New Calendar View!
Content Provider
Miles
Sponsored by
Avalaralogo
Handout Materials
Presentation Slides
Free cpe webinars
Multistate Sales Tax Issues for Tech Companies: Software, Saas, Digital Goods & More

MULTISTATE SALES TAX ISSUES FOR TECH COMPANIES: SOFTWARE, SAAS, & DIGITAL GOODS

This course was previously titled: MULTISTATE SALES TAX ISSUES FOR TECHNOLOGY COMPANIES
Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 12, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Course Description

If you’ve touched multi-state tax issues at all, you’ve heard about concepts like nexus (taxable presence), sourcing revenues properly among states, and the difference in taxability of products from state to state. (And if you don’t, we’ll cover them briefly!)

Technology companies deal with these same issues, but often have additional factors that make the concepts more challenging. In this course, the third in the three-part series sponsored by Avalara, we’ll cover some of the basics of sales tax and then share the hot topic areas for technology companies dealing with software, software as a service (SaaS)/cloud services, sales of digital goods and others.

We’ll also touch on the topics of the taxability of services related to these revenue streams, including installation and training, warranties, etc.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin
Miles

Monika founded Miles Consulting Group in 2002. The firm focuses on multi-state tax consulting—helping clients navigate state tax issues such as sales tax and income tax in interstate commerce, including e-commerce. For instance, Monika works with technology clients answering questions such as “What are the sales tax ramifications of selling our new widget into the following 15 states?” Prior to forming the firm, Monika worked for over 11 years in Big 4 Public Accounting and 1 year in industry. Monika has provided such services as federal and state income/franchise tax compliance and consulting, sales/use tax consulting, audit support, and credits and incentives reviews. She has served clients in a variety of industries. Monika graduated from the University of Texas at El Paso (UTEP) with a BBA in Accounting/Finance and has a Masters in Taxation from San Jose State University. Her professional affiliations include the AICPA, CalCPA, Texas Society of CPAs, NAWBO-Silicon Valley, and the Accounting & Financial Women’s Alliance, where she has served in many capacities, including National President (2011/2012). Monika has served as a speaker for various organizations such as the AFWA, Financial Women’s Association - San Francisco, San Jose State University, The University of Texas at El Paso, and Beta Alpha Psi (regional and national conferences), as well as providing customized training for CPA firms and technical webinars. Monika is honored to be recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor from 2012 through 2015 and as a 2014 Woman of Influence by the Silicon Valley Business Journal. Monika’s passion is participating annually in fundraising for the American Cancer Society’s “Making Strides Against Breast Cancer.” She has volunteered for the event for 17 years (since its inception in the Bay Area), raising almost $200,000 during that time. Finally, in addition to multistate work, Monika recently launched her "Jumpstart Your Rainmaking" programs. Jumpstart helps professionals who sell their services put an actionable plan around building relationships which lead to business. Her mix of webinars, group training and coaching help create a plan for professionals at all levels.

About Our Sponsor

Avalaralogo
Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use. We automate and simplify governmental compliance processes, including tax determination, exemption certificate management, and tax return preparation, filing, and remittance. Avalara’s Compliance Cloud™ platform helps customers manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities throughout the world. Avalara offers more than 500 hundred pre-built connectors into leading accounting, ERP, ecommerce and other business applications making the integration of tax and compliance solutions easy for customers. Each year, the company processes billions of indirect tax transactions for customers and users, files more than a million tax returns and other compliance documents.