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Sponsored by
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Helpthestate avalara

HELP! THE STATE WANTS TO CONDUCT A SALES TAX AUDIT

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

Getting a notice from a State indicating you have been selected for a sales and use tax audit can be quite scary.  This webinar will provide guidance on what to expect, how to minimize your risk, what to expect of the auditor, and when to provide credits.  We will also discuss the various sampling methodologies that could be employed during the audit.
 
Key points:
•    Reduce Audit Risk
•    The Auditor’s Role and Responsibility
•    The Audit Process
•    Sampling Methodologies
 
Join us to learn best practices for handling a sales and use tax audit; such as preparing for the audit, gathering evidence, negotiating with auditors, and reviewing the work papers.
 

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Melissa Myers

TaxMatrix
VP-Operations
mmyers@taxmatrix.com
(855) 788-3375

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Melissa J-L Myers, CMI is the VP-Operations at TaxMatrix.  Her career includes preparing reverse audits, assisting with audit defense preparing nexus surveys, compiling transactional analysis reports, preparing voluntary disclosure agreements, conducting managed compliance audits, and assisting clients with obtaining multi-state compliance for sales and use tax.  She is also an experienced sales and use tax presenter.  Mrs. Myers graduated magna cum laude with a bachelor’s degree in accounting from the University of Pittsburgh at Johnstown.  When she’s not focusing on sales and use tax for her clients, she’s enjoying quality time with her husband and three children.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.