As you are likely aware, managing your sales and use tax obligations is not a small task. Ensuring you have the right people and processes in place is key to maintaining compliance and not putting yourself or your business at risk.
4 min read
5 Reasons to Outsource Your Sales Tax Compliance Process
By Robert Dumas on Tue, May 16, 2023 @ 11:00 AM
Topics: sales tax compliance sales tax CPA
1 min read
TaxConnex Wins ClearlyRated's 2023 Best of Accounting Award for Service Excellence
By Robert Dumas on Tue, Apr 25, 2023 @ 11:00 AM
We are excited to announce that we have won the Best of Accounting Awardfor providing superior service to their clients. ClearlyRated's Best of Accounting® Award winners have proven to be industry leaders in service quality based entirely on ratings provided by their clients.On average, clients of 2023 Best of Accounting winners are more than 1.7 times as likely to be satisfied than those who work with non-winning firms. TaxConnex received satisfaction scores of 9 or 10 out of 10 from 90.8% of their clients, significantly higher than the industry’s average of 50% in 2022.
Topics: sales tax compliance sales tax CPA Now it's all on us
5 min read
How to address growing skills gap for sales tax compliance
By Robert Dumas on Tue, Mar 21, 2023 @ 11:13 AM
The use of internal resources still seems the way to go for most companies struggling to meet their sales tax filing and remittance obligations. But for how long?
Topics: sales tax compliance sales tax CPA
3 min read
The Big 3 Barriers to Managing Sales Tax
By Robert Dumas on Thu, Feb 16, 2023 @ 11:00 AM
Think you’re the only one worried about sales tax compliance? According to our third annual Sales Tax Market Survey you’re not.
Topics: sales tax compliance sales tax CPA
4 min read
What to know about responsible party laws
By Robert Dumas on Thu, Jan 19, 2023 @ 11:24 AM
We hear a lot about “sales tax obligations,” but who exactly in your company is “obligated?”
You are, at least in many states.
Topics: sales tax compliance sales tax CPA
2 min read
3rd Annual Sales Tax Market Research Survey Results Released!
By Robert Dumas on Tue, Jan 10, 2023 @ 11:00 AM
We have completed our third annual survey of top financial professionals on how they are managing sales tax. This year’s results reveal a perfect storm is brewing for financial leaders who continue to depend on internal resources even though expertise and bandwidth is lacking while companies struggle with the current economic climate, rising inflation, and a tight job market.
Topics: sales tax compliance sales tax CPA
2 min read
Accounting firms and sales and use tax advising: Perfect together?
By Robert Dumas on Tue, Nov 22, 2022 @ 02:05 PM
In our blog last week, we looked at how sales and use tax advisory services might be a good new field for CPAs and accounting firms. How can they go about making the move?
Topics: sales tax compliance sales tax CPA
2 min read
Can accounting firms move into sales tax advising?
By Robert Dumas on Tue, Nov 15, 2022 @ 11:00 AM
Many certified public accountants (CPAs), enrolled agents and other tax preparers and professionals that run accounting and tax preparation firms are constantly looking for new advisory avenues to service clients.
Topics: sales tax compliance sales tax CPA
1 min read
TaxConnex® Chosen to Speak at Two GSCPA Events This Fall and Exhibiting this Week at the Southeastern Accounting Show!
By TaxConnex® on Tue, Aug 23, 2022 @ 02:12 PM
We are excited to announce that we have been chosen by the Georgia Society of CPAs to speak at two events this fall and exhibit at this week’s Southeastern Accounting Show!
Topics: CPA Now it's all on us events
1 min read
Sales and Use Tax Compliance - Deadlines, Deadlines and More Deadlines
By Robert Dumas on Wed, Aug 26, 2015 @ 09:53 AM
'Tis the season…and it never seems to end. We have been communicating with many CPA firms during the month of August regarding numerous client issues and partnering opportunities. Almost without exception, the firms we contacted indicated they did not have the capacity to do anything new until after the September 15 and October 15 income tax deadlines. This is indicative of the life of most CPAs. We schedule our lives around a never-ending list of deadlines.
Topics: sales tax compliance CPA
2 min read
Helping CPA Firms Identify Sales and Use Tax Risks
By Robert Dumas on Tue, Aug 04, 2015 @ 11:30 AM
In my last blog, I discussed the opportunity CPA firms have to use sales and use tax issues as a way to add value to their clients and further cement the relationships and related revenue stream. As promised, this blog provides the following action items for identifying sales and use tax risk with your client:
Topics: sales tax sales tax audits CPA
1 min read
Helping CPA Firms Secure Their Relationship Through Sales Tax Services
By Robert Dumas on Thu, Jul 16, 2015 @ 10:00 AM
Throughout my career, I have worked in and with CPA firms of all sizes. For the most part, they all have similar business models that are heavily dependent on their client relationships. The CPA firms and the individual CPA’s within the firms need to continually prove their value in the relationship by exceeding client expectations, which guarantees the relationship and related revenue remain secure. One of the ways a CPA can exceed expectations is by offering solutions to unidentified client risks and problems.
Topics: sales tax sales tax audits CPA
1 min read
TaxConnex Provides Sales Tax CPE Training
By Brian Greer on Fri, Jun 12, 2015 @ 01:16 PM
TaxConnex has developed a CPE Training program focused on sales tax compliance issues including sales tax nexus and sales tax audits. The program can be delivered in 4-hour, 6-hour, or 8-hour sessions depending on the topics selected. Initially, the training will be offered complimentary to CPA firms and delivered on site. A sample agenda includes the following topics:
- Sales Tax Nexus
- Marketplace Fairness
- Drop-Shipment Transactions
- Exemption Certificate Management
- Sales Tax Outsourcing
- Sales Tax Calculation Software
- Sales Tax Audits
Topics: CPA
2 min read
Sales Tax Deficiencies - Deal or No Deal?
By Doug Starr on Wed, Jun 01, 2011 @ 03:39 PM
Topics: sales tax sales tax audits CPA
2 min read
Sales Tax - the Ugly Duckling
By Doug Starr on Mon, Feb 07, 2011 @ 06:40 PM
Topics: sales tax compliance sales tax sales tax audits CPA
2 min read
Where Do You Find a Great Sales Tax CPA? Ask the Purple Dinosaur.
By Doug Starr on Tue, Jan 11, 2011 @ 02:32 PM