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

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

Nov 11, 2023 161 likes •474 views

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

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Virtual Audit Room

Minnesota Department of Revenue

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Introductions

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Why a Virtual Audit Room?

  • Expand our audit presence
  • Cost savings
  • Work-Life balance
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What is a Virtual Audit Room?

  • An online file exchange application used to

manage data related to audits

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Requirements

  • Easy to use
  • Secure
  • Ability to transfer large files
  • Messaging
  • Event Logs
  • Email Notifications
  • Information not stored in the cloud
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Current COTs Version

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Audit Room Benefits

  • Increased customer service
  • Large file transfer
  • Centralization of field audits
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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
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COTS Shortcomings

  • Email Notifications
  • Reports
  • Licenses
  • User Perspective
  • Disclosure
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Virtual Audit Room v2

  • Image Concept
  • Framework
  • Features
  • Questions
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The Conference Room

  • People enter
  • Have an agenda
  • Discuss Issues
  • Trade Information
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Virtual Room Concept

Activity Log Auditor’s Notes Taxpayer Access Auditor Access

Audit Agenda & Tasks

Secure Messaging

Client Files Common Forms

Reports and Tracking

Common Forms Activity Log Auditor’s Notes Taxpayer Access Auditor Access Client Files Audit Agenda & Tasks Chat Common Forms Activity Log Auditor’s Notes Taxpayer Access Auditor Access Client Files Audit Agenda & Tasks Chat Common Forms Activity Log Auditor’s Notes Taxpayer Access Auditor Access Client Files Audit Agenda & Tasks Chat Common Forms Activity Log Auditor’s Notes Taxpayer Access Auditor Access Client Files Audit Agenda & Tasks Chat

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Archiving & Management

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Framework

Authentication Services (TAS) Directory Services (TDS) File Storage (TFS) Event Logger (TEL) Notification Service (TNS) Admin Service (TAS)

Virtual Audit Room

Bulk Transfer Zapper Imports EDE

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Authentication Services

CAS

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Authentication Services

PWM

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Framework

Authentication Services (TAS) Directory Services (TDS) File Storage (TFS) Event Logger (TEL) Notification Service (TNS) Admin Service (TAS)

Virtual Audit Room

Bulk Transfer Zapper Imports EDE

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Framework

Authentication Services (TAS) Directory Services (TDS) File Storage (TFS) Event Logger (TEL) Notification Service (TNS) Admin Service (TAS)

Virtual Audit Room

Bulk Transfer Zapper Imports EDE

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File Services

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Features

Solving Real Problems

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Audit Centric Perspective

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Organization

(Private)

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Organization

(Public)

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Improving Efficiency

(What’s New)

Hafften, Alexandra (MNIT)

New since your last visit on May 25, 2016 Date & Time

05/27/2016 05/27/2016 2 topics have unread messages 9:37am 12:30pm 2 additional tasks have been created 05/26/2016 05/25/2016 3:14pm 11:15pm 5 new files have been added to /private/Work Papers 05/25/2016 9:54pm 6 new files have been added to /public 2 new files have been added to /private/Depreciation Wrksheets

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Improving Efficiency

(Task Management)

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Communication

(Topics)

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Communication

(Conversation)

Topic: Multiple Points of Use (MPU)

Received from: What is MPU software? Message MPU software is generally exempt from sales tax provided that the purchaser presents 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.

6/6/2016 8:32 am

What forms do I need to complete to get the exemption? Complete the exemption certificate (Form ST3). Be sure to select the “Multiple points of use” exemption. http://www.revenue.state.mn.us/Forms_and_Instructions/st3.pdf

6/2/2016 9:32 am

Todd Meissner Todd Meissner

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<< Back to Topics

6/3/2016 11:32 am

Lexi Hafften

6/6/2016 10:31 am

Lexi Hafften

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Tracking

(Evidence)

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Life Cycle

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Virtual Audit Room

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

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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