Sales and Use Tax Audit, Recovery, and Forecasting Services

The Vendor is required to provide and proactive sales and use tax auditing and forecasting consultants.
- Provide sales and use tax audit and recovery services, as well as forecasting services.
- Provide reliable forecasting to support strategic and operational planning
- Forecasting Services
1. Each quarter, as soon as data is available, Consultant shall provide sales and use tax reports that include the following information:
•    Actuals to date
•    Actuals for the most recent quarter
•    Comparisons to previous year(s)
•    A forecast for next quarter
•    Cash receipts analysis
•    Regional Comparison
•    Quarterly changes
•    Per Capita sales tax charts
•    Historical trend analysis
•    Top 100 businesses
•    Other reports that may be requested by agency
2. Provide an annual comparison report of historical forecasts to actuals each fiscal year (July 1 – June 30)
3. Provide a 5 year and 10-year forecast (by year) upon agency request to include Optimistic, Pessimistic, and Most Probable
4. Provide reports or access to reports that contain the following:
•    Economic reports
•    Cash trends and distribution summaries
•    Geo Area Reports and GIS maps
- Receive and process quarterly sales and use tax payment distribution reports provided by the agency