It Depends: A Sales Tax Podcast by TaxConnex

What Growing Businesses Need to Know About Corporate Compliance

Wed, 30 Sep 2026 08:00:00 -0400

In this episode of It Depends, Brian sits down with Frank Tumminello, Co-Founder of FileForms, to talk about the often-overlooked side of business compliance.

Frank shares how his own experiences with corporate filings led him to launch FileForms, a technology platform designed to help businesses manage entity filings, registered agents, annual reports, and other state compliance requirements. He also discusses how technology is changing the corporate compliance space, the importance of combining technology with personalized service, and why multi-state businesses can benefit from consolidating their compliance needs.

In this episode, you’ll hear about:

The compliance challenges businesses face as they grow into new states
How technology is modernizing corporate filings and entity management
The role of registered agents and annual reporting
Helping international businesses establish and manage U.S. entities
Upcoming compliance changes businesses should be aware of in 2027

Frank explains FileForms' approach to making business compliance more transparent, accessible, and easier to manage.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

Beyond the Exchange Rate: Managing Currency Risk as You Grow Internationally Episode Description

Wed, 16 Sep 2026 13:00:00 -0400

As businesses expand into international markets, currency exchange can become a bigger, and often overlooked, part of managing profitability and cash flow.

In this episode, Brian Greer sits down with Rob McClelland of Orbis Exchange to discuss how companies can take a more strategic approach to managing foreign currency. Rob explains why businesses may be exposed to unnecessary currency exchanges, how forward contracts and hedging can help provide more certainty around costs, and why having a strategy in place matters for companies with regular currency exposure.

Rob explains how local currency collection accounts can give businesses more control over when and how they convert their international sales, rather than relying entirely on payment platforms to handle the exchange.

In this episode, you'll hear about:

Why international businesses need more than just a competitive exchange rate
How companies can avoid unnecessary currency conversions
Forward contracts and hedging strategies
Managing currency exposure for importers and exporters
How e-commerce businesses can better manage international payments
Using local currency bank accounts to improve control and potentially reduce costs
Why every business with regular currency exposure should have a currency strategy

Expanding into the U.S.? What European Businesses Need to Know

Wed, 02 Sep 2026 06:00:00 -0400

Expanding into the U.S. can be an exciting growth opportunity, but it comes with a different legal, regulatory, and business landscape than many European companies expect.

In this episode, Brian sits down with Manny Schoenhuber, Partner at Nelson Mullins, to discuss what European businesses need to consider when entering the U.S. market. Manny shares why companies should think of U.S. expansion as entering a specific state, not one unified market, and breaks down three key pillars of risk mitigation: entity structure, contracts, and insurance.

They also discuss common misconceptions about doing business in the U.S., industries that may require additional planning, why some companies choose to test the market before establishing a U.S. entity, and the importance of having the right people and local network in place.

Manny is also the author of Mastering Market Entry USA: A European’s Guide to Making It Big in America.

US Market Entry 101: Tax, Legal, and Compliance Traps to Avoid

Wed, 19 Aug 2026 00:00:00 -0400

In this episode, Brian Greer sits down with Robert A. Smith, CPA and Founder of Continuo International Tax, to unpack what foreign-based companies need to know before expanding into the US. Robert draws on years of experience helping non-US businesses navigate American tax and business complexities to explain why simply getting a US tax ID number isn't enough to ensure compliance and how skipping proper setup can expose a company to serious legal and financial risk.

The conversation covers building the right advisory team (CPA, attorney, banker, insurance, HR), the differences between US and foreign tax systems, state-level income and sales tax exposure, voluntary disclosure options for companies that are already operating out of compliance, and realistic timelines and budgets for a successful US market entry.

Whether you're a foreign business considering the US market or an advisor working with international clients, this episode show you what it really takes to set up shop successfully in the United States.

Guest: Robert A. Smith, CPA, Founder of Continuo International Tax

Managing Sales Tax Exemption Certificates

Mon, 03 Aug 2026 08:00:00 -0400

A sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must determine their exemption status and provide valid certificates, businesses are responsible for validating and maintaining them to avoid potential tax liability during audits. Listen to this episode to learn about exemptions vs. exclusions, required forms, industry-specific examples, and best practices for managing exemption certificates.

Sales Tax Compliance for the Complex Organization

Wed, 08 Jul 2026 16:00:00 -0400

In this episode, Jeff Meigs and Brian Greer are discussing the intricacies of sales tax compliance in complex organizations. Whether you operate through multiple channels, work within a confusing industry, or manage various business structures, this podcast will provide the knowledge and strategies needed to ensure sales tax compliance and avoid costly mistakes. Our hosts talk through the unique challenges that complex businesses face, offering practical solutions to streamline your sales tax processes.

From Side Hustle to Successful Firm: Building a Bookkeeping Business with Serena Shoup

Thu, 25 Jun 2026 09:00:00 -0400

Building a bookkeeping business takes more than accounting expertise, it requires intentional growth, smart systems, and knowing when to ask for help. In this episode, Brian Greer sits down with Serena Shoup, CPA, founder of Of Course Financial and The Ambitious Bookkeeper, to discuss her journey from corporate accounting to entrepreneurship. Serena shares how she built a thriving bookkeeping firm, why niching down transformed her business, and the lessons she's learned mentoring hundreds of aspiring bookkeepers. They also discuss pricing strategies, building a team, finding clients as an introvert, and why understanding sales tax is essential for bookkeepers and their clients alike. Whether you're starting your own firm or looking to grow an existing one, this conversation is packed with practical advice for building a sustainable business.

Ensuring You Have a Process in Place for Your Sales Tax Compliance

Fri, 05 Jun 2026 09:00:00 -0400

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamentals of sales tax so you can understand what is required of your business to comply with state and local sales tax.

They discuss:

Estimating and mitigating prior period sales tax exposure
Establishing a compliance process for sales tax
Managing ongoing requirements for sales tax compliance

And if you enjoy this podcast, be sure to subscribe and leave us a review!

Navigating Global VAT & Indirect Tax with Fintua

Thu, 07 May 2026 10:00:00 -0400

In this episode of It Depends: A Sales Tax Podcast, we sit down with Lisa Dowling, Chief Tax & Compliance Officer with Fintua, to discuss the complexities of global VAT and indirect tax compliance for businesses expanding beyond the United States. Formerly known as Taxback International, Fintua shares the story behind its evolution, the industries and companies it supports, and what differentiates its approach in the global compliance landscape.

We also explore the partnership between TaxConnex and Fintua and how the collaboration helps businesses navigate both US sales tax and international VAT obligations with greater confidence and efficiency.

From understanding the key differences between US sales tax and global VAT systems to avoiding common compliance pitfalls, this episode delivers practical insights for companies looking to scale internationally. Because in the world of tax, the answer is almost always: it depends.

Making the Transition: How to Switch Sales Tax Providers Without Disruption

Thu, 23 Apr 2026 19:00:00 -0400

Deciding to move on from your current sales tax provider is a big step, but it doesn’t have to be a stressful one. With the right preparation and a clear process, transitioning to a new provider can be smooth, organized, and low risk. In fact, experienced providers handle transitions regularly and will guide you through each step to ensure continuity. In this episode we discuss:

Reasons it may be time to make a change
Why changing providers isn't as hard as you may think
How to change to a new provider with ease

Listen now so you can take control of your sales tax compliance process to minimize risk and focus on growing your business.

Top 10 Compliance Mistakes We See in Software & Telecom Tax

Mon, 13 Apr 2026 08:00:00 -0400

Software and telecom tax compliance comes with unique pitfalls due to complex taxability rules, sourcing requirements, local jurisdiction layering, telecom-specific fees, and fast-changing regulations. Even businesses with strong systems often run into issues that create filing errors, assessments, or unnecessary audit exposure.

In this episode with CereTax, we walk through the top 10 compliance mistakes we most commonly see in software and telecom businesses and how to avoid them. You will gain practical insights to help strengthen compliance processes, reduce risk, and stay ahead of evolving regulatory requirements.

Sales Tax 102: Ensuring You Have a Process in Place to Manage Sales Tax

Thu, 26 Mar 2026 16:00:00 -0400

Since the U.S. Supreme Court’s South Dakota v. Wayfair decision, sales tax compliance has continued to grow more complex. Today, nearly every state with a sales tax enforces economic nexus, while businesses face expanding taxability rules, increasing audit activity, and constant rate and regulation changes across thousands of jurisdictions. This episode provides a practical, up-to-date overview of what it really takes to manage sales tax in today’s environment. We revisit the fundamentals of nexus and taxability, then dive deeper into the operational processes that support ongoing compliance.

