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Video

  • 14 minutes

Managing Exemptions and Resale Certificates - Audit Process

 

When you get an audit notice, doing a little bit of work before the auditor arrives can be a big help.

There are different types of audits including a field audit in which there is a sales review as well as a purchases review. This video provides tips on how to manage the audit process. Our speaker provides the top 10 audit adjustments in sales tax to customers, including missing or improperly completed exemption certificates. He also provides the top 10 audit adjustments for use tax on purchases. This video also covers details on penalties with failure to keep records, and goes over post audit options.

Runtime: 13 minutes
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Agenda

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Faculty

David McIntyre, CMI

David McIntyre, CMI

BDO USA, LLP

  • Senior manager in BDO USA, LLP’s Southwest region sales and use tax practice
  • 14 years of experience in state and local sales and use taxation
  • Primary focus has been in the area of providing multi-state sales and use tax audit defense, managed audit, overpayment review and general sales and use tax consulting services to clients in the manufacturing (e.g., chemical, equipment, etc.), downstream, midstream, upstream, and oilfield service industries in Louisiana, Texas, and Wyoming
  • Has assisted clients within the banking, construction, retail and telecommunication industries throughout the Rocky Mountain, Southeast and Southwest Regions
  • Extensive experience assisting clients with sales and use tax merger and acquisition due diligence, contract review, collection and review of exemption and export documentation, taxability memo research and write-up, and negotiating audit settlements or assisting clients through the audit redetermination process
  • Prior to joining BDO, he worked at DuCharme, Mcmillen & Associates, Inc. and PricewaterhouseCoopers in Houston for a combined eight years where he was part of their state and local sales and use tax practices
  • B.B.A. degree, Texas State University – San Marcos
  • Can be contacted at [email protected]
Sara Britt, JD

Sara Britt, JD

BDO USA, LLP

  • Senior manager in BDO USA, LLP Central Region focusing on sales and use taxes
  • More than 14 years of experience in state and local taxation in public accounting and industry
  • Advised companies on state tax audits and controversies; advised on state tax compliance planning including nexus determinations, return reviews for potential filing positions and refund opportunities; advised and assisted companies with ruling requests, amnesty, and voluntary disclosures
  • Can be contacted at [email protected]
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