Stop paying sales tax on exempt utility usage
Predominant-use studies, exemption certificates and refund claims for manufacturing, processing and other exempt utility use.
- of tax refunds available in many states
- 36 to 48 moof tax refunds available in many states
- manufacturing plants we audit missing an exemption
- 1 in 3manufacturing plants we audit missing an exemption
- typical predominant-use study turnaround
- 6 weekstypical predominant-use study turnaround
- upfront cost for the study
- $0upfront cost for the study
Estimate the exempt share
Split a plant's load by use. The exempt share decides the tax.
- Exempt share of usage
- 100%
- Refund period in this example
- 36 months
- Tax refund estimate
- $324,000
States set their own thresholds, methods and refund periods. The study confirms which rule applies before any claim is filed.
What tax exemption covers
Part of the 38-check audit that runs on every bill line, every month.
- Usage study
- Electricity and gas use metered or engineered by process, so exempt use is measured, not assumed.
- Threshold test
- Exempt share compared with each state's rule, whether full exemption above a threshold or pro-rata.
- Certificate filing
- Exemption certificates prepared and sent to each utility or retail provider.
- Refund claim
- Tax paid in the open refund period claimed from the provider or the state, depending on the state's process.
- Other taxes and fees
- Gross receipts, utility users and franchise taxes checked for exemptions and correct jurisdiction.
- Renewal tracking
- Studies and certificates tracked for expiry and re-filed after process changes.
Errors this catches
- Sales tax on exempt usageSales or utility tax is billed on electricity or gas used in manufacturing or processing that state law exempts once predominant use is documented.
- Late fees and unreturned depositsLate fees charged on payments that arrived on time, and security deposits held long after the utility's own rules require their return.
- Wrong rate scheduleThe account is billed under a tariff it no longer qualifies for, or one the utility should have moved it off when its load changed.
Questions we get asked
Many states exempt utilities used in manufacturing or processing, but rules, thresholds and refund periods differ by state. We confirm each state's current rule before any study starts.
A licensed professional engineer on our tariff research team prepares and signs the study where the state requires it.
Yes. Tax refunds and credits are recovered under the same contingency share as billing errors.
More of the platform
Find out what your utilities owe you.
Connect bills for up to 50 meters. Get the findings report in about three weeks. Pay nothing unless money comes back.
- from bill access to first findings report
- 21 daysfrom bill access to first findings report
- of filed claims accepted by the utility in full or in part
- 94%of filed claims accepted by the utility in full or in part