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Efficient Sales Tax Compliance

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1.5 CPE credits
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Sales tax compliance is of the utmost importance. States are cracking down on companies – they are getting stricter on whether they will abate any penalties, and notices are being issued more frequently for minor issues. Additionally, as states require more online filing for sales tax, there are more chances for input errors.

Who should attend? This webinar is intended for financial and operations personnel—including tax, general accounting, accounts payable, sales, tax technology, purchasing and credit, sales tax compliance preparers, and tax directors —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 "Efficient Sales Tax Compliance" Webinar

Chances for input errors doesn’t stop at states’ requirement for online filing for sales tax. The time frame for filing sales tax returns is very short – you have to wait until the prior month is closed, but the first returns are due to the state by the 15th calendar day. And most companies need to gather data for the returns from multiple sources then get it into the right format for the returns. So how do you balance accuracy with efficiency? Can you make your sales tax return process more efficient without incurring significant risk?

In this 90-minute webinar, sales tax expert Diane Yetter of the Sales Tax Institute will teach you how to efficiently gather the right data for sales tax returns, how to minimize the number of times the data is touched and teach you where the data goes on the form. She’ll teach you how to manage exemptions and explain how they need to be shown on the returns. She’ll also discuss automation tools that are available to help with the process.

Learning Objectives for this webinar include:

  • Learn how to streamline the sales tax return process to balance accuracy and efficiency
  • Find out how to gather the right data for sales tax returns
  • Understand what data goes on which lines of the sales tax return and what is important about that data
  • Learn how to manage exemptions and how they should be shown on sales tax returns
  • Discover different solutions – both automated and form solutions – that are available to help with the sales tax compliance process
  • Understand how to properly deal with notices and amended returns

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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