Which Sales Tax Institute course is right for me?
The Sales Tax Institute offers a variety of training options to meet your needs that differ in their instructional approach and skillset required.
All of our courses focus on practical applications, so you can apply what you learn to your daily sales tax responsibilities right way. We steer away from complex legal jargon that make already complicated sales tax issues more difficult to understand. We also ensure our trainings reflect the latest trends and legislative updates in the industry.
Start with suggestions based on your level of experience.
Novice/Beginner
| Training on a specific sales tax topic: | In-depth/multi-day training: | Ongoing training: |
| Live Webinars | Sales Tax Jumpstart | Sales Tax Nerd Community Membership |
| On-Demand Webinars | Basics of Sales and Use Tax Course (helpful if you have had some on-the-job experience) | All-Access Webinar Pass |
Mid-Level Specialist
| Training on a specific sales tax topic: | In-depth/multi-day training: | Ongoing training: |
| Live Webinars | Basics of Sales and Use Tax Course | Sales Tax Nerd Community Membership |
| On-Demand Webinars | All-Access Webinar Pass |
Advanced/Experienced
| Training on a specific sales tax topic: | In-depth/multi-day training: | Ongoing training: |
| Live Webinars | Advanced Sales and Use Tax Workshop | Sales Tax Nerd Community Membership |
| On-Demand Webinars | Sales Tax Summit (offered infrequently) | All-Access Webinar Pass |
| Enhanced Education Experience |
Next, check out these more detailed summaries of each of our opportunities to help you understand the differences and make your decision.
Quick Training
Monthly Live Webinars
90-Minute Online Webinars
A new CPE-eligible live webinar is taught every month covering a range of sales tax topics.
- Topics covered: A range of relevant issues (from nexus to compliance to automation to audits to regional roundups to international taxes and beyond) that are important to sales and use tax today. Live webinar topics are planned and announced on a quarterly basis so that we are always responding to the latest developments in the industry.
- Format/Style: live 75 min presentation and 15 min Q&A session, detailed materials handout provided
- Best for: Any experience level
- CPE: 1.5 credits
On-Demand Webinars
90-Minute 30-Day Rentals
Learn on your own schedule with unlimited 30-day access to our most popular topics
- Topics covered: Foundational topics like Sales Tax 101, drop shipments, exemptions, administration, audits, and more
- Format/Style: Start and stop 30-day video rental, 90-minute presentation, detailed materials handout provided
- Best for: Any experience level
- CPE: Not available
In-Depth Training
Sales Tax Jumpstart
9-Week Online Course
Build your sales tax knowledge from the ground up. Learn about sales tax compliance, administration, and automation post-Wayfair.
- Topics covered: compliance, nexus, registration, Streamlined Sales Tax Project, industry-specific issues, exemptions, drop shipments, tax research, consumers use tax, automation solutions, audit defense, sales tax processes
- Format/Style: 9 weekly 2-hour live sessions, 2 1-hour office hour sessions, tools and detailed materials provided
- Best for: Those working in accounting or financial roles in industry, CPAs that advise on sales tax, or small business owners that are new to sales tax and want to build a strong foundation in the most critical sales tax concepts.
- CPE: 21 credits
Sales Tax Jumpstart is offered twice a year: mid-February to mid-April and mid-September to mid-November.
See when next session is available
Basics of Sales and Use Tax Course
3-Day In-Person Course
Master sales tax basics at the introductory live course that teaches you all the fundamentals you need for effective sales and use tax management.
- Topics covered: Tax base, use tax accrual, Streamlined Sales Tax Project, ethics, career options, nexus, registration, exemptions, incentives, drop shipments, audits, compliance, tax automation. Industry update sessions provided based on attendee industries.
- Format/Style: Mixture of lecture, case study, and group discussion. In-depth reference workbook provided.
- Best for: Those with less than four years of experience who want to solidify their sales tax foundation with an accelerated curriculum.
The Basics Course is typically offered each June in Chicago.
See when next session is available
Advanced Sales and Use Tax Workshop
3-Day In-Person Course
Deep dive into advanced sales and use tax concepts at our intimate live workshop designed for mid to expert level sales tax pros.
- Topics covered: Topics change each year based on the latest developments in the landscape. Industry update sessions provided based on attendee industries.
- Format/Style: Mixture of lecture, case study, debate, and group discussion. In-depth reference workbook provided.
- Best for: Pros with four or more years of experience who are ready to explore nuances within concepts and want advanced discussions of trending topics and updates to better lead in their companies and optimize processes.
Advanced Workshop is typically offered in late April/early May of each year.
See when next session is available
Enhanced Education Experience
6-Session High-Level Online Training
- Topics covered: Topics change each year based on the latest developments in the landscape.
- Format/Style: 6 monthly 2-3 hour online sessions, tools and detailed materials provided.
- Best for: Pros with four or more years of experience who are ready to explore nuances within concepts and want high-level discussions of trending topics and updates to better lead in their companies and optimize processes… all from the comfort of their own office!
The Enhanced Education Experience is offered July-December of each year.
Memberships
All-Access Webinar Pass
Take 12 months of live webinars and access the full catalog of on-demand webinars at a fraction of the cost.
Includes:
- 12 monthly live webinars
- Unlimited on-demand webinars
Best for: Pros at any experience level who want consistent monthly sales tax training and access to on-demand webinars to brush up on foundational concepts and train other staff members.
Sales Tax Nerd Community Membership
Join an online network of sales tax professionals who want to grow their sales tax expertise and connect with peers who are passionate about sales tax.
Includes:
- Access to an online membership site to connect with other members, ask questions, and be a part of discussions about the sales tax issues you care about most
- 12 monthly live webinars
- Unlimited on-demand webinars
- 4 90-minute group office hour sessions with sales tax expert Diane Yetter
- Sales Tax Tools Library
- Discounts to multi-day sales tax courses
- Mentoring Program
- Exclusive events like private tech demos and expert guest speaker sessions
Best for: Pros at any experience level who want to grow their sales tax expertise through consistent training, access to exclusive resources, and interacting with others. Particularly great for those in sales tax departments of one or in departments that lack collaboration as it provides instant access to friendly, smart, and experienced pros in the field.
If you still have questions about which offering is right for you, please reach out!