What this service is

Audit/Exam prep support is a structured service that prepares a document pack for an IRS or state audit/exam (or a third-party verification request) so you can respond with consistent numbers, controlled disclosures, and an organised evidence trail. The goal is not to overwhelm the examiner with data. The goal is to produce exactly what is needed, in the right format, tied to reconciled books.

This service is designed to deliver:

• a clear “what the examiner requested” map (scope, periods, issues)

• a reconciliation-first workpaper set that ties filings to books and bank evidence

• a structured document index and production pack (PDF-ready, audit-friendly)

• an exception log (what cannot be produced, alternatives, explanation notes)

• partner coordination for licensed representation where required

Who this is for

This service is a fit if you are:

• selected for an IRS or state audit/exam

• responding to a sales tax audit, payroll tax exam, or income/franchise tax review

• a multi-state business that needs disciplined, state-by-state evidence

• an e-commerce company with platform-to-bank reconciliation complexity

• a foreign-owned business needing controlled disclosures and clean English documentation

• preparing for diligence-style review (banking, investors, acquirer) that resembles an audit

• already behind on books and need to stabilise the record trail before responding

What “document pack” means in practice

An audit/exam document pack is a controlled production system:

• identify requested items and match them to sources (books, bank, platforms)

• reconcile the relevant period(s) before producing evidence

• build workpapers that explain totals and support the return/filing positions

• produce only what is responsive and necessary

• document what was sent, when, and why (evidence control)

Key principle: the best outcome is not “sending everything.” The best outcome is sending the right evidence, consistent with reconciled records, with a clear index.

Common audit/exam focus areas we support

The specific requests vary, but audits commonly focus on:

• income verification (bank deposits vs reported revenue)

• deductions (large expenses, travel, meals, contractor spend)

• payroll (wage totals, deposits, classification consistency)

• sales tax (tax collected, marketplace vs direct sales, exemption handling)

• owner activity (distributions, loans, related-party transactions)

• multi-state footprint (nexus evidence, apportionment inputs)

• fixed assets (purchases, depreciation schedules, substantiation)

Benefits of structured audit/exam prep

• Reduced escalation risk: consistent responses reduce follow-up requests

• Controlled disclosure: avoid unnecessary over-production of sensitive data

• Stronger credibility: numbers tie back to reconciled books and bank proofs

• Faster response cycles: indexed packs reduce examiner confusion

• Partner efficiency: CPA/EA time spent on strategy, not document chaos

• Clean archive: everything sent is preserved for future reference

What we typically include in the document pack

The exact contents depend on the exam type and request list, but a standard pack often includes:

• exam scope sheet:

  • agency, tax type, periods, due dates, and request list

• reconciliation workpapers:

  • bank and credit card reconciliations for the exam period

  • merchant/processor clearing reconciliations (Stripe/PayPal/Amazon), if applicable

  • filings-to-books tie-out schedules (returns vs P&L vs balance sheet)

• revenue support:

  • sales by channel reports, payout summaries, invoice registers

  • bank deposit trace schedules (when required)

• expense support:

  • vendor summary reports

  • substantiation set (receipts/invoices) for selected items as requested

• payroll support (if applicable):

  • payroll registers, liability summaries, deposit confirmations, year-end summaries

• sales tax support (if applicable):

  • returns filed, tax collected vs remitted, marketplace facilitator breakdown

• entity and governance support:

  • EIN letter, formation documents, registrations IDs (as needed)

• exception log:

  • missing items, alternative evidence provided, explanation notes

• production index:

  • file list, naming convention, and submission checklist

Service workflow

1) Intake and exam scope mapping

We collect:

• the audit/exam notice or request letter

• tax type and period(s)

• list of requested documents and response deadline

• tools used (QBO, payroll provider, merchant platforms, sales tax tools)

• current bookkeeping status for the exam period

Outcome: a request-to-evidence map and a controlled production plan.

2) Reconciliation-first stabilisation

Before assembling evidence, we stabilise the numbers:

• reconcile banks/cards and clearing accounts for the exam period

• confirm the filings posture (what was filed and what can be proven)

• identify mismatches early and isolate the root cause

Outcome: defensible totals you can stand behind.

3) Workpaper build and document extraction

We build:

• tie-out schedules linking filings → books → bank/platform evidence

• selected item substantiation packs (as requested)

• summary notes that explain variances and classifications

4) Document pack production and indexing

We produce a clean submission pack:

• standard naming and folder structure

• PDF-ready document set with an index

• an evidence control log (what was included and excluded)

5) Partner escalation (where required)

If representation, negotiations, or formal submissions require a CPA/EA:

• provide partner brief and evidence index

• coordinate follow-up requests and additional productions

• preserve the archive of what was submitted

Typical premium pricing

Pricing depends on exam type, number of periods, volume of documents, and whether books are already reconciled.

• Exam intake + request mapping + production plan: $1,500–$4,500+

• Standard audit/exam document pack (single period, moderate volume): $4,500–$15,000+

• Multi-period / multi-state exam packs: $12,500–$45,000+

• High complexity (e-commerce platforms, payroll + sales tax + multi-state): $25,000–$75,000+

• Cleanup required before production (reconciliation catch-up): $3,500–$45,000+ (scoped)

CPA/EA representation fees, penalties/interest, and government payments are not included unless agreed.

Frequently asked questions

1. Should I send everything the examiner might want?
   No. Over-disclosure creates risk and confusion. A controlled, indexed response is usually stronger and faster.

2. What if my books aren’t reconciled for the exam period?
   Then reconciliation is the first step. Producing documents from unreconciled books can create contradictions and escalate the exam.

3. How do you handle missing receipts or documents?
   We create an exception log and propose alternative support where possible, documenting what was provided and why.

4. Can you support sales tax audits?
   Yes. Sales tax audits often require platform-to-tax-to-bank trace schedules and marketplace breakdowns. We structure the evidence accordingly.

5. Do you represent us in the audit?
   Where representation requires a licensed practitioner, we coordinate CPA/EA partners. Our role is building the workpapers and document pack that makes representation efficient.

6. How long does it take to prepare the pack?
   It depends on the request scope and whether the books are clean. Our process prioritises the deadline and stabilises the highest-risk areas first.

7. Will this help with future diligence (bank/investor)?
   Yes. The same evidence discipline and indexing improves readiness for third-party reviews.

8. What do you need from us to start?
   The audit/exam letter, deadlines, access to QBO and platforms for the exam period, and any prior filed return copies for the period.

Why businesses choose Yudey

• Reconciliation-first evidence: filings tie to books and bank proofs

• Controlled disclosure: responsive production without over-sharing

• Indexed document packs: examiner-friendly, reduces follow-ups

• Multi-state and platform competence: complex footprints handled cleanly

• Partner-ready workflow: CPA/EA representation supported by strong workpapers

• Premium archives: everything sent is preserved with an evidence control log

Request audit/exam prep support

Send: the audit/exam letter, the tax type and periods, and the requested document list. We will build a reconciliation-first document pack with indexing, tie-out workpapers, and partner escalation where required.