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OnDemand Course

The Inside Scoop of Sales and Use Tax Audits

Gain a better understanding of what to expect during a sales and use tax audit and how to respond to an auditor's request.

Businesses everywhere and potentially everyday receive what we like to call a state 'love letter' - a dreaded notification of a sales and use tax audit. For some businesses they might not have ever gone through a state sales and use tax audit. The thoughts of an audit can feel like a very overwhelming task but it does not have to be, we are here to explain the ins and outs of a sales and use tax audit. Our hope is that when you receive that 'love letter', sheer panic does not come over you. This topic will educate everyone on the different stages of an audit and what to expect in each stage. This material will also assist you in developing a plan for future compliance. Lastly, we will discuss some industry specific issues that might arise during a sales and use tax audit. Our goal is to help you feel prepared for a sales and use tax audit to help avoid audit pitfalls that can lead to significant assessments.

Runtime: 93 minutes
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Why Lorman?

Over 33 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

Pre-Audit

  • Audit Letter/Power of Attorney Form
  • Steps to Be Taken Once Receive "Love Letter" From State
  • Audit Questionnaire
  • Preliminary Review of Audit Records

Audit

  • Audit Approaches
  • Fixed Assets
  • Expense Items
  • Sales Tax
  • Exemption Certificates
  • Timeline

Audit Wrap-up

  • Review Audit Results
  • Know Your Rights for Protest
  • Penalty Abatement
  • Future Compliance

Industry Specific Audit Issues

  • Service Industry
  • Contractors
  • Wholesalers
  • Retailers
  • Restaurants
  • Manufacturing
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More Program Information

Why Lorman?

Over 33 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 Course

This course was last revised on May 23, 2018.

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

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

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Why Lorman?

Over 33 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

Mary Jo Dolson, CPA

Mary Jo Dolson, CPA

Skoda Minotti

  • State and Local Tax Partner, Skoda Minotti. Based out of Tampa office but covers all offices
  • Specializes in all aspects of state and local tax issues. Has handled numerous audits for both state income tax and sales and use tax. Also has experience in payroll and unclaimed fund issues. Not only provides assistance with audits but has provided consulting to clients on similar issues and on tax planning
  • Has presented on numerous state and local tax seminars both internally and externally covering various aspects of State and Local Taxation
  • Graduate of Youngstown State University and a CPA
  • Member of OSCPA, AICPA and FICPA
  • Can be contacted by email at [email protected], by phone at 813-386-3881 or on Twitter® @Skodaminotti
Mark Thomas

Mark Thomas

Skoda Minotti

  • Senior State and Local Tax Consultant, Skoda Minotti. Based out of Fairlawn office
  • Previous experience as an audit manager with the Ohio Department of Taxation, spanning a 30-year career
  • Specializes in all aspects of state and local tax issues. Has handled numerous audits in sales and use tax in multiple states, as well as provide sales and use tax research for clients in numerous states. Also has experience in Ohio CAT tax
  • Has presented on state and local tax seminars both internally and externally covering Sales and Use Tax topics
  • Graduate of Youngstown State University
  • Can be contacted by email at [email protected], by phone at 330-576-1833 or on Twitter® @Skodaminotti
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Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

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

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 402141
Published 2018
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