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

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1.5 CPE credits
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Your company just registered to collect sales tax in a new state. Or maybe you’re a new business that registered in a state for the first time. 

What comes next? You know your line of products and services require you to pay sales tax… but how do you make that happen? How do you do sales tax?

The answer is a cyclical process that fills the gap between tax collection and remittance: sales tax compliance.

At its essence, compliance is all about preparing and filing sales and use tax returns. It is your act of complying with state requirements to pay your required tax amount.

You must understand the ins and outs of the sales tax compliance process to file your tax returns on a timely basis and stay out of audit trouble.

Join this 90-minute webinar to learn the 7-step process of sales tax return preparation and filing so you can give the state accurate data and the required forms on time, every time. You’ll discover how to manage every stage of the sales tax compliance process even if you’ve never filed a return before. 

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. The course is also designed for general practitioners, with minimal to no experience. This course is also intended for anyone who needs assistance understanding the sales tax compliance process.

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

About the Instructor

Lisa Tillman, Tax Consultant, R&M Consulting LLC

Lisa Tillman, CPA is the Sales & Use practice director at R&M Consulting, LLC.  She has been with company from the start, building the outsourcing tax practice from the first client to over sixty clients by implementing best practices, procedures, and processes.  She has managed all outsourcing transitions and manages the compliance team to process over 4,500 monthly sales and use tax returns with over 45 million in liability.

“The Sales Tax Institute webinars are always extremely pertinent to my work. Information and tools provided are practical and can be easily applied.”

Additional Details About the Sales Tax Compliance Deep-Dive Webinar

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.

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

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