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Sales and Use Tax in Pennsylvania

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.

Runtime: 109 minutes
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Why Lorman?

Over 31 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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Why Lorman?

Over 31 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 does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Webinar

This course was last revised on January 30, 2018.

Call 1-866-352-9540 for further credit information.

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

Audio & Reference Manual

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

MP3 Download

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

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Why Lorman?

Over 31 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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Product ID: 401477
Published 2011, 2018
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