Managing Sales Tax Audits — The Auditors Speak

State sales and use tax audits are inevitably adversarial at some point — sometimes very adversarial. However, having advance competitive intelligence — knowing what the other side expects — will allow a corporate tax department to plan for a smooth audit.

This teleconference featured candid explanations from audit administrators in major states about what constitutes a well run sales and use tax audit from their side of the table. Their insights can guide your own audit strategy to move audits along efficiently without sacrificing your interests.

Listen as our panel of state sales tax audit specialists tells you steps that companies can take to ensure a smoothly run audit and the kinds of mistakes and missteps they absolutely don't want to see.

The panel included:

Dan Cerney, Sales and Use Tax Division Supervisor, Minnesota Revenue Department, Minneapolis. He has worked for the department since 1980, starting as a field auditor and rising to his regional supervisory position in 2001. He also worked in the private sector for three years.

Darlene Bowen, Field Auditor, Indiana Revenue Department, Indianapolis. She has served as an Indiana state auditor for more than 20 years and works on sales, withholding and corporate income tax audits.

Jim Kuhl, Supervising Tax Auditor 3, California Board of Equalization, Sacramento, Calif. He heads the Board's sales and use tax audit information section. He has worked for Board of Equalization since 1992, starting as a field auditor. Jim has been assigned to the Board's sales and use tax policy division since 1997 in a variety of roles.

William Grubb, Sales Tax Section Head, New York Taxation and Finance Department, Latham, N.Y. He has worked for the department for 20 years, all of it in field audits for the Sales Tax Audit Division. He has held his current position for five years.

The panel explains and prepares you to react to these and other key issues:

• The auditor's expectations and standards
• Measures taxpayers can take to help move audits along smoothly
• Mistakes and missteps by taxpayers that irritate a revenue agency
• Behavior and poor documentation the auditors simply will not tolerate

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TELECONFERENCE CD
Purchase a CD-ROM of the full conference proceedings, including Q&A and PDF files of all handouts (available 10 days after the program).

• Regular Price - $247 (plus $9.45 S&H)


• With Teleconference Registration – an additional $75 (plus $9.45 S&H)