CLIENT
Our client is a multinational manufacturer and distributor of energy management and automation solutions, with complex operations across numerous US states. The company has trusted DMA for indirect tax support for over a decade, including transaction tax compliance, credit recovery, and tax technology initiatives.
CHALLENGE
The client manages high transaction volumes and must comply with filing requirements across thousands of jurisdictions. With more than 8,000 returns filed annually across multiple legal entities, the company faced challenges related to exemption certificate management, recurring use tax overpayments, and internal system inconsistencies during an ongoing ERP migration. The decentralized nature of its business further complicated compliance coordination, recovery efforts, and exemption tracking.
SOLUTION
DMA provides full-service transaction tax compliance support for all US entities, including return preparation, reconciliation, and issue resolution. Our team also leads an ongoing effort to amend past filings and recover overpayments resulting from missing or late exemption certificates and system misconfigurations. Additionally, DMA supported business license compliance and account closures during recent mergers and restructuring. Our tax technology professionals are also involved in an ongoing exemption certificate management and process optimization initiative to minimize future exposure.
RESULT
Over the past five years, DMA has helped our client recover several million dollars in overpaid tax through amended returns and credit reconciliation—without triggering audit risk. The use of DMA’s compliance platform has also streamlined monthly reconciliation and improved credit tracking accuracy. By offloading complex and resource-intensive compliance and recovery work, the client’s internal tax team can now focus on strategic initiatives and navigate its ERP transition more effectively.
WHY DMA?
With a long-standing relationship and deep knowledge of the client’s systems, data, and pain points, DMA operates as a true partner—not just a vendor. Our comprehensive service model, spanning compliance, recovery, licensing, and technology support, enables us to solve problems holistically. Backed by a national team of experts, DMA is uniquely equipped to manage the volume and complexity of this manufacturing client’s indirect tax operations—driving measurable value year after year.
Recover Overpaid Tax
Simplify high-volume sales tax compliance and uncover hidden savings—partner with DMA to take control of your transaction tax strategy.