Experienced CDTFA Tax Attorneys & Auditors Handling BOE Tax Audit Cases

Yes, BOE audit representation services are available statewide for businesses of all sizes. Each case is handled with a focus on compliance, accuracy, and risk reduction.

A BOE audit refers to the historical term for California sales tax audits conducted by the Board of Equalization. The CDTFA now handles these functions, but the audit process remains similar.

Yes, if significant discrepancies are identified, the audit may extend to additional periods or transactions, increasing potential liability.

After the audit, a proposed assessment may be issued if discrepancies are found. The business can accept the findings or challenge them through a protest or appeal process.

While not mandatory, professional representation helps ensure accurate handling of the audit. It reduces the risk of errors and improves the chances of a favorable outcome.

Yes, audit findings can be challenged through a formal protest process. This involves reviewing the assessment, providing additional documentation, and presenting legal arguments.

Businesses must provide sales records, purchase invoices, resale certificates, bank statements, and prior tax returns. These documents are used to verify taxable sales and reporting accuracy.

The duration depends on the complexity of the case, volume of transactions, and quality of records. Simple audits may take a few weeks, while complex cases may take several months.

A BOE audit notice may be issued due to reporting inconsistencies, industry audit programs, or routine selection. It indicates that the CDTFA intends to review the business’s tax compliance.

A BOE audit is a California sales tax audit conducted to verify whether a business has accurately reported and paid sales and use tax. It involves reviewing financial records, including sales transactions, purchase invoices, and tax filings, to identify discrepancies or underreported liabilities.