1. What is the purpose of a state sales tax audit?

A sales tax audit checks whether a business correctly collected, reported, and remitted required taxes.

2. What does nexus mean in U.S. indirect tax?

Nexus is the level of connection that obligates a business to collect and remit sales tax.

3. Can a business dispute a state tax assessment?

Yes, a business can file a protest and pursue administrative or judicial appeals.

4. Is this training suitable for beginners?

Yes, it is designed as a beginner-to-intermediate program with practical, non-technical content.

5. Are customized or in-house sessions available for companies?

Yes, customized sessions can be tailored to your industry, state footprint, tax exposure, and audit history.

6. Does this training include real U.S. audit examples?

Yes, the workshop uses real-world audit scenarios to explain how states identify issues and issue assessments..

7. Does this course cover multi-state compliance risks?

Yes, the training includes multi-state exposure areas and nexus-driven obligations.

8. Do I need prior tax education to understand this training?

No, the concepts are explained clearly without requiring a tax or legal background.

9. Will this course help reduce future audit risk?

Yes, the program focuses on building strong internal controls and practical audit-readiness practices.

10. Does this training cover appeal steps?

Yes, it covers basic administrative and judicial appeal pathways.

11. Is this course suitable for non-tax professionals?

Yes, it is designed for beginners progressing toward intermediate understanding.

U.S. Indirect Tax: 1 Day Assessment & Litigation Session in Boston, MA

By Mangates

Multiple dates

Overview

Master sales & use tax audits, assessments, nexus issues, penalties, disputes and appeal basics in a fast 1 Day workshop.

Group Discounts:

Save 10% when registering 3 or more participants
Save 15% when registering 10 or more participants

For more information on Venue address, reach out to "info@mangates.com"

About This Course

Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, snacks, and beverages provided

Course Overview

This 1 Day workshop provides a practical, beginner-to-intermediate understanding of U.S. Sales & Use Tax, the closest equivalent to GST in the United States. You will explore how state tax authorities conduct audits, how businesses are assessed for additional tax, how nexus determines multi-state obligations, how notices and penalties are issued, and what steps are required to dispute or appeal findings.

The course focuses on real U.S. scenarios: nexus misinterpretation, incorrect exemption certificate handling, sampling audits, multi-state risks, state-level disputes, and basic litigation pathways. By the end, you will know how to prepare for audits, defend documentation, handle assessments, and reduce future exposure.

. Learning Objectives

By the end of this course, you will be able to:

Understand how U.S. states enforce sales & use tax compliance.
Recognize nexus triggers and multi-state obligations.
Prepare for and respond correctly to state audit procedures.
Identify common exposure areas and prevent costly errors.
Understand assessments, penalties and interest calculations.
Navigate basic dispute and appeal processes.
Build a practical audit-readiness and compliance improvement plan.

8. Target Audience

Indirect tax & compliance teams
Accountants & finance professionals
Business owners, CFOs, controllers
E Commerce, retail, SaaS & service providers
Internal auditors and operational managers
Anyone handling sales & use tax obligations

Why Choose This Course?

This program translates complex U.S. indirect tax rules into clear, actionable steps for beginners advancing to intermediate-level understanding. The trainer brings experience from multi-state audits, nexus compliance, assessments, exposure reviews, exemption certificate issues, and dispute processes—ensuring real-world insights, not theory. The content is structured so you walk away with practical audit-readiness skills you can apply immediately.

Our Royalty Referral Program

Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.

For royalty-related queries, contact orders@mangates.com

Want to train your entire team on U.S. indirect tax audits and compliance?
We provide customized in-house sessions tailored to your industry, state footprint, risk areas, and audit history. Your team learns how to manage nexus obligations, strengthen documentation, minimize exposure, and respond confidently to multi-state audit reviews. Custom scenarios and examples can be included.

📧 Contact us today to schedule a customized in-house session: corporate@mangates.com

Category: Business, Career

Good to know

Highlights

ages 18+
In person
Paid parking

Refund Policy

Refunds up to 7 days before event

Location

Regus - Boston - Federal Street

101 Federal Street Suite 1900

Ph No +1 469 666 9332 Boston, MA 02110

How do you want to get there?

Driving Public transport Biking Walking

Agenda

Module 1: U.S. Sales & Use Tax Framework & Nexus Concepts

• Differences between sales tax, use tax & taxable/exempt transactions • Economic nexus, physical nexus, marketplace facilitator rules • Understanding multi-state compliance complexity • Icebreaker Activity

Module 2: State Audit Process & Documentation Requirements

• How state authorities initiate audits & select sample periods • Required documents: invoices, resale/exemption certificates, reconciliations • Responding accurately to notices and data requests • Activity

Module 3: Common Sales & Use Tax Errors Identified in Audits

• Misapplied tax rates and incorrect taxability decisions • Improper exemption certificate management • Use tax exposure on purchases and asset acquisitions • Role Play

Frequently asked questions

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Mangates

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