We discuss:

- How to identify and monitor nexus as your business grows
- Understanding where your products and services are taxable
- Evaluating sales tax calculation tools and automation - what they can (and can’t) do
- Managing registrations, filing calendars, and ongoing compliance obligations
- Ensuring accurate data management, review processes, and human oversight
- Whether you’re building a sales tax process from scratch or reassessing an existing one, this session will help you understand what a sustainable, audit-ready compliance process looks like today and where common gaps still exist.

Focus on your business. We’ll handle sales tax.
TaxConnex acts as your outsourced sales tax department: consulting, software, and compliance management, so your team can focus on growth. Reach out today to talk to an expert!

Sales Tax 101: Understanding Sales Tax Nexus & What to Do About It

Thu, 12 Mar 2026 10:00:00 -0400

Since the U.S. Supreme Court ruling in the South Dakota v. Wayfair case, all states with sales tax laws now require companies with economic nexus to collect and remit sales tax. This landmark decision has affected businesses across all industries, but what exactly does it mean for you? In this episode we cover:

The history of sales tax nexus
The difference between gross receipts vs. Taxable sales
Determining where nexus exists for your business
Economic nexus vs. Physical nexus
Which of your products/services are taxable
How to register as a seller in states where you have nexus

Overcoming Sales Tax Challenges for Growing Businesses

Thu, 12 Feb 2026 08:00:00 -0500

As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you could be at risk for hefty penalties and fees. In this episode, we look at the challenges facing growing businesses when it relates to sales tax.

Steps to Switching Your Sales Tax Outsourcing Provider

Thu, 22 Jan 2026 08:00:00 -0500

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If 2026 is time for a change, you can initiate and control the process to find a provider to better fit your needs. Listen to this episode as we discuss the following:

- Reasons it may be time to make a change
- Why changing providers isn't as hard as you may think
- How to change to a new provider with ease

How to Choose the Right Sales and Telecom Tax Provider in the Age of AI

Wed, 07 Jan 2026 00:00:00 -0500

In Q1, many businesses find themselves reassessing their sales and telecom tax processes, and the providers behind them. With the rise of AI-powered solutions and increasing regulatory complexity, how do you know which provider is the right fit? In this episode we partnered with CereTax to discuss how to evaluate sales and telecom tax providers in today’s fast-changing environment. We explore the balance between automation and human expertise, how to ensure accuracy and visibility across your compliance process, and how to set yourself up for success in 2026. Listen now where ever you get your podcasts!

Winning Strategies for a Successful Exit: Avoiding Risk and Maximizing Value in M&A

Wed, 17 Dec 2025 16:00:00 -0500

Preparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table.

In this episode, host Brian Greer brings together a panel of experts from sales tax, M&A advisory, and legal to break down the key steps business owners should take to position their company for a smooth and successful exit.

Jeff Meigs (TaxConnex), Chris Weingartner (Founders Advisors), and John Yates (Gunderson Dettmer) share real-world examples of issues uncovered during due diligence - from unexpected sales tax exposure and valuation surprises to contract, IP, and governance pitfalls that can delay or derail a transaction.

Whether an exit is imminent or still years away, this conversation offers practical guidance on reducing risk, improving legal and tax hygiene, and understanding what buyers are really looking for, so you can move forward with confidence when the time is right.

A Day in the Life of a TaxConnex Practitioner

Mon, 08 Dec 2025 08:00:00 -0500

What does a day in the life look like for a TaxConnex practitioner? In this episode of It Depends: A Sales Tax Podcast by TaxConnex, host Cate Gibson sits down with Kristie, one of our experienced practitioners, for a behind-the-scenes look at what it’s really like to manage sales tax compliance across multiple clients and deadlines.

Christy shares how she transitioned from a career in sales tax audits to joining TaxConnex, what she loves about the flexibility of the practitioner model, and the skills it takes to balance compliance, client relationships, and constant data flow.

If you’ve ever wondered how TaxConnex practitioners make sales tax compliance look seamless, this conversation is a must-listen.

Managing Sales Tax Exemption Certificates

Fri, 21 Nov 2025 08:00:00 -0500

Navigating Sales Tax Compliance in eCommerce & Retail

Tue, 21 Oct 2025 20:00:00 -0400

In this episode, TaxConnex partners Brian Greer and Jeff Meigs discuss Navigating Sales Tax Compliance in eCommerce & Retail - They dive into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now to ensure that your business is set up for success!

Telecom Compliance and the Universal Service Fund: What’s Next After the Supreme Court Ruling?

