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Finance Committee Agenda and Packet 2023 12 14
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Finance Committee Agenda and Packet 2023 12 14
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City Council Records
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12/14/2023
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Boards Commissions Committees Records
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https://www.cbiz.com/insights/articles/article-details/16-tips-for-sales-and-use-tax-audits#:%7E:text=Taxing%20jurisdictions%20will%20select%20a%20taxpayer%20for%20an,company%20has%20filed%20returns%20with%20errors%20More%20items
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https://tax.thomsonreuters.com/blog/what-triggers-a-sales-tax-audit-and-how-do-you-reduce-the-risks/
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https://tax.thomsonreuters.com/blog/what-triggers-a-sales-tax-audit-and-how-do-you-reduce-the-risks/
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https://www.marcumllp.com/insights/why-was-my-business-selected-for-a-nys-sales-use-tax-audit
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https://www.marcumllp.com/insights/why-was-my-business-selected-for-a-nys-sales-use-tax-audit
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some research into why. An audit would be the next step if the answer cannot be <br />readily determined. <br />6. We would examine any business with several delinquencies or amended returns. <br />If a company does not have its records in order well enough to submit an accurate <br />return within 20 days, then it would be an excellent business to investigate. <br />7. Past audits. When reviewing historical audits, a business with a high balance due <br />would be good to revisit (preferably every three years or until they become 100% <br />compliant). This approach would also apply to businesses we were alerted to by <br />the auditors of another local municipality. <br />8. Whistleblower. Any complaint received from the public about a business's lack of <br />tax compliance will at least result in the company being researched, and if the <br />complaint seems credible, it will result in an audit. <br />9. When a building permit is pulled, a use tax is paid based on sales of 50% of the <br />total valuation. Projects that have a large valuation, abnormal valuation or no tax <br />paid will all be reviewed. <br />References: <br />CBIZ.com 16 Tips for Sales and Use Tax Audits - CBIZ <br />Thomson reuters.com What trippers a sales tax audit and how do you reduce the risks? What trippers a <br />sales tax audit and how do you reduce the risks? I Tax Blog (thomsonreuters.com) <br />Marcumllp.com Why Was My Business Selected for a NYS Sales & Use Tax Audit? I Marcum LLP I <br />Accountants and Advisors <br />Audit Process - <br />A business with physical nexus can expect the following stages to be involved in their <br />audit: <br />1. Initial audit selection- this will include a review of past audits, exemption claims, <br />and sales trend reviews. <br />2. Initiating the audit. A letter will be sent to the business introducing the audit. It will <br />also have an initial request for data, including: <br />1. A copy of the Federal Fixed Asset listing for all years within the audit period. <br />2. The system reports that were used to calculate the sales tax return for three <br />periods. (The three periods should represent various years and seasons). <br />3. Copies of the state sales tax for the period that match point b. <br />4. Chart of Accounts <br />5. If the business has deductions, evidence to show why the sales were <br />exempt. <br />3. Review of initial data. <br />4. Request for additional data. <br />1. Copies of invoices for all fixed assets that appear to be tangible personal <br />property (Typically everything that's not associated with the purchasing of a <br />business trade name/customer list). <br />11 /30 <br />
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