Managing Sales Tax Data: Streamlining Internal Controls to Maximize Compliance Efficiency
Recording of a 110-minute CPE webinar with Q&A
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.
Outline
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What data needs to be managed?
- Exemption information
- What systems need to be accessed?
- ERP or POS data
- General ledger accounts
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Pulling valid data for sales tax returns
- Retrieving data
- Ensuring accuracy of data
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What tax technology engines are available?
- Vertex
- Thomson
- Taxware
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Internal controls
- Training staff in data management
- How to get "buy-in" from C-Suite
- Pulling data for audit defense
Benefits
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.
Faculty

Michael T. (Mike) Dillon
President
Dillon Tax Consulting
Mr. Dillon is an attorney specializing in multistate sales and use tax matters for multistate and multinational... | Read More
Mr. Dillon is an attorney specializing in multistate sales and use tax matters for multistate and multinational businesses. For more than 20 years, as leader of his firm, practice leader for global accounting firms and in-house for two publicly-traded technology companies, Mike has successfully helped companies identify multistate nexus, negotiate settlements of historical exposure, register and automate sales and use tax compliance processes, and address risk during M&A activity. Mike has successfully represented taxpayers in over 200 sales tax audits, often coming in when “all hope is lost” to beneficially resolve the matter. He is highly sought to lecture and opine on sales tax matters.
CloseKenneth Stites
Principal
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
Mr. Stites has over thirty years of experience in state and local taxes. He spent seven years as an auditor with the California State Board of Equalization conducting business tax audits. Subsequent to his departure from state service Ken has worked as a consultant providing assistance with sales and use, property and business license taxes.
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