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PREPARING YOUR CLIENT FOR A SALES TAX AUDIT (AND HOW TO AVOID FUTURE AUDITS)

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 29, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner
Series: Sales Tax, CFOs and Controllers, Taxes
Course Description

As states continue to look for revenue wherever they can, sales tax audits are increasingly common. Learn what steps you can take to help prepare your clients the next time the auditor knocks on your door, and preventative measures they can take to avoid audits in the future.

Learning Objectives

  • How you can your clients adequately prepare for an audit?

  • Strategies to help businesses get through an audit quickly

  • Best practices in returns and exemption certificate management

  • Common pitfalls to avoid

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Testimonials
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Sharon, TX

"The material was relevant and I enjoyed the seeing the speaker's presentation. That was a nice benefit to the webinar that I had not experienced before. He was very down to earth and spoke as if I was in the room with him."
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Kayanna, MI

"For an area that I have minimum knowledge in I was very impressed, I was able to have a discussion with others after the seminar regarding the material and knowledge gained."
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Margot, CA

"It was very informative since I have a client who is being audit and now I feel more confident in getting him prepare."
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Morgan, TX

"I enjoyed learning the fundamentals of what to look for in preparation for audits and how to prevent audits."
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Andrew, FL

"Another excellent Webinar from Avalara, who always takes the same subject, and makes it fresh"
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Oluwatosin, TX

"The Presenter was highly knowledgeable and simplified the key points for easy understanding"
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Emil, MO

"This is my first of CPAAcademy webinars that I have attended and it seemed appropriate."
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Elaine, SC

"I wish I could share this with all my clients! The information has the talking points"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Brandon Houk

Avalara
Accountant Partnerships
brandon.houk@avalara.com
206-826-4900

Avalaralogo

Brandon is the Director of Accountant Programs at Avalara. Previously, he worked in finance and strategy for J.P. Morgan Chase. Brandon’s job at Avalara is to provide programs, resources, and tools for CPA firms large and small that help simplify sales tax compliance for their clients. He was named to the 2014 CPA Practice Advisor’s list of 40 Under 40 Leaders Who are Shaping the Profession of Tomorrow.

About Our Presenter

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.