Procurement Cards and Sales Tax Compliance: Mastering Multi-State Complexities

Processes for Tracking Exempt Purchases and Maintaining Audit Documentation

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

Conducted on Thursday, May 18, 2017
Recorded event now available

This webinar will prepare corporate tax executives with the tools and practical perspectives needed to sharpen their procurement card sales tax compliance. The panel will review the most recent state developments on taxation of P-card purchases.


The use of procurement cards (P-cards, or company credit cards used for small-dollar purchases of supplies and materials) continues to grow in corporate America and among government agencies and nonprofits. P-cards continue to create oversight anxiety for corporate tax professionals.

Maintaining accurate and complete support documentation for procurement card transactions and negotiating up-front sales and use tax compliance agreements with states on P-card use are critical steps to avoiding sales tax issues that arise in relation to P-cards. State sales tax auditors commonly investigate these issues in examinations of companies issuing or accepting procurement cards.

Will employees using procurement cards mistakenly pay sales tax on exempt purchases? Do they know to include a valid, completed exemption certificate with their purchases? If your organization is making the sale, are your personnel trained on taxability and exemption certificates?

As a corporate tax professional, it falls on you to ensure your company’s processes are sound and your employees are thoroughly trained when it comes to both using and accepting procurement cards to prevent any sales tax compliance hassles that you will have to clean up later.

Listen as our panel of experts on procurement cards and sales tax helps you get a handle on this challenging area.


  1. Examples of how specific states handle P-card transactions
  2. Compliance issues and options
  3. Working with issuers of P-cards
  4. Record-keeping priorities
  5. Best practices for companies using P-cards


The panel will provide guidance and thoroughly brief tax executives on:

  • Knowing which states charge sales tax on nearly all items commonly purchased with procurement cards, and which states tax only certain purchases such as meals and hotel rooms
  • Taking an assertive role in preparing procurement and sales staffs to use procurement cards without making sales tax mistakes
  • Improving your compliance efficiency with adjustments to your own sales tax-compliance processes, both as a purchaser and seller

Learning Objectives

Upon completing this seminar, you will be able to:

  • Identify methods for maintaining accurate and complete support documentation for procurement card transactions
  • Recognize negotiation techniques for making up-front sales and use tax compliance agreements with states on P-card use
  • Discern key issues state sales tax auditors commonly investigate in relation to P-cards


Joseph F. Geiger, Jr., Esq., CPA, Consulting Tax Manager
Vertex, Berwyn, Pa.

Mr. Geiger works with the company's Tax Process Consulting Group and has more than 25 years of experience with income, sales and use and other taxes, with particular expertise in tax appeals, audit controversies and reverse audits. He also has experience with taxation of P-card purchases. In addition he has worked in tax compliance for corporations and for public accounting firms.

Frank J. Tobias, CGFM, Principal, Tax Services Group
RKL, Lancaster, Pa.

Mr. Tobias is a CGFM (Certified Government Financial Manager) and specializes in multi-state tax planning and compliance. He has over 20 years of tax experience, most recently as a Partner at a regional accounting firm. He was also a Senior Manager at an international accounting firm’s State and Local Tax Group and served as that firm’s Mid-Atlantic Area Leader of state and local tax practice and procedures and the Area Leader of Sales and Use Tax Services. Prior to his public accounting experience, he was the Director for the Pennsylvania Department of Revenue’s Bureau of Corporation Taxes where he was responsible for the administration of all PA Corporation taxes.

Kevin Watson, CMI, Manager, State & Local Tax
RSM US, Charlotte, N.C.

Mr. Watson is a CMI (Certified Member of the Institute, IPT Sales Tax) with over 10 years of SALT experience. He specializes in audit defense and reverse audits and has extensive experience in dealing with P-Cards within audits and refund claims.


Recorded Event

Includes full event recording plus handouts.

Note: Self-study CPE and EA credits are not offered on recorded events.

Recorded Webinar Download $247.00

How does this work?

Recorded Audio Download (MP3) $247.00

How does this work?


National Registry of CPE Sponsors

Strafford Publications, Inc. 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:

IRS Approved Provider

Strafford is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

Program Materials

Requires Adobe Reader 8 or later. Download Acrobat FREE.

Program Materials

Requires Adobe Reader 8 or later. Download Acrobat FREE.

or call 1-800-926-7926

CPE Credit

Strafford is a NASBA CPE sponsor and our live webinars qualify for CPE credits. They offer you a high quality, cost effective, and convenient CPE option, with no lost travel time or expenses.

or call 1-800-926-7926

Customer Reviews

The webinar was fast paced and comprehensive.

Lorraine Round


It was an excellent program!!

Marni Odermann


Real life examples that we could relate to.  Keep up the great work.

Brett Terrebonne


I found the presenters to be very experienced and the Q&A's to be particularly useful.

Mike O'Brien

American Eagle Outfitters

The program had excellent presenters that were extremely knowledgeable.

Lisa R. Volland

Legacy Professionals

or call 1-800-926-7926

Sales and Use Tax Advisory Board

Silvia Aguirre

Chief Certificate Officer


Rick Bregitzer

Manager of Domestic Taxes


Stephanie Anne Lipinski-Galland


Williams Mullen

Joseph Geiger, Esq., CPA

Tax Consultant


Diane Matulich

Senior Manager, Local Taxes

Advanced Micro Devices

Rich Prem

VP of Indirect Taxes and Tax Reporting

or call 1-800-926-7926

Our Guarantee

Strafford webinars are backed by our 100% Unconditional Money-Back Guarantee: if you are not satisfied with any of our products, simply let us know and get a full refund. For more information regarding complaints and refunds, please contact us at 1-800-926-7926 ext 10. Complaints regarding this program can be submitted via the course evaluation found in the “Thank you” e-mail at the end of the course.