Case Study: US-Based Logistical Company achieves $15.9 million in sales and use tax recoveries with apexanalytix

Three Audits, $15.9 million in Sales and Use Tax Recoveries

US-Based Logistical Company, a global leader in logistical operations with $3.4 billion in revenue, needed help managing complex sales and use tax compliance across thousands of jurisdictions. Frequent tax law changes, ERP and organizational changes, and a high risk of underpayments made it difficult for the tax team to review transactions thoroughly, so they turned to apexanalytix for a recovery audit service.

apexanalytix used its audit technology and certified ERP data connectors to extract accounting and tax data without heavy IT involvement, then reviewed hundreds of thousands of bills and general ledger accounts. The result was $15.9 million recovered across three audits, including $5 million, $7 million, and $4 million, plus a management assessment report to improve tax processes and prevent future overpayments.