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<br />D Review applicable provisions of the City's municipal code and ordinance adopted by the City <br />to determine applicability. <br /> <br />D Procure a computer tape of sales/use tax permit records from the SBE. <br /> <br />D Analyze sales tax distribution reports provided by the SBE for five or more of the most <br />recent consecutive quarters. <br /> <br />D Clean-up, standardize and computerize data from City's quarterly sales tax distribution <br />reports provided by SBE for previous quarters, current quarter and each future quarter <br />service is provided. <br /> <br />D Prepare an aggregated list of business entities on electronic media; this list is derived from <br />multiple private and public sources (hard copy and electronic), including specialized business <br />listings and directories, the City's sales and use tax payment files, and an electronic copy of <br />the City's Business License Tax registry, updated no less than twice per year. <br /> <br />D Clean, standardize and integrate, in address-order, each entity's business name, address and <br />payment file information, to eliminate redundancies, using MuniServices' proprietary <br />softwa re. <br /> <br />D Physically canvas commercial/industrial area within the City's borders. <br /> <br />D Develop a target list of potential point of sale/use reporting errors/omissions based on: <br /> <br />1) An electronic comparison of MuniServices' comprehensive inventory against the SBE's <br />quarterly distributions for the City, and <br /> <br />2) An analysis of each potentially misallocated account based on proprietary guidelines <br />established by MuniServices. <br /> <br />D Meet with designated City official(s) to review service objectives and scope, MuniServices <br />workplan schedule, public relations and logistical matters. <br /> <br />D Contact personnel in sales, operations and/or tax accounting at each target business to <br />determine whether a point-of-sale/use reporting error exists. (Note: this is accomplished <br />with the highest regard to discretion and professional conduct. MuniServices' allocation <br />audits are predicated on a non-controversial, constructive public relations approach which <br />emphasizes the importance of each business to the City and the mutual benefits of <br />correcting reporting errors.) <br /> <br />D Provide to the City and SBE reports addressing each taxpayer reporting error individually, <br />including the business name, address, telephone number, California sales tax permit <br />number, individuals contacted, date(s) of contact, nature of business, reason(s) for error, <br />recommended corrective procedure and, if available, estimated sales/use tax revenue which <br />should be forthcoming to the City. <br /> <br />D MuniServices may also provide suggested language for letters to be sent to the taxpayers <br />and/or SBE from the City (or from MuniServices on behalf of the City) urging cooperation in <br />promptly correcting the distribution error. <br /> <br />D Respond to negative findings by SBE with timely reconfirmation documentation in order to <br />preserve the City's original dates of knowledge. <br /> <br />D Receive and process registration control record information monthly. <br /> <br />D Receive and process sales tax distribution reports quarterly. <br />5UTA1-032907vl <br /> <br />3 <br />