Live Webinar | Master | Novice | Specialist

Finding the Right Sales Tax Software for Your Needs

Live Webinar
1.8 CPE credits
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E-commerce, new selling platforms, robust shipping mechanisms, and many other modern business “conveniences” help companies grow their business in new and exciting ways. However, part of any business growth, pivot, or change must be accompanied by setting up processes to ensure you stay sales tax compliant. Today, that is almost impossible without an indirect tax automation system in place.

If your company is in the market for a sales tax automation system, there are more solutions available now than ever before. That’s a good thing! But with so many options available, it is also harder than ever to figure out which system is right for your company… and the stakes are high. If you select the right system, it can make everyone’s life easier and result in major cost and time savings. But if you select the wrong system, then you may have a frustrating mess on your hands.

This 90-minute webinar will map out all the considerations you need to make in selecting a tax automation system or tools for your company that meet your business needs. You’ll learn about many of the different automation options available in the market today – from tax engines to add-ons to bots – to help you manage growing multi-state sales tax obligations.

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. This webinar is also intended for individuals who work for a company that is considering automating its sales and use tax function or changing its current sales tax system. This will also be helpful for IT staff responsible for supporting sales and use tax solutions. The webinar is also designed for general practitioners, with minimal to no sales tax experience.

“Very educational. Lots of things to help if you take on such a project yourself. Pretty clear that most folks would be better-off using some expert help, like this webinar.”

Additional Details About the Finding the Right Sales Tax Software for Your Needs Webinar

Selecting a sales tax automation system can be overwhelming, but it is a vitally important decision to make. With all kinds of new sales tax legislation being passed, companies with nexus in multiple states will likely need to purchase and install a sales tax automation system if they haven’t already in order to keep up and stay organized.

You want to go into your indirect tax automation selection process fully equipped with the knowledge you need to make the right decision. Once you have a firm and in-depth understanding of the tax activities you want to automate, you can move into exploring the landscape of automation options available.

Depending on the nature of your business, you may be eligible to use something like the Streamlined Sales Tax Project’s free tax collection technology services through a Certified Service Provider (CSP) or you may be able to use more cutting-edge options like bots, AI, or machine learning to introduce new efficiencies into your tax processes.

This webinar will save you time, trouble, and money by helping you narrow down your options to select the sales tax system that is right for you. We’ll cover the variety of options available today from full systems to integrations to tools so you can go into the selection process fully equipped with the knowledge you need to make the right decision.

Plus, all attendees will receive two free bonus tools: an Indirect Tax Automation Vendor Chart and a helpful checklist document that lays out key criteria for making a decision in the vendor selection process.

Your Teaching Staff

This 90-minute live webinar is taught by sales tax expert Diane Yetter of the Sales Tax Institute. Diane has over 30 years of indirect tax technology experience and will help take the overwhelm out of automation selection by arming you with the information you need to choose solution(s) that save your company time and money and ensure your tax compliance. Plus, during the Q&A portion of the webinar, you can get your specific indirect tax automation questions answered directly from Diane.

Learning Objectives for this webinar include:
  • Discover the different types of sales tax systems that are available to be customized to your business’ tax obligations.
  • Dive into the factors you need to take into consideration when choosing a system to ensure all your tax needs will be met.
  • Learn about solutions available for different functional areas of sales tax from rates to tax calculation to exemption certificates.
  • Distinguish between the different vendors who offer sales tax systems and the functionality each.
  • Learn the potential pros and cons of different add-on tools to help automate your processes.
  • Find out about free and low-cost automation options like the Streamlined Sales Tax CSPs that can save your company time and money.
  • Discover applications of robotic process automation and AI to the tax function – from exemption certificate management to product mapping to help desk functions and beyond.
  • Learn about who should be involved in an automation project to ensure different department needs are accounted for and to increase buy-in.

CPE Information:

Webinar attendees can earn 1.8 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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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

Interested in saving over $1000 on your sales tax training?

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.

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