Wed, 17 Sep 2025 15:00:00 -0400

The Universal Service Fund (USF) plays a critical role in keeping communications accessible across rural and underserved communities, but it’s also one of the most complex and controversial areas of telecom compliance. In this episode, Brian sits down with Jonathan Marashlian, Managing Partner at The CommLaw Group, to unpack the Supreme Court’s recent decision upholding the USF, the role of the FCC and USAC, and why contribution factors are climbing toward record highs.

They explore:

How the USF is funded and administered
What the Court’s ruling really means for service providers
Why contribution factors may continue to rise beyond 30%
Ongoing challenges from consumer groups and the push for Congressional action
Practical strategies for telecom and VoIP providers to stay compliant while minimizing exposure

If you’re navigating telecom taxes, regulatory fees, and compliance risk, this discussion sheds light on what’s happening now and what may be coming next.

Navigating Sales Tax Exemption Certificates for Your Business

Fri, 05 Sep 2025 09:00:00 -0400

The purchaser has the responsibility for determining whether they are exempt or not and obtaining a valid exemption certificate. But, it is the job of business to validate and maintain these exemption certificates in order to not be held responsible for not charging sales tax leaving your business with the responsibility of paying the tax to the state if assessed under audit.

So how do you manage this? Listen to this podcast discussing exemption certificates. We cover:

The differences between exemptions and exclusions
What forms are needed to qualify
Industry specific examples
Best practices for exemption certificate management

Building Connexion: How Technology Powers Scalable Sales Tax Compliance

Wed, 20 Aug 2025 10:00:00 -0400

In this special episode of It Depends, guest host Cate Gibson talks with Jackie Breiter, Partner & COO at TaxConnex, about Connexion, the proprietary platform that powers TaxConnex’s sales tax compliance process. Jackie shares how her background in engineering and operations helped shape Connexion into a tool that blends automation with human expertise to support remote teams and deliver visibility to clients.

They discuss the platform’s origins, its role in scaling compliance, how AI is shaping its future, and Jackie’s advice for leaders building their own internal tech solutions. Listen now!

Tariffs & Sales Tax: What Every Business Needs to Know

Thu, 07 Aug 2025 15:00:00 -0400

Tariffs are making headlines, but how do they impact your sales tax obligations? In this episode, Jeff Meigs breaks down what tariffs are, how they’re treated for sales and use tax purposes, and why, unlike most tax questions, the answer here is surprisingly straightforward. From Washington State’s guidance to best practices for invoicing and compliance, you’ll learn why tariffs are generally part of the taxable base, how businesses handle them in pricing, and what to watch for in state-specific rules.

Introducing taxC: The Power of Tech + Human Expertise in Sales Tax Compliance

Wed, 23 Jul 2025 15:00:00 -0400

In this special episode, Brian Greer is joined by Brent Reeves, Co-Founder of CereTax, to discuss the story behind taxC - a powerful offering from TaxConnex that blends CereTax’s robust tax engine with TaxConnex’s white-glove compliance services.

In the episode they discuss:

The 20+ year relationship between the founders of TaxConnex and CereTax
Why automation alone falls short for complex businesses
How taxC fills the gap between tax calculation and compliance
The real-world value of combining expert guidance with tech

This episode is a must-listen!

Learn more at taxconnex.com/taxC

Marketplace Facilitators and Sales Tax

Wed, 16 Jul 2025 09:00:00 -0400

Online sellers hear an endless amount these days about “marketplace facilitators.” What are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we discuss the sales tax implications of marketplace facilitators.

Ensuring You Have a Process in Place to Manage Sales Tax

Thu, 26 Jun 2025 15:00:00 -0400

They discuss:

Estimating and mitigating prior period sales tax exposure
Establishing a compliance process for sales tax
Managing ongoing requirements for sales tax compliance

And if you enjoy this podcast, be sure to subscribe and leave us a review!

How Sales Tax Impacts Mergers & Acquisitions

Fri, 30 May 2025 14:00:00 -0400

Risks of Sales Tax Non-Compliance

Wed, 23 Apr 2025 13:00:00 -0400

Once your business establishes nexus and you've ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,000+ taxing jurisdictions across the US that you have to keep up with. If you have a sales tax obligation and are not collecting and remitting sales tax, you could be at risk for hefty penalties and fees. Even if it's an honest mistake, it could be a costly one. Listen now as we look at the ways you can get caught, how it may not be just your business at risk, and some of the repercussions of being caught not in compliance.

