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Sales and Use Tax Audits

Develop an understanding of what you can do now to minimize future audit liabilities.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 topic 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.


Runtime: 99 minutes
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on September 27, 2017.

Call 1-866-352-9540 for further credit information.

  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • AL CPE
     
  • This course is acceptable for 2.0 live credit hour(s) through the Alabama State Board of Public Accountancy.
     
  • GA CPE
     
  • This program is applicable for CPE credit. *The Georgia State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • IA CPE
     
  • This program is applicable for CPE credit. *The Iowa State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • IN CPE
     
  • This program is applicable for self study CPE credit. *The Indiana State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • KY CPE
     
  • This Ondemand program is applicable for CPE credit. *The Kentucky State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Massachusetts State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MD CPE
     
  • This course is not pre-approved for CPE credit in your state however, it is applicable. *Please check the rules and requirements in your state for compliance.
     
  • ME CPE
     
  • This Ondemand program is applicable for CPE credit. *The Maine State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MI CPE
     
  • This Ondemand program is applicable for CPE credit. *The Michigan State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MO CPE
     
  • This Ondemand program is applicable for CPE credit. *The Missouri State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MT CPE
     
  • This Ondemand program is applicable for CPE credit.* *The Montana State Board of Accountancy has final authority on the acceptance of individual courses and providers. Please check the rules and requirements for CPE compliance and calculate the amount of credit hours you can claim for self study courses.
     
  • ND CPE
     
  • This Ondemand program is applicable for CPE credit. *The North Dakota State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • NH CPE
     
  • This Ondemand program is applicable for CPE credit. *The New Hampshire State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • NV CPE
     
  • This Ondemand program is applicable for CPE credit.*The Nevada State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • OH CPE
     
  • This Ondemand program is applicable for CPE credit. *The Ohio State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • PA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Pennsylvania State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • TX CPE 2.0
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 2.0 hours of continuing professional education.
     
  • VA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Virginia State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • WA CPE
     
  • This Ondemand program is applicable for CPE credit.* *Please check the rules and requirements in your state for compliance.
     
  • WY CPE
     
  • This Ondemand program is applicable for CPE credit. *The Wyoming State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Judy D. Harris, E.A., CMI

Judy D. Harris, E.A., CMI

Crowe Horwath LLP

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

Martin Joseph, CMI

Crowe Horwath LLP

  • 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 and managing audits for various tax organizations
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 400911
Published 2017
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