Managing Sales Tax Data: Streamlining Internal Controls to Maximize Compliance Efficiency

Recording of a 110-minute CPE webinar with Q&A

Conducted on Thursday, February 20, 2014

Recorded event now available

or call 1-800-926-7926

This webinar will prepare state tax professionals to establish reliable internal controls for data management in order to make reliable data more accessible to staff for use in preparing sales tax returns and meeting state audit challenges.


Effective data management is crucial for sales tax professionals at large multi-state companies. Sifting through the mountain of data from general ledger accounts, sales invoices, exemption certificates and other sources is a tedious undertaking.

Streamlined data management isn't as simple as selecting the right software platform. Software implementation requires thoughtful pre-planning and a hands-on approach from the tax staff. Internal controls must be established to ensure the tax department uses software to its full potential.

Improving your company's data management infrastructure can simplify the completion of returns, make audits run more smoothly, and free up tax staff to focus on value-added functions of the corporate tax department. Our panel will provide you with the information you need to gain buy-in from your company leadership to invest in appropriate data management.

Listen as our panel prepares you to implement sound data management strategies through effective internal controls, improved accessibility of data, and streamlined processes to prepare returns or prepare for state audits.



  1. What data needs to be managed?
    1. Exemption information
    2. What systems need to be accessed?
    3. ERP or POS data
    4. General ledger accounts
  2. Pulling valid data for sales tax returns
    1. Retrieving data
    2. Ensuring accuracy of data
  3. What tax technology engines are available?
    1. Vertex
    2. Thomson
    3. Taxware
  4. Internal controls
    1. Training staff in data management
    2. How to get "buy-in" from C-Suite
  5. Pulling data for audit defense


The panel will review these and other key topics:

  • What are the key and most useful features of the major sales tax software platforms?
  • What ongoing data management strategies will simplify filing tax returns?
  • What improvements to your data management structure will streamline audit preparation?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.


Dillon, Michael
Michael T. (Mike) Dillon

Dillon Tax Consulting

Mr. Dillon is an attorney specializing in multistate sales and use tax matters for multistate and multinational...  |  Read More

Kenneth Stites
Kenneth Stites

Stites Tax Consulting

Mr. Stites has over thirty years of experience in state and local taxes. He spent seven years as an auditor with...  |  Read More

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