Course Description

As technology solutions continue to evolve to keep up with consumer needs, lines often get crossed in how they are taxed or regulated. Things to consider are whether your solution is only SaaS, of if it dips into the realm of an information service or telecommunications solution. Does it have auto dial functions, SMS capabilities, and call routing? The answer to all of these can change the tax and regulatory landscape of your business. The key to tax compliance is to unpack exactly what your solution does and how it does it.

Join TaxConnex as we dig into the complexities of accurately defining, categorizing, and complying under the regulatory and tax frameworks for complex technology solutions.

Learning Objectives

• Explore defining your service - is the solution regulated? Is it taxable?
• Discover how to effectively manage your regulatory and tax obligations
• Identify how to ensure your rates engine is mapped according to your correct designations
• Identify how to guarantee compliance today and in the future

Prerequisites

• None

Who Should Attend

CPAs, accounting professionals, CFOs, Controllers, anyone who has to manage sales and use tax for their business or clients' business