Achieve End to End Sales Tax Compliance in 3 Steps

Wed, 05 Mar 2025 16:00:00 -0500

Unlock the secrets to mastering sales and use tax compliance in this episode featuring CereTax and TaxConnex. This session will guide you through the essential steps required to ensure complete and accurate sales tax management for your business. Listen now to get a better understanding of the 3 key steps to ensure you remain sales tax compliant.

Learning Objectives:

The steps to take to understand your sales & use tax obligations
How to ensure you have the right tax rate on your invoices
Necessary components of an automated sales tax engine
Key components of a filing/remittance process

Sales Tax Risk Mitigation: What You Need to Know

Wed, 19 Feb 2025 11:00:00 -0500

Ignoring sales tax rules can be a costly mistake for businesses. As a "pass-through" tax, sales tax is meant to be collected and remitted—but failure to comply can lead to hefty penalties. With state tax rates averaging 8% and additional penalties stacking up, businesses could face millions in unexpected expenses. In this episode, we break down how to assess your risk, avoid compliance pitfalls, and implement strategies to reduce exposure. Don't let sales tax become an out-of-pocket nightmare—tune in now!

Steps to Switching Your Sales Tax Outsourcing Provider

Wed, 05 Feb 2025 14:00:00 -0500

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs. Watch this webinar as we discuss the following:

- Reasons it may be time to make a change
- Why changing providers isn't as hard as you may think
- How to change to a new provider with ease

2024 Sales Tax Year in Review & Compliance Strategies Moving Forward

Wed, 22 Jan 2025 13:00:00 -0500

It’s been over 6 years since the historic Wayfair decision, and sales tax somehow continues to become more challenging. In this episode we cover some of the most important sales tax updates of 2024 and help you develop a clearer understanding of how to set up a process to remain sales tax compliant in 2025.

Learning objectives:

• Discover how to determine where you have nexus
• Recognize the taxability of your products/services
• Identify methods and tools used to ensure proper tax application and calculation
• Explore how to set up the best sales tax compliance process
• Discover updates you need to be aware of as you navigate 2025 for your business

Sales Tax Compliance for the Complex Organization

Wed, 08 Jan 2025 14:00:00 -0500

Sales Tax & Marketplace Facilitators

Wed, 18 Dec 2024 14:00:00 -0500

If you're part of an online business, the holidays are an exciting (but crazy) time for you... And marketplace facilitators are most likely being utilized. But what are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we discuss the sales tax implications of marketplace facilitators.

Navigating Sales Tax in Retail & eCommerce

Wed, 11 Dec 2024 13:00:00 -0500

This holiday season, eCommerce and Retail sales are booming more than ever. Listen now to this episode on "Navigating Sales Tax Compliance in eCommerce," where we delve into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now so that you can ensure that your business is set up for success!

5 Sales Tax Challenges Facing Growing Companies

Wed, 13 Nov 2024 13:00:00 -0500

As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you could be at risk for hefty penalties and fees. In this episode, we look at 5 challenges facing growing businesses when it relates to sales tax.

Sales Tax Risk Mitigation

Wed, 16 Oct 2024 14:00:00 -0400

Failure to comply with the applicable sales tax rules can have a devastating effect on your business. Listen to this episode now as we discuss how to determine your level of risk and exposure, as well as tools and procedures to potentially reduce your taxes owed and penalties. We’ll cover:

Nexus and taxability
What’s at stake
Remediating past exposure
Managing audits
And more!

Sales Tax Crimes - Pt. 2: The Eccentric TYCO CEO's Sales Tax Scheme

Wed, 02 Oct 2024 16:00:00 -0400

Sales Tax Filing: What Can Go Wrong

Wed, 11 Sep 2024 16:00:00 -0400

Sales tax is not something top of mind for most executives, but it is something that the majority of businesses will have to manage at some level. No matter the size of your business, if you are selling a taxable product or service and establishing nexus in specific states or jurisdictions, then you have a sales tax obligation. While it is not meant to be a burden on the seller, many businesses have been left scrambling to understand how to manage the complex process of sales tax compliance. There are many moving parts and as states continue to make adjustments to their statutes, it is important to stay in the know. In this episode, TaxConnex Founder & CEO, Robert Dumas, discusses the nitty gritty of sales tax filing and what can go wrong if you don't have the correct compliance process in place. Listen now!

Finding Your Perfect Match in a Sales Tax Compliance Provider

Wed, 28 Aug 2024 00:00:00 -0400

Sales tax is different for every business. Different companies manage their sales tax obligations in different ways with many types of systems and varying risk tolerances. So if your business is exploring the possibility of outsourcing compliance or changing providers, it's important that you're asking the right questions and screening accordingly. Listen now to discover the key to finding the perfect sales tax compliance provider so you can have a long-lasting, seamless relationship that ensures sales tax bliss.

