Audit Checklist County Assessor Audit Interview And Checklist Template

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Appendix D
APPENDIX D: SAMPLE AUDIT CHECKLIST
AUDIT CHECKLIST
COUNTY ASSESSOR
AUDIT INTERVIEW AND CHECKLIST
Name ___________________________________ Parcel No. __________________________________
Situs Address _________________________________________________________________________
Auditor ____________________ Audit Date ______________________ Class # __________________
Audit Contact:
Name _____________________ Title ___________________________ Phone # __________________
Location of Records ____________________________________________________________________
RECORDS EXAMINED
[ ] Chart of Accounts
[ ] General Ledger
[ ] Location Listing/Coding Chart
[ ] Property Ledger
[ ] Federal/State Tax Returns
[ ] Financial Statements
Change in ownership:
[ ] Journals (list) _____________
[ ] Sch. E/FTB Form 100 (Corp.)
[ ] Purchase Invoices
[ ] Sch. K-1/FTB Form 565 (Prtnr)
[ ] Depreciation Schedules
[ ] Business Property Statements (other
[ ] Other
counties)
1.
GENERAL COMMENTS FROM ASSESSEE
A
Date business started at this situs _______________________________________
B.
Number of locations in the County ____________________________________
C.
Fiscal year end _____________________________________________________
D.
Type of business ____________________________________________________
E.
Type of organization:
Sole Proprietorship [ ] Partnership [ ] Corporation [ ]
Any change in real estate ownership or change in control or more that 50 percent
of stock ownership in the last four years?
Yes [ ] No [ ]
F.
Any changes in technology/process?
Yes [ ] No [ ]
Any effect on equipment?
Yes [ ] No [ ]
If yes, explain: ___________________________________________________________
G.
Capitalization policy ______________________________________________________
AH 504
202
June 2000

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