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Live Webinar

100-minute live streaming program
  • January 30
  • 1:00 - 2:40 pm EST

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Online Manual
OnDemand Webinar
Audio & Reference Manual
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Sales and Use Tax in Pennsylvania

January 30

Gain a better understanding of the Pennsylvania sales and use tax reporting requirements.

Every company needs to understand their sales tax obligations - which purchases of goods and services are taxable, what exemptions may apply, how to properly document those exemptions, and how to prepare for and navigate the audit and appeal process to defend taxability determinations when necessary. Mastering the intricacies and exemptions of Pennsylvania sales and use tax will help you to protect your company from expensive and lengthy audits and potentially significant penalties, while ensuring that the company does not overpay. This topic will delve into Pennsylvania sales and use tax law, and give practical tips on how to identify opportunities for tax savings and refunds. This content is taught by state tax attorneys who devote a significant portion of their practices to all aspects of sales and use taxes and regularly advise Fortune 500 companies on these issues, both in Pennsylvania and in jurisdictions around the country.

Learning Objectives

- You will be able to recognize other categories of purchases and exemptions.

- You will be able to discuss a comparison to New Jersey sales and use tax.

- You will be able to explain how to maximize manufacturing, and research and development exemptions.

- You will be able to review Pennsylvania Sales Tax.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction to Pennsylvania Sales Tax
  • Overview
    • General Rules
    • TPP vs. Services
    • Sources of Authority and Guidance
  • Audit and Appeal Procedures
    • Field Audit
    • Administrative Appeals
    • Commonwealth Court
How to Maximize Manufacturing, and Research and Development Exemptions
  • Manufacturing Exemption
    • Types of Equipment
    • The Manufacturing Process
  • R&D Exemption
    • Compare to Manufacturing Exemption
    • Mixed Use Property
    • Other Miscellaneous Applications
  • Special Provisions
    • Wrapping Supplies
    • Special Resale
    • Mining Exemption and Applicability to Marcellus Shale Drilling Activities
    • Electricity and Natural Gas Used Predominantly and Directly in Manufacturing or R&D
Other Categories of Purchases and Exemptions
  • Types of Services Subject to Sales Tax
  • Software and Digital Goods
  • Information Services, SaaS, and Cloud Computing
  • Realty
  • Financial Institutions
Comparison to New Jersey Sales and Use Tax
  • Manufacturing
  • Research and Development
  • Software and Digital Goods
  • Capital Improvements
  • Services
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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Online Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPP/FPC
     
  • Lorman Education Services is an approved provider through the American Payroll Association. This seminar is approved for 1.5 RCHs. PLEASE NOTE: To receive credit through the American Payroll Association for this program you MUST attend the program in its entirety and use the streaming option, as well as enable (and complete) the required progress checks.
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 2.0 hours.
     

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for accountants, CPAs, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers and tax preparers.

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Robert E. Weyman, Esq.

Robert E. Weyman, Esq.

Reed Smith LLP

  • Counsel in the Philadelphia office of Reed Smith LLP
  • Assists clients with income, sales, and gross receipts tax issues around the country
  • Practice includes state tax return position evaluation, audit defense, administrative appeals, and litigation
  • Conducts regular seminars on sales tax, income tax and transfer pricing. He is a frequent writer and speaker on a wide range of state tax issues, and has presented at COST, TEI and other industry conferences
  • Author of several publications related to the areas of Pennsylvania, New Jersey and Massachusetts state tax issues, including sales tax and taxes related to purchases of software
  • J.D. degree, cum laude, University of Notre Dame Law School; A.B. degree, Boston College
  • Member of the Associated Industries of Massachusetts Tax Committee; member of the New Jersey and Pennsylvania bars
  • Can be contacted at [email protected] or 215-851-8160
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401477
Published 2011, 2017, 2018
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