Sales And Use Tax Audits

Webinar: ID# 1023760
Recorded CD
About This Course:
States are increasingly looking to audits and enforcement to raise much needed revenue. Technology advances are increasing the use of newer audit methodologies such as statistical sampling.

Auditors and supervisors are taking increasingly aggressive positions on tax matters and documentation requirements.

This webinar will enable viewers to better prepare for sales and use tax audits in the current tax climate. Learn the advantages and challenges presented by various audit sampling methodologies, real world solutions for dealing with documentation issues and practical tips for managing the audit and the auditor.

This information is critical for companies seeking to streamline the audit process and help achieve better results.


States Selections for Sales and Use Tax Audits
  • Routine Audits for Large Taxpayers
  • Audits Selected From Audit Exceptions From Other Audits
  • Industry Specific; Random
How to Prepare for a Sales and Use Tax Audit
  • Pull All Sales Tax Returns
  • Gross Sales Reconciliations
  • Exemption Certificate Review
  • Identify Extraordinary Events Within Audit Period
  • Perform Internal Pre-Audit on Samples
  • Review the Capital Asset
  • Establish Working Space for the Auditor
Sampling Techniques
  • Statistical; Block
  • Stratification; Actual Detail
Audit Timing
  • Statute of Limitation Waivers
  • Jeopardy Assessments
  • Including Current Periods in Audit
Audit Tips
  • How to Handle Missing Invoices
  • Removing Extraordinary Items From Sample
  • Projecting Refunds by Including in Sampling Procedures
  • Privilege Tax States, Purchaser Not Responsible for Tax
  • Speaking With Next Level Above Auditor on Gray Issues
Appeals and Negotiations
  • Using External Assistance
  • Protest
  • Informal Hearings
  • Formal Hearings
  • Court Appeals
About The Presenters

Judy D. Harris, E.A.
  • Manager of State and Local Taxes with Crowe Horwath LLP Oak Brook office
  • Experience in multistate sales and use tax consulting and compliance for various industries including manufacturing, hospitality, construction, software, and food and beverage
  • Management and consulting experience with Deloitte Tax LLP and PricewaterhouseCoopers
  • Former audit supervisor at the Missouri Department of Revenue
Martin Joseph, CMI
  • Managing Director with Crowe Horwath LLP in the Chicago and Oak Brook, Illinois offices
  • Responsible for securing and managing sales and use tax engagements, reviewing sales and use tax projects performed by senior managers through staff, and mentoring and training of Crowe tax professionals
  • Formerly a senior manager at Ernst and Young and a manager at PricewaterhouseCoopers, where he was responsible for initiating and managing sales and use tax engagements for a variety of Fortune 100 companies
  • Started sales and use tax career as a revenue auditor with the Illinois Department of Revenue
  • Presented several sales and use tax topics, including drop shipments, leasing, manufacturing, managing audits for various tax organizations
Sales And Use Tax Audits
Available on CD format
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