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1. How much staff time will be required?
We intend to keep your staff time down to a bare minimum by sending in our own associates to obtain the necessary documentation. We only require basic assistance and direction while gathering the applicable records and invoices at the place of business. We also will bring a portable photocopier to aid the required |
2. What are surveys?
Surveys are a basic snapshot of the companies licensed vehicle fleet. In essence, the surveys are required to determine what off road percentage of your total fuel is eligible for a refund. The use of books and records is no longer acceptable as of November 2000. If one is still using books and records, you may be open to an audit by Tax and Revenue Administrator (TRA). The use of surveys is a valuable tool to breakout fuel used in all aspects of your operation. TRA requires a four (4) week survey to be completed by a representative member of each licensed vehicle. Under normal conditions 10% to 20% of your total licensed fleet requires surveying utilizing the various diversified vehicles within your fleet. |
3. What happens if the Federal/Provincial/State Taxation Authority decides to conduct an audit?
Audits are a necessary evil and are intended to keep everyone honest. Regardless, we have been involved in audits both federally and provincially. As we have indemnification in our agreement, we have a vested interest and as a result, we will be there to look after the audit. Since we completed the claim, it is up to us to make sure there are no problems or concerns that cannot be resolved. |
4. What type of documentation is required?
The basic reason for the refund is to show that the fuel tax has indeed been paid. Corporate records of fuel invoices plus current vehicle fleet information are the basis for any provincial/federal fuel tax recovery. |
5. How many years are eligible for refund?
Provincial refunds vary from province to province. In B.C. claims can be made for fuel purchased up to 6 years ago. In Alberta, companies are eligible to claim back as far back as 3 years plus the most current calendar year. For the Alberta Fuel Tax refund, all fuel purchases made after January 1, 2003 are currently eligible. |