Wanted to share a lesson learned from a recent PPL Electric audit. We pulled 12 months of billing history and found the seasonal rate misapplication started in 2013. Sales tax is being charged even though the client has a valid exemption certificate on file.
How many clients can one auditor handle?
Pro tip: ask for the billing determinant detail, not just the bill summary. The devil''s in the details with Rocky Mountain Power.
Nora V, what was the client''s reaction when you showed them the $47,500 overcharge?
Nice find. I''ve started using the AAUBA audit workbook to cross-reference these calculations and it saves a ton of time.