Avoiding Common Sales Tax Compliance Errors: Monitoring Nexus Guidelines, Rate Changes, and Exemptions
Methods for Alleviating the Compliance Burden
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will highlight businesses' most common missteps when attempting to meet multi-jurisdictional sales tax guidelines. Our panel of sales tax experts will offer recommendations to circumvent highlight strategies to prevent these errors and properly meet diverse local sales tax reporting and remittance requirements.
Outline
- Common sales tax compliance errors: introduction
- Nexus determinations
- Registration
- Returns and filing requirements
- Use tax
- Categorizing products and services
- Exemptions
- Sales tax rates
- Late and non-filing
- Compliance monitoring
- Other considerations
Benefits
The panel will cover these and other critical issues:
- Recommendations for monitoring and complying with multiple state and local nexus guidelines
- Best practices for tracking multi-jurisdictional changes to sales tax rates
- Utilizing automation and technology to prevent sales tax errors
- Managing specific state exemptions and exemption certificates
Faculty
Lori Paci, JD
Manager
Baker Newman Noyes
Ms. Paci is a manager in BNN’s tax practice, and is a member of the firm’s state and local tax (SALT)... | Read More
Ms. Paci is a manager in BNN’s tax practice, and is a member of the firm’s state and local tax (SALT) practice. She offers more than ten years of experience providing high-level tax and business services to private industry, public agencies, and nonprofit organizations. Ms. Paci has worked in both government and the private sector. She uses her varied experience to help clients navigate multi-state tax issues in multiple areas of state and local taxation, including sales and use, income/franchise taxes, and credits and incentives. Ms. Paci is skilled at distilling complex tax language into understandable and workable solutions for her clients.
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Jamie E. T. Szal
Partner
Brann & Isaacson
Ms. Szal focuses her practice on assisting businesses in all aspects of state and local tax controversy, from... | Read More
Ms. Szal focuses her practice on assisting businesses in all aspects of state and local tax controversy, from regulatory and administrative proceedings through civil litigation. She came to Brann & Isaacson following several years at the Massachusetts Department of Revenue. As Counsel in both the Litigation Bureau and Office of Appeals, she focused on complex tax issues facing corporations and pass-through entities. She earned her LL.M. in Taxation and Certificate in State and Local Taxation, both with distinction, from Georgetown University Law Center.
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