Robert Dumas

Robert Dumas

Accountant, consultant and entrepreneur, Robert Dumas began his public accounting career on the tax staff at Arthur Young & Co., followed by a brief stint at Grant Thornton. In 1998, Robert founded Tax Partners, which became the largest sales tax compliance service bureau in the country, and later sold it to Thomson Corporation. Robert founded TaxConnex in 2011 on the principle that the sales tax industry needed more than automation to truly help clients, thus building within TaxConnex a proprietary platform and network of sales tax experts to truly take sales tax off client’s plates.

Recent posts by Robert Dumas

3 min read

Multi-channel selling sales tax: Wholesalers and Drop Shipping

By Robert Dumas on Thu, May 26, 2022 @ 11:00 AM

Sales of tangible personal property (TPP) are presumed to be taxable unless specifically identified as not taxable. However, certain exemptions could apply making the sale of TPP exempt from sales tax in some situations. An exemption could be related to the type of business that is buying the TPP – a non-profit or government entity in certain states for example. But the most common type of exemption is a resale exemption and is applicable to wholesale transactions.

Topics: sales tax compliance sales tax filing economic nexus
3 min read

Multi-channel selling sales tax: Direct/retail sales

By Robert Dumas on Tue, May 24, 2022 @ 11:00 AM

Taxable sales of products direct to end users has been a staple of business for ages. One relatively new development is the complex overlay of sales tax on these transactions.

Topics: sales tax compliance sales tax calculation economic nexus
4 min read

States with local economic nexus - a review

By Robert Dumas on Thu, May 19, 2022 @ 10:58 AM

Given the complexity that already exists regarding sales tax, it’d be great if states were the only jurisdictions that levied them.

Topics: sales tax compliance sales tax filing economic nexus
3 min read

Trends: Are sourcing rules changing (and making anything easier)?

By Robert Dumas on Tue, May 17, 2022 @ 11:46 AM

“Sourcing” or as we often call it, situsing, is key when you determine sales tax obligations: It refers to the location where a sale is taxed. According to the Sales Tax Institute there may be changes on the horizon– and though the aim appears to lean towards improving life for remote sellers, the changes only seem to make meeting sales tax obligations harder.

Topics: sales tax compliance economic nexus registrations
3 min read

5 Crucial Pieces of Your Sales Tax Compliance Filing Process

By Robert Dumas on Thu, May 12, 2022 @ 11:00 AM

Once you’ve determined your requirement to collect and remit sales tax, you’ve set-up a process to charge sales tax, and you have registered with each required state, you need to consider how you will manage the return filing process.

Topics: sales tax compliance sales tax filing
3 min read

What’s new: state sales and use taxes

By Robert Dumas on Tue, May 10, 2022 @ 11:00 AM

There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent changes and updates.

Topics: sales tax compliance sales tax news
4 min read

5 Common Sales Tax Mistakes That Can Put You At Risk for Non-Compliance

By Robert Dumas on Thu, May 05, 2022 @ 11:54 AM

You’re trying to run a business and sales tax is not at the forefront of your plans. Nevertheless, you can do a quick check for the most common errors. Make sure you aren’t making these common mistakes to ensure you have sales tax in order and aren’t at risk for penalties and fees in the case of an audit.

Topics: sales tax compliance taxability sales tax audits
4 min read

Top Reasons to Change an Outsourced Sales Tax Provider

By Robert Dumas on Tue, May 03, 2022 @ 11:15 AM

From time to time, sales tax outsourcing relationships fail to work properly, and a change is necessary.

As the sales tax outsourcing relationship progresses over time, sales and marketing messages give way to the realities of the operational relationship.  Changes in ownership, staff or operations can affect provider performance or client needs.  Let’s take a look at some of the major beefs that respondents had with their sales tax providers based on a survey TaxConnex conducted of financial professionals at the end of 2021. 

Topics: sales tax compliance sales tax
5 min read

The new breed of audit

By Robert Dumas on Thu, Apr 28, 2022 @ 11:30 AM

In years past, auditors could show up at your door asking to look at your records. Now that’s much less common. Usually, you learn about an audit through a notice or letter from the state or jurisdiction in question with instructions on how the audit will proceed.  Many audits are conducted remotely, and an auditor never visits your office. Audits remain an important tool for tax jurisdictions to evaluate the level, or lack thereof, of sales tax compliance within a business. Even though many audits have shifted to remote audit, the fundamentals of the sales tax audit haven’t changed. 

Topics: sales tax compliance sales tax audits VDA
5 min read

The Risks and Repercussions of Non-Compliance

By Robert Dumas on Tue, Apr 26, 2022 @ 11:00 AM

Not paying attention to your sales tax obligations is never wise. 

True, it’s a relatively new requirement to collect sales and use tax from remote customers, but it’s one the taxman has always taken seriously from businesses – and that seriousness is only intensifying. 

It’s also mostly up to you to determine your sales tax obligation, and the rules for complying change frequently. A recent TaxConnex survey found that four out of five respondents were not confident about how their company handled its sales tax obligations.

Topics: sales tax compliance sales tax taxability economic nexus
6 min read

Crypto, NFTs and sales tax: What we know so far

By Robert Dumas on Tue, Apr 19, 2022 @ 11:00 AM

Sales tax has a universe of changing conditions. Now we can add more: cryptocurrency (such as bitcoin) and what seems to be its cousin, non-fungible tokens (NFTs).

Topics: sales tax compliance sales tax taxability
4 min read

Getting Sales Tax Registrations Right

By Robert Dumas on Thu, Apr 14, 2022 @ 11:00 AM

Sales tax is more complicated than ever, especially in a post-Wayfair world. And what’s worse is that everyone who says they’re simplifying sales tax is still leaving the hardest parts – and the liability – up to you.  This is especially true when it comes to state registrations. For some reason, many of the software and service providers who claim to manage sales tax for you, don’t help with registrations, and if they do it comes at extra cost.

Topics: sales tax compliance sales tax economic nexus registrations
4 min read

What’s new for state sales and use taxes

By Robert Dumas on Tue, Apr 12, 2022 @ 11:00 AM

There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent changes and updates. 

Topics: sales tax compliance sales tax sales tax news
3 min read

Deadlines galore: One of the biggest challenges of sales tax

By Robert Dumas on Thu, Apr 07, 2022 @ 11:15 AM

Federal Income Tax Day, April 18th, looms large in everybody’s mind right now. Too bad sales tax doesn’t come with a deadline that simple. 

Topics: sales tax compliance sales tax sales tax filing
4 min read

The Evolving Taxability of SaaS

By Robert Dumas on Tue, Apr 05, 2022 @ 11:00 AM

Tangible personal property has historically been subject to the collection and remittance of sales tax while many services have been non-taxable (or exempt). More and more services are becoming taxable and represent a potential big wave of tax changes and updates in the years ahead.

Topics: sales tax compliance taxability SaaS
6 min read

Understanding use tax

By Robert Dumas on Thu, Mar 31, 2022 @ 11:30 AM

Sometimes if we hear a phrase often enough, we don’t appreciate the importance of all the words. One such phrase is “sales and use tax.” 

Topics: sales tax compliance sales tax filing use tax
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