Wanted to share a lesson learned from a recent Pacific Gas & Electric audit. Sales tax is being charged even though the client has a valid exemption certificate on file. We pulled 48 months of billing history and found the CT ratio mismatch started in 2013.
Client in Baton Rouge — Liberty Utilities seasonal rate misapplication for 4 years straight
Don''t forget to check the Rate GLP effective dates — PSE&G backdated a rate change that caught me off guard.
Don''t forget to check the Schedule GS-2 effective dates — MidAmerican Energy backdated a rate change that caught me off guard.
Had the exact same problem with Alliant Energy last year. Took about 12 months to resolve but got full refund.
Be careful with CPS Energy''s refund process — they sometimes try to limit the lookback period to 5 years.
Welcome insights here. I''d add that Xcel Energy''s billing system has had known issues with franchise fees since their platform migration. Document everything carefully.