This presentation will provide guidance on best practices for your sales and use tax systems. You’ll learn how to better manage the process, avoid traps, and minimize audit risks. Upon completion of the course, you’ll be able to:

  • Recognize the importance of developing policies and procedures and their impact on audits
  • Describe how to ensure that the vendor is charging the correct tax
  • Explain why the purchasing department needs to be more involved in the sales tax process
  • List the best sources of information about sales and use taxes
  • Explain how to acquire sales tax systems
  • Provide accounts payable processing tips
  • Explain how to take advantage of reverse audits
  • Describe how to ensure that you pay collected sales tax
  • Identify the triggers for an audit
  • Describe tips for registering and filing returns
  • Describe accounting considerations for sales and use taxes

CPE Credit: Participants can earn up to 2.0 CPE credits in the Taxes field of study. Please note that CPE credit is only available for viewing the live program.

CLE Credit: Attorneys can earn CLE credit for this course.

Program Level: Beginner

Prerequisites: None

Advance Preparation: None

Instructional Method: Group: Internet-based

National Registry of CPE Sponsors:  Clear Law Institute 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 the 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.learningmarket.org.

Faculty Member
Jim Frazier
Take Charge Seminars
DePaul University College of Law

Jim Frazier, CPA, is president of Take Charge Seminars, a training company specializing in seminars, webinars and publishing on sales and use. Mr. Frazier started The Sales Tax Guy in 2005, one of the only sales tax blogs in the world at the time. Previously, Mr. Frazier served in accounting and financial management positions for a wide variety of industries. He frequently presents on issues in taxes and accounting. Mr. Frazier is a graduate of DePaul University.

Law Credits

Credit Value Type Format
NALA Not Available Live
NALA Not Available On-Demand/Recording
NFPA Not Available Live
NFPA Not Available On-Demand/Recording
AL - Live
AL - On-Demand/Recording
AK - Live
AK - On-Demand/Recording
AR - Live
AR - On-Demand/Recording
AZ - Live
AZ - On-Demand/Recording
CA - Live
CA - On-Demand/Recording
CO - Live
CO - On-Demand/Recording
CT - Live
CT - On-Demand/Recording
DE - Live
DE - On-Demand/Recording
FL - Live
FL - On-Demand/Recording
GA - Live
GA - On-Demand/Recording
HI - Live
HI - On-Demand/Recording
IA - Live
IA - On-Demand/Recording
ID - Live
ID - On-Demand/Recording
IL - Live
IL - On-Demand/Recording
IN - Live
IN - On-Demand/Recording
KS - Live
KS - On-Demand/Recording
KY - Live
KY - On-Demand/Recording
LA - Live
LA - On-Demand/Recording
ME - Live
ME - On-Demand/Recording
MN - Live
MN - On-Demand/Recording
MO - Live
MO - On-Demand/Recording
MS - Live
MS - On-Demand/Recording
MT - Live
MT - On-Demand/Recording
NC - Live
NC - On-Demand/Recording
ND - Live
ND - On-Demand/Recording
NE - Live
NE - On-Demand/Recording
NH - Live
NH - On-Demand/Recording
NJ - Live
NJ - On-Demand/Recording
NM - Live
NM - On-Demand/Recording
NV - Live
NV - On-Demand/Recording
NY - Live
NY - On-Demand/Recording
OH - Live
OH - On-Demand/Recording
OK - Live
OK - On-Demand/Recording
OR - Live
OR - On-Demand/Recording
PA - Live
PA - On-Demand/Recording
RI - Live
RI - On-Demand/Recording
SC - Live
SC - On-Demand/Recording
TN - Live
TN - On-Demand/Recording
TX - Live
TX - On-Demand/Recording
UT - Live
UT - On-Demand/Recording
VA - Live
VA - On-Demand/Recording
VT - Live
VT - On-Demand/Recording
WA - Live
WA - On-Demand/Recording
WI - Live
WI - On-Demand/Recording
WV - Live
WV - On-Demand/Recording
WY - Live
WY - On-Demand/Recording

Accounting Credits

Credit Value Type Format
CPE - Live
CPE - On-Demand/Recording
EA - Live
EA - On-Demand/Recording

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

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Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

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