Sales Tax and More Podcast

Here’s a glimpse of what you’ll learn:

• Should you register if you hit the threshold one year but don't anticipate any more activity in that state and all the sales are tax-exempt per the state's laws? Does it make sense to do this and then deregister?

• Do I need a registered agent when registering for sales tax

• I’ve determined economic nexus in each state but need time to research taxability… What do I do?

Here’s a glimpse of what you’ll learn:

• What the first thing you should do when you find yourself buried in sales

• Common Pitfalls

• How to approach your sales tax strategy

• Where you can find helpful resources

Here’s a glimpse of what you’ll learn:

• What are the most aggressive states conducting audits?

• Are the states still enforcing notice and reporting?

• Is click through nexus still in effect?

Here’s a glimpse of what you’ll learn:

• Validation Criteria

• Impact of Missing Certificates

• Importance of Common Sense

Here’s a glimpse of what you’ll learn:

• Criteria for Choosing a Sales Tax Returns Provider

• Provider Capabilities and Limitations

• Client-Provider Communication and Support

• Notice Management and Tax Remittance Verification

Here’s a glimpse of what you’ll learn:

• Understand how the Great Recession changed state tax enforcement

• Learn how missing certificates can lead to hefty financial penalties during audits.

• Essential steps for validating exemption certificates and ensuring compliance with regulations.

• Learn how proper certificate management can minimize audit risks and ensure tax compliance.

Here’s a glimpse of what you’ll learn:

• The emotional and financial toll of sales tax issues.

• Flaws in tax software services.

• Automation pitfalls and tax errors.

• Sales Tax More's mitigation advice.

Here’s a glimpse of what you’ll learn:

• The Importance of Documentation in Audits

• Exemption Certificate Management

• Impact of Workforce Changes on Documentation Access

• Burden of Proof and Taxability

Here’s a glimpse of what you’ll learn:

• We explain where to start with your sales tax strategy for 2024. 

• How do registrations and deregistrations come into play? 

• Taxability and exemption updates. 

• We dive into filing frequencies and changes. 

Here’s a glimpse of what you’ll learn:

• We explain why tax collected and not remitted is the cardinal sin of sales tax.

• Do people really go to jail for collecting tax and not remitting it?

• How do knowledge and intent come into play?

• How do people find themselves in this kind of situation and what are the remedies?

Here’s a glimpse of what you’ll learn:

• What is CereTax and what solutions does it offer?

• Why was CereTax created?

• Why is CereTax a great primary and add-on solution?

• Who founded CereTax and why?

Here’s a glimpse of what you’ll learn:

• Why it seems like these discretionary tales are more and more commonplace

• Why salespeople and the streamlined sales tax program may be common factors

• A company with 850,000 in tax collected and not remitted spanning a 4 year period - what happened and why

• A destination-based sourcing horror story

Here’s a glimpse of what you’ll learn:

• Current PA Extension

• Why is PA extending this program?

• How can you have nexus if you are under the state’s 100k threshold?

• Does this program apply to international sellers?

Here’s a glimpse of what you’ll learn:

• What is nexus?

• Wayfair

• The cause of 1 out of 2 companies being compliant when it comes to economic nexus

• Economic nexus obligations

• Specifics of economic nexus

• Past exposure

Here’s a glimpse of what you’ll learn:

• What is nexus?

• Is nexus the same for sales and income tax?

• Does physical presence nexus even matter anymore?

• Physical presence nexus-creating activities

• State-specific nexus-creating activities

Here’s a glimpse of what you’ll learn:

• Why do we have these issues now

• Why FBA sellers are low-hanging fruit for auditors

• Foreign sellers having an income tax responsibility

• Pennsylvania compliance program update

• Materiality

Here’s a glimpse of what you’ll learn:

• Floridas’s economic thresholds

• Local taxation

• Kansas’s economic thresholds

• Missouri’s expected economic thresholds

• Prospective registrations

• Tough states when it comes to audits

• Pennsylvania’s special voluntary compliance program

Here’s a glimpse of what you’ll learn:

• Pennsylvania Voluntary Compliance Program Update

Here’s a glimpse of what you’ll learn:

• Missing, incomplete, or otherwise invalid exemption certificates are generally the leading cause for large audit assessments in companies that are required to collect certificates. Has it always been this way?

• When we start talking about recessions and the states needing to refill their coffers it sounds a lot like today. Do we see any parallels?

• We know that certificates will be an issue for many companies, but why are certificates such a big issue in an audit?

Here’s a glimpse of what you’ll learn:

• Why are Amazon sellers receiving this letter from Pennsylvania?

• Is income tax a new issue?

• Does this letter only apply to Amazon sellers?

• Do we recommend that sellers take advantage of this program?