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Course Overview

Level:
Intermediate
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CERTIFICATION CREDITS (hover/touch for more information)
CPA
1 CPE
 

Certified Public Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo 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 course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
CPD
1 Hour
 

Continuing Professional Development

Continuing Education Credit:
1 Hours
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
CMA
1 CPE
 

Certified Management Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specialized Knowledge
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
CFE
1 CPE
 

Certified Fraud Examiner

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specialized Knowledge
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
CIA
1 CPE
 

Certified Internal Auditor

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
IIA CPE Provider Seal


Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
CRMA
1 CPE
 

Certification in Risk Management Assurance

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
IIA CPE Provider Seal


Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
 

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

1 ReviewReviews

4
Anonymous Author
A basic review for our next audit, thanks !

Prerequisites

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