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Recovering Sales Tax From Customers

Recovering Sales Tax From Customers

by Stephanie Thomas | Oct 20, 2022 | Audits, Mary's Wisdom, Stephanie's Wisdom

We are going to discuss charging your customer sales tax after the sales transaction has been completed.  There are multiple options available to you if you discover that you didn’t charge sales tax correctly.  Check out the video below. Key Takeaways: There are...
Interim Reviews Can Keep You Sales Tax Compliant!

Interim Reviews Can Keep You Sales Tax Compliant!

by Mary Thomas | Aug 31, 2022 | Audits, General Business, Mary's Wisdom, Stephanie's Wisdom

As your business changes or expands, or you make large purchases, interim reviews can help ensure that you are tax compliant.   We talk about it more in the video below. Key Takeaways: Interim reviews are a useful tool in helping you remain sales & use tax...
Do Your  Sales Tax Accrual  Account Reconciliations!

Do Your Sales Tax Accrual Account Reconciliations!

by Stephanie Thomas | Jul 14, 2022 | Audits, General Business, Stephanie's Wisdom

If you are ever audited, one of the first things that the auditor will do is reconcile your sales tax accrual account to make sure that you are remitting what your own accounting records reflect should be remitted. Regardless of which basis that you use, if there are...
The Dangers of Combining Sales & Non-Sales Related Deposits

The Dangers of Combining Sales & Non-Sales Related Deposits

by Mary Thomas | Jul 14, 2022 | Audits, General Business, Mary's Wisdom, Uncategorized

We discuss intermingling your non-sales related deposits in your business bank account. While there are not rules against combining your business proceeds and nonbusiness related deposits into bank account, it can lead to a huge headache if you are ever subject to a...
Beware: 4 Things about Sales Tax Returns and Unapproved Sales Tax Credits

Beware: 4 Things about Sales Tax Returns and Unapproved Sales Tax Credits

by Stephanie Thomas | May 11, 2022 | Audits, Sales Tax Returns, Stephanie's Wisdom

Sales tax credits can are either valid or they are not.  Period.  What is an unapproved sales tax credit?  How does this topic impact the compilation of a correct sales and use tax return?  Can you say “TROUBLE?” SALES TAX RETURNS:  UNAPPROVED SALES TAX...
Do Your  Sales Tax Accrual  Account Reconciliations!

Sales & Use Tax Compliance- Do Your Reconciliations!

by Stephanie Thomas | Mar 7, 2022 | Audits, Sales Tax Returns, Stephanie's Wisdom, Uncategorized

In this video, we discuss the importance of reconciliations, including reconciling your sales tax accrual account. Key Takeaways: if there are significant differences between what was reported on your sales tax return and the sales tax accrual account, document why...
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