Tax Exemption Reviews

Utility Tax Exemption Reviews: Making Sure You Pay Only the Taxes You Actually Owe

Utility bills carry taxes and fees on top of the energy or water you use.

Utility Taxes Are Easy to Overpay

Utility bills carry taxes and fees on top of the energy or water you use. Some customers qualify for exemptions or reduced treatment, but an exemption only helps if it has been identified, documented, and applied correctly to every account. When it isn’t, the overcharge repeats on every bill.

Where Tax Overpayments Come From

Exemptions an account qualifies for but has never claimed.

Tax issues on the bill that a routine review doesn’t catch.

Lesser-known exemptions, such as manufacturing exemptions, that most auditors miss.

How UtiliSave’s Review Works

Reviewing the tax lines on every bill, meter, and account as part of a forensic, line-by-line audit.

Identifying the exemptions and tax treatment your accounts should qualify for.

Disputing errors with the utility on your behalf and pursuing refunds for the full period affected.

Eligibility, documentation requirements, and how far back a claim can reach vary by jurisdiction.

What This Has Looked Like for Real Accounts

✓ Recovered

$200,000

In an enterprise-wide audit across eleven federal facilities, UtiliSave secured exemptions worth more than $200,000 a year, alongside over $900,000 in meter and rate errors and a $525,000 Article 78 proceeding win, as part of $2.7 million recovered in total.

✓ Recovered

$795,985

A multi-billion-dollar food manufacturer suspected overcharges across hundreds of U.S. locations. UtiliSave identified a costly tax issue and a lesser-known manufacturing exemption most auditors miss, recovering $795,985 in total.

✓ Recovered

$800,000

For a New York City office building, a utility sales and use tax review produced an $800,000 tax refund, plus a separate $420,000 correction for years billed on the wrong rate.

Contingency-Based, No Upfront Cost

Utility sales and use tax reviews are part of every UtiliSave audit at no added cost, and audits are offered on a contingency basis - you pay only when we recover money on your behalf.