Instructor for this course
more

In this course, we discuss how to prepare for your next sales tax exemption certificate audit. The primary building block is to understand the most commonly used sales tax definitions. We start by exploring the legal definitions of common sales tax terminology, which leads us to identifying the proper use and collection of exemption certificates.

This course prepares you to understand when an auditor is going to ask you questions and enables you to overcome the possible challenges you may encounter in a sales tax exemption certificate audit. It gives you the tools you need to understand how many certificates you have, if you have expired or invalid certificates, or if you are missing information that will leave you exposed in a sales tax audit. 

Learning Objectives

  • Explore the legal definitions of common sales tax terminology you will encounter
  • Identify the proper use and collection of exemption certificates
  • Discover how to prepare for the most common questions the auditor will ask
  • Identify possible challenges you may face under the audit

2 Reviews (10 ratings)Reviews

4
Anonymous Author
A basic review for our next audit, thanks !
5
Anonymous Author
Solid overview.

Prerequisites

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 ext. 106, or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  11:38Introduction to How to Prepare for your Next Sales Tax Exemption Certificate Audit
Sales Tax Exemption Certificate Audit
  9:01Drop Shipments
  11:18Exempt or Not Exempt
  8:08Audit Challenges
CONCLUSION
  12:47Audit Preparation
Continuous Play
  52:52How to Prepare for your Next Sales Tax Exemption Certificate Audit Full Video
SUPPORTING MATERIALS
  PDFSlides: How to Prepare for your Next Sales Tax Exemption Certificate Audit
  PDFHow to Prepare for your Next Sales Tax Exemption Certificate Audit Glossary/Index
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM