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State and local tax refund request expectations for your business

Updated: Nov 6, 2023

When making a refund request, review the website of the taxing authority to ensure you have all documentation that fully supports the request. Expect that the documentation may be reviewed before funds are released.

The refund request, itself, will be audited.  In addition, your business may be audited to make sure that you do not owe the taxing authority any money before a refund is given to you.  The probability of an audit increases as the amount of the refund request increases.

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