Preparation for tax examination begins before the first data request. The objective is a file that can be explained: reconciled accounts, organised evidence and known differences rather than surprises during discussion.
Before examination
- Organise the accounts and periods under review.
- Reconcile filings to ledgers, statements and supporting documents.
- Identify differences, adjustments and matters requiring evidence.
- Prepare requested data files according to the nature of traditional or electronic examination.
During examination
Requests, documents and review points are managed in a structured file so the process does not become a sequence of disconnected responses.
When observations arise
We analyse the basis of each observation and the supporting records, then identify what requires completion, response or a different procedural route.
The final scope is defined only after reviewing the period, the file and the records available.