Sales and Use Tax Compliance Assessment

 

A Sales and Use Tax Compliance Assessment is a service that will get your company on the right track!  

For a flat fee of $1,500 you will receive a high-level review of your sales and use tax system at your business location. Or purchase a 2024 Sales Tax Audit Protection Plan ($249/mo, 12-month contract) and receive the Compliance Assessment for $500!

The half day assessment includes a review of the following:

  • Previous four years of sales tax returns
  • Sales and use tax policies and procedures
  • Sales
  • Exemption certificates
  • Purchases

During the assessment you will learn:

  • What auditors look for
  • Answers to your tax questions
  • Any activities that may cause an audit of your business, and
  • Opportunities for refund claims will be identified.

 

Upon completion of the assessment, you will receive a summary report prioritizing the steps you need to take to reduce your audit risk. 

Compliance Assessment does not include implementation. For implementation and ongoing support combine this Assessment with the Sales Tax Audit Protection Plan. The value to your business will more than pay for the modest investment.