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Basics of Sales and Use Tax

June 21-23, 2017


Designed for individuals working in the corporate or consulting environments with less than four years of sales-and-use-tax experience, 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. We do not accept registrations from government auditors.

Class pricing

$1075 for registrations received by December 31, 2016

$1175 for registrations received by May 23, 2017

$1325 for registrations received after May 23, 2017

 

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

 

 

This 3-day live course grants 23 CPE credits.

 

*Additional Information about CPE

*Cancellation/Complaint Policy

“An excellent introductory and interactive course that covers the basic elements of U.S. sales and use tax, while at the same time challenges the attendee with complex legal concepts that may be pursued further in the course materials. I would recommend this course to anyone seeking an introductory to intermediate course in U.S. state sales and use tax.” – Douglas McCall, TELUS

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