CD of a Teleconference with an Q&A
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The sample of invoices is the single-biggest factor determining whether a state sales or use tax audit turns out favorably for your company.
Have no illusions, the size and makeup of that sample comes down to hard-nosed negotiations between your tax staff and the revenue department. So, you must understand the state’s guidelines to determine vulnerabilities in its block or sampling methodology.
Don’t sit back and wait for the state to stipulate the audit sample. Strike first with your own, smartly devised sample proposal as an alternative to the revenue department's less favorable plan – or even better, to increase your chance to win big-dollar refunds on audit.
Listen as sampling gurus and veteran corporate tax pros prepare you to seize the initiative on establishing audit samples. Our panel includes:
Will Yancey, nationally known independent sales tax consultant, Dallas, TexasBrent Fryar, director of audits, Wal-Mart Stores Inc., Bentonville, Ark
Diane Matulich, local tax manager, Advanced Micro Devices Inc., Sunnyvale, Cal.
You’ll gain new tactics and insights after hearing our experienced panelists discuss issues such as:
- How to make a smart decision about sample size: will a small sample work and reduce staff time chasing invoices, or will a big sample boost your case?
- How to fight back if the revenue department either tries to keep out data that could land your company a credit or insists on an overly large sample.
- What to do when the auditor clearly doesn’t understand your company’s compliance system or overlooks accounts that favor your position.
- How to craft a proposal to sample data for a refund claim.
- Where you can learn what you need to know about a state’s sampling methodology and whether it’s truly “statistical.”
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TELECONFERENCE CD
Purchase a CD-ROM of the full conference proceedings (available three weeks after the program).
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RELATED NEWSLETTERS AND PRODUCTS:
Sales & Use Tax Monitor.
State Income Tax Monitor.
Tax Incentives Alert.
Tax Teleconferences.
Tax Products.
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