Join Tram Le and Meredith Smith for CPE on streamlining sales tax administration, including managing compliance, avoiding penalties, and selecting software.

Sales Tax Automation Benefits and Limitations:

Managing Compliance, Avoiding Penalties, Selecting Software

Thursday, February 24, 2022

1:00pm-2:50pm EST | 10:00am-11:50am PST

This course will examine the complexities of sales and use tax reporting requirements and offer automated solutions for dealing with the numerous and diverse sales tax requirements. Our panel of SALT experts will provide suggestions for selecting software for companies that want to streamline sales and use tax compliance.


Just this year, Florida and Missouri joined all other states requiring the collection of sales and use tax on online purchases. With over 10,000 taxing jurisdictions, all business types–including manufacturing, service, resellers, wholesalers, and others–struggle to remain compliant with these varying rules and rates.

Before Wayfair, many states required a physical presence to meet nexus requirements, sometimes only a day. As before, some businesses prefer to ignore these rules rather than suffer through the cost and burdens of compliance. Like payroll taxes, sales tax collection is a fiduciary obligation. In addition to late filing fees and penalties, noncompliance can invoke “responsible party” penalties on company executives and business owners.

Many companies realize they could benefit from sales tax automation, but it too can be costly. Software providers are not necessarily SALT experts. Understanding the pros and cons of the available software packages and determining the best fit for your business requires a certain level of expertise.

Listen as our panel of sales tax experts compares and contrasts tax automation solutions for businesses struggling to meet sales and use tax reporting obligations.


  1. Background
  2. State sales and use tax reporting requirements
  3. Potential penalties for noncompliance
  4. Considerations by business type
  5. Choosing a software package
  6. Streamlining the process
  7. Other considerations


The webinar will review these and other critical issues:

  • Steps to follow when selecting a sales and use software package
  • Pros and cons of the most popular sales tax packages
  • Establishing internal monitoring of jurisdictional changes
  • Sales and use tax nexus requirements in certain states
  • Key considerations in determining the appropriate automation solution


Tram Le, CPA
Senior Tax Manager

Ms. Le is a CPA and licensed attorney specializing in tax strategies for growing businesses. She works closely with clients on a variety of state and local tax (SALT) issues and assists businesses in responding to notices issued by taxing jurisdictions. Ms. Le has represented taxpayers before the IRS and the U.S. tax court and assisted clients with complex tax issues including offers-in-compromise and audit reconsiderations.

Meredith Smith, CPA
Senior Tax Manager

Ms. Smith expertly weaves real-life examples into why business taxpayers, tax professionals, and tax providers should care about complex state and local tax (SALT) issues. This knowledge comes from expertly navigating the web of tax laws governing SALT issues for 15 years. From working with clients inside their business, she knows the questions, issues and strategies for resolution that keep businesses on the tax compliance track. Ms. Smith combines technical knowledge and in-depth industry understanding in performing nexus studies, identifying areas of risk, and designing sustainable planning opportunities for achieving tax-specific business goals. Her practice covers state income tax, property tax, sales and use tax, and business incentives and credits. Prior to TaxOps, Ms. Smith was a member of the SALT practice at KPMG, serving large, multi-jurisdictional corporations and multi-tier partnerships across industries.

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