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Basics of Sales and Use Tax

This live, three-day lecture, case study and group discussion will cover the tax's constitutional basis, leading cases, tax basis and administration (including collection and remittance procedures), audit defense and industry-specific information. Discussion topics include:



  • Define relevant terms
  • Review constitutional provisions and practical nexus applications
  • Define tax base and identify possible exemptions and exclusions
  • Discuss drop shipments
  • Develop audit administration and planning techniques and identify protest steps
  • Discuss current industry and audit issues
  • Review administrative issues in sales tax function including registration, information gathering, taxability decisions, return filing and EDI/EFT
  • Review your organization's sales and use tax function structuring options
  • Identify tax research tools and methodology
  • Discuss ethical issues


Designed for individuals with less than four years of sales-and-use-tax experience, this course offers an in-depth treatment of the basic concepts, requires no advance preparation or prerequisites, and qualifies for 23 CPE hours.

Class pricing

$1075 for registrations received by December 31, 2015

$1175 for registrations received by the registration deadline

$1325 for registrations received after the registration deadline


Call (312) 701-1800 to inquire about group pricing. 


*Additional Information about CPE

*Cancellation/Complaint Policy

"Just wanted to let you know that this was an excellent course. I took away a lot of knowledge that we can apply as we begin selling into the US."
– Victor Bains, Seon Design

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