恐龙Marcaccio
总统
Former Texas Comptroller State Tax Auditor
手边的问题
- 国家审计 interviewed taxpayer (TP) without proper representation by an experienced sales tax consultant.
- 国家审计 lacked Texas tax code/tax policy knowledge, almost costing a Texas taxpayer approximately $1.2 million in an incorrect sales and use tax assessment.
- 万博app安卓 was not engaged until the 国家审计 completed the audit.
解决方案
- Experienced 万博app安卓 consultant, who knew the Texas Tax code and the Comptroller policies (e.g., asked for Redetermination extension), was hired to defend taxpayer.
- 万博app安卓 consultant obtained valid resale certificates from client vendors.
- 万博app安卓 team worked on many fronts to defend client through the entire process.
审计的旅程
万博app安卓 (TTG) works with small taxpayers and large companies to defend their Sales & 使用税务审计. This story is how TTG辩护 a large building material retail company AFTER the Comptroller audit was completed and the taxpayer had received a bill. This is another example of why TTG should be your trusted partner when facing the State Comptroller and all its resources. TTG reduced the original tax assessment by approximately $800 million.
主要工作是 State Comptroller tax 审计人员 is to find uncollected sales and use tax. Unfortunately for taxpayers, 审计人员 often make mistakes, whether from being undertrained, 过度劳累, having an overly aggressive supervisor’s stance on “taxing everything,” or all of the above.
When this large retail company finally engaged 万博app安卓, the Comptroller had completed the audit for 20141Q through 20173Q and sent a 税单 以1美元.2 million tax due November 2019. The taxpayer had tried managing the entire audit process with no help from a consultant experienced in defending sales tax audit results. The taxpayer also thought it was too late to turn the clock back.
万博app安卓 can and has successfully defended numerous audits AFTER the taxpayer has received a tax due bill. IT’S NEVER TOO LATE. This taxpayer had been contacted previously but did not see a need for the 万博app安卓 services until after the audit when they received a massive 税单.
测试管理 assigned 里法 to the client audit, a TTG顾问 who had previously worked eight years for the State Comptroller. He next met with the 测试管理 and the client representative.
里法 analyzed the taxpayer history to prepare for the 事先审计 reconciliations and reminded the TP to include the work papers for 学分 and use tax filed within the audit period. TP uploaded the sales journal records, and 里法 found significant differences in reporting for the first part of the audit period. 里法 sent the TP an email with questions and requests for updated records.
The consultant spoke with the State Comptroller auditor to request the statutory-based extension and worked on the audit timeline. After experiencing no responses and pushback, 里法 then requested a 管理审计. Interest and penalty were waived when the 管理审计 被批准.
里法 requested and received corrected resale exemption certificates, 更新后的发票, identified non-taxable material and services, and submitted them to the auditor for review in response to the audit findings.
里法 then contacted the client rep to get their acceptance of the final assessment and provided instructions for paying off the final amount after confirming the process with the auditor.
At a post-audit review with the client, 里法 outlined ways to best prevent similar audit-related issues from occurring in the future.
恐龙Marcaccio, 总统 (ex-Texas Comptroller Auditor, 16 Years)
TEXAS TAX GROUP, INC.
9950 Westpark Drive, Ste 430
休斯顿, Texas 77063
休斯顿 | 奥斯丁 | 达拉斯 | 圣安东尼奥
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