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Certificate Course on Sales & Use Tax Fundamentals (SUTF)

Get comprehensive understanding of Sales and Use Taxes

Strengthen the fundamentals of Sales and Use Tax
Prepare and file Sales Tax Returns efficiently
Ensure compliance and due diligence with nexus responsibilities
Demonstrate improved understanding of Sales Tax Audit and dispute resolution processes

Get Unlimited Access @$299/Year View Sample Certificate

Key Highlights

Master fundamental of Sales & Use Tax

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

Sales taxes are extremely complicated. An easy way to make it simple is going through the fundamentals. This online Certification on Sales and Use Tax covers all the key aspects, including basic understanding, nexus, audits, ways to manage the audit process and disputes etc. You will learn how to apply basics into your day-to-day practice/work to ensure your work becomes better, faster, and accurate.

Get Deeper Understanding of:

Sales and Use Tax fundamentals
Ensure sales and use tax compliance and due diligence
Gain an in-depth knowledge of sales tax nexus
Know your rights and responsibilities in Sales Tax Audit
Familiarize yourself with the process to follow in sales tax disputes

Recommended For:

CPAs, AFSP, EAs, and Any other professionals working at any level in Sales or Use Tax domain.
Sales and Use Tax practitioners, advisors, or professionals with less than four years of sales and use tax experience.
Professionals interested in beginning a career with sales or use tax.

Why become a certified Financial Data Analytics Professional with myCPE ?

Resources included

Handout PDFs for every Module
Glossary/Key Terms
Q&A directly with instructors

Career Opportunities

Tax Manager
Tax Administrator
Tax Accountant
Tax Associate
Tax Practitioner
Tax and Compliance Manager

Value Addition to your skills

Verbal and Written Communication
Interpersonal and Customer Service
Attention to detail and problem solving skills
Organization skills
Time management
Commercial awareness

Module

Module Name

Duration

Introduction To Sales Tax

1 Hour

To provide basic understanding about Sales Tax
To discuss who is responsible for paying Sales Tax
To explain how to compute and pay Sales Tax

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Introduction To Use Tax

1 Hour

To provide basic understanding about Use Tax
To discuss who is responsible for paying Use Tax
To explain how to compute and pay Use Tax

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Sales Tax and Determining Nexus

1 Hour

To explore the Sales Tax Return filing jurisdictions
To discuss nexus and the related filing requirements
To analyze how specific business activities can create a connection to the state

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Products and Services Subject to Sales Tax

1 Hour

To discuss what types of products and services are subject to sales tax.
To examine the taxability of various products and services
To discuss how shipping or exemption documentation effects a seller’s responsibility to collect tax.

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Sales Tax Liabilities Of Manufacturers And Other Service Providers

1 Hour

To explain who the government defines as a contractor
To identify the sales tax responsibilities of a manufacturer
To discuss various types of service businesses and how various exemptions apply to each of them

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Contractors And Their Sales Tax Responsibilities

1 Hour

To explain who the government defines as a contractor
To discuss the sales tax responsibilities of contractors
To recognize the need to pay sales tax on materials
To examine the exemptions that apply to contractors

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

What To Do When You Owe Sales Tax To The Government

1 Hour

To discuss what to do when sales tax is owed to the government
To analyze how to resolve a sales tax bill with the government
To examine due diligence required when purchasing a business.

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Understanding the sales tax audit process

1 Hour

To provide basic understanding of the Sales Tax Audit Process
To discuss a taxpayer’s responsibilities during a sales tax audit
To discuss what to expect during the audit process.

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Understanding sales tax refund

1 Hour

To discuss the conditions for eligibility for sales tax refund
To examine the process of applying for a sales tax refund
To discuss specific service industries and the areas where they can potentially receive a sales tax refund

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Sales Tax Disputes- The Hearing Process & Getting Guidance

1 Hour

To discuss the process to be followed in case of dispute in Sales Tax liability
To discuss the assesses rights and the procedures needed to be followed to preserve those rights
To discuss the process of getting a formal interpretation of the Sales Tax law from the government.

Instructor

Mark Stone

Accounting Manager , Sales Tax Defense LLC

Instructors

Mark Stone

Accounting Manager, Sales Tax Defense LLC

Mark L. Stone is the Managing Partner of Sales Tax Defense LLC. He founded the firm in 2008. The firm specializes in Sales, Use and Transaction Taxes. Services include sales and use tax consulting, audit defense, settlement negotiation, and preparing and filing sales tax returns in multiple states. He represents companies and individuals before state taxing authorities and through the appeals process. Mark has testified as an expert witness in sales and use tax court cases as well as assisted attorneys and other accountants in their representation of clients in criminal investigations.

Mark began his career as a sales tax auditor for the New York State Department of Taxation and Finance. After gaining experience working for the State, he moved on to work at several prominent accounting firms such as Raich Ende Malter LLP and The Marcum Group LLP. In 2008, he decided to open his own firm solely focusing on sales and use tax. During this time, he was also an adjunct graduate school professor at Long Island University C.W. Post Campus.

Mark has written articles in several publications such as Long Island Business News, New York State Society of CPAs Nassau Chapter Newsletter, Daily News, and Long Island Pulse Magazine.

He is a frequent speaker for different organizations and has spoken for the New York State Society of CPAs, the Nassau County Bar Association, the Suffolk County Bar Association, as well as for various accounting firms and businesses.

More...

Testimonials

Andrew C. Harrison, AFSP

“This course has definitely given me fundamental learning for me to be able to expand what I’m able to do, which helps me grow and helps my company grow. We’ll be able to bring in more clients and some larger clients going through.”

Patricia O. Gray, CPA

“I am already getting use out of the knowledge I acquired in the course, and I’ve told my senior twice that it was money well invested. Thanks for all the great info and insights! The class not only educated me but also inspired me and opened my eyes to a potential niche.”

William N. Saltsman, EA

“Mark is really an articulate presenter and The program encompasses multiple industries/Multiple States while taking the time to go through a detailed analysis of each. This program would be helpful no matter which industry you are in.”

Frequently Asked Questions

This certificate course will give you comprehensive understanding of the knowledge on Sales Tax from introductory level , to determining its nexus, applicability of Sales tax on products and services, Sales Tax auditing process including procedure of understanding sales tax refund and sales tax disputes.

This certificate course has been prepared to provide you with an ongoing reference guide and for all fundamental sales and use tax issues. This certification course presents an information in layman’s terminology and is highly interactive reference tool.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this certificate course, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this certificate course. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.

"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."