Sales Tax Compliance Deep-Dive: The Ins and Outs of Filing Returns

Sales tax compliance is an ongoing process. Once you understand the necessary steps to successfully prepare and file your tax returns, you can make tweaks to the process in the ways that work best for your company.

But to get to that point, you must work through a lot of preliminary questions:

• What type of return do you need to file?
• Where do you get the data to populate the return?
• What method of filing should you use?
• What do you do if you accidentally report something in error?

You need to know the answers to these questions for each jurisdiction where you have nexus – on both the state and local level. Each jurisdiction may have its own unique filing requirements, from the type of form you need to use to the return due date.

Even companies that work hard to track the details of state rules and rates can struggle to file and remit tax correctly. Join this webinar to learn which form to use, where to file, and what to include so you can file returns and pay your sales and use tax with confidence.

Your Teaching Staff

This 90-minute live webinar is taught by sales tax expert Diane Yetter of the Sales Tax Institute and compliance veteran Lisa Tillman of R&M Consulting. Diane and Lisa will teach you the sales tax compliance process from start to finish. You’ll learn how to organize and evaluate your data, populate and file returns, respond to state notices, and much more.

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

Learning Objectives for this webinar include:

• Learn best practices for data gathering and retention so you can prepare accurate returns and defend any audits successfully.
• Understand which type of return you need to file based on the tax type you are collecting.
• Learn the differences between reporting sales tax vs. consumers use tax so you give the state the correct information.
• Discover the different methods of filing returns – paper form, online submission, outsourcing, use of a Streamlined CSP – so you can determine which works best for your company and the states where you’re registered.
• Find out why reconciling your tax data is crucial before you populate a return.
• Learn how to respond to notices from the state when there is a question about a return you filed so you have the appropriate documentation on hand and can respond timely.