Activities and Responsibilities for SayProCFR-34 SayPro Tax Services Office – Sales and Use Tax Services Unit

SCFR-34 SayPro Quarterly Sales Tax Compliance

SCFR-34 SayPro Monthly Determine Sales Tax Obligations: Assess and determine the sales tax obligations based on business activities, product types, and jurisdictions
SCFR-34 SayPro Monthly Collect Sales Tax: Ensure proper collection of sales tax on transactions according to state and local regulations
SCFR-34 SayPro Monthly Prepare Sales Tax Returns: Accurately complete and file sales tax returns on a regular basis (monthly, quarterly, or annually) as required
SCFR-34 SayPro Monthly Review Sales Tax Exemptions: Verify and apply sales tax exemptions and exclusions for eligible transactions and entities
SCFR-34 SayPro Monthly Implement Sales Tax Policies: Develop and implement internal policies and procedures for accurate sales tax collection and remittance
SCFR-34 SayPro Monthly Monitor Sales Tax Rates: Keep track of changes in sales tax rates and apply them appropriately to transactions
SCFR-34 SayPro Monthly Conduct Sales Tax Audits: Perform internal audits to ensure compliance with sales tax regulations and identify any discrepancies
SCFR-34 SayPro Monthly Train Staff on Sales Tax Procedures: Provide training to staff on sales tax procedures and compliance requirements
SCFR-34 SayPro Monthly Manage Sales Tax Refunds: Handle the process of claiming and managing sales tax refunds for overpayments or exemptions
SCFR-34 SayPro Monthly Advise on Sales Tax Issues: Provide guidance on complex sales tax issues, such as product taxability and jurisdictional questions

SCFR-34 SayPro Quarterly Use Tax Compliance

SCFR-34 SayPro Monthly Determine Use Tax Obligations: Identify use tax obligations for purchases where sales tax was not collected by the seller
SCFR-34 SayPro Monthly Accrue Use Tax: Calculate and accrue use tax on taxable purchases where sales tax was not charged
SCFR-34 SayPro Monthly Prepare Use Tax Returns: Complete and file use tax returns, ensuring accurate reporting and payment
SCFR-34 SayPro Monthly Review Use Tax Exemptions: Evaluate and apply use tax exemptions for qualifying purchases and transactions
SCFR-34 SayPro Monthly Implement Use Tax Procedures: Establish and maintain procedures for tracking and reporting use tax obligations
SCFR-34 SayPro Monthly Monitor Changes in Use Tax Laws: Stay updated on changes in use tax laws and regulations affecting compliance
SCFR-34 SayPro Monthly Conduct Use Tax Audits: Perform internal audits to ensure accurate use tax reporting and identify any areas of noncompliance
SCFR-34 SayPro Monthly Provide Use Tax Training: Educate staff on use tax requirements, including how to identify and report taxable purchases
SCFR-34 SayPro Monthly Handle Use Tax Audits: Manage and respond to audits or inquiries from tax authorities related to use tax compliance
SCFR-34 SayPro Monthly Advise on Use Tax Strategies: Offer strategies to minimize use tax liabilities and manage compliance risks

SCFR-34 SayPro Quarterly Nexus Analysis

SCFR-34 SayPro Monthly Assess Nexus Criteria: Evaluate business activities and physical presence to determine nexus (taxable presence) in various jurisdictions
SCFR-34 SayPro Monthly Conduct Nexus Studies: Perform detailed studies to analyse nexus and identify where the business has tax obligations
SCFR-34 SayPro Monthly Review Business Activities: Analyse business operations, including sales, leases, and employee activities, to assess nexus implications
SCFR-34 SayPro Monthly Evaluate Online Presence Impact: Assess the impact of online sales and digital presence on nexus requirements
SCFR-34 SayPro Monthly Prepare Nexus Documentation: Document nexus findings and maintain records to support compliance and reporting
SCFR-34 SayPro Monthly Advise on Nexus Planning: Provide strategic advice on managing and planning for nexus issues to optimize tax positions
SCFR-34 SayPro Monthly Monitor Nexus Changes: Keep track of changes in nexus laws and regulations and adjust business practices accordingly
SCFR-34 SayPro Monthly Coordinate with Legal Counsel: Work with legal counsel to address complex nexus issues and jurisdictional challenges
SCFR-34 SayPro Monthly Implement Nexus Compliance Procedures: Develop and implement procedures for monitoring and managing nexus obligations
SCFR-34 SayPro Monthly Assist with Nexus Registration: Support businesses with registration requirements in jurisdictions where nexus is established

SCFR-34 SayPro Quarterly Sales Tax Audit Défense

SCFR-34 SayPro Monthly Prepare for Sales Tax Audits: Gather and organize documentation needed for sales tax audits to ensure a smooth process
SCFR-34 SayPro Monthly Represent During Audits: Act as the representative during sales tax audits, providing necessary information and addressing auditor questions
SCFR-34 SayPro Monthly Review Audit Findings: Analyse audit findings to identify any discrepancies or issues that need to be addressed
SCFR-34 SayPro Monthly Develop Audit Défense Strategies: Create strategies to defend against audit findings and resolve any disputes with tax authorities
SCFR-34 SayPro Monthly Negotiate Settlements: Negotiate with tax authorities to settle audit disputes or reduce any assessed penalties or liabilities
SCFR-34 SayPro Monthly Document Audit Responses: Prepare and document responses to audit inquiries and findings
SCFR-34 SayPro Monthly Appeal Audit Results: Manage the process of appealing audit results if necessary, including preparing appeals and representing the business
SCFR-34 SayPro Monthly Implement Corrective Actions: Develop and implement corrective actions to address any issues identified during the audit
SCFR-34 SayPro Monthly Conduct Post Audit Reviews: Review and assess the audit process and outcomes to improve future compliance and audit defence
SCFR-34 SayPro Monthly Train Staff on Audit Preparedness: Provide training to staff on how to prepare for and respond to sales tax audits