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October Education Session: Audit Readiness; Documentation, Representation, and Support Files

October 14 @ 2:00 pm - 3:00 pm

This course prepares tax professionals for client audits at both IRS and state levels. It covers documentation standards, representation strategies, and assembling support files to facilitate examinations and compliance.

Delivery Method: Live webinar

Learning Objectives:

  • Organize documentation for audit readiness.
  • Explain representation responsibilities and procedures.
  • Prepare support files to address exam issues.
  • Coordinate audit responses across federal and state jurisdictions.

Details