Sales and use tax compliance can involve navigating a myriad of tax jurisdictions, each with their own rules, rates, and definitions. As product lines evolve, exemptions shift, and economic nexus rules expand, 100% accuracy becomes a demanding task—even for the most well-organized tax departments.
That’s where a reverse audit can make a real impact. In this on-demand webinar, we’ll explore how reverse audits help strengthen your broader compliance efforts. You’ll walk away with a clear understanding of how the process works, where refund opportunities often hide, and how to use this insight to reduce risk and improve future outcomes.
At a time when state and local tax enforcement is ramping up, reviewing your historical filings isn’t just a good idea—it’s a strategic one. Reverse audits allow you to take a fresh look at past activity, catch discrepancies early, and claim eligible refunds before statute of limitations windows close.
Larry Mellon of Vertex, Inc. and our own Trisha Davidson will guide you through the reverse audit process from start to finish, share real-world examples of tax recovery, and explain how to use the findings to streamline your internal systems.
Who should watch?
If your organization operates across multiple states, purchases items that qualify for exemptions, or has experienced system or process changes, this webinar is for you. This webinar is designed for finance and operations professionals who manage sales and use tax. It’s also suitable for general practitioners with little to no experience.
The Strategic Power of Reverse Audits On-Demand is a 30 day online rental through the popular streaming service, Vimeo.
Once you click Start Minimize Tax Risks: Your Guide to Voluntary Disclosures below, you will be taken to a simple web form to complete. From there, you’ll be sent to Vimeo to complete your purchase and gain access to the course.
Start Minimize Tax Risks: Your Guide to VOluntary Disclosures
During this 90 minute on-demand training, attendees will gain a practical understanding of how reverse audits work and why they’re a powerful, often underutilized, tool for businesses. We will walk through the full reverse audit process, including how to identify potential refund opportunities, gather supporting documentation, and navigate refund claims with state tax authorities.
You’ll also learn how reverse audits differ from traditional audits and why they can play a critical role in your overall tax strategy. We’ll highlight common areas where overpayments occur, such as misclassified purchases, overlooked exemptions, or system setup issues. Although reverse audits typically only focus on tax on purchases, we’ll talk about when a reverse audit can be used to recover tax due to the seller on the sales transaction. We will also cover why this matters so much for businesses that operate across multiple states or use complex ERP systems.
Beyond recovery, we’ll explore how the insights gained from a reverse audit can improve your long-term compliance. Attendees will gain practical tips on how to prevent recurring issues, improve exemption certificate management, and align internal processes for greater accuracy and efficiency.
Whether you’re new to reverse audits or looking to refine your approach, this session will provide actionable guidance you can put to use immediately.
Trisha Davidson, CMI, Director of Client Operations, YETTER and Sales Tax Institute
Trisha Davidson has 30 years of tax experience working in both corporate and consulting services. Her experience broadly encompasses Federal, state, and local tax compliance, consulting, and auditing throughout the U.S., with a specialty in sales tax. Trisha is passionate about sharing her knowledge and skills to help others effectively managing their sales and use tax spend to minimize liabilities and maximize savings.
More About Trisha Davidson
Larry Mellon is a Senior Director – Global Tax in the Chief Tax Office of Vertex, Inc. in King of Prussia, PA. He has over 35 years of experience in sales, use, and VAT tax compliance, risk assessment, jurisdictional audits, administration and management.
More About Larry MellonHow long do I have access to the webinar after purchase?
You have a 30-day rental period to access the on-demand webinar through Vimeo.
What is the format of the webinar?
The webinar is a 90-minute on-demand session that you can start and stop at your convenience within the 30-day access period.
How do I access the webinar after purchasing?
After completing a simple web form, you’ll be directed to Vimeo to complete your purchase and gain access to the course.
Does this webinar offer Continuing Professional Education (CPE) credits?
No, on-demand webinars are not eligible for CPE credits.
Are there additional resources available to supplement the webinar?
Yes, the Sales Tax Institute offers a variety of resources including sales tax guides, FAQs, and additional webinars to further your understanding. Explore free resources here.
What if I need more comprehensive training?
For more in-depth training, consider the Sales Tax Jumpstart or Basics of Sales and Use Tax courses. More information on those courses here.
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.