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Foolproof Automated Tax System Implementation Plan

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1.5 CPE credits
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Whether your business is implementing an automated transaction tax system for the first time, changing tax systems, or upgrading an existing tax system to a different version or platform, the process can be a big headache. If it isn’t managed correctly, you and your department could set yourselves up for huge problems down the road.

This 90-minute webinar will walk you through the BEST way to undertake updating or establishing a tax system. We’ll show you what steps to take from beginning to end, so you can get it right the first time without too much stress!

Who should attend?

This webinar is best for financial and operations personnel—including tax, tax technology, IT, and purchasing groups with responsibility for the selection and implementation of tax systems.  It is also beneficial for, general accounting, accounts payable, and credit professionals 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

“Very educational. Lots of things to help if you take on such a project yourself. Pretty clear that most folks would be better-off using some expert help.”

Additional Details About the Webinar

About the Webinar

It is critical for businesses that operate in multiple jurisdictions to implement a technology solution to accurately manage sales and use tax functions. Not doing so opens your company up to unnecessary liability. A properly implemented tax system is essential due to the quantity and variety of employees that are involved in making sales and use tax decisions within your company.

But unfortunately you don’t just buy a tax system and hope for the best. Identifying, implementing, and then using the right tax system takes strategic oversight and decision making. The right tax system implemented correctly will help you to reduce errors, increase productivity, and avoid potential audit fines and penalties.

When it comes to implementing an automated tax system, you only get one chance to do it correctly. Learn the best practices from an expert who has guided dozens of companies through this transition. Get equipped with the information you need to do the job right.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute will share her knowledge gained from 20-plus years of assisting companies like yours with implementing automated tax systems. She’s been a “taxologist” since before there were taxologists and has been referred to as one of the top implementation consultants globally. As a certified partner with multiple vendors, she really knows the ins and outs of implementing systems – for large and small companies domestically and globally.You’ll learn Diane’s best practices for each step of the system implementation process, from beginning to end. Diane will outline every step of the process that she uses with her clients. She will show you which team members need to be involved, give you practical takeaways, and provide the specific questions you need to ask and answers during each stage of tax system implementation.


Learning Objectives for this webinar include:

  • Learn each and every step that should be included in an automated tax system implementation project plan. This will make sure you don’t accidentally cut corners or miss any crucial stages.
  • See how a seasoned expert who has implemented tax systems for huge companies tackles even the most common tax system implementation conundrums.
  • Identify common issues that can arise in a system implementation and how to address them if, and when, they come up.
  • Understand how to evaluate your company’s specific tax requirements, so you can make sure your needs and budget will be met by the tax system you choose. Not every product or feature is right for everyone.
  • Learn how to vet different tax software programs to find the right-fit for your company’s needs.
  • Understand what you need to do at every single stage of the process: from the first step to post-implementation.


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



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