Tax Refunds
Tax Refunds
Tax refund services involve managing the recovery of tax credits from the tax authority, arising from overpaid taxes or unapplied tax offsets.
This service ensures that companies and individuals receive the funds they are entitled to in a timely and accurate manner.
Our team analyzes, prepares, and follows up on each procedure to maximize the chances of success, minimizing the risk of observations or rejections by the SAT.
- Reviewing the taxpayer’s fiscal situation to identify tax credits.
- Analyzing provisional and annual tax returns to confirm entitlement.
- Compiling supporting documentation required by the tax authority.
- Preparing and submitting refund requests to the SAT.
- Addressing requests and clarifications from the tax authority.
- Monitoring the status of refunds in SAT systems.
- Supporting the preparation of work papers and reconciliations.
- Advising on the prevention of common errors that may lead to rejections.
- Managing both automatic and manual refund processes as applicable.
- Reporting to the client on progress, risks, and resolution of the procedure.