Using Excel to Filter Transactions for Use Tax Accrual
In this presentation, tax expert Greg Anderson, Application Design Resource, LLP, describes and demonstrates how to use a tax modeling/filtering process to identify P-Card transactions for which a use tax accrual is necessary. More specifically, using Microsoft Excel® and sample transaction data, Greg walks through the process step-by-step, applying various tax principles to filter the data.
See first-hand how a pool of transactions is distilled for taxability purposes. Invite members of your tax department to join the webinar with you and come away with a possible solution for your organization to adopt to improve its compliance with tax requirements.
|What do you get?
||Link to recorded webinar (expires 30 days after purchase) through the GoToWebinar solution.
||Attendees should already be familiar with sales tax requirements, as this event will focus on a strategy versus addressing the rules.
||This is a 90-minute event.
|Original Presentation Date:
||October 6, 2011
||You must be the purchaser of this presentation to earn 0.25 point toward CPCP initial eligibility or recertification.
|About the Speaker:
Greg Anderson, CPA, JD, is a partner with Application Design Resource, LLP, and is one of the developers of PCard Tax Manager, a software tool that manages sales and use tax compliance for P-Card transactions. For the past 15 years, he has worked extensively to address the tax issues presented by P-Card transactions. He consults with clients on tax management strategies and implements tax management solutions. He has been a frequent speaker on the topic and has written a variety of related articles.
Overall Feedback: On a scale of 1 to 5 (with 5 being best), the overall average rating of this event was 4.25. The most frequently cited rating was "very good."
Attendee Comments: Only one person submitted a comment:
- It would have been nice to see this Excel spreadsheet automated.