JPI Audit Package Selling Points

 

 
 

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

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