Live Webinar | Master | Novice | Specialist

Sales Tax Challenges with Services

Dates
January 25, 2022
Time
1:00 p.m. - 2:30 p.m. EST (Eastern Time Zone)
Location
Live Webinar
Credit
1.5 CPE credits
Price
$175
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By submitting purchase and attendee forms, you are agreeing to join the Sales Tax Institute’s mailing list so the Sales Tax Institute can send you email notifications about your purchase and additional communication including our monthly newsletter, monthly sales tax tips digest, information about upcoming courses and sales tax resources. Submitting these forms will add your information to our mailing list. We will never share or sell your info. click here to view our privacy policy.

Overview

Traditionally, sales tax only applied to the sale of goods. Our economy today has evolved, and the services sector is growing. An expanding services sector has resulted in an expanding state interest in imposing sales tax on services.

The issue is many still believe that there are no services subject to sales tax, but this simply isn’t true.

In fact, there are a variety of highly common services that states often tax. Cable television, data processing, and property remodeling are just a few examples. Plus, the taxability of your service can change just by how you’re invoicing or contracting in the eyes of the law!

If you’ve ever wondered, “Do I have to charge sales tax for this service?” get all the answers in this 90-minute webinar. You’ll learn how to determine the taxability of services, tips and tricks for invoice and contract presentation, sourcing rules for services, and more.

Who should attend?

This webinar is intended for financial and operations personnel in companies that offer services—including tax, general accounting, accounts payable, sales, tax technology, purchasing and credit—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 who have clients in the services industry.

About the Instructor

Diane L. Yetter, President & Founder, YETTER and Sales Tax Institute

Diane L. Yetter is the “Sales Tax Nerd®” as well as a strategist, advisor, speaker, and author in the field of sales and use tax. She is president and founder of YETTERTM, a sales tax consulting and tax technology firm in business since 1996. She is also the founder of The Sales Tax Institute, a premier think tank that offers live and online courses to educate business professionals about sales and use tax.

More About Diane L. Yetter

“The webinar was very informative. There are certainly many nuances with sales tax and the webinar did a great job of capturing examples of what to be aware of.”

Additional Details About the "Sales Tax Challenges with Services" Webinar

“It’s a service! No taxes!” Think again.

Believing that services are not taxable is one of the most pervasive sales tax myths out there.

While it’s true that many services are not taxed in many states, services subject to sales tax are much more common than you think – and it’s a growing trend.

This webinar will examine how sales tax applies to the following service categories – as well as the tax base and any unusual rules that apply:

  • Hospitality, including catering and tourism
  • Personal care, such as hair, tattoo, massage, and piercing
  • Business services: warehousing, fulfillment, and pack and ship services, as well as marketing and security services
  • Professional services, such as recruiting, temporary help, accounting, legal, and consulting
  • Technology Services, such as installation, software development, streaming services, and training
  • Real property: engineering, architecture, repair, maintenance, and grounds keeping

It’s a mixed bag on how each state treats each service category. However, there are several concepts and processes within your control to understand and use as a head start in determining whether or not your services are taxed across the states.

Your taxability can be affected by how you’re drafting contracts or wording your invoices. The presentation of your work or itemization of your bills will impact how a state views something as taxable. This webinar will guide you through real life examples for contract and invoice set-up so you can apply changes as necessary.

You’ll also learn the “true object test” analysis to apply to any of your bundled services so you can discover the true intent of each of your service transactions with confidence.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute will teach you the ins and outs of the taxation of services, including the “how” and “where” so that you know where you stand. She will cover invoice and contract language and terminology, best practices for bundling, sourcing rules, and more using real life examples and case studies so you can see how these concepts apply to your business. Diane will also share the latest state news updates and any law changes that impact service providers.

During the live Q&A portion of the webinar, you can get answers to your specific sales tax questions directly from Diane.

Learning Objectives for this webinar include:

  • Discover what types of services are most commonly taxed, where, and in what situations.
  • Learn the “true object test” analysis so you can determine (or mitigate) taxation of services in bundled transactions.
  • Find out specific contract and invoice presentation guidelines to help you avoid common wordings that can cause your transaction to be considered taxable.
  • Learn about the two general rules states use to determine the sourcing for the taxability of services so you know what to look for in state statutes.
  • Discover which states tax common professional services, like marketing or human resources.
  • Find out how states treat services that support your business activities like warehousing, fulfillment, and pack and ship services.
  • Learn how to determine if you have tangible or real property services that are taxed.
  • Understand how personal care services like dry-cleaning, photography, and beauty shops could easily be taxed in certain states and/or situations.
  • Learn how services in the hospitality industry are treated for sales tax, including catering and tourism-related services.
  • Dig into case studies and recent state updates on service taxation across the country to provide important real-life context.

Sign me up

By submitting purchase and attendee forms, you are agreeing to join the Sales Tax Institute’s mailing list so the Sales Tax Institute can send you email notifications about your purchase and additional communication including our monthly newsletter, monthly sales tax tips digest, information about upcoming courses and sales tax resources. Submitting these forms will add your information to our mailing list. We will never share or sell your info. Click here to view our privacy policy.

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

Cancellation/Complaint Policy

 

Questions about the registration or webinar process, or need help troubleshooting? Visit the Live Webinar FAQ page to get answers.

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