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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 404744
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Managing Exemptions and Resale Certificates

Live Webinar
January 9, 2019
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 40 minutes
Live Webinar$219Register Now
Can't Attend?   Audio & Reference Manual$219Add to Cart

Learn best practices for more efficient handling of exemption certificates at every step of sales tax compliance.

The policies and procedures your corporate tax staff implements for requiring, verifying, storing and retrieving exemption and resale certificates are critical in preventing mistakes or oversights that cost dearly during a sales tax audit, particularly when multiplied through an audit sample. Unless your company has outsourced or invested in sophisticated certificate-management technology, human processes are essential. How reliable is your staff in asking for and verifying exemption certificates? How dependably are certificates scanned or otherwise stored?

Retrieving a certificate demanded by an auditor on short notice may require both sound cataloging and thorough knowledge of the storage system. Insights from advisors who work with sales tax clients in a range of industries can help you tighten your own certificate management.

Learning Objectives

  • You will be able to identify how you can work with employees in other departments to stay sharp on requiring and inspecting certificates from customers.
  • You will be able to explain what format and where certificates should be stored.
  • You will be able to recognize the need for procedures to reliably retrieve a needed exemption certificate.
  • You will be able to review the capabilities of your company's certificate.


Live Webinar$219Register Now
Can't Attend?   Audio & Reference Manual$219Add to Cart