Live Webinar | Novice | Specialist

Sales Tax Issues for Retailers

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Location
Live Webinar
Credit
1.5 CPE credits
 
 
By submitting this form you are agreeing to join the Sales Tax Institute’s mailing list so the Sales Tax Institute can send you email notifications including our monthly newsletter, monthly sales tax tips digest, information about upcoming courses and sales tax resources. Submitting this form will add your information to our mailing list. We will never share or sell your info. Click here to view our privacy policy.
Overview

Sales tax is an imbedded part of your daily life as a retailer. And if it’s not yet, it should be!

Due to the high volume of sales faced by retailers, it is essential to make sure that you are not only properly collecting and remitting sales tax, but also managing all of the other sales tax issues that are involved.

Every phase from the introduction of a new product to that product making it into the hands of the final consumer has sales tax implications that you can’t overlook. As a retailer, you need to understand how all the processes that surround your products—from contracting and invoicing to calculating tax to drop shipping to shipping and handling to returns—must be handled from a sales tax perspective.

This webinar will teach you the ins and outs of handling sales tax on retail sales. You’ll learn how to optimize your business processes to make sure you are staying sales tax compliant no matter your type of retail business or the platforms you sell on.

Who should attend?

This webinar is intended for anyone responsible for accounting and finance of a retail business – whether online or brick and mortar. This could be an individual who has responsibility for sales tax including tax, general accounting, accounts payable, sales, tax technology, purchasing and credit and deals with sales and use tax as part of their responsibilities. The course is also designed for general practitioners, with minimal to no experience or those who advise retailers in financial/tax matters.

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

“It was laid out very well. Ms. Yetter was informative and very knowledgeable. There was no wasted time or filler and she hit on everything pertinent to our business needs.”

Additional Details About the Webinar

Additional Details about the Webinar

Retailers have immense sales tax obligations and special rules they are responsible for, which makes now the perfect time to make sure you are staying sales tax compliant.

Attend this webinar to learn how to correctly handle your day-to-day sales tax obligations for the retail industry, whether you sell clothing, food and drugs, or are in hospitality. We’ll dive into all the sticky sales tax issues that can trip you up for exemption certificate management (including when you may be able to claim a resale exemption), drop shipment documentation, and invoice and contract presentation. (Yes, how you present your products on your invoices can influence how you are taxed!)

We’ll also cover how sales tax applies to special charges that only retailers deal with, such as shipping and handling, returns, layaways, and more. You’ll also learn the special rules you’ll need to follow during sales tax holidays.

Whether you sell from your own website, a physical store, an online marketplace, or a combination of multiple channels, by attending this webinar you’ll help ensure you meet your sales tax obligations in the retail industry and avoid costly mistakes that retailers easily make.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute will teach you how to manage sales tax issues for retailers across a number of retail industries. Regardless of what you sell, there are common issues all sellers need to understand. In this webinar, you’ll get important updates and acquire the sales tax knowledge you need for your business.

Learning Objectives for this webinar include:

  • Learn how to correctly handle sales tax issues for retailers across a range of industries, including clothing sales, food and drug sales, and the hospitality industry.
  • Learn about exemption certificates, the different types of exemption documentation you’ll come across, and important administrative duties regarding exemption certificates.
  • Understand the ins and outs of drop shipments and the sales tax implications they can have on your operations.
  • Discover the importance of the wording used on invoices and contracts and the impact it can have on the amount of sales tax that you need to collect and remit.
  • Find out how sales tax applies to special charges such as shipping and handling, layaways, returns, gift cards, and gift wrapping.
  • Discover how to handle administrative issues during sales tax holidays, so you don’t get tripped up on these initiatives.
  • Learn how to manage sales tax requirements for the different channels you sell on, such as your own website, your brick-and-mortar store, or an online marketplace.
  • Discover situations when retailers can claim a resale exemption so you can take advantage of potential cost savings for initiatives such as giveaways or complimentary items.

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

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