Live Webinar | Novice | Specialist

Administering the Sales Tax Function

Dates
November 19, 2020
Time
1:00 p.m. - 2:30 p.m. EST (Eastern Time Zone)
Location
Live Webinar
Credit
1.5 CPE credits
Price
$175
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By submitting purchase and attendee forms, you are agreeing to join the Sales Tax Institute’s mailing list so the Sales Tax Institute can send you email notifications about your purchase and additional communication including our monthly newsletter, monthly sales tax tips digest, information about upcoming courses and sales tax resources. Submitting these forms will add your information to our mailing list. We will never share or sell your info. click here to view our privacy policy.

Overview

Managing sales tax for a business requires having someone (or many someones!) behind the scenes to keep all of the sales tax “stuff” running smoothly. 

All that “stuff” is called sales tax administration… and dealing with it is a responsibility that most businesses have but usually don’t realize all that is involved. 

Registration, returns, tax remittance, exemption certificate management, and dealing with sales tax holidays are a few of the critical administrative items that may come to mind. 

However, successfully administering the sales tax function is even bigger than managing the stages of the sales tax cycle. It also includes development of policies and procedures that keep everything organized and even training other departments about what they need to know about sales tax. 

This webinar will teach you a successful approach to administer the sales tax function efficiently and effectively in your company. Learn how to manage all the administrative items to keep your company compliant no matter if you’re a sales tax department of one or many.

BONUS: Webinar attendees will receive our Sales Tax Administration Checklist, which you can keep handy to help ensure you’re staying on top of your ongoing sales tax administration responsibilities!

Who should attend?

The course is designed for general practitioners, finance, and operations personnel with minimal to no sales tax experience.

About the Instructor

Diane L. Yetter, President & Founder, YETTER and Sales Tax Institute

Diane L. Yetter is the “Sales Tax Nerd®” as well as a strategist, advisor, speaker, and author in the field of sales and use tax. She is president and founder of YETTERTM, a sales tax consulting and tax technology firm in business since 1996. She is also the founder of The Sales Tax Institute, a premier think tank that offers live and online courses to educate business professionals about sales and use tax.

More About Diane L. Yetter

“Sales tax is just one part of my responsibilities in a small company, so this helps me tremendously. I don’t have the time to keep up with all the best practices on my own.”

Additional Details About the Administering the Sales Tax Function Webinar

When you’re the person charged with sales tax duties in your company, you need to know the right way to handle sales tax administrative issues. Your company will come to you when questions come up about the forms and filing, tax obligations, law interpretation, and handling an audit notice. Are you ready?

If not, your sales tax administration isn’t up-to-snuff.

To get things in order you could spend days piecing together all the bits you need to have sales tax running smoothly in your company on your own with online searching, making calls, and emailing who you can. (A daunting task that leads to mixed results!) Or you can get what you need in a 90-minute webinar taught by a leading expert who has coached businesses through these exact processes for over 30 years.

Getting expert advice on the most crucial aspects of sales tax administration – including registration, exemption certificates, filing and remittance, invoicing, and more – helps you avoid costly mistakes down the line.

Because here’s the thing…

Your compliance starts with how you’re handling sales tax administration internally. Your administration and management of sales tax needs sets the course for everything. 

This webinar will get your sales tax administration in order. You’ll learn how to implement policies and procedures that guide your internal team through everyday compliance duties, provide insight to company leaders when they need it, and educate non-sales tax staff how to support the sales tax function.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute will pull from her years of experience to teach you the right way to handle some of the most important sales tax administrative items. By attending this webinar, you can learn how to do it right – from registering for sales tax in a state all the way through to filing and remitting sales tax returns. You’ll learn how to address and answer the questions that come up frequently regarding the administration of sales tax in the normal course of running a business.

And during the live Q&A portion of the webinar, you can get answers to your specific sales tax administration questions directly from Diane.

Learning Objectives for this webinar include:

    • Discover best practices for setting up policies and procedures that set the sales tax function in your company up for success, no matter if you’re a department of one or many.
    • Learn when you need to register to collect and remit sales tax in a state and how the registration process works so that you don’t become liable for penalties and back taxes.
    • Understand how to determine the tax base so you charge the right amount of sales tax on every transaction.
    • Discover how to keep your exemption certificates up to date – how frequently you are required to update them and where it is required.
    • Learn how to cross-train non-sales tax staff to support sales tax compliance efforts on items like resale and exemption certificates.
    • Discover how invoice presentation and language can have a huge impact on taxability.
    • Learn how to comply with sales tax remittance issues, such as timely filing and method of delivery so you can stay sales tax compliant.
    • Understand how to deal with special administrative issues such as sales tax holidays so you are prepared well ahead of time.
    • Get tips for staffing the sales tax department to manage the sales tax workload in your company.

PLUS: Webinar attendees will receive our handy Sales Tax Administration Checklist. The checklist lays out steps you need to take for sales tax when something changes in your business as well as steps for the ongoing maintenance of your sales tax processes.

 

SIGN ME UP

By submitting purchase and attendee forms, you are agreeing to join the Sales Tax Institute’s mailing list so the Sales Tax Institute can send you email notifications about your purchase and additional communication including our monthly newsletter, monthly sales tax tips digest, information about upcoming courses and sales tax resources. Submitting these forms will add your information to our mailing list. We will never share or sell your info. Click here to view our privacy policy.

CPE Information:

Webinar attendees can earn 1.5 hours of CPE credit in the “Taxes” field of study

Prerequisites: This course requires no prerequisites or advance preparation.

Program Level: Basic

Delivery Method: Group Internet-Based

 

Additional Information about CPE

Cancellation/Complaint Policy

Questions about the registration or webinar process, or need help troubleshooting? Visit the Live Webinar FAQ page to get answers.

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