Sales Tax Audit Record Retention Checklist Form
Use this form to document and check retention of records needed for a sales tax audit. Ensure all required records are accounted for and track any follow-up actions.
Business Name
*
Contact Person Responsible for Records
*
Audit Tax Period (e.g., 2023-01-01 to 2023-12-31)
*
Type of Records Reviewed
*
Sales invoices
Purchase invoices
Resale certificates
Exemption certificates
Sales journals
General ledgers
Tax returns filed
Shipping documents
Other
Record Storage Location
*
Retention Status for Each Record Type
*
Rows
Retained
Not Retained
Sales invoices
1
2
Purchase invoices
3
4
Resale certificates
5
6
Exemption certificates
7
8
Sales journals
9
10
General ledgers
11
12
Tax returns filed
13
14
Shipping documents
15
16
List Any Missing or Incomplete Records
Describe Follow-up Actions Required
Date of Record Review
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Reviewed By (Name or Title)
*
Submit Checklist
Should be Empty: