For
Taxing Agency
• Allows for centralization of all audit data. Data can
be collected independently and combined either by file or network
transfer. Data is archived into a centralized server database.
• Allows for control of tax rates for each jurisdiction.
Tables can be downloaded to the on-site auditor's laptop
to ensure proper tax rates per jurisdiction for any given date
for all auditors in the field.
• Allows for the exam start date and exam end date to be
enforced for all data entry or imported data which will save time
in the field.
• Schedules and exhibits can be generated immediately from
any point during the process.
• Produces the following letters:
Preliminary Audit Findings
Notice of Proposed Assessment
VCNR Notice of Proposed Assessment
Final Assessment
• For tax agencies with JPI Star, reported monthly sales
and use by jurisdiction can be downloaded into auditor laptops
for the exam period
• Creates samples based upon sample amount and projects
to entire audit period as items are entered. This allows the auditor
to have an idea of how much potential assessment of an audit at
any point. Projects any block of transactions to the entire audit
assessment
• Allows for 3 issues per transaction.
• Allows for VCNR leads to generate new audits.
• Allows for any comma delimited external formats to be
imported
• Allows for other findings such as hotel-motel, occupation,
or chain store licensing.
• Provides for Auditor notes.
• Provides for Auditor Checklist
• Provides for Audit Log
• Controls management functions by login
3rd Party Auditors – All of the
above plus the following
• Breaks down audits by Taxing Agency and Location. Audits
that span taxing agencies can be combined automatically into one
audit and provide a final assessment for entities doing business
across taxing agencies
• Logs expenses and budgeting entries to determine the profitability
of an audit
• Logs auditor time
• Logs audit activity
• Allows for a master file ID to track audits across name
changes
• Archives audit data and reports on that data as the same
audit comes forward in following years.
• Tracks Waivers, Invoicing, pertinent dates, and other
items of interest as received from the taxing agency and audit
client
• Categorizes audit locations by business type so that custom
reports and letters can be generated
• When auditing JPI Star Tax Agencies, reported monthly
sales and use by jurisdiction can be obtained for import for the
exam period upon request from the taxing agency