Webinar Details
Course Description

An exemption is a statutory exception that eliminates the need to collect sales tax and are generally substantiated via an exemption certificate.  But when are your customers required to provide you these exemption certificates? There are multiple situations that may grant your customer use of an exemption certificate that can range from resale to non-profit to a government entity.  While there are some exemption certificates that are valid in multiple states, there are almost countless varieties that span the states.  In this webinar, we will look at how exemptions impact your industry and how to best manage them to remain sales tax compliant.  Topics discussed will include:  

  • Understanding the differences between exemptions and exclusions
  • Recognizing what forms are needed to qualify for an exemption
  • An overview of how to manage and retain exemption certificates from customers
  • Industry specific examples of exemptions
    • Manufacturing
    • Non-profit
    • Government/Agency Relationships
    • Energy
Learning Objectives
  • Discover the difference in exemptions and exclusions
  • Recognize forms needed to qualify for exemption
  • Explore how to manage/retain proof of exemptions
Who Should Attend

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

Advanced Preparation

None required.

Presenter Details
  • Brian Greer

    As a Partner and Chief Revenue Officer with TaxConnex, Brian helps companies manage their sales tax risk by implementing sales tax outsourcing solutions and advising them on sales tax issues related to nexus, taxability, audits, and Voluntary Disclosure Agreements. Brian has worked in the sales tax field since 2000 and prior to that worked predominantly in software sales.

    Brian is a graduate of Purdue University and has lived in the Atlanta, GA area since 1997.

  • Jeff Meigs

    Jeff Meigs leads TaxConnex's consulting practice. He joined TaxConnex over a decade ago and since then has helped to grow TaxConnex through a focus on client experience and satisfaction. Prior to joining TaxConnex, Jeff was a Vice President with Thomson Reuters and he also worked with two of the Big 4 firms as a manager and senior manager. Jeff also brings experience from his time as an Auditor with the North Carolina Department of Revenue and as a Client Experience Leader with General Electric.

    He attended North Carolina State University where he studied Accounting.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Tuesday, December 14, 2021

3:00 PM EST (see additional timezones)

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    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

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