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Use Tax Accruals

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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.
Target Audience: Attendees should already be familiar with sales tax requirements, as this event will focus on a strategy versus addressing the rules.
Duration: This is a 90-minute event.
Original Presentation Date: October 6, 2011
CPCP Points: 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.


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