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Demystifying The Sales Tax Process: What Do You Need And How Do You Find It?

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1.5 CPE credits
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The sales tax process isn’t simple, is it? There are so many different pieces of information necessary to manage a company’s sales tax. I like to say sales tax is a team sport – it isn’t something you can do on your own. And it needs to be managed correctly because if it isn’t, it could cost your company.

Managing sales tax is a responsibility that most businesses have, and chances are good that many professionals don’t realize all that is involved. Are you aware of the sales tax data you should be gathering and tracking to stay on top of sales tax? And would you like to know about the tools that can help do the work for you so you’re not bogged down in administrative duties? There is much more to sales tax than just getting the returns out the door each month. Tracking nexus, taxability and business operations all are key to keeping your sales tax process on track.

Who Should Attend? This webinar is intended for financial and operations personnel—including tax, general accounting, accounts payable, sales, tax technology, purchasing and credit—who deal with sales and use tax as part of their responsibilities. The course is also designed for general practitioners, with minimal to no experience.

About the Instructor

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

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

More About Diane L. Yetter
Additional Details About the "Demystifying The Sales Tax Process" Webinar

Staying sales tax compliant is vital these days, because companies that have neglected their sales tax responsibilities are an easy target for auditors.Staying compliant can run the gamut from registering for sales tax, documenting exempt sales correctly, understanding how to process credits and returns for sales tax purposes, and much more. Learning exactly how to manage these tasks from a sales tax expert is the first step in helping ensure that you don’t make costly mistakes down the line.

In this 90-minute webinar, Diane Yetter of the Sales Tax Institute will help you understand the best practices for demystifying the sales tax process. She’ll explain what sales tax data you need to gather, the tools you can use to automate the sales tax function, how to communicate tax data needs to IT, and much more. If you feel overwhelmed by your sales tax responsibilities, this is the best place to start. And you can get answers to your questions from Diane during the live Q&A portion of the webinar.

Learning Objectives for this webinar include:

  • Understand what data you need to gather for the sales tax process.
  • Discover tools to help you efficiently manage sales tax transaction data, so you can save time, energy and money.
  • Learn how to effectively communicate tax data needs to the IT department.
  • Know when and how to update sales tax registrations so you can avoid making mistakes.
  • Understand what you need to know about processing credits and returns the correct way for sales tax purposes.
  • Discover what is necessary to document exempt sales so you know you’re doing it right every time.

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

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