It Depends: A Sales Tax Podcast by TaxConnex

Ensuring You Have a Process in Place for Your Sales Tax Compliance

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamentals of sales tax so you can understand what is required of your business to comply with state and local sales tax. They discuss: * Estimating and mitigating prior period sales tax exposure * Establishing a compliance process for sales tax * Managing ongoing requirements for sales tax compliance And if you enjoy this podcast, be sure to subscribe and leave us a review! Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

Navigating Global VAT & Indirect Tax with Fintua

In this episode of It Depends: A Sales Tax Podcast, we sit down with Lisa Dowling [https://www.linkedin.com/in/lisa-dowling-b1831a5b/], Chief Tax & Compliance Officer with Fintua [https://fintua.com/], to discuss the complexities of global VAT and indirect tax compliance for businesses expanding beyond the United States. Formerly known as Taxback International, Fintua shares the story behind its evolution, the industries and companies it supports, and what differentiates its approach in the global compliance landscape. We also explore the partnership between TaxConnex and Fintua and how the collaboration helps businesses navigate both US sales tax and international VAT obligations with greater confidence and efficiency. From understanding the key differences between US sales tax and global VAT systems to avoiding common compliance pitfalls, this episode delivers practical insights for companies looking to scale internationally. Because in the world of tax, the answer is almost always: it depends. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

Making the Transition: How to Switch Sales Tax Providers Without Disruption

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs. Deciding to move on from your current sales tax provider is a big step, but it doesn’t have to be a stressful one. With the right preparation and a clear process, transitioning to a new provider can be smooth, organized, and low risk. In fact, experienced providers handle transitions regularly and will guide you through each step to ensure continuity. In this episode we discuss: * Reasons it may be time to make a change  * Why changing providers isn't as hard as you may think * How to change to a new provider with ease   Listen now so you can take control of your sales tax compliance process to minimize risk and focus on growing your business. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

Top 10 Compliance Mistakes We See in Software & Telecom Tax

Software and telecom tax compliance comes with unique pitfalls due to complex taxability rules, sourcing requirements, local jurisdiction layering, telecom-specific fees, and fast-changing regulations. Even businesses with strong systems often run into issues that create filing errors, assessments, or unnecessary audit exposure. In this episode with CereTax [https://www.ceretax.com/], we walk through the top 10 compliance mistakes we most commonly see in software and telecom businesses and how to avoid them. You will gain practical insights to help strengthen compliance processes, reduce risk, and stay ahead of evolving regulatory requirements. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

Sales Tax 102: Ensuring You Have a Process in Place to Manage Sales Tax

Since the U.S. Supreme Court’s South Dakota v. Wayfair decision, sales tax compliance has continued to grow more complex. Today, nearly every state with a sales tax enforces economic nexus, while businesses face expanding taxability rules, increasing audit activity, and constant rate and regulation changes across thousands of jurisdictions. This episode provides a practical, up-to-date overview of what it really takes to manage sales tax in today’s environment. We revisit the fundamentals of nexus and taxability, then dive deeper into the operational processes that support ongoing compliance. We discuss: - How to identify and monitor nexus as your business grows - Understanding where your products and services are taxable - Evaluating sales tax calculation tools and automation - what they can (and can’t) do - Managing registrations, filing calendars, and ongoing compliance obligations - Ensuring accurate data management, review processes, and human oversight - Whether you’re building a sales tax process from scratch or reassessing an existing one, this session will help you understand what a sustainable, audit-ready compliance process looks like today and where common gaps still exist.       Focus on your business. We’ll handle sales tax. TaxConnex acts as your outsourced sales tax department: consulting, software, and compliance management, so your team can focus on growth. Reach out today to talk to an expert! Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/