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Unearth Sales Tax Exemptions You’re Missing And Triumph!

Time
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Location
Online
Credit
1.5 CPE credits
 
 
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Overview

Whether you claim an exemption as a purchaser or accept them as a seller, it is essential to properly understand and manage exemptions for sales tax purposes. Not only do you need to know what exemptions apply to the situation, but you need to have a solid grasp of what is acceptable exemption documentation and support. Learn the most common sales & use tax exemption issues that sellers and purchasers frequently face so you can handle them properly and avoid making costly mistakes.

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 both buyers and sellers who deal with exemptions as well as for exempt organizations. The webinar is also designed for general practitioners, with minimal to no sales tax 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 "Sales Tax Exemptions" Webinar

Implementing exemption management best practices, whether you are a purchaser or seller will help you avoid potential issues come audit time. In addition, there is a wide variety of exemption certificate management tools available which can help you save time and money on managing exemptions.

In this 90-minute webinar taught by sales tax expert Diane Yetter of the Sales Tax Institute, you will learn the processes and tools you need to manage sales tax exemptions correctly from both the purchaser and seller perspective. You will also get an understanding of the different types of exemptions that are available and maybe even learn a few exemptions that you didn’t know exist. During the live Q&A portion of the webinar you can get answers to your sales tax questions directly from Diane.

Learning Objectives for this webinar include:

  • Understand exemption documentation and support requirements from both the seller’s and buyer’s point of view, so you can manage exemptions correctly.
  • Discover the best practices for maintaining exemption certificates, so you don’t have issues in case of an audit.
  • Learn about common exemption issues for both sellers and purchasers so you can avoid mistakes that companies frequently trip up companies.
  • Discover the different types of exemption certificate management tools that are available, so you can save time and money managing exemptions.
  • Understand the different categories of exemptions and discover different types of exemptions that states offer, so you can potentially take advantage of exemptions you weren’t aware of.
  • Learn about the different types of exemption certificates that can be issued and used by purchasers.
  • Be aware of special exemption situations that can arise in different states.

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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