Checklist Overview
Our Audit Readiness Checklist covers five critical areas to help you identify gaps, reduce risk, and be prepared when an auditor asks.
CERTIFICATE MANAGEMENT
Collect, validate, and maintain complete and accurate exemption certificates for all applicable customers.
EXPIRATION MONITORING & RENEWALS
Track expiration dates, send renewal reminders, and ensure certificates are updated and remain valid.
DOCUMENTATION & RECORD KEEPING
Store records securely, maintain supporting documentation, and ensure easy access and retrieval when needed.
REPORTING &
DATA ACCURACY
Ensure sales and use tax data is accurate, reconciled, and properly supported with documentation.
AUDIT RESPONSE PREPARATION
Define roles, prepare key documents, and establish a process to respond confidently to auditor requests.
Stay Prepared. Stay Confident.
Use this checklist to strengthen your processes and be audit ready.
Reduce Risk
Identify gaps and mitigate potential audit exposure before it's uncovered.
Improve Efficiency
Streamline processes and centralize your documentation.
Ensure Compliance
Meet state requirements and maintain well-supported exemptions.
Be Audit Ready
Respond faster and with confidence when an auditor asks.