Sales and Use Tax Operational Reviews

California Sales & Use Tax Operations Reviews

Sales Tax Specialists, Inc. will review your company records and business operations to help ensure that you are neither underpaying nor overpaying your sales and use tax. Our program is also designed to identify major areas of potential problems in recordkeeping that can lead to unexpected sales and use tax audit liabilities.

For example, did you know that a resale certificate that is missing a single piece of information can be deemed invalid by California Department of Tax and Fee Administration auditors, resulting in tax being assessed on all sales made to the respective customers? Our sales tax consultants will provide you with this type of valuable insight so that you can more effectively steer clear of these types of dilemmas.

As needed, our sales tax operations reviews include the following:

  • Travel to your place of business.
  • A thorough discussion of your operations.
  • Discussion of the application of sales tax in general to your operations provided in an easy to understand format and language.
  • Discussion of your sales tax accounting practices and internal controls.
  • Sampling of your accounting records designed to offer guidance in areas related to support of your sales for sales tax purposes.
  • Review of exemption documentation in order to identify areas of potential audit assessment, allowing you to remedy the problems prior to an audit.

Eliminate Future Unexpected Sales and Use Tax Audit Problems

Although it is imperative for every taxpayer undergoing a sales tax audit to have knowledgeable and experienced representation, we also know that this type of preventative sales tax operational review could be one of the most important things a business owner can do to help prevent future, potentially devastating, and unexpected sales and use tax audit problems. With California Sales and Use Tax rates reaching upwards of 10%, minor errors in this area can translate into huge sales and use tax liabilities.

Considering that a high percentage of audits result in substantial liabilities, the cost of this type of review can be nominal in comparison to the out-of-pocket tax expense resulting from errors. By taking advantage of one of our operations reviews, you can turn a very minimal expense into a potential tax savings potentially far greater than the small investment incurred to complete the review.

Make Sure Your Company is Putting Its Best Foot Forward

Don’t wait to be told by an auditor that your company has made mistakes and now owes tax, interest, and possibly penalties going back several years.  Call 877-777-5470 today to speak with a sales tax specialist to schedule your own operational review as soon as possible so that we can work together in helping to ensure that your business is doing its best to handle their sales and use tax obligations correctly.

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Don’t forget that if you get audited by the California Department of Tax and Fee Administration you have rights that need to be protected at all times.  Make sure you have someone in your corner that knows how to protect these rights and protect you and your company!  Sales Tax Specialists, Inc. is that company!