TraxRecovery · Tax agent · 30% of what lands, nothing otherwise

Pennsylvania exempts what you use to make things. Your vendors may still charge you tax.

Pennsylvania exempts machinery, equipment, parts and supplies used predominantly and directly in manufacturing. Vendors often charge sales tax on them anyway. TraxRecovery's agent reads your supplier invoices and flags tax charged on items that are likely exempt, so you or your CPA can claim it back.

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Tax agent

Reading supplier invoice lines

What the tax agent checks

Every invoice, every line

Machinery and equipment

Tax charged on machinery and equipment that looks like it is used directly in manufacturing.

Parts and supplies

Tax on parts and supplies for that equipment. Repair parts for exempt equipment generally qualify.

Repair labor

Repair labor may not be exempt, so it is flagged separately for your review.

Utilities

Tax on utilities needs a usage survey first. The agent flags the account; it does not guess the exempt share.

The three-year window

Each finding is checked against the date you paid the tax. A refund petition is due within three years.

Every finding needs review

The exemption depends on how each item is used. The agent flags likely exempt items; you or your CPA confirms each one.

Route one: the vendor

Ask the vendor for a credit and give it an exemption certificate (REV-1220) for future purchases.

Route two: the state

File a refund petition with the PA Department of Revenue Board of Appeals (REV-65) within three years of paying the tax.

Who files

You or your CPA. TraxRecovery prepares the packet and does not file with the state.

Where the rule comes from

The definitions are in 72 P.S. 7201. Pennsylvania first; other states come later.

How it works

Automatic where it can be, one click from you where it must be

  1. 1. Give the agent its files

    Export supplier invoices or QuickBooks bills for the last three years. PDF or CSV.

  2. 2. It finds and prepares

    The agent flags tax charged on likely exempt items, separates repair labor and utilities, and builds the packet with each invoice and amount.

  3. 3. You or your CPA files

    Ask the vendor for a credit with REV-1220, or file REV-65. When the money lands, it is matched, and you pay 30% of what landed, on the 1st.

Start with your supplier invoices.

Create a free account and upload three years of supplier invoices or QuickBooks bills. PDF or CSV.

Create your free account

Questions

What does Pennsylvania exempt?

Machinery, equipment, parts and supplies used predominantly and directly in manufacturing, under the definitions in 72 P.S. 7201. Repair parts for exempt equipment generally qualify. Repair labor may not.

Are utilities exempt?

Part of a utility bill may be, but it needs a usage survey to show the share used in manufacturing. The agent flags the account for that survey.

How do I get the tax back?

Two routes: ask the vendor for a credit and give it an exemption certificate (REV-1220), or file a refund petition with the PA Department of Revenue Board of Appeals (REV-65) within three years of paying the tax.

Do you file with the state?

No. You or your CPA files. TraxRecovery prepares the packet.

Is every flagged item exempt?

No. The exemption depends on how each item is used, so every finding needs review before it is claimed.

One fee, fixed

30%

of what actually lands on manufacturer sales tax refunds. No subscription, no setup fee, no minimum, and no change based on how much comes back.

Stop leaving it with them.

Free account, accept the authorization, add a card, give the tax agent one file. 30% of what lands, nothing otherwise.

Create your TraxRecovery account

All twelve audits: recovery.traxsail.ai · Walkthrough: parcel-audit-story