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 that are hampering compliance protocols for multistate businesses, and retailer documentation, and will 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. 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.
Ms. Zoerink works with businesses of all sizes, from large organizations to small closely held companies, that want to get their state and local tax obligations right. She helps taxpayers navigate the complexities of state and local tax by providing practical guidance that clarifies, cleans up, and simplifies compliance requirements. Ms. Zoerink's primary specialties include managed compliance services, tax controversy and audit support, and sales and use taxability analysis.
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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, November 17, 2026
- schedule
1:00 PM ET/10:00 AM PT
I. Requirements and challenges of sales tax exemptions
II. Recent state sales tax exemption updates
III. Key issues for resale certificates
IV. 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+ business or public firm experience at mid-level within the organization, preparing complex state income tax forms and schedules; supervisory authority over other preparers/accountants. Knowledge and understanding of state taxation of warranties, including mandatory, option and extended warranties; familiarity with sales tax nexus issues.
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.
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Related Courses
Sales Tax Exemptions and Resale Certificates: Compliance Issues, State-by-State Requirements and Updates
Tuesday, November 17, 2026
1:00 PM ET/10:00 AM PT
