Many states have instituted Managed Audit programs which allow taxpayers to perform a self review of their Sales & Use tax compliance according to parameters established by the state. This is the taxpayer’s best choice for the fairest and quickest audit outcome. UPTG will control for you the entire audit process including the most critical point – the sampling methodology. Our service includes:

• Meeting with the state auditor and devising an equitable audit plan
• Retrieving invoices and organizing items based on available exemptions
• Reviewing all audit work papers in detail, including the audit methodology and sampling procedures
• Identifying overpayments to incorporate into the audit work papers
• Determining if proposed penalty and interest assessments can be waived
• Documenting and presenting all findings to you and the auditor, and
• Pursuing unresolved issues through the appropriate channels, with your approval
• Recommendations designed to eliminate prospective tax errors in the future