Navigating Sales Tax Exemption Certificates for Your Business

Wed, 14 Aug 2024 16:00:00 -0400

In its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows businesses to purchase products free of tax. Other exemptions can apply to special entities, including government organizations and nonprofits.

The purchaser has the responsibility for determining whether they are exempt or not and obtaining a valid exemption certificate. But, it is the job of business to validate and maintain these exemption certificates in order to not be held responsible for not charging sales tax leaving your business with the responsibility of paying the tax to the state if assessed under audit. So how do you manage this?

In this episode Jeff and Brian cover:

- The differences between exemptions and exclusions
- What forms are needed to qualify
- Industry specific examples
- Best practices for exemption certificate management

Sales Tax Hot Topics

Wed, 31 Jul 2024 15:00:00 -0400

Almost 6 years post Wayfair Decision, most businesses at least understand the potential to have a sales tax obligation and have a way to manage their obligations, even if it’s not fully or how they want to do it. But having a sales tax compliance process and understanding your obligation is not a set it and forget it type of business operation. Sales tax rules and regulations continue to evolve and at times become even more confusing.

In this episode, Jeff and Brian dig into some recent hot topics or changes that you need to be aware of as you manage your ongoing sales tax compliance.

We'll cover:

Retail delivery fees
Taxability of Marketing/Advertising
Evolving Nexus Rules
- Local Economic Thresholds
- Alaska talks of adopting State-wide sales tax
- Disappearing Transaction Thresholds
...and more!

Strategies for Managing a Sales Tax Audit

Fri, 05 Jul 2024 14:00:00 -0400

For many businesses, an audit is one of the most intimidating things that can happen. But the reality is, thousands of businesses are audited each year, sometimes for no reason at all. In this episode, we're covering how to manage the sales tax audit process and you'll learn a few things to keep in your back pocket, just in case you find yourself in the hot seat.

How Gross Sales and Gross Receipts Taxes Affect Your Sales Tax Obligations

Wed, 19 Jun 2024 10:00:00 -0400

After you’ve been fielding your filing and remittance obligations for a while, sales tax can seem simple: Charge it to the customer, collect it and send it back to the state when you file your sales tax return. Easy enough. But not really... In this episode of It Depends, Brian Greer is diving into two similar but different tax issues - How your total gross sales impacts your sales tax obligations and the affect of gross receipts taxes in different states. Tune in for need-to-know information on this subject matter so that you don't put your business at risk!

Understanding Sales Tax Nexus for Your Business

Fri, 31 May 2024 14:00:00 -0400

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode we dive into understanding sales tax nexus.

Jeff and Brian discuss how to determine sales tax nexus, the South Dakota vs. Wayfair case, identifying the taxability of products/services, and when to register for sales tax purposes.

Our Origin Story (ft. Robert Dumas, TaxConnex Founder & CEO)

Wed, 22 May 2024 15:00:00 -0400

Sales Tax Crimes - Pt.1: Restaurant Operator Faces Prison for $500K Tax Fraud

Wed, 08 May 2024 13:00:00 -0400

In the first episode of our Sales Tax Crimes series, we're diving into the story of John Garofalo Sr., a restaurateur turned tax evader. How did he pull off this scheme for almost seven years? Discover the investigation that led to his guilty plea and the looming threat of a three-year prison sentence. Tune in to uncover the details of this tax fraud case out of Union County, New Jersey.

Ensuring You Have a Process in Place to Manage Sales Tax

Wed, 24 Apr 2024 11:00:00 -0400

They discuss:

Estimating and mitigating prior period sales tax exposure
Establishing a compliance process for sales tax
Managing ongoing requirements for sales tax compliance

And if you enjoy this podcast, be sure to subscribe and leave us a review!

Navigating Retail Delivery Fees: Definitions, Thresholds, Challenges and Strategies to Effectively Manage

Wed, 10 Apr 2024 10:00:00 -0400

Navigate the complexities of retail delivery fees and how they impact your compliance processes. This episode will help you gain a better understanding of what a retail delivery fee is, where they are implemented, or where they will be in the coming months. We also cover questions to ask yourself in how you will manage and strategies to effectively manage.

