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California Sales Tax Audit Process

A California sales tax audit is conducted by the California Department of Tax and Fee Administration to verify whether a business has properly reported and remitted sales and use tax.

An audit may include:

If discrepancies are found, the CDTFA may assess additional tax, penalties, and interest.

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What Triggers a California Sales Tax Audit

Common audit triggers include:

California uses data matching and third-party reporting to identify potential exposure.

California Economic Nexus Threshold | What Triggers a Sales Tax Audit in California

How a California Audit Begins

An audit typically begins with:

  • A formal audit notice
  • A request for records
  • Contact from a CDTFA auditor

The notice may specify:

  • Audit period
  • Records requested
  • Scope of review

Businesses are generally required to provide books and records for examination.

Records Commonly Reviewed During Audit

The CDTFA may review:

Purchase invoices are frequently examined for unpaid use tax.

California Resale Certificate Requirements | California Use Tax for Businesses

Audit Adjustments and Assessments

If discrepancies are identified, the CDTFA may:

Audit assessments may significantly increase total liability.

California Sales Tax Penalties and Interest | California Back Sales Tax Liability

What If Nexus Was Never Established Properly

If the audit determines that nexus existed in prior years but no returns were filed, the CDTFA may review multiple prior periods.

In such cases, exposure may include:

Businesses that address exposure before audit notice may preserve additional options.

California Voluntary Disclosure Agreement

How to Prepare for a California Sales Tax Audit

Preparation may include:

Understanding potential exposure before responding to audit notice is critical.

California Sales Tax Audit FAQ

If required returns were not filed, the CDTFA may review multiple prior periods.

Penalty relief may be available depending on circumstances and compliance history.

Invalid documentation may result in tax assessments, penalties, and interest.

Received a California Sales Tax Audit Notice

If your business has been contacted by the CDTFA or believes nexus may exist, evaluate exposure before responding.

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