It Depends: A Sales Tax Podcast by TaxConnex

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.

Deciding to move on from your current sales tax provider is a big step, but it doesn’t have to be a stressful one. With the right preparation and a clear process, transitioning to a new provider can be smooth, organized, and low risk. In fact, experienced providers handle transitions regularly and will guide you through each step to ensure continuity. In this episode we discuss:

• Reasons it may be time to make a change 
• Why changing providers isn't as hard as you may think
• How to change to a new provider with ease

Listen now so you can take control of your sales tax compliance process to minimize risk and focus on growing your business.

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/

Software and telecom tax compliance comes with unique pitfalls due to complex taxability rules, sourcing requirements, local jurisdiction layering, telecom-specific fees, and fast-changing regulations. Even businesses with strong systems often run into issues that create filing errors, assessments, or unnecessary audit exposure.

In this episode with CereTax, we walk through the top 10 compliance mistakes we most commonly see in software and telecom businesses and how to avoid them. You will gain practical insights to help strengthen compliance processes, reduce risk, and stay ahead of evolving regulatory requirements.

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/

Since the U.S. Supreme Court’s South Dakota v. Wayfair decision, sales tax compliance has continued to grow more complex. Today, nearly every state with a sales tax enforces economic nexus, while businesses face expanding taxability rules, increasing audit activity, and constant rate and regulation changes across thousands of jurisdictions. This episode provides a practical, up-to-date overview of what it really takes to manage sales tax in today’s environment. We revisit the fundamentals of nexus and taxability, then dive deeper into the operational processes that support ongoing compliance.

We discuss:

- How to identify and monitor nexus as your business grows
- Understanding where your products and services are taxable
- Evaluating sales tax calculation tools and automation - what they can (and can’t) do
- Managing registrations, filing calendars, and ongoing compliance obligations
- Ensuring accurate data management, review processes, and human oversight
- Whether you’re building a sales tax process from scratch or reassessing an existing one, this session will help you understand what a sustainable, audit-ready compliance process looks like today and where common gaps still exist.      

Focus on your business. We’ll handle sales tax.
TaxConnex acts as your outsourced sales tax department: consulting, software, and compliance management, so your team can focus on growth. Reach out today to talk to an expert!

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/

Since the U.S. Supreme Court ruling in the South Dakota v. Wayfair case, all states with sales tax laws now require companies with economic nexus to collect and remit sales tax. This landmark decision has affected businesses across all industries, but what exactly does it mean for you? In this episode we cover:

• The history of sales tax nexus
• The difference between gross receipts vs. Taxable sales
• Determining where nexus exists for your business
• Economic nexus vs. Physical nexus
• Which of your products/services are taxable
• How to register as a seller in states where you have nexus         

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/

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 the challenges facing growing businesses when it relates to 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/

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 2026 is time for a change, you can initiate and control the process to find a provider to better fit your needs. Listen to this episode 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 change to a new provider with ease

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/

In Q1, many businesses find themselves reassessing their sales and telecom tax processes, and the providers behind them. With the rise of AI-powered solutions and increasing regulatory complexity, how do you know which provider is the right fit? In this episode we partnered with CereTax to discuss how to evaluate sales and telecom tax providers in today’s fast-changing environment. We explore the balance between automation and human expertise, how to ensure accuracy and visibility across your compliance process, and how to set yourself up for success in 2026. Listen now where ever you get your podcasts!

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/

Preparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table.

In this episode, host Brian Greer brings together a panel of experts from sales tax, M&A advisory, and legal to break down the key steps business owners should take to position their company for a smooth and successful exit.

Jeff Meigs (TaxConnex), Chris Weingartner (Founders Advisors), and John Yates (Gunderson Dettmer) share real-world examples of issues uncovered during due diligence - from unexpected sales tax exposure and valuation surprises to contract, IP, and governance pitfalls that can delay or derail a transaction.

Whether an exit is imminent or still years away, this conversation offers practical guidance on reducing risk, improving legal and tax hygiene, and understanding what buyers are really looking for, so you can move forward with confidence when the time is right.

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/

What does a day in the life look like for a TaxConnex practitioner? In this episode of It Depends: A Sales Tax Podcast by TaxConnex, host Cate Gibson sits down with Kristie, one of our experienced practitioners, for a behind-the-scenes look at what it’s really like to manage sales tax compliance across multiple clients and deadlines.

Christy shares how she transitioned from a career in sales tax audits to joining TaxConnex, what she loves about the flexibility of the practitioner model, and the skills it takes to balance compliance, client relationships, and constant data flow.

If you’ve ever wondered how TaxConnex practitioners make sales tax compliance look seamless, this conversation is a must-listen.

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/

A sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must determine their exemption status and provide valid certificates, businesses are responsible for validating and maintaining them to avoid potential tax liability during audits. Listen to this episode to learn about exemptions vs. exclusions, required forms, industry-specific examples, and best practices for managing exemption certificates.

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/