Helping clients meet their business challenges begins with an in-depth understanding of the industries in which they work. That’s why KPMG LLP established its industry-driven structure. In fact, KPMG LLP was the first of the Big Four firms to organize itself along the same industry lines as clients.

How We Work

We bring together passionate problem-solvers, innovative technologies, and full-service capabilities to create opportunity with every insight.

Learn more

Careers & Culture

What is culture? Culture is how we do things around here. It is the combination of a predominant mindset, actions (both big and small) that we all commit to every day, and the underlying processes, programs and systems supporting how work gets done.

Learn more

Reverse audit services

Helping to identify potential overpayments of sales and use tax

Reverse audit services

Effectively managing sales and use taxes can be a challenging process – especially for companies that do business in multiple states. Legislation is constantly changing and inconsistent across states. Rapid technological evolution can impact what and how companies buy. As a result, in-house tax departments may not have the capacity or the technology to determine whether they are overpaying sales and use tax. And these overpayments can have a profound influence on an organization’s operations and financial performance.

KPMG Reverse Audit Services offer an organized and efficient review of your organization’s purchase or sales transactions to help identify any potential overpayments of sales and use tax. Our highly experienced, customized teams employ a coordinated, consistent approach and utilize our proprietary KPMG Indirect Tax Analytics Platform to help identify and recover sales and use tax overpayments. Our goal is not limited to assisting in securing refunds, but also includes finding potential approaches to help address the issues which caused the overpayment.

Key benefits of a reverse audit include:

  • Direct positive impact on cash flow and “above the line” savings as incremental profit
  • Prospective annuity benefits
  • Potential to provide marketplace competitive advantage and enhance customer experience
  • Identification of RPA use cases and make cash flow available to fund technology initiatives
  • Retrospective application for potential cash refund claims

We use a proprietary, consistent reverse audit process that gives our project teams a flexible framework, process tools, and support resources that provide for a quality, efficient, and timely reverse audit. The cornerstone of our review is the use of the KPMG Indirect Tax Analytics Platform, a cloud-based, innovative technology tool comprised of insights, scoping, review, and reporting tabs that enables our team to complete a thorough and efficient reverse audit review.

How we help:

Collaborate with your company to establish project goals and scope

Complete a full diagnostic review of your company’s primary tax-related processes and functions, including conducting an organized and efficient review of purchase transactions

Work together with your IT professionals to deploy proprietary data extraction queries and extract only the data needed for the scope of engagement

Transfer extracted data via a KPMG secure file transfer protocol (SFTP) site, stored and later reviewed on secure servers so that data integrity is consistently maintained

Utilize predictive analytics, visualization, data extraction queries, and machine learning algorithms to identify tax adjustments before the filing of tax returns

Create a customized dashboard using your company’s client-specific terms to review tax adjustments

YouTube thumbnail image

Watch our video to learn more about the KPMG Indirect Tax Analytics Platform and how it can help to better manage the sales and use tax process:

Dive into our thinking: 

Reverse audit services

Download PDF

Indirect tax review

Download PDF

Explore more

Meet our team

Image of Rick Blattner
Rick Blattner
Principal, State and Local Tax, KPMG US

Explore other services tailored to your business

Thank you!

Thank you for contacting KPMG. We will respond to you as soon as possible.

Contact KPMG

Use this form to submit general inquiries to KPMG. We will respond to you as soon as possible.

By submitting, you agree that KPMG LLP may process any personal information you provide pursuant to KPMG LLP's Privacy Statement.

An error occurred. Please contact customer support.

Job seekers

Visit our careers section or search our jobs database.

Submit RFP

Use the RFP submission form to detail the services KPMG can help assist you with.

Office locations

International hotline

You can confidentially report concerns to the KPMG International hotline

Press contacts

Do you need to speak with our Press Office? Here's how to get in touch.