Use Tax Audits: Latest Tactics to Tip the Scales in Your Favor

Real-World Guidance for Effective Documentation and Compliance

Recording of a 90-minute CPE webinar with Q&A

Conducted on Thursday, July 10, 2008

Program Materials


It’s hard enough for corporate tax specialists to defend their interests in a state sales tax audit. The task gets even harder in a use tax audit.

Not only are you dealing with different corporate departments, you are seeking different support documentation. On top of that, the definitions of a taxable “use” of a product vary widely from state to state.

Meanwhile, as state government coffers suffer in the economic downturn, revenue departments are pushing their auditors hard to improve collections on use tax from both businesses and consumers.

Listen as our panel of veteran tax pros gives you practical guidance and insights into managing a state or local use tax audit, including the valuable advance work on documentation and audit planning that can tip the scales in your company's favor.



The panel explores these and other key issues:

  • How to consistently get the support documentation you’ll need from other company departments.
  • Preventive measures, such as training staff to prevent use tax overpayments and doing a better job of accruing tax manually or with different systems.
  • Specific strategies for negotiating samples for use tax audits.
  • How to make direct pay programs work for your company.


Sharon Davis
Sharon Davis
Senior Tax Analyst
EPCO Inc. and subsidiaries

She manages the analysis, maintenance and operation of EPCO's use tax software and coordinates sales and use tax...  |  Read More

Sean Nicholson
Sean Nicholson
Senior Sales and Use Tax Manager

He has been with Target for 20 years in sales tax policy, planning, audits and compliance roles. He also was a field...  |  Read More

Debra Sandoval
Debra Sandoval
Director SALT Practice

She has more than 15 years of sales and use tax experience, including nine years at PricewaterhouseCoopers working with...  |  Read More

Janet Zahn
Janet Zahn
Advisory and Audit Manager