Do you ever feel like...

  • You don't even know what you don't know with sales tax?

  • You could totally manage sales tax if you just knew what to do?

  • You are afraid of expanding your business because you know you have to deal with sales tax, but you don't know what to do?

  • You've spent tons of time researching, but it's just left you more confused because of all the conflicting information?

  • You've gotten bad advice, and now you're frustrated and even more confused?

  • This stuff is different in every state? What the heck?!?

If you answered yes to any of these...keep reading!

Can you imagine...?

  • Knowing exactly what to do & how to do it

  • Being fully confident that you're doing this right

  • Saving HOURS of research & doing more of what you do best in your business!

Don't let the fear of sales tax prevent you from growing your business.

Go from being SCARED & CONFUSED of sales tax to managing sales tax CLEARLY & CONFIDENTLY all the way through the process... so you can boldly expand & scale your business.

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

So, we've included everything you need to get compliant in our Sales Tax Roadmap - Premium Edition.

This course is designed for online sellers who have nexus in 5-7+ states, who aren't ready to outsource their sales tax, or for accountants who want to build a sales tax practice.

It includes an in-depth, detailed nexus analysis, so you have the best data to make informed decisions with. This is the same process we use for our sales tax clients.

It also includes a section on project management for handling filings across multiple states.

Here is a detailed list of everything included in the course:



Pricing Options

Spread the cost over 6 monthly payments, or save over 15% with a single payment up front.

Course curriculum

  • 1

    Welcome to the Course!

    • Before we begin...

  • 2

    Let's Get Started!

    • Do this BEFORE you go any further...

  • 3

    GAME PLAN | How to Determine Nexus

    • Nexus Analysis | Overview

  • 4

    GAME PLAN | Simple Ways to Determine Nexus

    • Determining Nexus | Using Shopify

    • Determining Nexus | Using Taxify

    • Determining Nexus by Population

    • Downloadable Resource | Nexus Analysis by Population

  • 5

    GAME PLAN | Pulling & Reading Sales Reports

    • How to Pull Reports | Amazon

    • How to Read Reports | Amazon

    • How to Pull Reports | Shopify

    • How to Read Reports | Shopify

    • How to Pull Reports | eBay

    • How to Read Reports - eBay

    • How to Pull Reports | Etsy

    • How to Read Reports | Etsy

    • How to Pull Reports | Walmart

    • How to Read Reports | Walmart

    • How to Pull Reports | WooCommerce

    • How to Read Reports | WooCommerce

    • How to Pull & Read Reports | Big Commerce

    • How to Pull Reports | Custom Website

  • 6

    GAME PLAN | Excel Tips

    • Excel Tips & Tricks | Basic Formulas

    • Excel Tips and Tricks | Pivot Tables

  • 7

    GAME PLAN | How to Summarize the Data

    • Combining Reports

    • Preparing Pivot Tables

    • Preparing the Template

    • Adding Data to the Template

    • Downloadable Resources | Nexus Analysis Resources

  • 8

    GAME PLAN | 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

    • Downloadable Resources | Taxability of Specific Transactions by State

  • 9

    GAME PLAN | Interpreting the Nexus Analysis & Creating a Strategy

    • How to Interpret the Nexus Analysis

    • How to Create a Workable Sales Tax Strategy

    • Aggressive States to be Aware of & Why

  • 10

    REGISTER

    • Overview & Resale Certificates

    • How to Register in Nevada (Easy State)

    • How to Register in California (Difficult State)

    • Effective Dates

    • Downloadable Resource | Registration Quick Reference Guide

    • Downloadable Resource | Step-by-Step PDFs for each State

    • Downloadable Resource | Info Needed for Registration

  • 11

    REGISTER | Resale Certificates

    • Resale Certificates Overview

    • SST Form Walk-Through

    • MTC Form Walk-Through

    • Downloadable Resources | Forms

  • 12

    CHANNEL SETUP

    • Amazon

    • Shopify

    • Etsy

    • Walmart

    • eBay & WooCommerce

  • 13

    REMIT

    • How to Fill Out Sales Tax Forms | Overview

    • Michigan Filing | Making Sense of the Form (Pattern 1)

    • Michigan Filing | Using Amazon & Shopify Data

    • Nevada Filing | Making Sense of the Form (Pattern 2)

    • Nevada Filing | Using Amazon & Shopify Data

    • North Carolina Filing | Making Sense of the the Form (Mix of Patterns 1 & 2)

    • North Carolina Filing | Using Amazon & Shopify Data

    • Downloadable Resources | State and Local Sales & Use Tax Rates by State

  • 14

    PROJECT MANAGEMENT & BOOKS

    • Books | Project Management & Accounting

    • Downloadable Resources

  • 15

    SALES TAX TOOLS | Taxify Setup & Filing

    • Taxify | Setup

    • Taxify | Filing

  • 16

    BEFORE YOU GO...

