Course Description:

Sales and Use Tax Compliance is among the most challenging areas for Accounts Payable professionals to master. Currently, 45 states and the District of Columbia levy a sales and use tax. Five states do not, but individual counties within those states may. In addition, Congress is currently considering legislation that would create a National Internet Sales Tax.

This 2-day seminar will cover compliance and best practices regarding Sales and Use Tax in detail. The history of the sales tax, and its constitutional requirements, will be covered. "Nexus", meaning a company's legal requirement to register and comply with a given State's sales tax code, will be examined with a case study. The Use Tax will be covered, along with the various cost bases used to calculate it. Sales tax compliance averages around 80% nationwide, while Use tax compliance only averages about 20%. This seminar will explain why.

We will also cover how to recover an overpayment of sales and use tax, and how your company can minimize (or even eliminate) paying use tax to multiple states. We will examine how to handle a sales and use tax audit, as well as your company's rights if you are found to be in deficiency. Finally, you will be provided with two resources that will greatly assist you compliance efforts, and be taught how to most effectively use them. If Sales and Use Tax compliance is a source of frustration for you, this is a seminar you won't want to miss!

Learning Objectives:

  • Learn how to make sense of complicated Sales and use Tax legislation
  • Learn how to recognize when "nexus" might exist and how to register with a given state
  • Learn how to properly calculate your Use Tax liability….without overpaying
  • Learn how to survive a Sales and Use Tax audit, and how to use Judicial Review if you assessed a deficiency balance
  • Learn more about the proposed Marketplace Fairness Act of 2015, and the implication for your company
  • Learn about resources that will help make your company's compliance much easier

Seminar Fee Includes:

AM-PM Tea/Coffee
Seminar Material
USB with seminar presentation
Hard copy of presentation
Attendance Certificate
$100 Gift Cert for next seminar

Course Benefits:

  • Full understanding of the origin of the Sales and Use Tax and constitutional requirements for it to be legal
  • Full understanding of "nexus" and how to determine if your company should register in a given state
  • Comprehensive analysis of the Use Tax, including various cost bases and reciprocal agreements between states
  • Comprehensive analysis of the Sales and Use Tax audit….and how to survive one!

Areas Covered:

Topics covered include:

  • History/Legal Requirements for Sales and Use Tax
  • Nexus
  • Use Tax and Cost Bases
  • Marketplace Fairness Act of 2015
  • Sales and Use Tax Audits
  • Judicial Review
  • Streamlined Sales Tax Agreement
  • Multi-State Tax Commission
  • Sales and Use Tax Decision-making Flowchart

Who will Benefit:

  • Financial Officers
  • Tax Mangers
  • Purchasing Managers
  • Risk Officers
  • Internal Auditors
  • Office Managers
  • Staff with roles and responsibilities in purchasing, accounts payable, sales order taking, tax and accounting.

Course Outline:

DAY ONE (8:30 AM – 4:30 PM) DAY TWO (8:30 AM – 4:30 PM)

Registration Process: 8:30 AM – 9:00 AM

Session Start Time: 9:00 AM

  • Introduction to Sales and Use Tax
    • Origin and History
    • Regulatory Framework
  • Nexus
    • Definition and Examples
    • Case Study
  • Marketplace Fairness Act of 2015 and Potential Implications
  • When Does a Buyer Become an Owner? Why Does it Matter?
    • FOB Origin
    • FOB Destination
    • “Strategic” Warehousing
    • Saving Money on County Sales Tax
  • Case Study Two – Legal Avoidance of the Sales Tax within the Commercial Sector
  • The Use Tax and Cost Bases
    • Be in Compliance….But Don’t Overpay!
  • You’ve Overpaid….Now What?
    • 3 Ways to Recover an Overpayment….and The One You Should Avoid Using
    • Amend, Amend, Amend
    • Reciprocal Agreements – Getting Money Back You Never Knew You Were Entitled To
  • The Sales and Use Tax Audit
  • Strategic Audit Techniques – You are in Control!
  • Deficiency Assessments
  • Judicial Review – Your Day in Court!
  • The Streamlined Sales Tax Agreement
    • Uniform Product/Service Definitions
    • Rate/Boundary Database
  • Sales Tax Exemptions – You May Be Costing Your Company Money If You Don’t Know These!
  • Multi-State Tax Commission
    • Nexus Determinations
    • Alternative Dispute Resolution
    • Joint Audit Program
  • Judicial Review
    • Notice of Deficiency
    • Right to Appeal
    • Administrative law Judge Hearing
  • Fines/Penalties for Sales Tax Non-Compliance
  • The Golden Rule of Sales and Use Tax
  • Overpayment and Underpayment Risk – Managing and Minimizing It
  • Sales and Use Tax Decision-Making Flowchart
  • Examples and Comprehensive Case Study.

Meet Your Instructor

Miles Hutchinson
CGMA, President of Sales Tax Advisors, Inc.

Miles Hutchinson is a CGMA, and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,000 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications.

He is the author of several useful accounting and tax tools. His clients include Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army.

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