Follow-up on my earlier post about fuel adjustments. Sales tax is being charged even though the client has a valid exemption certificate on file. Three of the 12 months show estimated reads with no true-up.
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This is exactly why I always pull 36+ months of history. The pattern wouldn''t show in a shorter window.
Great catch, Chuck B. I''ve seen TVA do this before — it''s a systemic issue in their billing system.
Good work Chuck B. For the folks following along, this is a textbook example of why we check rider calculations on every audit.
Pro tip: ask for the billing determinant detail, not just the bill summary. The devil''s in the details with Southern California Edison.