Department of Revenue (DOR) Tax Audit Support
How to File Without an Agent or Attorney
1. Read the Audit Notice Carefully ● Identify tax years under review ● Note document deadlines ● Confirm audit type (income, sales tax, payroll, nexus) 2. Organize Requested Documents Examples include: ● Tax returns ● Bank statements ● Sales and expense records ● Payroll filings ● Licenses and registration documents 3. Prepare an Organized Package ● Label documents ● Provide only what is requested ● Ensure figures match filing records 4. Communicate Properly ● Respond in writing where possible ● Be factual and concise ● Ask for clarification when needed 5. Request Extensions If Needed Most DORs grant 30–60 day extensions with reasonable cause.
6. Review Audit Findings You can dispute findings and provide additional evidence before final assessment.
Common Mistakes to Avoid
● Ignoring or delaying responses to audit notices ● Providing unnecessary documents (expands audit scope) ● Inconsistent records across bank, accounting, and tax filings ● Admitting fault without review or documentation ● Letting emotions or assumptions dictate communication ● Failing to request extensions when needed ● Not preparing for audit interviews
Documents & Information Needed
● Audit notice / letter from DOR ● State tax returns for audited years ● Bank statements & accounting records ● Sales reports / merchant processor statements ● Payroll or contractor payment records ● Receipts, invoices, expense documentation ● Inventory records if applicable ● Prior correspondence with tax authorities ● Accounting system access (QuickBooks, Xero, etc.) ● Proof of business activities and state nexus rules
Let Victoria Handle It for You
Skip the paperwork, avoid mistakes, and let us prepare the Department of Revenue (DOR) Tax Audit Filing. As a corporate compliance specialist, Victoria takes care of filings, compliance, and deadlines - so you can focus on growing your business.
Agency Founder, Victoria Duchovny