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Software & Cloud Taxation Made Clear

Time
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Location
Online
Credit
1.5 CPE credits
 
Overview

Determining how sales and use tax apply to software and the cloud can be intimidating for even experienced tax professionals. There are many reasons why. Sales of software, cloud computing services, software-related services and digital goods can be taxed differently on a state-by-state basis. Even the way in which software is delivered (tangible vs. electronically vs remotely accessed) and whether it’s prewritten or custom can mean the difference between the sale being taxable or exempt.

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 intended for those who make sales or purchases of cloud or software products. The course is also designed for general practitioners, with minimal to no experience.

About the Instructor

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

Diane L. Yetter is 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
Additional Details About the "Software & Cloud Taxation" Webinar

Software maintenance agreements bring further complications, with the method of delivery and the manner in which the maintenance agreement is sold often having an impact on the sale’s taxability.

Additionally, states across the country are making decisions that determine how they characterize sales of cloud computing and digital goods for sales tax purposes. Are you aware of the changes taking place across the states?

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute will teach you the different ways that software, cloud computing, and related services can be taxed. You’ll also learn about exemptions that are available for software purchases. For sellers of software and related services, the webinar will also cover the importance of distinguishing the different services you are providing so you aren’t creating a tax obligation unnecessarily.  We’ll also cover practical issues such as contract and invoice language, documentation of delivery method and sourcing rules.

Learning Objectives for this webinar include:

  • Learn how the taxability of software can vary based on how it’s delivered so you can ensure that these transactions are being taxed correctly.
  • Discover exemptions that can apply to software and software providers so you can bring cost savings to your company.
  • Get updated on how states are classifying cloud transactions for sales tax purposes so you don’t encounter any surprises.
  • Understand how items like maintenance contracts, training, and reimbursed expenses are taxed
  • Learn about software-related services and the importance of distinguishing the service that is being provided so you’re not subjecting exempt items to tax.
  • Understand the importance of contract provisions and invoice presentation and how they can affect the taxability of your sales.
  • Learn ways to minimize tax consequences for global or national software contracts from a software user’s perspective
  • Understand how to document user locations to accurately report the tax as well as how to address this from either a seller or buyer perspective

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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