myCPE New Year Offer. Unlimited Continuing Education only @$299 $199 (Last Day) CLICK HERE to view.

Understanding Sales Tax Refunds

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CRTP

This Course is Also Available in Self Study (On-Demand)

Click Here
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

Sales tax is a type of gross receipts tax imposed by most states on the sale of “tangible personal property” (such as computers, chairs, car parts, furniture, etc.) and certain services (such as information services, software services, etc.). Every state has a different set of rules that controls what types of items and services are taxed. Also, every state has different types of exemptions and exclusions from sales tax that favor some businesses and can be costly to others.

Often, you may be eligible for a refund of sales or use tax. If you overpaid sales tax on a purchase, paid sales, and use tax in error, or collected, reported, and remitted sales tax but then repaid it to your customers, then you may be eligible for a refund of sales or use tax. To apply for a sales or use tax refund it is important that you use the right form, have all the correct documents to support your refund claim, and know where and when to send your claim. 

Key topics included in this online CPE webinar: 

  • Can I get a sales tax refund? 
  • How do I file for a sales tax refund? 
  • What looks back period is eligible for a refund? 
  • Can I get a refund for the receivables I write off? 
  • If I am a manufacturer, when does sales tax not apply to my purchases? 
  • When can I get a refund for the use of electricity? 
  • Can I get a refund on printed advertising? 
  • Am I eligible for a refund on the sales tax I paid for repairs to my equipment? 
  • What research and development activities are eligible for a sales tax refund? 
  • Does the state pay me interest on my refund?


myCPE also offers certificate course on Sales and Use Tax. To access, please CLICK HERE.

Learning Objectives

  • 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

Recommended For

This Sales tax webinar is useful for many Sales tax practitioners whose clients are eligible for sales tax refunds .

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00410-21-O)
  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00410-21-O)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0411)
  • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)

Presenter

About Presenter

Mark Stone

Managing Partner 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. 

About Company

Sales Tax Defense LLC

www.salestaxdefense.com/

Sales Tax Defense LLC is a boutique tax-consulting firm that only provides sales, use, and transaction tax advice. We are a dedicated team committed to helping accountants, attorneys, fellow professionals, businesses, and their clients understand and comply with the sales and use tax laws. When there is a sales tax problem, we work to quickly and cost effectively resolve the sales and use tax issue, and then provide guidance to help avoid similar problems in the future. When we are engaged or referred by a fellow professional, we respect the relationship that they have with their client. We work only to resolve the sales tax issue and return the client to that professional with an enhanced sense of confidence in them.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.7

158 Ratings

Excellent

109

Very Good

44

Average

5

Poor

0

Terrible

0

JL

John Larkin, CPA (US)

Jun 28th, 2021

Great presentation

MCS

Marie Claire Slotsve, ACCT/BK, EA

Jun 26th, 2021

Very informative, great teaching and the instructor has great knowledge on the topic.

TB

Teresa Barrow, Tax Pros

Jun 25th, 2021

I appreciate the opportunity to hear from a diverse group of presenters from around the USA in multiple careers fields. Thank you.

KG

Kevin Gates, CPA (US)

Jun 25th, 2021

Overall, great experience

RT

Ruth Terrazas

Jun 25th, 2021

I feel very good, important information.

Understanding Sales Tax Refunds

$10

1 Credit

Subject Area

Taxes

Upcoming Webinars

ASC 820 the Basics of Fair Value Accounting
  • 3.6
  • (9)

Jan 26, 2022 | 09:30 AM EST

The Importance of Auditing Time and Expense
  • 4.0
  • (2)

Jan 26, 2022 | 09:30 AM EST

Ethics For Tax Professionals (Latest 2021)
  • 4.6
  • (9973)

Jan 26, 2022 | 10:00 AM EST

Excel Accountant: Interactive Spreadsheets
  • 4.8
  • (6)

Jan 26, 2022 | 10:00 AM EST

Government Benefits Fraud

Jan 26, 2022 | 10:00 AM EST

How to Assess Risks and Evaluate Controls
  • 4.5
  • (11)

Jan 26, 2022 | 10:00 AM EST

Influencing Skills
  • 4.4
  • (70)

Jan 26, 2022 | 10:30 AM EST