Sales Tax & More

The dangers of working with a software company to perform services. What is a deregistration? Why would someone want to deregister if they're not switching an entity? Is deregistration an easy process? Are there circumstances where you would not want to deregister? 3 Things STM does when doing a deregistration process.

Why are certificate issues the leading cause of large assessments for companies required to collect them? What is the importance of exemption certificate management documentation in an audit? What is one of the biggest mistakes companies make when it comes to ECM?

Why are companies registering their clients in too many states? Is it a problem of too many or not enough when it comes to state registrations? What are the issues with either of those problems?

Nightmare #1: State of Iowa & Software Companies How to prevent issues with getting deregistered Nightmare #2: Canada & Registering for the goods and services tax (GST) Making sure you're registered in all five Canadian provinces

What is the triage program? What are we referring to that needs a triage? What are some of the issues out there? What the triage program entails. Who's a good candidate for the program?

What is a Canadian business number? The process of registering in the five different Canadian Provinces. Registering in Canada with an online account. Is the language barrier affective when working in Quebec?

Is physical presence required for nexus? If you have nexus for sales tax, do you have nexus for income tax? What should you do if you meet an economic nexus threshold but have exempt sales? Do employees working remotely create nexus for the company?

Information about the Massachusetts Amnesty Program Why Mike likes this Massachusetts amnesty  And what is different about this amnesty that makes Mike like it better than a VDA

Horror Story #1: Small Sellers Program & Being Registered in a State not Required to be Registered In. Horror Story #2: Miscommunication from Sales Tax Provider Horror Story #3: Problems with the Streamlined Sales Tax Program

Why would you be audited? T he audit process? How do you proactively prepare?

What is a marketing trap How is this relevant in the sales tax world ?  How do you avoid a marketing trap?  

When do I need to register to collect sales tax? Do states care whether sales are taxable or exempt when analyzing economic nexus thresholds?  Do they look at total sales or just taxable sales? Do exemption certificates expire? How often should I request updated ECM certificates?  

The critical issues affecting the sales tax world. The pitfall of software companies and their autopilot programs. How business are responding to these arising issues and what the software companies are telling their customers. What to do if you find yourself negatively impacted by these autopilot programs.

What is a notice and why would I get one?   Why is it important to manage notices   What is notice management and who should handle it?    Anything else you want to add?  

In this episode we answer the questions...   Many platforms, software companies, and even some accounting firms are offering automated nexus reviews. Are these good deals?  How can someone avoid this or what would an alternative to this route be? If someone has gone this route and is registered in too many states, what should they do next?  

Today we will talk about: Cautionary tales What should these business's do going forward Bonus Content: How much power do states have?  

As a buyer… what sales tax liability issues should someone be on the lookout for when it comes to mergers and acquisitions? Have we seen anyone walk into trouble because they didn't know what to look out for? How does a buyer do their due diligence in the sales tax arena for a merger or acquisition?  

Do states tax digital products?  What about downloaded pictures, videos, and books? Why do people get this wrong? What is the common misconception here?  Technology is advancing rapidly is any of this set in stone?  

In this episode of the Sales Tax and More podcast we discuss... What would be the first piece of advice you would give to a business that is about to merge or be acquired from a sales tax perspective? What should a business do or disclose if they know or discover they have issues? What consequences and liability issues could the seller of business run into if they do not take care of exposure? Any...

In this episode we talk about...    what do local jurisdictional rates consist of? Are local jurisdictions a problem in every state? what are some of the worst states?  

In this episode of the Sales Tax and More podcast, we answer the following questions...    Who are we talking about when we say International sellers? What are common issues we see for international sellers? What would a good strategy be for International sellers trying to get compliant? How can we help them and where can they look for additional resources  

What is a "distraint notice" What are some things to look out for when determining if something is a scam? A review of the general process when dealing with any notice to determine if it's a scam.  

In this episode, we answer a few questions from our listeners including...   Should you register if you hit the threshold one year but don't anticipate any more activity in that state and all the sales are tax-exempt per the state's laws? Does it make sense to do this and then deregister? Do I need a registered agent when registering for sales tax? I've determined economic nexus in each state but...

In this podcast episode we discuss... What to do when you find yourself suddenly buried in sales Common pitfalls How should a business approach sales tax strategy Where you can find helpful resources