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Sponsored by
Moneydoingsalestaxreturn avalara


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

As accounting professionals, we all know how to file federal income tax returns for our clients. Back in the old days it was a tedious manual process, but now it has been highly automated. For those few of you that do sales tax returns for your clients, you may still be working in the dark ages of manual processes. As a result, filing sales tax returns is unprofitable and undesirable. For most of you who do sales tax returns, it's just a necessary evil. For many others, you consider yourself lucky not to be stuck doing them at all, for all the above reasons! But what if we told you, that things have changed and dramatically so? What if we could show you that there's a huge opportunity to add sales tax compliance as a profitable (and delightful) niche to your practice?
Join us as we demystify the hype around automating your client’s sales tax returns.  Key points we will discuss include:

•    The profile of firms that are best suited to perform sales tax returns compliance
•    How you can file on behalf of your clients but never have to hold their funds
•    How to target the clients you want who will benefit most from your filing services
•    And much more...

We will show a live demonstration to highlight capabilities that can help you to make money while doing your client’s sales returns.


Andy graduated with a master’s degree in accounting with emphasis in Taxation from Brigham Young University. He began his career in state taxation with Arthur Anderson, then after 4 years at Arthur Anderson, he partnered with Jerry Peisner and in 1992 founded Peisner Johnson & Company, LLP. Andy is an experienced professional in state and local tax matters and has consulted hundreds of companies in virtually every industry across the country. He is also a member of the AICPA and the Texas Society of CPAs. Peisner Johnson, founded in 1992, is the largest national CPA firm that is focused entirely on solving state and local tax issues. Peisner Johnson is comprised of former state auditors and other professionals with years of state and local tax experience. Peisner Johnson has experience with clients of all sizes, in all industries and currently works in all 50 states, U.S. territories and Canadian Provinces.

Handout Materials
Presentation Slides
Additional Materials
Making Money Handout
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Frequently Asked Questions
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NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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.