Here’s a glimpse of what you’ll learn:
When does someone need to register to collect sales tax?
What is nexus?
What’s the difference between sales and use tax?
Here’s a glimpse of what you’ll learn:
Why do we call sales tax collection without remittance the cardinal sin of sales tax?
Are people doing this on purpose? How do people find themselves in this situation?
What should someone do if they find themselves in this situation?
Here’s a glimpse of what you’ll learn:
The dangers of working with a software company to perform services.
What is a deregistration? Why would someone want to deregister if they’re not switching an entity?
Is deregistration an easy process?
Are there circumstances where you would not want to deregister?
3 Things STM does when doing a deregistration process.
Here’s a glimpse of what you’ll learn:
Why are certificate issues the leading cause of large assessments for companies required to collect them?
What is the importance of exemption certificate management documentation in an audit?
What is one of the biggest mistakes companies make when it comes to ECM?
Here’s a glimpse of what you’ll learn:
Why are companies registering their clients in too many states?
Is it a problem of too many or not enough when it comes to state registrations?
What are the issues with either of those problems?
Here’s a glimpse of what you’ll learn:
What does it mean and where should someone start if they’re trying to take a look at their nexus footprint?
How will a couple states dropping their transaction thresholds on January 1 affect people and their nexus footprint?
What does trailing nexus mean?
How could registering and deregistering apply to someone’s tax plan?
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?
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:
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?