    • Before you go...

  • 17

    DOWNLOADABLE RESOURCES

    • Nexus Analysis Resources

    • Taxability of Specific Transactions by State

    • Registration Instructions by State

    • Exemption Certificate Forms

    • State & Local Sales & Use Tax Rates by State

    • Project Management Resources

Customer Testimonials

Hear what our customers are saying!

Jenny von Blankenburg

by Author's name

The LedgerGurus Sales Tax Roadmap course is exactly as advertised. It is an in-depth experience into the complexities of ecommerce sales/sales tax within the United States. Brittany & Kexin are deeply knowledgeable educators on this subject and make an excellent team. As a bookkeeper with clients in both the ecommerce space, as well as brick & mortar retailers, this course helps my precision & efficiency in a huge way. It clears up the many detailed questions that could lead to big issues for my clients. In addition, the provided online tools, resources, and videos aid me immeasurably in adding this to my consulting services. I highly recommend this course!

David Kim

I feel like I've learned enough to become a junior sales tax consultant with LedgerGurus!

Cherie Burress

A few months ago I was panicked about sales tax. I was doing a bunch of google searches. I'm sure that's how I found you. I watched a free 1 hour webinar and was really impressed. Since then I have gotten off on some other tangents, but in my mind you guys are definitely the go-tos for sales tax in the future.

FAQs

  • Who is this course for?

    This course is for anyone who wants to understand how to manage sales tax, without spending hours searching for the information on their own. It is specifically geared towards sellers with nexus in 5-7+ states who aren't ready to outsource, or for accountants wanting to know how to build a sales tax practice.

  • Who is this course NOT for?

    Some of you don't need this course. If you sell exclusively on marketplaces (like Amazon, Etsy, Walmart, eBay, etc.), you are almost completely off the hook with sales tax. Marketplace facilitator laws are your friends and they've made your life significantly easier. However, if you don't sell exclusively on marketplaces, you definitely need these courses. Sales tax is tricky, but we'll teach you how to make it manageable.

  • How long will the course take me?

    The course is designed to be one module per week over 6 weeks. However, if you are the "Netflix binge-watching" type, feel free to go as fast as you want. You can go at your own pace.

  • When does the course start?

    You can start as soon as you enroll and you'll have immediate access to our online curriculum and private community. The program is self-paced.

  • How is this different from getting all this info off the internet for free?

    There is A LOT of information on the internet, but not all of it is coming from people who actually know what they're talking about. And when you're getting into dealing with states and tax and legal stuff, it's best to rely on the experts who do this all day, every day. We've taken the exact process we use for our full-service clients and made it into a simple-to-follow system that anybody can follow.

Instructors

CEO of LedgerGurus, CPA & Accounting Extraordinaire

Brittany Brown

Brittany founded LedgerGurus in 2014 after seeing a need to serve small businesses and having a desire to create a flexible work environment for others like her. Brittany will say she never intended to start a company or be an entrepreneur, but she has quietly been creating things for many years. Brittany earned a Bachelor of Science in Accounting and a Master of Accountancy from Brigham Young University. After an internship at KPMG, Brittany worked at Squire in their advisory services group, and then as the CFO for DSB Construction before founding LedgerGurus. Brittany is a CPA and QuickBooks ProAdvisor certified in QuickBooks Online Advanced and QuickBooks Enterprise. In her role, Brittany drives many strategic initiatives and relationships at LedgerGurus. She also convinced Stephen, COO and husband, into ditching his software career to join LedgerGurus full time. Brittany LOVES to teach, and has a gift for taking boring, complicated topics and making them entertaining and simple-to-understand. No boring accountants here!

CPA & Head of Sales Tax Research & Consulting for Ledgergurus

Kexin Smith

Kexin Smith, CPA, graduated from Brigham Young University with degrees of bachelor and master of accountancy with an emphasis in US tax. After working at Deloitte in London, UK, Kexin joined LedgerGurus 3 years ago and started the sales tax team. She’s an expert in US tax, specifically in sales tax, and she loves working with small business owners. Kexin lives in Lehi Utah with her husband and 3 kids.

Be a Sales Tax Hero!

Beat the sales tax monster and become your clients' sales tax hero.