Tax Examiner how-to

How to Conduct an Audit Interview

Good interviews are respectful and thorough.

Updated By the Career Education Institute Curriculum Team
Quick answer

Good interviews are respectful and thorough. In short: explain; ask; review, then complete the remaining steps below.

Step by step

  1. Explain the process and rights.

  2. Ask open questions about the business.

  3. Review records.

  4. Clarify discrepancies.

  5. Summarize findings.

  6. Explain next steps.

Safety reminders for tax examiners

  • Protect taxpayer information
  • Follow security protocols for field visits
  • Stay calm in tense conversations
  • Follow ethics rules

Audit · Correspondence audit · Field audit · Deficiency · Penalty · Installment agreement: see the full tax examiner glossary.

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