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Use Tax Accrual & Tax Validation: The Forgotten Aspects of Compliance

Time
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Location
Online
Credit
1.5 CPE credits
 
 
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Overview

Sales tax and use tax are complementary. If you make a purchase of taxable property and the seller doesn’t collect sales tax on the transaction, you are required to pay consumer’s use tax.

The challenge is determining the correct amount of consumer’s use tax to pay. It’s important to do it and to make sure that you’re doing it correctly. Since many companies aren’t aware that they have a use tax obligation, states are frequently on the lookout for use tax audits.

On the other side of the coin, since the Wayfair decision was handed down, many businesses are reacting by starting to collect sales tax, and this can have a major impact on purchasers. Post-Wayfair, will all your suppliers begin collecting tax? If so, can you trust that they are doing it correctly? If someone in your company isn’t monitoring this, your costs could increase and there is a very good chance that you may be overpaying sales and use tax.

In both situations, you need to be sure that you are monitoring and paying the correct amount of sales tax and consumer’s use tax.

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 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

I have attended a number of trainings offered by the Sales Tax Institute. Every time I come out learning something new.”

Additional Details About the "Use Tax Accrual & Tax Validation: The Forgotten Aspects of Compliance" Webinar

Relying on the state to determine your use tax liability is not a good position to take. This webinar will offer ideas from simple stand-alone solutions to integrated third party tax engine solutions that can help reduce the time involved from the accounts payable department on this critical task.

When use tax is properly tracked and reported….

  • The company saves money
  • There is less impact on company resources
  • Audit liabilities are reduced
  • Penalties and interest are minimized

In addition, you’ll learn how to keep track of what your suppliers are doing when it comes to charging sales tax on your purchases. You’ll learn about options such as direct pay authority and purchasing companies as ways to take control. Knowing your options and finding the right tool to fit your needs is key to paying the right amount of sales and use tax, every time.

Your Teaching Staff

In this 90-minute live webinar, sales tax expert Diane Yetter of the Sales Tax Institute will help you to eliminate any uncertainty you have about use tax. Don’t get caught with a potentially costly use tax liability. Register for this webinar to learn how to minimize risk, stay compliant in a cost-effective manner, and protect your company in case of a use tax audit. 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:

  • Understand the challenges that arise with use tax determination and how to handle them so you are paying and remitting the correct amount of tax.
  • Discover the tools and processes to keep your company in compliance for use tax, so you can avoid errors and costly mistakes.
  • Find out how the states target possible use tax audits, so you can reduce your audit liability risk.
  • Understand why vendor tax validation is critical and learn best practices for how to do it.
  • Learn how the South Dakota v. Wayfair decision has brought about changes that can affect your company and discover important process changes to implement post-Wayfair.
  • Learn about key taxability items for procurement card (P-card) transactions, Evaluated Receipts Settlement (ERS), and automated data feeds.

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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