Audit Management Services

Ryan manages the audit process from beginning to end, ensuring that we minimize our client’s burden to the fullest extent possible. Our professionals handle the arduous process of producing the records and securing the files required to build a case, as well as determining which issues merit an appeal and the likelihood of success for each. We manage the day-to-day information flow between our clients and the taxing authorities to ensure timely, complete, and accurate responses, as well as assist with accelerated dispute resolution processes to reduce the costs and other burdens associated with audit defence activities. As needed, we meet with auditors and audit managers, government tax specialists, and the appeals staff to clearly identify all positions that impact our client’s ability to achieve a favourable outcome. At every stage in the process, Ryan ensures that our clients are well-informed on the progress and resolution of audit issues.

Services Provided
Ryan represents our clients’ interests before and during tax audits to ensure they pay only their fair share of taxes. We provide a comprehensive suite of audit management services in both the planning and engagement phases, including:

  • Preparing employee notifications outlining how they should conduct themselves during the audit
  • Assessing potential exposures that may be discovered during the audit by reviewing prior assessments of previous sales tax audits, sales tax returns filed during the audit period, exposures identified in previous sales tax reviews, or by performing a full A/R and A/P exposure review
  • Establishing protocols for providing and tracking information requested by the audit staff, as well as the interview process between client personnel and the audit staff
  • Reviewing client process documentation to confirm controls are functioning as documented
  • Examining and, if necessary, modifying the proposed methodology for sampling purchase transactions through computer assisted auditing methods
  • Regular client meetings to keep them appraised of the audit’s progress and any issues identified by the audit staff
  • Performing complete reviews of any audit assessments received from the taxing authorities, including recommendations concerning appeal and the preparation of objection to assessments

Email a subject matter expert or call 800.667.1600
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