Many online sellers are begging for help with their sales tax...

But a lot of accountants have no idea where to start. It's easy to get overwhelmed with all the different state laws, registrations, filings, and more!! We admit that ecommerce sales tax is complicated, but it IS also manageable if you know the steps to take.

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

What is included in this course? You get everything you need to be help your clients be compliant with sales tax:

  • Intro to Sales Tax Masterclass ($97 Value)

  • How to Run a Complete Nexus Analysis ($1,497 value)

  • Creating a Sales Tax Strategy ($297 value)

  • How to Remit Sales Tax ($297 value)

  • How to Register & Setup Sales Tax ($297 value)

  • How to Manage Sales Tax in Multiple States ($97 value)

  • How to Choose & Use Sales Tax Tools ($147 value)

  • Access to our Team of Sales Tax Experts ($997 value)

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!

    • How to use this course

    • Before we begin...

  • 2

    Let's Get Started!

    • The Uncomplicated Truth about Sales Tax

    • 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 TaxJar

    • Determining Nexus | Using Taxify

    • Determining Nexus | Using Avalara

    • 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 | Setup

    • Tools | Overview

    • TaxJar | Setup

    • Taxify | Setup

    • Avalara | Setup

    • Downloadable Resources | Avalara Sales Tax Changes Guide 2022

  • 16

    SALES TAX TOOLS | Filing

    • TaxJar | Filing

    • Taxify | Filing

    • Avalara | Filing

  • 17

    BEFORE YOU GO...

    • Before you go...

  • 18

    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

Be a Sales Tax Hero!

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