CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner
Imagine this: You’ve just received notice that you’re being audited for sales tax compliance in just three days. You frantically call your bookkeeper and ask her to start organizing the past 12 months of sales. Your company has never been audited before, but you believe you accurately record all sales and assigned rates, have always filed and remitted on time. You keep all of your exemption certificates in a filing cabinet in the back room and have a master spreadsheet of all the rates, rules and boundary changes as they occur in Ohio, where your business is based. You sell online now and again, but nothing significant and all to customers just over the state line.
Sales tax provides critical revenue for states. Other than property and income tax, sales tax is the largest source of tax revenue in the majority of the 46 states that collect it. From a government operations perspective, making sure each and every sales tax dollar is collected, through audits, fines, penalties and well-developed rates and rules, is simply good business. This webinar will help prepare your company by providing you with the basics you need to effectively manage your tax compliance, including:
1. Broadening definitions of nexus and increasing requirements for out-of-state sellers
2. Understanding and following changes in product and service taxability
3. Finding the right sales tax rate to charge customers
4. Tracking sales tax holidays
5. Managing exemption certificates
6. Identifying the forms and remittance processes for each taxing jurisdiction
7. Preparing for an audit
8. Switching from an error-prone manual sales tax management process, to an automated streamlined one
Anne, CO
"I work in local government, and we appreciate the assistance that your programs provide to the CPA's, accountants, and others involved in sales and use tax preparation. The sales and use tax topic is one area where most assistance comes from classes offered by the cities, counties, and states. We are limited in what we are able to provide, and these webinars fill a knowledge gap, especially in the area of multi state transactions."
Tashimia, GA
"This webinar was truly astounding, life learning, and most of all USEFUL in my everyday Accounting life. I deal with Sales Tax and the knowledge gained through this webinar has given me much more leverage on staying up-to-date! Thanks for such an opportunity to learn, and I look forward to other webinars to help me grow within my career!"
Marilyn, WA
"I very much enjoyed this webinar and thought that the speaker was very good. I will tell my coworkers about it and hope that some of them can get on to some of the other webinars. We had a meeting on Tuesday and my boss was telling everyone about your webinars and gave them the information."
Adelia, GA
"Our entire team was part of today's webinar. Each of us have various levels of Sales & Use tax experience from prior work in the tax industry. We found this information to be extremely informative and a blue print to help guide us back into the Sales & Use arena this time as our own firm."
Derek, MN
"Lots of information on topics that are clear as mud on a normal day. Very clean talking and explanations, not glossing over the detail or subject matter. Easy to follow along, animated tone when talking, kept it interesting. Would attend another from the same host. Thanks."
Bhanumathi, CA
"The webinar materials are very timely and Jordan presented the materials in a clear, concise manner. It was a great webinar. Jordan and his associate answered the questions promptly. I really appreciate that. I enjoyed and learned something by attending this webimar."
Wayne, CA
"This is my first webinar from CPA Academy. I was worried that I wouldn't be able to figure out all the ins and outs in a timely fashion. Your webinar was so well organized that that wasn't an issue, even for a first time participant. Keep up the good work!"
Carol, PA
"Excellent, concise, easy-to-follow webinar. Easy to register and access. Even appreciated was the email reminder to connect as the time of the webinar approached. First class CPE and educational opportunity"
Patrick Neu
Avalara
Director, Strategic Partnerships
patrick.neu@avalara.com
(855) 259-3274
Patrick started his career with Avalara in 2013. While there, Patrick has tackled various roles such as sales, partner management, and product strategy. He has an extensive background in transactional tax and application to cloud business systems for SMB and Enterprise companies, For the past four years, Patrick has been focused on the eCommerce space and currently manages Avalara’s Shopify partnership and strategy.
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.