Sales Tax Exemptions and Resale Certificates: Compliance Issues, State-by-State Requirements and Updates
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
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.
Outline
- Requirements and challenges of sales tax exemptions
- Recent state sales tax exemption updates
- Key issues for resale certificates
- Retailer documentation
Benefits
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?
Faculty
Nancy Steele
State and Local Tax Coordinator
TaxOps
Ms. Steele brings project management and implementation know-how to helping businesses seamlessly integrate sales tax... | Read More
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.
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Judith B. Vorndran, JD, CPA, MSBA
Partner
TaxOps
Ms. Vorndran helps clients and tax professionals navigate the morass of state and local tax issues with the goal of... | Read More
Ms. Vorndran helps clients and tax professionals navigate the morass of state and local tax issues with the goal of making it less “taxing!” She is a nationally recognized thought leader and award-winning instructor with a steady focus on finding ways to simplify complex state and local tax issues and resolve areas of state tax controversy.
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Connie Zoerink, CPA
State and Local Tax Director
TaxOps
Ms. Zoerink has years of public and private accounting experience specializing in state and local tax (SALT) research,... | Read More
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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