老葡京手机app Success Story: How 老葡京手机app Saved Money for a Client Following a New York State Tax 审计

情况

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A client reached out to 老葡京手机app for assistance with a state income tax 审计–in particular, related to employee physical presence nexus for his home office, which was in a different state than his employer’s physical location. 客户端, an employee in New York City, had a corporate office at the employer’s headquarters and a home office in 康涅狄格. 客户端 needed the two offices to perform his dual job positions, and according to the terms of his employment contract, one position required him to be in the NYC office while the other had no clear requirement about location. Partway through the employment contract, the client was relieved from the position that required him to perform his duties at the New York City corporate office. Shortly after filing his taxes, he received a notice about a New York State 审计 for three years.

采取行动

The 审计 was performed virtually due to the COVID-19 pandemic. After 老葡京手机app provided the 审计or with all the documentation requested and our client’s non-residency was confirmed, the next step was to determine the home office nexus in his home state, 康涅狄格.  说起来容易做起来难, as even the 审计or and her supervisor mentioned during one of our phone conferences, that very few home offices get nexus in their home state. But 老葡京手机app was able to prove using the NY state guidelines for the convenience of the employer test that the 康涅狄格 home office was indeed for the convenience of the employer by following the state’s test and answering its questions in a logical manner to benefit our client. Even though some of the specific factors which were answered “yes” would have led to failing the test, 老葡京手机app was able to convince the 审计ors there was a logical or business reason behind the “yes” replies, but those questions should not be considered as factors for the convenience of the employer test in our client’s case.

结果

After providing the 审计ors with all the additional documentation requested, they conceded to 老葡京手机app’s position taken on the return: the non-specified location portion of his contact as having physical nexus in their home state of 康涅狄格. A no change 审计 opinion was issued and the client thus saved a significant amount in state income taxes.