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 times: 8:30 am - 5:00 pm, Wednesday and Thursday; 8:30 am - 3:00 pm Friday. Continental breakfast from 8:00 am - 8:30 am each day and a cocktail reception on Wednesday evening.

"If you are looking for a course that focuses on the practical rather than the academic, Basics of Sales and Use Tax is for you. We could really begin to see how to apply what we learned to real world scenarios, to correctly analyze the tax ramifications of the situations presented."
– Kimberly Silver, CCH Incorporated