About the Course
Introduction
This course will provide tax professionals and advisers an in depth analysis of the requirements and compliance issues of state sales tax exemptions and resale certificates. The panel will discuss the criteria for securing sales tax exemptions and resale certificates, recent state regulations hampering compliance protocols for multistate businesses, and retailer documentation, as well as offer best practices to ensure compliance.
Description
Businesses selling into the resale, wholesale, or exempt entity markets fall under a vast web of compliance duties. When assisting clients with meeting their multistate sales and use tax compliance obligations, tax professionals must understand critical issues and requirements for securing sales tax exemptions and resale certificates.
When it comes to sales tax, businesses must either collect the tax or obtain documentation that exempts the seller from collection obligations and protects the seller with a resale certificate. Just as in other areas of sales tax compliance, securing sales tax exemptions and resale certificates can be a daunting task for multistate companies. Not every state accepts other states' resale certificates, wholesalers can't rely on their vendors to collect sales tax, and the multistate jurisdiction certificate is often insufficient.
Listen as our panel of experts discusses challenges in securing sales tax exemptions and resale certificates, and recent state regulations disrupting compliance efforts, as well as offers best practices to ensure compliance.
Presented By
Ms. Steele brings project management and implementation know-how to helping businesses seamlessly integrate sales tax automation into business operations. She is a two-time Sales Tax Nerd of the Year finalist (2020 & 2021), as distinguished by the Sales Tax Institute, and featured in the Sales Tax Institute’s “Women to Watch in Sales Tax” series.
Ms. Vorndran advises multistate businesses with operations in all states, working with companies that value proactive, informed, and compliant tax practices. She is highly skilled in absorbing complex information quickly, forming strong relationships with stakeholders at every level, and delivering results‑oriented guidance across all areas of state and local taxation. Ms. Vorndran's work is built on more than three decades of SALT experience, enabling her to help organizations navigate multistate obligations with confidence. She has more than 30 years of SALT experience, during which she has worked with thousands of taxpayers across every U.S. state.
Ms. Zoerink has years of public and private accounting experience specializing in state and local tax (SALT) research, compliance, automation and state tax business consulting. Through her prior roles with large multinational companies, the Big Four, and regional accounting firm experience, she has seen and tackled the gamut of state and local tax issues.
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BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.
Date + Time
- event
Tuesday, February 21, 2023
- schedule
1:00 p.m. ET./10:00 a.m. PT
- Requirements and challenges of sales tax exemptions
- Recent state sales tax exemption updates
- Key issues for resale certificates
- Retailer documentation
The panel will discuss these and other key issues:
- What are the requirements and key issues in obtaining sales tax exemptions?
- What are the challenges in securing resale certificates and methods to ensure compliance?
- How do states differ in their treatment of sales made to exempt organizations and government agencies?
- How do sellers know what exemptions apply to a transaction?
- What is meant by a "properly completed" certificate?
- How can a business minimize exposure to audits?
Learning Objectives
After completing this course, you will be able to:
- Recognize state requirements for obtaining sales tax exemptions
- Ascertain methods for securing resale certificates and meeting state law requirements
- Identify critical issues involving recent state tax law regulations hampering compliance protocols for multistate businesses
- Identify challenges in retailer documentation for purposes of sales tax exemption and resale certificates
- Field of Study: Taxes
- Level of Knowledge: Intermediate
- Advance Preparation: None
- Teaching Method: Seminar/Lecture
- Delivery Method: Group-Internet (via computer)
- Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
- Prerequisite: Three years plus business or public firm experience at mid-level within the organization, preparing complex tax forms and schedules, supervising other preparers/accountants. Specific knowledge and understanding of practical guidance to avoid the most common and costly risk areas in sales and use tax compliance.
BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.
BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .
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