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

Sales Tax and Your 2021 Growth Goals

By Robert Dumas on Thu, Jan 21, 2021 @ 11:00 AM

If your online company looks to expand its interstate sales in 2021, know one thing: Your plan involves risks and new responsibilities. The key is learning how to manage both, as sales tax non-compliance or errors can bring stiff penalties.

Topics: sales tax telecom tax
3 min read

How to Choose the Right Sales Tax Provider

By Robert Dumas on Tue, Jan 19, 2021 @ 11:00 AM

Picking the right provider to handle your business’s sales and use tax compliance is a big decision.

Topics: sales tax telecom tax
3 min read

Telecommunications Tax Exemptions

By Robert Dumas on Thu, Jan 14, 2021 @ 11:00 AM

TaxConnex works with a lot of telecommunications service providers that are new to the business. Many are existing MSP’s (Managed Service Providers) or IT management companies that would like to expand their service offering and become “stickier” with their clients.  They may have infrastructure in place to support the sales tax requirements of their existing business, but the telecommunications service presents a different set of issues.

Topics: sales tax telecom tax
2 min read

Top Sales Tax Rules to Help Your Business Remain Compliant

By Robert Dumas on Tue, Jan 12, 2021 @ 11:00 AM

Sales tax compliance is complex, there’s no doubting it. While many hoped that the Supreme Court decision in South Dakota vs. Wayfair would make things more clear, it did quite the opposite.

Topics: sales tax compliance south dakota vs. wayfair
4 min read

Understanding the Taxability of Your Products and/or Tech Services

By Robert Dumas on Thu, Jan 07, 2021 @ 11:00 AM

If you were to read our 5 Steps to Sales Tax Compliance, or any guide on maintaining sales tax compliance, understanding the taxability of your products and/or services would be one of the first steps.

Topics: sales tax compliance taxability
3 min read

Understanding Sales Tax Obligations with Drop Shipments

By Robert Dumas on Tue, Jan 05, 2021 @ 11:00 AM

As if sales tax nexus and taxability rules weren’t confusing enough, throw in marketplace facilitators and drop shipments and it’s easy for a business of any size to want to give up on sales tax compliance.

Topics: taxability retail
3 min read

Alleviate Stress on Your Staff in 2021

By Robert Dumas on Thu, Dec 31, 2020 @ 11:00 AM

Your employees (like all of us) have more than enough headaches on all fronts headed into the new year. Back in April employees surveyed said that the pandemic is the most stressful time of their entire career. Now more than ever you owe it to your people – and to your business – to ease their problems when you can.

If you handle sales tax compliance in house, you’ve got your employees handling an unbelievably complex business function – and with 65% of businesses planning to grow across state lines* in the coming year, it may be more than they can manage.

Topics: sales tax compliance taxability
2 min read

Key Pieces of Your Exemption Certificate

By Robert Dumas on Tue, Dec 29, 2020 @ 11:00 AM

An exemption is an exception that eliminates the need to pay sales tax. The presumption is that all sales of tangible personal property are taxable unless specifically enumerated. The purchaser has the responsibility for determining whether a sale is exempt from tax. If the purchaser does not submit a valid exemption certificate to the business, the business must assess and collect the sales tax from the purchaser. The responsibility to determine the validity of the exemption certificate resides with the business. Without this exemption certificate, the state or jurisdiction in which you are registered will expect you to have collected sales tax. 

Topics: sales tax taxability
4 min read

Sales and Use Tax in 2020: A Look Back

By Robert Dumas on Tue, Dec 22, 2020 @ 11:00 AM

Someday people will probably use a lot of words to describe 2020. “Un-eventful” won’t be one of them.

The year’s ongoing pandemic affected almost every aspect of life – including, and in no small way, sales tax, which was already an area that has seen unprecedented change since the Supreme Court’s Wayfair decision in 2018.

Add to that, jurisdictions that are worried about how lockdowns have affected their tax revenue and you have a tumultuous year.

Here’s a look back at some of the year’s developments. 

Topics: sales tax sales tax news
2 min read

Managing More with Less

By Robert Dumas on Thu, Dec 17, 2020 @ 11:00 AM

With nearly 50 million Americans losing their jobs earlier this year and 11 million still unemployed nearly 10 months after the pandemic began, the reality of being forced to do more with less is being felt in every corner of almost every company, including the finance department. Hiring freezes and budget restrictions have left many finance teams struggling to keep up.

Topics: sales tax compliance sales tax
3 min read

Calculation and Compliance: The Importance of Having Both in Your Sales Tax Process

By Robert Dumas on Tue, Dec 15, 2020 @ 11:00 AM

We understand that sales and use tax may not be your biggest priority, but if not managed correctly, it can cause major headaches. Understanding the various aspects of your sales tax process is critical to minimize your risk and to keep your business on solid ground as it relates to sales tax.

Topics: sales tax compliance sales tax
2 min read

Recent Cases Show You Shouldn't Mess with Sales Tax Obligations

By Robert Dumas on Thu, Dec 10, 2020 @ 11:00 AM

States may be getting tougher on sales tax delinquents as the pandemic drags on and tax revenues, in many places, take hits. Just ask Fiorella’s Landscaping in western New York.

Topics: sales tax compliance sales tax
2 min read

5 Myths About Voluntary Disclosure Agreements

By Robert Dumas on Tue, Dec 08, 2020 @ 11:00 AM

Voluntary disclosure agreements (VDAs) can be an effective way to mitigate prior period sales tax exposure. They can also come with a lot of misconceptions.

Topics: sales tax compliance VDA
1 min read

TaxConnex Releases New Research that Reveals Top Concerns Among Financial Leaders Responsible for Sales Tax in 2021

By Robert Dumas on Thu, Dec 03, 2020 @ 11:00 AM

Alpharetta, GA -  TaxConnex, Inc today released the results of a new survey finding that the increasing sales tax complexities, growing nexus, limited resources and additional audits are among the top worries of financial professionals in 2021.

Topics: sales tax compliance
2 min read

6 Benefits of Outsourcing Sales Tax Compliance

By Robert Dumas on Tue, Dec 01, 2020 @ 11:00 AM

 

In light of the Wayfair decision, and due to recent new hires in a new state or increased online sales, you’ve determined you meet sales tax nexus thresholds outside of just your home state and now you have to collect, file, and remit sales tax in multiple states. What a headache. To make matters worse, this is a compliance issue, so you must act. What do you do?

Topics: sales tax compliance
3 min read

Recent Happenings and Challenges in the World of Sales Tax

By Robert Dumas on Tue, Nov 24, 2020 @ 11:00 AM

One state’s efforts to join the Sales and Use Tax System (SUTS) and another state’s lawsuit against a world-famous auction house highlight recent challenges in the sales tax world.

Topics: sales tax compliance sales tax news