Tool preview

Find potential tax overpayments

See how the tool reviews purchase data for potential Washington sales and use tax refunds. Your files, transaction analysis, saved findings, and work papers stay inside the signed-in workspace.

Workflow preview

What Tax Refund Engine does

The signed-in workspace turns your purchase data into a reviewable refund matter, preserving the source transactions, screening logic, supporting authority, and follow-through in one place.

The working tool is available after you sign in.

This public page shows capabilities and deliverables only. It does not collect your facts, accept documents, or calculate a personalized result.

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Prepare purchase data

Maps vendor, date, amount, tax, description, and jurisdiction columns from your source file.

Screen for overpayments

Flags transactions whose tax treatment may conflict with an exemption, exclusion, rate, or sourcing rule.

Review the evidence

Keeps each finding tied to the original row, the reason it was flagged, and the authority supporting review.

Move findings forward

Organizes confirmed opportunities for professional review, documentation, and refund preparation.

What the tool produces

A saved refund-review matter tied to your uploaded source data.
A prioritized list of potential overpayments with transaction-level support.
Cited findings and a record of review decisions.
Exportable work papers for the refund follow-through process.

Illustrative sample deliverable

Follow a possible finding from source to review

This compact example shows how Tax Refund Engine keeps a source transaction, a review question, and relevant authority connected.

Fictional sample data only. It is not client data, not a tax conclusion, and not a promise of a refund.

01 · Source transaction

Fictional purchase row

Demo vendor: Evergreen Equipment Supply
Invoice: DEMO-1042 · March 14, 2026
Purchase: Packaging-line sensor and installation
Tax paid: $842.75 (illustrative)

02 · Possible finding

Exemption review signal

Why it surfaced: The description may involve manufacturing equipment, but the invoice alone does not establish how the property was used.
Missing evidence: Equipment use, installation scope, and manufacturing-process records.

03 · Supporting authority

Authority queued for review

Statute: RCW 82.08.02565 — machinery and equipment exemption
Review note: Confirm the current rule, definitions, and factual requirements before reaching a conclusion.

Review status

Needs documents and professional review

The tool has preserved the trail and identified the next evidence to collect. No eligibility or refund amount has been confirmed.