Written by Phil Vivirito
Bond Beebe   
P: 301.272.6090  E: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Having electronic records sent to your office either works wonderfully or is a complete bust.  An Excel file that you can verify contains all the payroll information you require will be the most efficient way for you to complete the audit in your own office.  However, once you start getting into file formats that are difficult to manipulate, reports that do not provide all the information you require or reports that are incomplete or sketchy – you will have a problem.  The time it takes to review this type of information and the back and forth with the employer to obtain the report you need usually delays the completion of the audit and just adds time.  Your total time may even become greater than the expense of a site visit!

If the employer cannot provide the pay records you require for a timely and efficient audit completion, I recommend foregoing having records sent and instead plan the site visit to the employer.  Another option to consider is what I call a hybrid-site visit, which is a site visit that includes using electronic records in your office.  For a very large employer, going on site, then testing and determining what type of electronic report will work for you, may be the optimal solution.

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