Sales Tax Audit Defense demo

Name: Sales Tax Audit Defense demo
Uploaded: 2026-10-15
Duration: 1 min 35 s
Description: Each sampled line faced with its certificate, invoice or accrual, inside the 90-day window.

Each sampled line faced with its certificate, invoice or accrual, inside the 90-day window. 1:35

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What the demo shows

For tax teams: each audit sample line matched to its proof, and overpaid tax claimed back

The auditor's schedule and the company's support face each other, one line per sampled purchase: on the left what the auditor claims, on the right the certificate, the invoice showing tax or the use-tax accrual that answers it, with its source and confidence. A meter below shows the projected assessment falling and the refund claim rising, with the net position between them. An Intake agent reads the audit notice and the schedule; a Matcher agent finds the support for each line and a Checker agent re-reads every match before a person sees it; a Request agent chases what is missing inside the 90-day window; a Statistics agent rebuilds the auditor's projection and argues against multiplying one-off invoices; a Refund agent reverse-audits the same years for tax paid on exempt manufacturing purchases; and a Response agent drafts the reply with its exhibits. The sales tax manager decides what is conceded, challenged, claimed and sent, with a reason code and e-signature; the VP Tax co-signs above $250,000.

Transcript

Sales Tax Audit Defense helps tax teams answer sales tax audits line by line.
In Texas, a certificate found after 90 days no longer counts.
This Texas audit sampled 190 purchases, projected at $1.21 million.
The Matcher agent supports 148 lines, and a Checker agent re-reads each one.
Left, the auditor's lines.
Right, our proof, a certificate, an invoice, or an accrual.
Each match cites its source, like this certificate and asset record.
The statistics agent argues that two one-off repairs be assessed once, not multiplied.
The refund agent finds $340,000 of overpaid tax.
The response agent drafts the reply.
Leon Hart, the tax manager, approves it.
Every value is cited.
Every decision signed with a reason, every step logged.
The projection falls from $1.21 million to $286,000, and a refund covers it.
Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.