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Practice area

Tax refund

Effective recovery of credits, favorable balances, and overpayments before SUNAT.

This service is for you if

  • 01

    You export and have an accumulated credit balance that you never got around to claiming.

  • 02

    You are subject to IGV (VAT) withholding or advance collection and the credit builds up month after month without being applied against anything.

  • 03

    You overpaid income tax, or you have ITAN credit that you were unable to apply.

  • 04

    You have funds frozen in your detraction account and do not know how to release them.

  • 05

    You already filed an application and received an information request you do not know how to answer.

We handle the refund of the credits and payments the company is owed, with the case file assembled from the outset so that the application can withstand the tax authority's information request.

What it includes

  • Exporter's refundable tax credit balance (saldo a favor materia de beneficio), with a full service: PDB filing, review of the carryforward, and preventive audit
  • Recovery of the exporter's VAT (IGV) on purchases linked to production intended for export
  • Unapplied IGV withholdings and collections
  • Overpayments or undue payments of income tax
  • ITAN not credited against Income Tax
  • Release of the balance in the detracciones (tax withholding) account
  • Handling of information requests and clearing of findings throughout the entire procedure

Does your case fall within this area?

Write to us with the details of your case and the deadline you face. The first conversation is free of charge and serves to determine whether we can help you.

Fees

Subject to case evaluation

You receive the proposal in writing before we begin.

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Concrete deliverables, not promises

  • Calculation of the amount actually recoverable, period by period, before filing anything
  • Case file assembled with the complete documentary support
  • Application filed and followed up through to the disbursement or the negotiable credit note
  • Response to information requests and clearing of findings

What we need from you to get started

  • Purchase and sales ledgers for the periods involved
  • Monthly tax returns already filed
  • Regularized export customs declarations, if the case involves an exporter
  • Supporting documents for the purchases that back the credit

If you do not have everything, that is no reason not to write. Part of the first conversation is precisely to identify what is missing.

What clients usually ask us about this area

  • It depends on the tax, on the type of application, and above all on the quality of the supporting documentation. A file that is well prepared from the start significantly reduces later requests for information and shortens the entire procedure.

  • This is a normal part of the procedure and is covered by the service. The request is answered with the appropriate supporting evidence, at no additional charge on that account.

  • Not always. There is a cap per period, and claiming above it will certainly trigger objections. That is why the first step is to run the calculation month by month and define how much to claim and when.

Tell us about your case

The form goes directly to the team in charge of this practice area, with the subject matter already selected.

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Reply within the next business day.

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