Sales Tax Exemption Certificate Audit Preparation


Audit Preparation Essentials

Are you concerned that your company isn’t as ready for a sales tax audit as it could be? Would you like to ensure you’re as prepared as possible?

You’ll need to thoroughly document every sales tax exemption. Learn how to make the process smooth and seamless in this audit preparation webinar.

Two state and local sales tax experts will show you:

  • How clients can increase efficiency and accuracy in managing their exemption certificates
  • Best practices in automating the management of compliance documents
  • Why to consider an automated, cloud-based solution to manage clients’ records and documents
  • How automation will help clients be compliant and ready for their next audit

In addition, you’ll see several real-life case studies of what happens when companies haven’t fully prepared exemption certificates in advance of audits—and how automated certificate management can help.

Mike Maselli

Senior Director of Product Management, Avalara CertCapture

Mike is the Senior Director of Product Management for the Avalara Compliance Document Management product suite.  Mike has over 20 years of experience leading software teams for developing enterprise and hosted solutions.

Michael Fleming

Director, Peisner Johnson & Company

Mike is a Director with Peisner Johnson & Company (PJCo). Peisner Johnson, founded in 1992, is a CPA firm that is focused entirely on solving state and local tax issues. Mike is one of the country’s leading authorities when it comes to nexus, certificates and online sellers. Mike is a prolific writer and frequent speaker. Mike is originally from New York; where he majored in finance at Hofstra University and put his education to good use when he started his career on Wall Street with Bear Stearns in 1986. Bear Stearns moved Mike to Dallas in 1989, where he has lived since then.

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