In this episode, TaxConnex partners Brian Greer and Jeff Meigs discuss Navigating Sales Tax Compliance in eCommerce & Retail - They dive into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now to ensure that your business is set up for success! Brian - Chief Revenue Officer, Partner at TaxCo...

The Universal Service Fund (USF) plays a critical role in keeping communications accessible across rural and underserved communities, but it’s also one of the most complex and controversial areas of telecom compliance. In this episode, Brian sits down with Jonathan Marashlian, Managing Partner at The CommLaw Group, to unpack the Supreme Court’s recent decision upholding the USF, the role of the FCC and USAC, and why contribution factors are climbing toward record highs. They explore: How the ...

In its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows businesses to purchase products free of tax. Other exemptions can apply to special entities, including government organizations and nonprofits. The purchaser has the responsibility for determining whether they are exempt or not and obtaining a valid exemption certificate. But, it is...

In this special episode of It Depends, guest host Cate Gibson talks with Jackie Breiter, Partner & COO at TaxConnex, about Connexion, the proprietary platform that powers TaxConnex’s sales tax compliance process. Jackie shares how her background in engineering and operations helped shape Connexion into a tool that blends automation with human expertise to support remote teams and deliver visibility to clients. They discuss the platform’s origins, its role in scaling compliance, how AI is...

Tariffs are making headlines, but how do they impact your sales tax obligations? In this episode, Jeff Meigs breaks down what tariffs are, how they’re treated for sales and use tax purposes, and why, unlike most tax questions, the answer here is surprisingly straightforward. From Washington State’s guidance to best practices for invoicing and compliance, you’ll learn why tariffs are generally part of the taxable base, how businesses handle them in pricing, and what to watch for in state-speci...

In this special episode, Brian Greer is joined by Brent Reeves, Co-Founder of CereTax, to discuss the story behind taxC - a powerful offering from TaxConnex that blends CereTax’s robust tax engine with TaxConnex’s white-glove compliance services. In the episode they discuss: The 20+ year relationship between the founders of TaxConnex and CereTaxWhy automation alone falls short for complex businessesHow taxC fills the gap between tax calculation and complianceThe real-world value of combining ...

Online sellers hear an endless amount these days about “marketplace facilitators.” What are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we discuss the sales tax implications of marketplace facilitators. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-...

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 you to comply with state and local sales tax...

Brian - Chief Revenue Officer, Partner at TaxConnex 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.taxconnex.com/

Once your business establishes nexus and you've ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,000+ taxing jurisdictions across the US that you have to keep up with. If you have a sales tax obligation and are not collecting and remitting sales tax, you could be at risk for hefty penalties and fees. Even if it's an honest mistake, it could be a costly one. Listen now as ...

Unlock the secrets to mastering sales and use tax compliance in this episode featuring CereTax and TaxConnex. This session will guide you through the essential steps required to ensure complete and accurate sales tax management for your business. Listen now to get a better understanding of the 3 key steps to ensure you remain sales tax compliant. Learning Objectives: The steps to take to understand your sales & use tax obligationsHow to ensure you have the right tax rate on y...

Ignoring sales tax rules can be a costly mistake for businesses. As a "pass-through" tax, sales tax is meant to be collected and remitted—but failure to comply can lead to hefty penalties. With state tax rates averaging 8% and additional penalties stacking up, businesses could face millions in unexpected expenses. In this episode, we break down how to assess your risk, avoid compliance pitfalls, and implement strategies to reduce exposure. Don't let sales tax become an out-of-pocket nightmare...

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. Watch this webinar as we discuss the following: - Reasons it may be time to make a change - Why changing providers isn't as hard as you may think - How to cha...

It’s been over 6 years since the historic Wayfair decision, and sales tax somehow continues to become more challenging. In this episode we cover some of the most important sales tax updates of 2024 and help you develop a clearer understanding of how to set up a process to remain sales tax compliant in 2025. Learning objectives: • Discover how to determine where you have nexus • Recognize the taxability of your products/services • Identify methods and tools used to ensure proper ...

In this episode, Jeff Meigs and Brian Greer are discussing the intricacies of sales tax compliance in complex organizations. Whether you operate through multiple channels, work within a confusing industry, or manage various business structures, this podcast will provide the knowledge and strategies needed to ensure sales tax compliance and avoid costly mistakes. Our hosts talk through the unique challenges that complex businesses face, offering practical solutions to streamline your sales tax...

If you're part of an online business, the holidays are an exciting (but crazy) time for you... And marketplace facilitators are most likely being utilized. But what are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we discuss the sales tax implications of marketplace facilitators. Brian - C...

This holiday season, eCommerce and Retail sales are booming more than ever. Listen now to this episode on "Navigating Sales Tax Compliance in eCommerce," where we delve into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now so that you can ensure that your business is set up for success! Brian ...

As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you could be at risk for hefty penalties and fees. In this episode, we look at 5 challenges facing gro...

Failure to comply with the applicable sales tax rules can have a devastating effect on your business. Listen to this episode now as we discuss how to determine your level of risk and exposure, as well as tools and procedures to potentially reduce your taxes owed and penalties. We’ll cover: Nexus and taxabilityWhat’s at stakeRemediating past exposureManaging auditsAnd more!Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ Jeff - Consulting Pra...

Brian - Chief Revenue Officer, Partner at TaxConnex 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.taxconnex.com/