Sales Tax Roadmap - Premium Edition
Learn how to set up your online business for sales tax success!
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?!?
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!
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:
Spread the cost over 6 monthly payments, or save over 15% with a single payment up front.
Regular price
6-Month Payment Plan
3-Month Payment Plan
Before we begin...
The Uncomplicated Truth about Sales Tax
Do this BEFORE you go any further...
Nexus Analysis | Overview
5 Simple Ways to Determine Nexus
Downloadable Resource | Nexus Analysis by Population
How to Pull & Read Sales Tax Reports | Amazon
How to Pull & Read Sales Tax Reports | Shopify
How to Pull & Read Sales Tax Reports | eBay
How to Pull & Read Sales Tax 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
Excel Tips & Tricks | Basic Formulas
Excel Tips and Tricks | Pivot Tables
Combining Reports
Preparing Pivot Tables
Preparing the Template
Adding Data to the Template
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
Hear what our customers are saying!
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.
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.
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.
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.
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.