEARCH PROJECTS. Our knowledgable tax consultants conduct research on our clients' sales and use tax issues to identify applicable exemptions, structure transactions, and reduce tax exposure.

PROPERTY TAX. IntegriTax offers professional property tax services to our clients. Property tax services allow our clients to control the significant expenses associated with inaccurate real and personal property tax valuations. Implementing a property tax control program—by determining the correct property classification, value, and assessment status—allows property owners and lessors to reduce assessments and receive refunds on overpaid property taxes.