Sales Tax Audit Management

Full-service CDTFA audit representation

Receiving a CDTFA audit notice is stressful — but how you respond in the first days and weeks can make an enormous difference in the final outcome. At Sales Tax Solutions, we take over the entire audit process so you can focus on running your business.

We begin with a thorough review of your records before the CDTFA auditor ever sees them. We identify vulnerabilities, prepare documentation to support your positions, and manage every interaction with the auditor — from initial information requests through the closing conference.

What audit management includes

• Review of CDTFA audit notice and scope of examination
• Pre-audit records analysis to identify and address exposure
• Drafting and managing all correspondence with the CDTFA
• Accompanying or representing you at all auditor meetings
• Negotiation of audit sampling methodology and error rates
• Analysis of statute of limitations issues and extension agreements
• Exit conferences with audit supervisors
• Closing conference representation and assessment review
• Evaluation of appeal options after audit determination

Who needs this service

Any California business that has received a CDTFA audit notice — whether for sales and use tax, fuel tax, or other administered taxes. Early intervention is critical: the decisions made at the start of an audit directly affect the final assessment.

Why it matters

CDTFA auditors are experienced professionals following established procedures. Without representation, businesses often accept audit results that significantly overstate actual liability. Our clients typically see meaningful reductions in proposed assessments — we have reduced audit liabilities by more than $10 million over the past decade.