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Properly Classify Your Products & Services for Sales Tax: Get It Right the First Time

September 19, 2024
1:00 p.m. - 2:30 p.m. EST (Eastern Time Zone)
Live Webinar
1.8 CPE credits
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Mistakes, audit risk, loss of profits… oh my!

Regardless of what you sell or what industry you’re in, it is essential that you properly classify your products or services for sales tax purposes. If you fail to do so, you could be setting yourself up for huge problems. It pays to get it right the first time.

This 90-minute live webinar will inform you of how to properly classify your products or services for sales tax purposes, covering a wide range of industries. Product classification is a crucial step that cannot be overlooked at the beginning of your sales tax compliance processes – whether you are using an automated tax solution or not. For those that do use a tax solution, you’ll see how to incorporate these essentials into an automated tool. You will know how to solve issues from both the sales and the procurement point of view.

By mastering this process, you’ll ensure accurate sales tax charges on all your sales, leading to time and cost savings, fewer errors, happier customers and the peace of mind that comes with precise sales tax management. Don’t miss this opportunity to safeguard your business from audit risks and protect your profits.

Who should attend?

This webinar is intended for financial and operations personnel—including tax, tax technology, IT, and purchasing groups with responsibility for the product classification and implementation of tax systems.  It is also beneficial for general accounting, accounts payable, sales, tax technology, purchasing and credit professionals who deal with sales and use tax as part of their responsibilities. This webinar is also intended for companies that are currently using or are looking to implement a sales tax automation system. The course is also designed for general practitioners, with minimal to no experience.

“Sales taxes are extremely complicated and it doesn’t seem like there is much out there in terms of guidance. It’s great to find a place that I can come to learn more about sales tax issues we face as a business. Thank you so much for creating these resources and courses.”

Additional Details About the Properly Classify Your Products & Services for Sales Tax: Get It Right the First Time Webinar

Regardless of what industry you’re in – whether it’s retail, manufacturing, construction, software, services, or many more – you need to properly classify the items that you sell. How you classify determines whether it is taxable and the rate that applies on transactions. Knowing what to charge is the most important detail!

The benefits of learning how to do this and implementing it into you sales invoicing or  automated tax solution are huge. Automating this function can result in big time and money savings. You can gain confidence that you are correctly classifying your sales and charging the correct sales tax. And you can avoid huge headaches and increased labor costs to fix problems down the line.

During the webinar, you will walk through product classification for the items you sell or buy, drawing upon our instructor’s 30-plus years of experience working with a wide range of companies in different industries. Second, you will experience how to implement this information into a tax automation system, so you can be confident that the correct sales tax is being charged on your sales, every time.

You’ll walk away from this webinar with practical, usable takeaways that you can put into action for your business TODAY. And during the live Q&A portion of the webinar, you can get answers to your specific sales tax questions directly from our faculty expert.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute will guide you through her process to make sure you are properly classifying your products or services for sales & use tax purposes.

Learning Objectives for this webinar include:
  • Learn how to properly classify the products or services you sell and buy, so you can be sure that you are correctly handling sales and use tax on every transaction.
  • Discover the product classification issues you need to be aware of for a number of industries, so you can avoid common and costly mistakes.
  • Understand what items you need to examine when classifying products, including invoices, labeling, ingredients and more.
  • Learn how to correctly implement this information into an automated sales or tax system, so you can be confident that sales tax is being charged correctly every time.
  • Gain knowledge on how to maintain this information in an automated tax system, so you can avoid errors when changes take place down the line.

get sales tax right the first time

CPE Information:

Webinar attendees can earn 1.8 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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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

Interested in saving over $1000 on your sales tax training?

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.

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