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Software & Cloud Taxation Decoded

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Location
Online
Credit
1.5 CPE credits
 
 
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Overview

Determining how sales and use tax apply to software and the cloud can be intimidating for even experienced tax professionals, and with good reason. 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.

There is a lot of potential for making mistakes when determining how sales and use tax apply to software and the cloud. And that can lead to costly errors and increased audit risk. Attend this webinar to make sure you’re handling sales and use tax correctly on these transactions.

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 the “Sales Tax NerdTM” 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

About the Instructor

Charles Maniace is the Vice President of Regulatory Analysis & Design at Sovos, a leading global provider of software that safeguards businesses from the burden and risk of modern tax. An attorney by trade, Chuck leads a team of attorneys and tax professionals responsible for all the tax and regulatory content that keeps Sovos customers continually compliant. Over his 15 year career in tax and regulatory automation, he has provided analysis to the Wall Street Journal, NBC, Yahoo! Finance, Politico, USA Today, Entrepreneur and more.

More About Charles Maniace

“Sales Tax Institute and Diane Yetter deliver concise up to the minute information in the fast paced world of sales tax post-Wayfair. Diane not only pinpoints issues, she’s a problem solver who’s not afraid to give her opinion based on her vast experience.”

Additional Details About the "Software & Cloud Taxation Decoded" Webinar

Additional Details About the Webinar

States across the country have been enacting legislative changes that determine how they characterize sales of software, cloud computing and digital goods for sales tax purposes. Are you aware of the changes taking place across the states? If not, you may be subjecting yourself to significant audit risk.

In addition to the different states’ rules regarding taxation of software and the cloud, software maintenance agreements bring further complications. The method of delivery and the manner in which the maintenance agreement is sold often has an impact on the sale’s taxability. Understanding how software-related services is another crucial piece of the puzzle.

For sellers of software and related services, the webinar will 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.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute and Charles Maniace, Director of Regulatory Analysis at Sovos, will teach you the different ways that software, cloud computing, and related services can be taxed. You’ll learn about important recent legislative changes regarding software and the cloud across the states. You’ll also learn about exemptions that are available for software purchases, so you can take advantage of cost-savings opportunities.

And during the live Q&A portion of the webinar, you can get answers to your specific sales tax questions directly from Diane.

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.
  • Get updated on how states are classifying cloud transactions today for sales tax purposes so you don’t encounter any surprises.
  • Discover exemptions that can apply to software and software providers to bring cost savings to your company.
  • Understand how items like maintenance contracts, training, and reimbursed expenses are taxed in cloud and software categories.
  • Learn about software-related services and the importance of distinguishing the service that is being provided so you’re not subjecting exempt services 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.
  • Get an overview of the global consequences of licensing digital goods abroad

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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