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Virtual Audit Room Minnesota Department of Revenue Introductions - PowerPoint PPT Presentation

Virtual Audit Room Minnesota Department of Revenue Introductions Why a Virtual Audit Room? Expand our audit presence Cost savings Work-Life balance What is a Virtual Audit Room? An online file exchange application used to manage


  1. Virtual Audit Room Minnesota Department of Revenue

  2. Introductions

  3. Why a Virtual Audit Room? • Expand our audit presence • Cost savings • Work-Life balance

  4. What is a Virtual Audit Room? • An online file exchange application used to manage data related to audits

  5. Requirements • Easy to use • Secure • Ability to transfer large files • Messaging • Event Logs • Email Notifications • Information not stored in the cloud

  6. Current COTs Version

  7. Audit Room Benefits • Increased customer service • Large file transfer • Centralization of field audits

  8. Survey Results • Was the Audit Room easy to use? • Auditor – 100% Yes Taxpayer – 84.2% Yes • Did the Audit Room meet you expectations? • Auditor – 91.4% Yes Taxpayer – 78.9% Yes • Would you use the Audit Room again? • Auditor – 94.3% Yes Taxpayer – 84.2% Yes

  9. COTS Shortcomings • Email Notifications • Reports • Licenses • User Perspective • Disclosure

  10. Virtual Audit Room v2 • Image Concept • Framework • Features • Questions

  11. The Conference Room • People enter • Have an agenda • Discuss Issues • Trade Information

  12. Virtual Room Concept Audit Agenda & Audit Agenda & Client Files Client Files Tasks Taxpayer Tasks Taxpayer Access Access Common Common Forms Forms Chat Chat Auditor’s Activity Auditor Auditor’s Activity Auditor Notes Log Access Notes Log Access Audit Agenda & Audit Agenda & Audit Agenda & Tasks Client Files Tasks Client Files 2011 Taxpayer Taxpayer Access Access Tasks Common Common Taxpayer Forms Forms Chat Chat Client Files Auditor’s Activity Auditor Auditor’s Activity Auditor Access Notes Notes Log Access Log Access Archiving & Common Management Forms Secure Messaging Reports and Auditor’s Auditor Activity Notes Tracking Access Log

  13. Framework Virtual Bulk Zapper Audit EDE Transfer Imports Room Authentication Directory File Storage Services (TAS) Services (TDS) (TFS) Event Logger Notification Service Admin Service (TEL) (TNS) (TAS)

  14. Authentication Services CAS

  15. Authentication Services PWM

  16. Framework Virtual Bulk Zapper Audit EDE Transfer Imports Room Authentication Directory File Storage Services (TAS) Services (TDS) (TFS) Event Logger Notification Service Admin Service (TEL) (TNS) (TAS)

  17. Framework Virtual Bulk Zapper Audit EDE Transfer Imports Room Authentication Directory File Storage Services (TAS) Services (TDS) (TFS) Event Logger Notification Service Admin Service (TEL) (TNS) (TAS)

  18. File Services

  19. Features Solving Real Problems

  20. Audit Centric Perspective

  21. Organization (Private)

  22. Organization (Public)

  23. Improving Efficiency (What’s New) Hafften, Alexandra (MNIT) New since your last visit on May 25, 2016 Date & Time 2 topics have unread messages 05/27/2016 12:30pm 2 additional tasks have been created 05/27/2016 9:37am 2 new files have been added to /private/Depreciation Wrksheets 05/26/2016 11:15pm 5 new files have been added to /private/Work Papers 05/25/2016 3:14pm 6 new files have been added to /public 05/25/2016 9:54pm

  24. Improving Efficiency (Task Management)

  25. Communication (Topics)

  26. Communication (Conversation) + << Back to Topics Add a Message Topic: Multiple Points of Use (MPU) Received from: Message Todd Meissner What is MPU software? 6/2/2016 9:32 am Lexi Hafften MPU software is generally exempt from sales tax provided that the purchaser presents 6/3/2016 11:32 am the seller with an MPU exemption certificate as proof of the intended use. After the tax-free purchase transaction, the buyer is responsible for allocating the cost of the software to the states where it will be used, and then paying use tax. Todd Meissner What forms do I need to complete to get the exemption? 6/6/2016 8:32 am Lexi Hafften Complete the exemption certificate (Form ST3). Be sure to select the “Multiple points of 6/6/2016 10:31 am use” exemption. http://www.revenue.state.mn.us/Forms_and_Instructions/st3.pdf

  27. Tracking (Evidence)

  28. Life Cycle

  29. Virtual Audit Room (Results) v1 Experience v2 Improvements: Ø Perspective Better for the Taxpayers Ø Organization Better for the Auditors Ø Efficiency Ø Communication Better for the Supervisors Ø Tracking Ø Life Cycle Management

  30. Virtual Audit Room Questions Contact Info: Katie Jones – Katie.jones@state.mn.us Todd Meissner – todd.Meissner@state.mn.us Greg Tschida – greg.Tschida@state.mn.us

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