5 min
Tips to Prep for an Audit SALTovation: Making Sense of State and Local Tax
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- Careers
In this episode, Meredith Smith and Connie Zoerink from TaxOps’ SALTovation Team, share some tips on how to prepare for an audit.
What You Will Discover:
[00:51] How helpful it is to have a pre-audit call
[02:15] What documents to submit
[03:30] Auditors are people too
Quotables:
“I’ve gotten to know being on the industry side for a while too, getting to know auditors that they’re human too, and they have families, and they have interests and hobbies outside of auditing. And sometimes they’re really pleasant people, but they can be less pleasant when they’re stuck in the darkest corner of the basement of the file room with the invoices from 1972 or whatever. ” -Connie Zoerink [03:53]
“You can put in the work at the beginning to hone in your information could really pay off dividends in the end. That concept of short-term sacrifice for long-term gain.” -Meredith Smith [05:00]
In this episode, Meredith Smith and Connie Zoerink from TaxOps’ SALTovation Team, share some tips on how to prepare for an audit.
What You Will Discover:
[00:51] How helpful it is to have a pre-audit call
[02:15] What documents to submit
[03:30] Auditors are people too
Quotables:
“I’ve gotten to know being on the industry side for a while too, getting to know auditors that they’re human too, and they have families, and they have interests and hobbies outside of auditing. And sometimes they’re really pleasant people, but they can be less pleasant when they’re stuck in the darkest corner of the basement of the file room with the invoices from 1972 or whatever. ” -Connie Zoerink [03:53]
“You can put in the work at the beginning to hone in your information could really pay off dividends in the end. That concept of short-term sacrifice for long-term gain.” -Meredith Smith [05:00]
5 min