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Nutsandbolts audit avalara

NUTS & BOLTS OF SALES TAX SERIES: AUDIT MANAGEMENT BEST PRACTICES

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 1, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Course Description

Nuts & Bolts of Sales Tax – Tightening it Up!

Join us for a four-part series providing a deep dive into the nuts and bolts of sales tax – what you should be considering to better serve your client.

Part 4: Whether a company is operating with a large tax department dedicated to sales tax or has a small team of tax professionals handling all tax issues, the impact of a sales and use tax audit can be overwhelming. This session will discuss best practices regarding managing sales and use tax audits, including how to deal with unreasonable information requests, signing of waivers, sampling methodologies, and common issues impacting both purchasers and sellers.

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Testimonials
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Phillip Harrison (Strategic Asset Solutions, LLC)

"The presentation wa performed in a professional manner, and the information was appropriate for the time allotted and practical.in nature."
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Robert Derstine (Villanova University)

"Wonderful job with questions to get a feel for the audience and then 'tailor' the presentation to the composition of her audience!"
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Maureen Scully (Oxford Industries)

"Well done! I will watch for this presenter in the future."

Al Leistner (Advantage, Inc.)

"Outstanding. You should have Carolyn for more webinars."
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Richard, NJ

"Excellent presentation. The technical material presented was perfect. I also enjoyed the segment involving dealing with the auditors. The presenter did an excellent job describing the relationship between the auditor and audited. I will incorporate a sign-in and sign-out sheets as many of these audits seem to drag on forever due to the "flexible hours" of the auditor."
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Jeffrey, PA

"As always CPA Academy provides exciting and current topics that are very relevant to today's CPA's and Accountants. I know I learned a great deal as it is a some what new topic for me since starting my own Accounting Consulting Business. Plus the presentation is given by top quality educated and experienced people. Not just teachers but people wh have live the topic."
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Torie, MD

"This webinar is the best sales tax audit management course I have ever attended! The instructor was very in tune with the realities of sales tax audits and offered her extensive seasoned knowledge. Based on this webinar, I would gladly attend the other components of this series as well."
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Stacee, UT

"I am a sales tax auditor and took the course for CPE credit. I find it interesting to hear sales tax audits explained from the taxpayer point of view. The instructor was knowledgeable and gave good insight to the sales tax audit process and issues."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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 federal taxation experience. Before founding ISTS, Carolynn spent most of her career working in the state and local tax practice of Big Four public accounting firms. Carolynn has also 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 on 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 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. She is a member and officer to the board for the Streamlined Sales Tax Business Advisory Council. State Tax Notes recognized Carolynn 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 several 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.

About Our Sponsor

Avalaralogo
Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.