TaxCloud Audit Support Overview

What is Audit Support?

Audit support is a service designed to assist your business during state audits, providing comprehensive help for any periods where TaxCloud was responsible for your tax filings. Our team will assist you in gathering necessary TaxCloud-generated reports and accessing relevant Help Center articles, ensuring you are well-prepared for the audit process.

Availability of Audit Support

Audit support is available for users on both the Starter and Premium plans, ensuring that businesses of all sizes have access to necessary audit assistance.

How does Audit Support handle an SST State audit?

SST audit assistance: TaxCloud will serve as the primary point of contact for any SST (Streamlined Sales Tax) state audits, except in states where you have a physical presence.
Physical presence states: In SST states where your business has a physical presence, you will be the point of contact, while TaxCloud provides direct filing audit support.
Audit resolution: TaxCloud will work directly with the SST state to resolve the audit, potentially requesting documentation, product descriptions, exemption certificates, and other necessary information from you.
Audit findings communication: We will communicate the audit findings to you and collaborate to either secure a refund or arrange payment of any balance due.

What’s included with Audit Support for direct filing (non-SST) states?

Amended tax returns: Up to 12 amended tax returns are provided for any period under audit that TaxCloud filed on your behalf.
Non-SST direct filing audit support: You receive 8 hours of audit support, including research on Tax Information Codes (TICs), report reconciliation, law changes, tax rates, and exemption documentation.

Note: Any time exceeding 8 hours of non-SST audit support will be billed at $200/hour.

Audit areas where TaxCloud cannot assist:

TaxCloud cannot offer audit/tax advice or assist in strategizing an audit defense.
We will not complete a power of attorney (POA) to represent your company.
TaxCloud cannot serve as the primary contact for an audit.
We do not assist with determining use tax on purchases.
TaxCloud cannot assist with transactions not processed by TaxCloud.
TaxCloud cannot join conferences, meetings, or hearings with the state.

Pricing options for Audit Support

Nationwide coverage: $99/month or $1,188/year

Additional information:

12 prior period filings are included only for the period under audit; any additional filings will be billed at $39 per return.
Non-SST assistance includes up to 8 hours of direct support. Any time beyond this will be billed at $200/hour.

TaxCloud does not provide audit advice or consultation and will not serve as the primary contact for audits. However, as a Certified Service Provider (CSP), we handle audits in SST states where we are responsible for your filings.

For more details or to add audit support to your plan, please visit our website or contact our customer service team.