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Webinar Recording

How to Utilize Software to Manage the Sales Tax Exemption Certificate Process

Date: Wednesday, January 27, 2016
Time: 2:00 pm - 3:00 pm EST
Sales tax exemption certificates are complicated, but managing them does not have to be. Many companies are burdened with manual processes that are inefficient and often inaccurate. In this webinar, you will learn how software can help you automate the collection, validation and management of exemption certificates to lower your audit risk.

The webinar will demonstrate the best practices for a compliance document management software and how it can benefit your organization.
After attending this event you will be able to:
Understand the scope of problems that can be addressed by exemption certificate management software
Recognize the best practices of exemption certificate management
List the best ways to communicate with your IT department about new integrations with existing tax systems
Identify the questions you should be asking new software vendors

Speakers

Silvia Aguirre, Chief Certificate Officer, Avalara Certcapture
Silvia Aguirre
Chief Certificate Officer, Avalara Certcapture
Silvia Aguirre is currently the Chief Certificate Officer at Avalara where she manages the product direction of the CertCapture suite of products. She is the co-founder of Avalara CertCapture. Silvia was previously co-founder and Principal of Tax Technology Services, LLC (TTS), where she had overall responsibility for the operational efficiency of the organization, as well as the tax knowledge base. Previously, Silvia served as an Auditor for the State of Texas, in their San Antonio and New York offices. After her audit career, Silvia served as tax manager for national companies in manufacturing, retail and technology industries.
Matt MacNeil, Director of Solutions Engineering, Avalara CertCapture
Matt MacNeil
Director of Solutions Engineering, Avalara CertCapture
Matt MacNeil is currently the Director of Solutions Engineering for Avalara Certcapture. He has been involved in Sales tax consulting for the last 10 years with specific emphasis on developing new solutions for clients with exemption certificate issues. Previously he was Vice President of Tax Technology Services, LLC a tax consulting and solutions firm. He is a regular speaker at various credit and accounting educational classes on sales tax issues.
Moderated by: Ernie Humphrey, CEO, 360 Thought Leadership Consulting
Moderated by: Ernie Humphrey
CEO, 360 Thought Leadership Consulting
Ernie currently serves as the CEO of 360 Thought Leadership Consulting. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Formerly, Ernie served as the Vice President, Educational Programs for Proformative, and the as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has a BS and MS in Economics both from Purdue University.

Sponsor

Event Sponsor Avalara CertCapture
Avalara CertCapture - Avalara CertCapture is enterprise-level, cloud-based tax document compliance software that automates the collection, validation and management of sales tax exemption certificates, Forms W-8 & W-9 and reseller certificates.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Taxes
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
  • Information
    cpe/qas logo
    Proformative 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 website: www.learningmarket.org.
    NASBA – Sponsor Number: 109504
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Taxes
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Information
    Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Taxes
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits