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Are you ready to unlock the potential of AI in sales tax? Whether you’re a team of one or a team of ten, having the ability to work smarter, not harder, makes a significant difference for every business. The Sales Tax Institute is here to help you navigate the ins and outs of adding AI to your processes—unlocking new levels of productivity.
During the course, we will explore how AI can simplify sales tax functions from data analysis to research and compliance, helping you navigate options for automating tasks to save time and reduce risk. AI’s true value lies in how it complements your existing processes and enhances your ability to manage complex tasks. This technology is designed to be an essential tool in your toolkit, enabling you to tackle challenging assignments with greater ease and precision.
AI offers immense potential for improving efficiency, accuracy, and scalability, but there’s more to consider beyond just the benefits. In this webinar, we will review the ethical considerations when using this advanced technology in sales tax advisory. You’ll gain a solid understanding of key concepts like data privacy, bias, and accuracy in AI systems, and how these factors influence your sales tax processes.
We will provide clear guidance on using AI responsibly and effectively including ideas for their application within your company’s AI policies.
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. It’s an ideal fit for anyone curious about how AI can streamline tax processes and eager to understand how these technologies work in a sales tax context. The course is also designed for general practitioners, with minimal to no experience.
AI is making waves in virtually every industry, and the sales and use tax world is no exception. The question remains, how can it best serve your team’s needs? This webinar goes beyond the buzz to explore practical applications of AI in sales tax processes. From simplifying data entry to enhancing compliance checks, we’ll highlight specific ways that AI can be successfully implemented and where it’s showing the most promise.
You’ll gain insight into how AI tools can assist with time-consuming tasks like tax research, product mapping and invoice validation—helping your team work more efficiently without sacrificing accuracy.
However, adopting AI isn’t just about efficiency, it’s about understanding the risks and responsibilities that come with it. As businesses explore AI solutions, knowing how to apply the technology without compromising compliance or ethical standards is essential. While AI can process large volumes of data quickly, it still requires human oversight to catch inaccuracies, address bias, and ensure consistent results. We’ll cover best practices for establishing review checkpoints that balance automation with careful evaluation.
With a balance of real-world examples, practical takeaways, and ethical considerations, this session will give you the tools to evaluate whether AI is the right fit for your business.
During the live Q&A portion of the webinar, you can get answers to your specific sales tax questions directly from Diane.
Webinar attendees can earn 1.8 hours of CPE credit in the “Information Technology” field of study
Prerequisites: This course requires no prerequisites or advance preparation.
Program Level: Basic
Delivery Method: Group Internet-Based
Additional Information about CPE
Questions about the registration or webinar process, or need help troubleshooting? Visit the Live Webinar FAQ page to get answers.
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
The All-Access Webinar Pass grants you the ability to attend an entire year’s worth of Sales Tax Institute live webinars and access all existing on-demand webinars!
As a busy tax pro, it can be hard to find quality professional development throughout the year. The All-Access Webinar Pass takes care of all your required sales tax training in one easy step. Learn from the experts about the sales and use tax issues that matter with access to the Sales Tax Institute’s monthly live webinars and full, unlimited access to the Sales Tax Institute’s on-demand webinars.