Sales Tax and More Podcast

Here’s a glimpse of what you’ll learn:

• Nightmare #1: State of Iowa & Software Companies

• How to prevent issues with getting deregistered

• Nightmare #2: Canada & Registering for the goods and services tax (GST)

• Making sure you’re registered in all five Canadian provinces

Here’s a glimpse of what you’ll learn:

• What is the triage program? What are we referring to that needs a triage?

• What are some of the issues out there?

• What the triage program entails.

• Who’s a good candidate for the program?

Here’s a glimpse of what you’ll learn:

• What is a Canadian business number?

• The process of registering in the five different Canadian Provinces.

• Registering in Canada with an online account.

• Is the language barrier affective when working in Quebec?

Here’s a glimpse of what you’ll learn:

• Is physical presence required for nexus?

• If you have nexus for sales tax, do you have nexus for income tax?

• What should you do if you meet an economic nexus threshold but have exempt sales?

• Do employees working remotely create nexus for the company?

Here’s a glimpse of what you’ll learn:

• Information about the Massachusetts Amnesty Program

• Why Mike likes this Massachusetts amnesty

• And what is different about this amnesty that makes Mike like it better than a VDA

Here’s a glimpse of what you’ll learn:

• Horror Story #1: Small Sellers Program & Being Registered in a State not Required to be Registered In.

• Horror Story #2: Miscommunication from Sales Tax Provider

• Horror Story #3: Problems with the Streamlined Sales Tax Program

Here’s a glimpse of what you’ll learn:

• What are some of the reasons why someone would be audited?

• Are there discovery units for companies that are already registered?

• Why did some tremendous refunds result in audits for businesses who received them? Is there a lack of documentation when it comes to companies supporting their refunds?

• Are auditors generally wanting to see source documents as well as internal documentation When a company is looking at internal controls what are they actually look at or for?

• Use Tax Horror Stories

• How lack of exemption certificates or invalid certificates would play a role in what an auditor would be look at.

Here’s a glimpse of what you’ll learn:

• What’s a marketing trap?

• How does this apply to the sales tax world?

• How do you avoid marketing traps?

• How to Choose a Sales Tax Partner Podcast Episode

Here’s a glimpse of what you’ll learn:

• When does someone need to register to collect sales tax?

• 3 things to look at to determine if your sales are material.

• Do states care whether sales are taxable or exempt when analyzing economic nexus thresholds? Do they look at total sales or just taxable sales?

• Do exemption certificates expire and how often should people be requesting updated ECM certificates?

Here’s a glimpse of what you’ll learn:

• The critical issues affecting the sales tax world.

• The pitfall of software companies and their autopilot programs.

• How are businesses responding to these issues, and what are software companies telling their customers?

• What to do if you find yourself negatively impacted by these autopilot programs.

Here’s a glimpse of what you’ll learn:

• What is a notice? Why would someone get a notice?

• Why is it important to manage notices?

• What is notice management and who should handle it?

• What’s involved in notice management? What are you expected to do? What is your third party provider going to do for you?

• The Discovery Effort

Here’s a glimpse of what you’ll learn:

• Are the automated nexus reviews offered by software companies and accounting firms good deals?

• How could someone avoid getting registered in either too many states or too few states?

• What would an alternative route be besides an automated nexus review?

• What can you do if you’ve gotten registered in too many states?

Here’s a glimpse of what you’ll learn:

• Cautionary Tales

• What should these businesses do going forward?

• Bonus Content! States Hold Power

• Learn more about CereTax.

Here’s a glimpse of what you’ll learn:

• What sales tax liability issues should someone be on the lookout for when it comes to mergers and acquisitions?

• What is successor liability?

• Four big areas to look at: nexus, taxability, exemption certificates, use tax.

• Have we seen anyone get into trouble because they didn’t know what to look out for?

• How does a buyer go about doing their due diligence for mergers and acquisitions? 

• What is a tax clearance letter?

Here’s a glimpse of what you’ll learn:

Do states tax digital products?

• What is considered a digital product?

• What are the misconceptions about the taxability of digital products?

• Is a state’s legislation on the taxability of digital products set in stone?

Here’s a glimpse of what you’ll learn:

What would be the first piece of advice you would give to a business that is about to merge or be acquired from a sales tax perspective?

What should a business do or disclose if they know or discover they have issues?

What consequences and liability issues could the seller of business run into if they do not take care of exposure?

Any additional information that a seller may want to know?

Here’s a glimpse of what you’ll learn:

What do local jurisdictional rates consist of?

Are local jurisdictions a problem in every state?

What are some of the worst states?

Here’s a glimpse of what you’ll learn:

• Who’s considered an international seller?

• What are some of the common issues that international sellers are dealing with?

• What is a good strategy for international sellers who are trying to get compliant?

• Where can sellers look for any additional resources? What should they be looking out for to take their next steps?

Here’s a glimpse of what you’ll learn:

• What is a distraint notice?

• What are things you should be looking out for if you receive a distraint notice? How can you tell if it’s a scam?

• The general process of determining if a distraint notice is a scam.

Here’s a glimpse of what you’ll learn:

• Should you register if you hit the threshold one year but don't anticipate any more activity in that state and all the sales are tax-exempt per the state's laws? Does it make sense to do this and then deregister?

• Do I need a registered agent when registering for sales tax

• I’ve determined economic nexus in each state but need time to research taxability… What do I do?

Here’s a glimpse of what you’ll learn:

• What the first thing you should do when you find yourself buried in sales

• Common Pitfalls

• How to approach your sales tax strategy

• Where you can find helpful resources

Here’s a glimpse of what you’ll learn:

• What are the most aggressive states conducting audits?

• Are the states still enforcing notice and reporting?

• Is click through nexus still in effect?

Here’s a glimpse of what you’ll learn:

• Validation Criteria

• Impact of Missing Certificates

• Importance of Common Sense

Here’s a glimpse of what you’ll learn:

• Criteria for Choosing a Sales Tax Returns Provider

• Provider Capabilities and Limitations

• Client-Provider Communication and Support

• Notice Management and Tax Remittance Verification

Here’s a glimpse of what you’ll learn:

• Understand how the Great Recession changed state tax enforcement

• Learn how missing certificates can lead to hefty financial penalties during audits.

• Essential steps for validating exemption certificates and ensuring compliance with regulations.

• Learn how proper certificate management can minimize audit risks and ensure tax compliance.

Here’s a glimpse of what you’ll learn:

• The emotional and financial toll of sales tax issues.

• Flaws in tax software services.

• Automation pitfalls and tax errors.

• Sales Tax More's mitigation advice.

Here’s a glimpse of what you’ll learn:

• The Importance of Documentation in Audits

• Exemption Certificate Management

• Impact of Workforce Changes on Documentation Access

• Burden of Proof and Taxability

Here’s a glimpse of what you’ll learn:

• We explain where to start with your sales tax strategy for 2024. 

• How do registrations and deregistrations come into play? 

• Taxability and exemption updates. 

• We dive into filing frequencies and changes. 

Here’s a glimpse of what you’ll learn:

• We explain why tax collected and not remitted is the cardinal sin of sales tax.

• Do people really go to jail for collecting tax and not remitting it?

• How do knowledge and intent come into play?

• How do people find themselves in this kind of situation and what are the remedies?

Here’s a glimpse of what you’ll learn:

• What is CereTax and what solutions does it offer?

• Why was CereTax created?

• Why is CereTax a great primary and add-on solution?

• Who founded CereTax and why?