Live Webinar | Master | Novice | Specialist

Taxing Technology Services

Time
Enter your information in the form below to be notified if this webinar is offered again.
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

The taxation of technology goes beyond applying sales and use tax to products like software. It also includes the taxation of services that support the use of tech products.

How technology services are taxed is nuanced, as they can be taxed differently not only on a state-by-state basis but also based on the technology product the service relates to and the specific service itself. However, there are important concepts tax pros can learn to give them a leg up in determining how tax will apply to their technology services.

Join this 90-minute webinar to learn distinctions between configuration, installation, and modification services, what constitutes a customized service, implications of mandatory vs. optional tech training, bundling issues, and many more sales tax issues for technology services.

No matter if you work on the buyer or seller side of technology services transactions, you need to understand critical differences in how they are taxed. Get the knowledge you need to manage sales tax correctly for these transactions so you can avoid costly errors and increased audit risk.

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 technology services. 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 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

“Very good information. So much covered or to cover. Diane is so knowledgeable and truly think these are the best sales tax seminars around.”

Additional Details About the "Taxing Technology Services" Webinar

If you sell or buy technology services, you need to know the proper way to distinguish the different services you are providing so you aren’t creating a tax obligation unnecessarily or incorrectly classifying your services for sales tax purposes.

Sales tax issues can come into play from the moment a customer engages you for your services. For example, let’s say you sell software, and you have to customize the software to meet the needs of a new customer. You need to know if custom programming (which is a service) will impact the taxability of the sale as opposed to simply selling your software without customization. You also need to determine if the level of effort you will provide is considered a customization of the software.

The nature of your technology services and whether or not your services can be separated from the technology product can also have an impact on a sale’s taxability and raise important questions. Is your technology product usable without your configuration services upon delivery? Are the modification services you provide to existing technology products subject to tax?

This webinar will address these and other critical sales tax issues for technology services, including sales tax implications for managed IT services, how to approach product and service bundling for sales tax, and how training services can be taxed.

We’ll also cover practical issues such as contract and invoice language, documentation of delivery method, sourcing rules, and tricky user allocation issues.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute, will teach you the different ways that technology services can be treated for sales tax purposes. You’ll learn how to set up internal processes and checks that help you get sales tax right no matter the type of technology services you provide. Diane will also present important recent legislative changes regarding taxation of technology services.

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 the nuances of the taxation of technology services so you can manage sales tax correctly for these transactions.
  • Understand the how the distinctions between configuration vs. installation vs. modification services for software can influence taxability.
  • Discover how bundled transactions should be treated for sales and use tax purposes so you can be sure you are charging the correct amount of sales tax and avoiding unnecessary risk.
  • Learn how states determine what constitutes custom programming vs. providing a modification of canned software so you can research if there are certain thresholds for sales tax application on a customization service.
  • 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.
  • Find out how sales tax can be applied to managed IT services so you can clearly present your services with mapped out tax implications.
  • Learn how training services should be treated for sales tax and how to address them on invoices.

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

 

Questions about the registration or webinar process, or need help troubleshooting? Visit the Live Webinar FAQ page to get answers.

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

 

Questions about the registration or webinar process, or need help troubleshooting? Visit the Live Webinar FAQ page to get answers.

Other Resources You Might Be Interested In
Membership / Annual Subscription | Master, Novice, Specialist

Sales Tax Nerd Community Membership

Join an online network of sales tax professionals who want to grow their sales tax expertise and connect with equally passionate peers. Annual memberships include a year of live webinars, office hours with Diane Yetter, a sales tax tools library, and more!

Taxing Digital Goods and Services: Recent Shifts and Trends

Who remembers Blockbuster, CD’s, and physical newspapers? We are a dwindling group of people as we’re in a digital age where a majority of the entertainment and news we consume is online or downloaded to our devices. Since people spent…
Live Course | Master, Specialist

Advanced Sales and Use Tax Workshop

Deep-dive into advanced sales and use tax concepts at our intimate live workshop designed for mid to expert level tax pros.

Delivery Method Changes Everything: Navigating Sales Tax on Intangible Goods

Explore cases where seemingly intangible goods can be converted to tangible personal property for sales tax purposes.
Not Finding What You’re Looking For?

Custom sales and use tax trainings are available for those needing a specialized program.

Custom Sales And Use Tax Training