Determining where you have sales tax nexus can be frustrating...

Especially if you have no idea where to start. We admit that the process can seem complicated, but it is very manageable when you know what steps to take.

Will you let us be your sales tax guide?

We want to help you navigate the complexities of online sales tax.

This course is designed for someone who wants to do an in-depth, detailed nexus analysis to have the best data to make informed decisions with. It includes:

  • How to use simple ways to get a ballpark idea of where you have nexus

  • How to pull & read sales reports

  • How to use Excel to make the job of determining nexus easier

  • How to summarize the data to easily see at-a-glance what your nexus obligations are

  • How to determine taxability & exemptions

  • How to interpret your nexus analysis to create a sales tax strategy

  • How to get more help if you need it

Course curriculum

  • 1

    WELCOME TO THE COURSE!

    • How to use this course

    • Before we begin...

    • The Uncomplicated Truth about Sales Tax

  • 2

    LET'S GET STARTED!

    • Nexus Analysis | Overview

  • 3

    SIMPLE WAYS TO DETERMINE NEXUS

    • Determining Nexus | Using Shopify

    • Determining Nexus | Using TaxJar

    • Determining Nexus | Using Taxify

    • Determining Nexus | Using Avalara

    • Downloadable Resource | Nexus Analysis by Population

  • 4

    PULLING & READING SALES REPORTS

    • Pulling Reports | Amazon

    • Reading Reports | Amazon

    • Pulling Reports | Shopify

    • Reading Reports | Shopify

    • Pulling Reports | eBay

    • Reading Reports | eBay

    • Pulling Reports | Etsy

    • Reading Reports | Etsy

    • Pulling Reports | Walmart

    • Reading Reports | Walmart

    • Pulling Reports | WooCommerce

    • Reading Reports | WooCommerce

    • Pulling & Reading Reports | Big Commerce

    • Pulling Reports | Custom Website

  • 5

    EXCEL TIPS & TRICKS

    • Basic Formulas

    • Pivot Tables

  • 6

    HOW TO SUMMARIZE THE DATA

    • Downloadable Resources | Nexus Analysis Resources

    • Combining Reports

    • Preparing Pivot Tables

    • Preparing the Template

    • Adding Data to the Template

  • 7

    TAXABILITY & EXEMPTIONS

    • Taxability & Exemptions | Overview

    • Taxability & Exemptions | Tangible Personal Products vs. Services

    • Taxability & Exemptions | Product Not Taxable - Services

    • Taxability & Exemptions | Product Not Taxable - Clothing

    • Taxability & Exemptions | Product Not Taxable - SaaS

    • Taxability & Exemptions | Product Not Taxable - Food & Supplements

    • Taxability & Exemptions | Transaction Not Taxable

    • Taxability & Exemptions | Customer Not Taxable

    • Taxability Example

    • Exposure, Penalties & Interest

    • Downloadable Resources

  • 8

    NEXUS ANALYSIS & STRATEGY

    • How to Interpret the Nexus Analysis

    • How to Create a Sales Tax Strategy

    • Aggressive States to be Aware of & Why

  • 9

    NEXT STEPS...

    • Congrats! Here's how to learn more...

    • Before you go...

Pricing Options

Spread the cost over 5 monthly payments, or save over 15% with a single payment up front.

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