You will learn:

- Which states have implemented RDF and their specifics

- Understanding the impacts of a RDF on your business

- Strategies to Effectively Manage

- What to watch for in the future

Common Sales Tax Filing Mistakes & How to Avoid Them

Wed, 27 Mar 2024 08:00:00 -0400

Sales tax is not something top of mind for most executives, but it is something that the majority of businesses will have to manage at some level. No matter the size of your business, if you are selling a taxable product or service and establishing nexus in specific states or jurisdictions, then you have a sales tax obligation. While it is not meant to be a burden on the seller, many businesses have been left scrambling to understand how to manage the complex process of sales tax compliance. There are many moving parts and as states continue to make adjustments to their statutes, it is important to stay in the know. In this episode, we discuss common sales tax filing mistakes we see as businesses try and manage their compliance process and how to avoid them.

Sales Tax FAQs

Wed, 14 Feb 2024 09:00:00 -0500

There’s no doubt that sales tax is challenging. Regulations differ from state to state, and deciphering whether you need to collect and remit taxes in a particular state can feel overwhelming. In order to help you gain a better understanding of the subject, we've gathered some of the frequently asked questions we get about sales tax. Listen now to this episode discussing questions related to the following:

- Sales vs. use tax
- Understanding economic vs. physical nexus
- Multi-channel selling and your sales tax obligations
- Estimating and mitigating prior period sales tax exposure
- And more!

You can now earn CPE for this course on EarmarkCPE! Register for free: https://app.earmarkcpe.com/?course_id=ab683a00-c304-46c1-b9b1-ef683fb1ea35

Sales Tax Implications of Drop Shipments

Wed, 31 Jan 2024 11:00:00 -0500

If you utilize drop shippers to deliver products to your customers, you would expect your purchase to be exempt for resale purposes. However, as states continue to expand their reach, more and more companies are being caught off guard when their drop shipper starts charging them sales tax or refuses to accept their home-state resale certificate. Don’t eat the sales tax in these situations. Make sure you understand the rules and how to exempt these sales. And for drop shippers, make sure you are accepting the proper resale certificates from your customers.

Listen now to learn more!

Risks of Sales Tax Non-Compliance

Wed, 17 Jan 2024 09:00:00 -0500

Sales Tax Hot Topics

Wed, 03 Jan 2024 13:00:00 -0500

5 years post Wayfair Decision, most businesses at least understand the potential to have a sales tax obligation and have a way to manage their obligations, even if it’s not fully or how they want to do it. But having a sales tax compliance process and understanding your obligation is not a set it and forget it type of business operation. Sales tax rules and regulations continue to evolve and at times become even more confusing. Listen to this episode to dig into some recent hot topics or changes that you need to be aware of as you manage your on-going sales tax compliance.

Navigating Sales Tax Compliance in eCommerce & Retail

Wed, 20 Dec 2023 05:00:00 -0500

In this episode we delve into the complexities and challenges faced by businesses in the eCommerce and retail space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now so that you can ensure that your business is set up for success!

Marketplace Facilitators 101

Wed, 06 Dec 2023 11:00:00 -0500

Identifying & Managing Your Clients' Sales and Use Tax Risk

Wed, 08 Nov 2023 13:00:00 -0500

Sales and use tax is often low on the list of priorities for businesses, and thus not a main focus of many Accounting Practices and Firms. But the complexities and risk surrounding sales tax can cause a real issue for your client if not managed properly. In this episode, TaxConnex shares some of the triggering events businesses experience that could cause a need to evaluate their sales tax obligations, how you can approach and review your current clients to identify need before a triggering event and steps to ensure ongoing compliance.

Common Pitfalls of Sales Tax Compliance

Wed, 25 Oct 2023 13:00:00 -0400

Sales tax is complicated, even for the most experienced tax practitioners, but it is a critical part of running a business. Unfortunately just a few missteps can add up to big liability in the sales tax world. This episode navigates the most common pitfalls related to managing ongoing compliance and provides tips to mitigate and manage your sales tax risk. We touch on:

- Economic nexus
- Taxability of products/services
- The impact of inventory and third party logistics providers
- Filing requirements
- Voluntary disclosure agreements (VDAs)
- Sales tax audits

A Strategic Timeline to Sales Tax Compliance for Your Business

Wed, 11 Oct 2023 13:00:00 -0400

Managing your sales and use tax obligations is not a small task. Ensuring you have the right people and processes in place is key to maintaining compliance and not putting yourself or your business at risk. Every business is different and has unique needs so it's important to know when you should start your journey to sales tax compliance. In this episode, we discuss all the steps involved in setting up a proper sales tax compliance process and give you a better understanding of how long it will take your business to fully implement a seamless solution.

