Gain a better understanding of the reporting requirements of the commercial activity tax in Ohio.
Even though Ohio’s Commercial Activity Tax has been around since July, 2005 it is still a tax that many taxpayers are overpaying. When the Commercial Activity Tax was originally enacted the tax was being phased in and the rates were very minor, taxpayers adopted policies to assist in preparing the tax but these policies and reports have not changed over the years as the tax has been fully phased in. As such taxpayers are overstating Ohio receipts and overstating their Commercial Activity Tax. This topic will assist the Commercial Activity Tax taxpayer in determining if they are in compliance with the Commercial Activity Tax. This content will provide you with the required information to step back and challenge the amount of Ohio receipts being reported and identifying potential refund opportunities.
Agenda
Faculty
Mary Jo Dolson, CPA
Marcum LLP
- State and Local Tax Partner, Marcum LLP
- Specializes in all aspects of state and local taxes; handled numerous audits for clients for both state income tax and sales and use tax
- Extensive experience in other aspects of state and local taxes including Ohio commercial activity tax, payroll taxes, and unclaimed funds
- Actively consulting with clients on various nexus issues as it relates to state income tax and sales and use tax especially in light of the Wayfair decision
- Has been involved with various due diligence projects from both the sell side and the buy side
- Has presented on numerous state and local tax seminars both internally and externally covering various aspects of state and local taxation
- Member of OSCPA, AICPA, and FICPA
- Graduate, Youngstown State University; and a CPA
- Can be contacted at 813-397-4850, [email protected], or on Twitter at @Marcumllp
Mark Thomas
Marcum LLP
- Supervisor, Tax & Business Services, Marcum LLP
- Previous experience as an audit manager with the Ohio Department of Taxation, spanning a 30-year career
- Specializes in all aspects of state and local tax issues
- Has handled numerous audits in sales and use tax in multiple states, as well as provide sales and use tax research for clients in numerous states
- Consults with clients on nexus and sales tax issues with regard to the Wayfair decision
- Also has experience in Ohio commercial activity tax
- Presented on state and local tax seminars both internally and externally covering sales and use tax topics
- Graduate, Youngstown State University
- Can be contacted at 330-564-8548, [email protected], or on Twitter at @Marcumllp
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