Wanted to share a lesson learned from a recent MLGW audit. Sales tax is being charged even though the client has a valid exemption certificate on file. The Schedule MGS rate schedule clearly states seasonal rates apply May-October, but the bill shows no PF adjustment shown.
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$9,400 refund from Duke Energy — here''s how
Nice find. I''ve started using interval data analysis software to cross-reference these calculations and it saves a ton of time.
Be careful with Eversource''s refund process — they sometimes try to limit the lookback period to 4 years.
Good work Bob O. For the folks following along, this is a textbook example of why we check power factor penalties on every audit.