The Common Misconceptions of Telecom Tax

Thu, 28 Sep 2023 13:00:00 -0400

Tax and regulatory compliance can be a complex and daunting task for any business, but some of the most difficult to understand are the telecom and VoIP industries. There are various taxes and regulatory fees including communication services taxes, utility users’ tax, E911 fees, Federal Excise Tax, right of way fees, USF, and more. But often telecom and VoIP businesses fall into a trap of believing they don’t actually have an obligation. These misconceptions can cause a lot of confusion and in the end, costly errors for your business. Listen now as Jeff and Brian discuss the common misconceptions growing telecom and VoIP businesses encounter related to their tax and regulatory obligations.

Sales Tax Risk Mitigation

Wed, 13 Sep 2023 11:00:00 -0400

Nexus and taxability
What’s at stake
Remediating past exposure
Managing audits
And more!

5 Sales Tax Challenges Facing Growing Companies

Wed, 30 Aug 2023 10:00:00 -0400

As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you could be at risk for hefty penalties and fees. In this episode, we look at 5 challenges facing growing businesses when it relates to sales tax.

Multi-Channel Selling & Your Sales Tax Obligations

Wed, 16 Aug 2023 10:00:00 -0400

Selling through multiple channels can greatly impact your sales tax obligations. Without knowing how different channels can impact your footprint, you could be putting yourself at risk for non-compliance. No longer is direct sales the majority way of selling; businesses are often selling through multiple channels, and each is often managed differently for sales tax purposes.

In this episode, we look at three specific channels – direct, through a marketplace, and invoiced sales – and discuss their potential impacts on your sales tax obligations and any nuances you will need to navigate to maintain compliance when selling through any combination of these channels.

How Sales Tax Impacts Mergers & Acquisitions

Wed, 02 Aug 2023 09:00:00 -0400

Failure to comply with the applicable sales tax rules can have a devastating effect on your business. Particularly if you or one of your clients will be going through a merger or acquisition. Listen now to understand how sales tax can impact the standings of your M&A.

We'll cover:

- How to identify sales tax nexus in the context of "Wayfair"
- The taxability of products/services
- Estimating sales tax exposure
- Evaluating mitigation options
- Compliance in the future

Managing a Sales Tax Audit

Wed, 19 Jul 2023 09:00:00 -0400

For many businesses, an audit is one of the most intimidating things that can happen. But the reality is, thousands of businesses are audited each year, sometimes for no reason at all. Join us as we discuss how to manage the sales tax audit process and learn a few things to keep in your back pocket, just in case you find yourself in the hot seat.

Sales Tax for Tech & SaaS

Wed, 05 Jul 2023 10:00:00 -0400

Technology companies, including software, digital services and goods, SaaS, and more, have always had challenges related to managing sales tax, one of the biggest being understanding what is actually taxable and where. The taxability and even the definition of digital goods and services is something that differs from state to state and not easy to keep up with. Listen to this episode as we dive into the complexities of taxation of digital goods.

Risks of Non-Compliance - Happy Birthday Wayfair vs. South Dakota!!!

Wed, 21 Jun 2023 11:00:00 -0400

Once your business establishes nexus and you’ve ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,000+ taxing jurisdictions across the US that you have to keep up with.

If you have a sales tax obligation and are not collecting and remitting sales tax, you could be at risk for hefty penalties and fees. Even if it’s an honest mistake, it could be a costly one. In this podcast we will look at the ways you can get caught, how it may not be just your business at risk and some of the repercussions to being caught not being in compliance.

Sales Tax 102

Wed, 07 Jun 2023 01:00:00 -0400

They discuss:

Estimating and mitigating prior period sales tax exposure
Establishing a compliance process for sales tax
Managing ongoing requirements for sales tax compliance

And if you enjoy this podcast, be sure to subscribe and leave us a review!

Sales Tax 101 - Understanding Sales Tax Nexus

Wed, 24 May 2023 00:00:00 -0400

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode we dive into understanding sales tax nexus.

Jeff and Brian discuss how to determine sales tax nexus, the South Dakota vs. Wayfair case, identifying the taxability of products/services, and when to register for sales tax purposes.

COMING SOON: It Depends - A Sales Tax Podcast

Wed, 17 May 2023 11:00:00 -0400

Hi and Welcome to 'It Depends', a sales tax podcast launching soon hosted by Brian Greer and Jeff Meigs from TaxConnex.

In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world.

This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/