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Sales and Use Tax Audits: Internal Controls, Risk Assessment, Identifying Pitfalls, Effective Strategies

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A

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Conducted on Thursday, March 24, 2022

Recorded event now available

or call 1-800-926-7926

This course will provide counsel and tax professionals effective strategies and best practices for avoiding and handling state sales and use tax audits. The panel will offer their guidance current internal audits to identify items of concern and tactics to keep potential state audits on track and completed efficiently.


States generally have a system for selecting taxpayers for audit and will use various methods in doing so--such as sales volume, nexus, the complexity of tax returns or specific events, such as bankruptcy, or implementing an online sales platform. Audits may also follow a state's change in the law.

Given that we are three years removed from states' adoption of economic nexus thresholds, and many states have begun to impose tax on online and digital sales, we are seeing and can expect to see a rise in sales tax audits, as a means of enforcing compliance with these changes.

A sales and use tax examination can be time-consuming, expensive, and devastating to the business. It can result in large assessments for uncollected sales tax, under-accrued use tax, interest, and penalties.

Tax professionals and advisers must emphasize effective methods for handling state sales and use tax audits, and more importantly, in identifying and controlling sales and use tax risk post-tax reform.

Listen as our panel discusses effective methods in conducting internal audits to identify risks, determine sales and use tax applicability, handle state audit examinations, and provide insight into state tax assessment concerns after tax reform.



  1. Identifying and controlling sales and use tax risks
  2. Unanticipated sales and use tax exposure and effective due diligence
  3. Conducting an effective internal sales and use tax audit
  4. Maintaining deadlines, forms, letters, agreements, and transactions
  5. Practical tactics for handling state audits and assessments


The panel will review these and other key issues:

  • Performing a risk assessment to identify sales and use tax exposure
  • Effective due diligence and reducing the impact of unanticipated sales and use tax issues
  • Methods in conducting an internal sales and use tax audit
  • Developing policies and procedures in maintaining deadlines, forms, agreements, and transactions


Endres, Joseph
Joseph N. Endres

Hodgson Russ

Mr. Endres works with business clients on a wide range of state and local tax issues, particularly involving New...  |  Read More

Dillon, Michael
Michael T. (Mike) Dillon

Dillon Tax Consulting

Mr. Dillon is an attorney and founder specializing in multistate sales and use tax matters for multistate and...  |  Read More

Geiger, Joseph
Joseph F. Geiger, Jr., Esq., CPA

Consulting Tax Manager

Mr. Geiger works with the company's Tax Process Consulting Group and has more than 25 years of experience with...  |  Read More

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