Exempt Today, Audited Tomorrow? (How to Defend Your Sales Tax Story)- 7/29/25
About the Webinar:
Date: Tuesday, July 29, 2025
Time: 12 – 1 PM | Eastern
Business Leads and Tax Professionals: Exemptions tell a story—will yours hold up under audit?
Claiming an exemption is easy. Defending it under scrutiny is not. Whether you sell goods, services, software, or digital products, collecting certificates isn’t enough. You need a clear, well-managed process that stands up when it counts.
What You’ll Walk Away With:
- A clear understanding of key exemption types and when to use them
- Insight into state-specific rules and required documentation
- Awareness of common certificate pitfalls that increase audit risk
- A proactive strategy for defending exempt sales during an audit
- Best practices to strengthen exemption compliance across your team
- Tech tips to reduce manual work and risk
Who Should Attend:
This session is designed for:
- CFOs, Controllers & Finance Managers looking to avoid costly audit assessments
- Tax and Accounting Professionals responsible for sales tax compliance
- In-House Legal Counsel seeking to assess risk and protect their companies
- Sales & Operations Teams that handle exemption certificates or B2B sales
- ERP/Tech Leads implementing or evaluating exemption certificate management tools
- Business Owners with multi-state sales and exempt customers
