Sales and Use Tax

PRIMARY CONTACTS: Stephen R. Worth CPA, JD

Sales and use tax rules are more complex than ever, presenting known and unknown risks to businesses of all sizes.

The complexity is compounded by states becoming more aggressive and strategic in auditing taxpayers to recover tax dollars and fill budget gaps. As a result, businesses must understand their sales tax exposure, mitigate risk and past exposure, and establish processes and systems to ensure ongoing compliance.

We provide our clients with proactive, practical advice on sales and use tax filings and processes, taxability of products and services, and other related issues.  In addition to providing sound tax technical advice, our state and local tax (SALT) team can add value to your tax function through the following sales & use tax consulting services:

  • Audit Defense and Controversy
  • Compliance Process Reviews
  • Data Automation Support
  • Direct Pay Agreements
  • Due Diligence
  • Exposure Reviews
  • Participatory/Managed Audits
  • Refund Reviews/Reverse Audits
  • Research and Matrices
  • Transactional Planning
  • Voluntary Disclosures and Amnesty Programs

Additionally, our SALT team is well-positioned to alleviate the strain on your resources and unnecessary stress associated with the sales & use tax compliance function through the following services:

  • Correspondence and Notice Management
  • Exemption Certificate Management
  • Jurisdictional Rate Change Updates
  • Multistate Registrations
  • Multistate Return Filing

About Schneider Downs Tax Advisors 

With one of the largest regional tax practices in the country, Schneider Downs Tax Advisors’ personal focus on clients and in-depth understanding of current issues ensures that clients are complying with tax filing requirements and maximizing tax benefits. Our industry knowledge and focus ensures delivery of technical tax strategies which can be implemented as practical business initiatives. Learn more at k.njshengwu.com/tax-services.

case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
our thoughts on

Governor Shapiro's Proposed FY 2024-25 PA Budget

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Learn how the Pennsylvania Supreme Court’s decision in Zilka directly impacts Pennsylvania residents who work outside of Pennsylvania and claim credits on their Pennsylvania state and local income tax returns.

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PA Grantor Trust

Uncover the changes to the Pennsylvania Tax Code Senate Bill 815, now Act 64 of 2023 relating to the taxability of income received by resident and nonresident trusts.

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OH CAT Update

Learn more about Ohio’s Commercial Activity Tax (CAT) enacted on July 4, 2023, including elimination of the annual minimum tax and increases to gross receipt exclusions.

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Digital Products and Services Tax Unclear

Learn More about the taxation of digital products and services and the evolving state definitions and inconsistent legal rulings.

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Contractors May Benefit From SALT Cap Workaround

Learn how contractors may be eligible for a sizeable federal income tax deduction by electing to have their pass-through entity (PTE) pay state and local taxes (SALT) at the entity level, avoiding the SALT cap.

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New Pennsylvania Annual Report Filing Requirement

Read more about the new Pennsylvania Annual filing report along with a list of what is required in the report.

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Pittsburgh

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