Stay up to date with sales tax: Join our mailing list!

Launch Your Career at Basics of Sales and Use Tax


Basics of Sales and Use Tax is an intimate boutique-style course designed for individuals working in financial or accounting corporate and consulting environments who handle sales and use tax for themselves or their clients.

 

Basics is the premier learning choice for those with less than four years of sales and use tax experience as it helps you master almost three years worth of on-the-job experience in just three days of training in order to LAUNCH your career. 

 

This live intensive course involves lecture, case studies and group discussion. All attendees also have one-on-one access to the top minds in the industry and can bring their specific questions and situations to review with a professional consultant. You will learn how to improve your workflow, eliminate guesswork, and increase accuracy with our practical application, hands-on approach.

 

In short, we will help you shine as a go-to expert in your department.

 

Basics will cover every foundational concept of sales and use tax you need to know. We will also show you the practical application of those concepts in your day-to-day so that your job gets easier and more manageable.

 

More specifically you’ll: 

 

  • Define relevant terms in sales and use tax so that you are always ready for any lingo thrown at you
  • Learn nexus applications and how they vary from situation to situation to help you navigate these murky waters
  • Learn the ins and outs of drop shipments so you can go from wondering how to document these transactions work to making them work correctly whether you are the buyer or the seller
  • See how to find and identify exemptions that save your company money and make you look like a hero in the process
  • Get audit preparation and defense techniques that will empower you in these stressful situations
  • Discover ways that sales and use tax functions can be structured in your department to improve processes and workflow for the entire team
  • Receive coaching on how to make administrative and taxability decisions for your department so that you can gain confidence in the decision-making process
  • Discover tax research tools and methodsthat can help shorten your time looking up answers and eliminate guesswork forever
  • Take part in lively examinations of ethical issues in sales and use tax using real-life case studies
  • Have one-on-one access to the instructors where you can bring specific questions about your unique situation to review with our pros 

 

PLUS

 

All Basics attendees receive the Sales and Use Tax Reference Workbook that includes hundreds of pages of guidelines, rules, laws, and regulations that you can keep at your desk and use for years to come.

 

AND

 

A networking cocktail reception with free food and drinks for all attendees and instructors.

 

AND EVEN MORE…

CPE

 

Basics is worth 23 CPE hours and requires absolutely no pre-event preparation or prerequisites to attend.

"I recently attended Diane's Basics seminar and was thrilled that I did. Diane and her colleagues possess so much knowledge and presented the material so well that I spent three days learning and absorbing information that I feel will not only help me in my present job but in my future career.” - Linda Pezzullo, FTD Companies, Inc.“

 

"I took this course based on the recommendations of several colleagues in the Sales and Use Tax field and it did NOT disappoint!! Diane and BJ gave real-world advice in an easy to understand format. This is a great class for any sales and use professional with minimal experience.” - Carey Hall, Optiv, Inc.

 

"Your classes are definitely worth the time and money to attend! In fact, I still reference the Sales Tax Institute  during my conversations with aspiring sales tax accountants, and how it refined my knowledge (and love) for sales and use!" – Marvin Hadsall, McLane Company, Inc

 

See why Alex loved her time at Basics:

 

Questions? Contact us if you’re not sure if Basics is right for you or your team or if you need help making the case to your supervisor. We’ll work with you to help you get the best education solution you need!

NOTE: We do not accept registrations from government auditors. 

 

*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

Scroll to Top