Learn more about the pitfalls in sales and use tax compliance and obtain the tools needed to minimize sales and use tax exposure.
Identifying and mitigating use tax exposure requires an understanding of sales and use tax laws and a critical evaluation of purchase and sales invoices and other business records for hidden dangers. Use tax compliance requires meticulous maintenance of documentary evidence of a transaction and guides the proper application of tax. Evaluation and retention of invoices, contracts, and accrual workpapers is essential for ongoing, accurate compliance. Hidden dangers lurking in seemingly innocuous invoices can cost companies significant liabilities under audit. Examining shipping terms, defined shipping points, the nature and description of services performed, transaction sourcing, nexus implications for proper tax application, statements of tax, and the rates of tax charged is essential. Of equal importance is ensuring that the invoices and other documents setting forth the form of the transaction accurately reflects the substance of the transaction, or the agreement between the parties. Gain a greater understanding of sales and use tax compliance pitfalls and gain the tools to put this knowledge to work in minimizing your businesses' and clients' sales and use tax exposure.
Agenda
Faculty
Christina (Christi) A. Mondrik, CPA, Esq.,TBLS Board Certified - Tax Law
Mondrik & Associates
Christina A. Mondrik, Esq., CPA
- Founder of Mondrik & Associates, www.mondriklaw.com
- Experience includes disputes arising under Texas franchise tax, sales and use tax, fuel taxes, severance taxes, motor vehicle sales tax, and other state taxes
- Represents taxpayers in resolving state and federal tax controversies and liti-gation
- A seasoned speaker and author renowned for her expertise in taxation, spe-cializing in a wide array of topics such as sales tax audit issues, state tax treat-ment of non-traditional processes, and navigating the complex landscape of state and federal tax controversies
- Board Certified, Tax Law, Texas Board of Legal Specialization
- Former Chair of the State Bar of Texas Tax Section and President of the Austin Chapter of CPAs
- J.D. degree, with honors, University of Texas School of Law; B.B.A. degree, ac-counting, University of Texas
- Can be contacted at 512-542-9300 or [email protected]
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