Suppliers charge sales tax on goods you resell whenever your resale certificate never reached their file. It happens with every new vendor and every new ship-to. Utility accounts with a manufacturing exemption have the same problem.
What the purchasing agent checks
Tax on goods bought for resale
Tax lines on supplier invoices for inventory while a resale certificate is on file.
Tax on exempt utility accounts
Sales tax on electric, gas or water for a plant with a production exemption.
By hand
Look for a tax line on any supplier invoice for inventory. Ask the vendor for a credit and send the certificate.
The window
Vendors credit recent invoices; states allow refund claims three to four years back, filed by a tax professional.
Who pays
The vendor first, the state for older periods.
What it looks like
$300,000 a year in taxed resale purchases at 8.25% is $24,750 that should never have been paid.
Illustrative example (illustrative), not a reported customer result.
How it works
1. Give the agent its files
PDF, CSV, a photo of the bill, an email forward, or an automatic feed. The purchasing agent reads every line into the same structure.
2. It finds and prepares
Rules run nightly. Each finding records the evidence, the amount and a confidence. Claims above your thresholds wait for your approval.
3. Filed, chased, matched
Disputes send with one click, replies are read automatically, credits are matched to your invoices, and you pay 30% of what landed, on the 1st.
The free audit reads one file in about 30 seconds: PDF, CSV or a photo. Nothing is stored.
Open the free auditNo. We show the amounts and periods; a tax professional files. The vendor credit requests we draft, you send.
Free account, accept the authorization, add a card, give the purchasing agent one file. 30% of what lands, nothing otherwise.
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