Question

You are assigned to conduct an audit of the sales and use tax returns filed by XYZ corporation located at 123 Main St. Hartford,CT The audit is to be conducted at the taxpayer's location at 10:00am on November 30, 2019. The periods under audit are from January 1, 2015 through December 31, 2018.

Compose a formal business letter addressed to the tax manager of the XYZ corporation, Jane Smith, informing her of the appointment and requesting that she have the following documents available for you to review at the appointment:

(1)    Monthly bank statements for 01/01/2015 through 12/31/18
(2)    Sales Journals for 01/01/2015 through 12/31/18
(3)    All daily cash register tapes for 01/01/2015 through 12/31/18
(4)    All daily guest checks for 01/01/2015 through 12/31/18
(5)    Chart of accounts and explanation for each account code.

Answer 1

Date
To,
Jane Smith
Tax Manager
XYZ Corporation
123 Main St. Hartford,CT

Dear Ms. Smith
We are pleased to inform you that we have been appointed by the management of the company to conduct an audit of the sales and use tax returns filed from January 1, 2015 through December 31, 2018. The audit has to be conducted on November 30, 2019 at 10.00 a.m. at your premises. Refer to the appointment letter attached herewith bearing letter no.1234 dated April 30, 2019.
It is requested to you to keep the following documents available for review.
(1)    Monthly bank statements for 01/01/2015 through 12/31/18
(2)    Sales Journals for 01/01/2015 through 12/31/18
(3)    All daily cash register tapes for 01/01/2015 through 12/31/18
(4)    All daily guest checks for 01/01/2015 through 12/31/18
(5)    Chart of accounts and explanation for each account code.

Thanking You
Yours Truly

Partner
ABC Consultants