Content Provider
Ists

Sponsored by
Avalaralogo
Free cpe webinars
The Hidden Drain of Tax Compliance and How to Automate It Within Epicor

THE HIDDEN DRAIN OF TAX COMPLIANCE AND HOW TO AUTOMATE IT WITHIN EPICOR

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Taxes (Sales Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Sales Tax
Course Description

Even though most businesses are required to collect and remit sales tax in the U.S., few understand the rules or how to comply. Sales tax. Use tax. Exemption certificates. Economic nexus. It’s a lot to stay on top of and a lot of potential risk if you don’t.

If you use Epicor and are wondering if you’re covered with the recent sales tax law changes (and if there’s a more efficient way to manage compliance that frees your finance team to focus on critical issues), this webinar’s for you! We’ll reveal the biggest challenges in tax management that can cost a business precious time and money, and provide a first-hand look at how automation can increase accuracy and efficiency.

To make the best use of your time, we've split the presentation into two parts:

The Case for Tax Compliance Automation


  • The current state of sales tax compliance, including what businesses with tax-exempt transactions need to know

  • What economic nexus is and how it can drastically increase your tax obligations

  • Tips to accurately manage exemption certificates

  • Why businesses are choosing to automate tax compliance



Demo: Automated Tax Compliance with Avalara + Epicor


  • Overview of Avalara’s tax compliance suite

  • Demonstration of how the Avalara suite works inside your Epicor ERP

  • Live Q&A with Epicor tax compliance experts



In these uncertain times, the last thing you need to worry about is tax compliance. Watch this webinar to make sure your obligations are being managed properly and efficiently.

Learning Objectives:


  • Identify the current state of sales tax compliance

  • Recognize what economic nexus is and how it can increase your tax obligations

  • Identify how the Avalara suite works inside Epicor ERP

Linkedin
Ists

Carolynn is the founder and managing member of two firms: (1) Kranz & Associates, PLLC, a boutique law firm specializing in state and local tax consulting; and (2) Industry Sales Tax Solutions, LLC (“ISTS”), which offers a subscription database containing the sales and use taxability of software related transactions, digital content and cloud services. The ISTS database is also licensed by Avalara and utilized to maintain content as part of their AvaTax platform. Carolynn specializes in state and local tax matters on a multi-state basis, particularly in the area of sales and use taxes. In addition to Carolynn’s sales and use tax expertise, she has significant experience in state and local income/franchise tax, as well as federal tax matters. Carolynn has over twenty years of experience in state and local taxation coupled with over seven years of experience in federal taxation. Prior to founding ISTS, Carolynn spent most of her career working in the state and local tax practice of Big Four public accounting firms. In addition, Carolynn has held a management position in the Tax Department of an international pharmaceutical company with responsibilities involving federal and international tax matters, coupled with a primary focus in state and local taxation. Carolynn holds a law degree from Widener University School of Law and a Bachelor’s Degree in Management with a major in Accounting and a minor in Spanish from Widener University. Carolynn is a CPA; a member of the District of Columbia and Pennsylvania bars; and also a member of various professional organizations, including the ABA, AICPA, IPT, District of Columbia Bar Association, Pennsylvania Bar Association and the Pennsylvania Institute of Certified Public Accountants. Carolynn is also a member of the advisory committee to Widener University’s Department of Taxation and Accounting, has served as a visiting professor at Widener University, and is an adjunct professor in Widener University’s Master of Taxation Program. She is also a member of the Advisory Board to NYU’s Annual Institute on State & Local Taxation; and is a member and officer to the board for the Streamlined Sales Tax Business Advisory Council. Carolynn was recognized by State Tax Notes in its monthly State Tax Spotlight, which regularly profiles a person or organization influential in the state and local tax world. In addition, Carolynn is a frequent speaker on multi-state sales and use tax matters for clients, businesses, and a number of professional organizations, including the ABA, COST, IPT, New York University, PICPA, and TEI. Carolynn has also authored a book published by LexisNexis - State Tax Guide to Digital Content and Cloud Services, 1st, 2nd, 3rd, 4th & 5th Editions; a chapter of IPT’s book on Sales and Use Taxation; numerous articles for LexisNexis’ Practitioner Insights; and has been published in State Tax Notes, BNA, and the Pennsylvania CPA Journal. Carolynn is also the discussion leader on the Cloud, Software and Digital Tax Blog on www.salestaxsupport.com.

Frequently Asked Questions
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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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.