Sales and Use Tax Auditing

We analyze the taxes paid to vendors and taxing authorities to identify refund opportunities, validate that all exemptions or credits have been claimed, and negotiate and secure tax refunds. 

Is Your System Keeping Up With Tax Requirements?

Two professionals collaborating on tax compliance and financial data

Determining taxability on purchased items and services in the healthcare industry can be a confusing and time-consuming effort. Every state has its own unique, complicated taxability regulations.

SpendMend can help you take on the burden of navigating complicated regulations. We analyze taxes paid to vendors and taxing authorities to identify missed exemptions, develop refund schedules detailing potential overpayments, work with state auditors to defend our position, and negotiate and secure tax refunds.

Sales & Use Tax Auditing Features

Expert Advocacy

Representation with the State Tax Authority during a Sales & Use Tax audit

Quarterly Review of Payments

A quarterly review of sales taxes that have been paid to distributors

Analytics On All Overpayments

Metrics and analytics on overpayments for every category and service

Item Master Review & Cleanse

Thorough review and assessment of the hospital’s item master

Strong Controls

Control recommendations to prevent future overpayments and errors

Negotiation Support

Support with dispute settlements related to mis-interpretations and errors

Sales & Use Tax Auditing Benefits

Bottom Line Dollars

Clients recoup over-paid taxes and prevents future payment errors

A Cleaned-Up Item Master

SpendMend cleans the file and performs on-going analysis and maintenance

Peace of Mind

SpendMend simplifies the management of an otherwise complex process

Acquire Knowledge

SpendMend trains client staff on best practices and next steps

Access to the Right Answers

SpendMend is an advocate that you can count on and call upon

Eliminate Risk & Exposure

Clients reduce the risk for overpayments, penalties, fees, and waste

Sales & Use Tax Overview

Case Studies of Partnering to Control the Return Module

Hidden Tax Errors Recovered Without Disruption

See how a Southern California hospital partnered with SpendMend to recover $425,000 in overpaid sales and use tax—while improving compliance and avoiding future errors.

Managing Tax Complexity

Watch our Sales & Use Tax Audit overview video to better understand the challenges you face trying to keep up with complex tax laws, which vary greatly from state to state.

Two professionals reviewing financial tax data on a laptop

Getting Started

By allowing SpendMend to help you with a Sales & Use Tax review, your healthcare system gains time, clarity, and confidence. You’ll recover overpaid taxes, reduce risk, ensure compliance across jurisdictions, and improve item master accuracy.

Most importantly, you’ll put real dollars back into your organization—dollars that support your mission of delivering exceptional patient care.