Prepare purchase data
Maps vendor, date, amount, tax, description, and jurisdiction columns from the client's source file.
Client tool preview
Find potential tax overpayments
See how the client tool reviews purchase data for potential Washington sales and use tax refunds. Client files, transaction analysis, saved findings, and work papers stay inside the portal.
Client workflow preview
What Tax Refund Engine does
The portal turns client purchase data into a reviewable refund matter, preserving the source transactions, screening logic, supporting authority, and follow-through in one place.
The working interface lives in the client portal
This public page shows capabilities and deliverables only. It does not ask client questions, accept documents, or calculate a personalized result.
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 client receives
- A saved refund-review matter tied to the client's 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.