It Depends: A Sales Tax Podcast by TaxConnex

Hosted by TaxConnex

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Latest episode

Aug 2026

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EN-US

About the show

Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. 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/

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60 recent

August 19, 202626 min

US Market Entry 101: Tax, Legal, and Compliance Traps to Avoid

In this episode, Brian Greer sits down with Robert A. Smith, CPA and Founder of Continuo International Tax , to unpack what foreign-based companies need to know before expanding into the US. Robert draws on years of experience helping non-US businesses navigate American tax and business complexities to explain why simply getting a US tax ID number isn't enough to ensure compliance and how skipping proper setup can expose a company to serious legal and financial risk. The conversation covers building the right advisory team (CPA, attorney, banker, insurance, HR), the differences between US and foreign tax systems, state-level income and sales tax exposure, voluntary disclosure options for companies that are already operating out of compliance, and realistic timelines and budgets for a successful US market entry. Whether you're a foreign business considering the US market or an advisor working with international clients, this episode show you what it really takes to set up shop successfully in the United States. Guest: Robert A. Smith, CPA, Founder of Continuo International 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/

August 3, 202656 min

Managing Sales Tax Exemption Certificates

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/

July 8, 202651 min

Sales Tax Compliance for the Complex Organization

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 processes. 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/

June 25, 202629 min

From Side Hustle to Successful Firm: Building a Bookkeeping Business with Serena Shoup

Building a bookkeeping business takes more than accounting expertise, it requires intentional growth, smart systems, and knowing when to ask for help. In this episode, Brian Greer sits down with Serena Shoup, CPA , founder of Of Course Financial and The Ambitious Bookkeeper , to discuss her journey from corporate accounting to entrepreneurship. Serena shares how she built a thriving bookkeeping firm, why niching down transformed her business, and the lessons she's learned mentoring hundreds of aspiring bookkeepers. They also discuss pricing strategies, building a team, finding clients as an introvert, and why understanding sales tax is essential for bookkeepers and their clients alike. Whether you're starting your own firm or looking to grow an existing one, this conversation is packed with practical advice for building a sustainable 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/

June 5, 202644 min

Ensuring You Have a Process in Place for Your Sales Tax Compliance

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 your business to comply with state and local sales tax. They discuss: Estimating and mitigating prior period sales tax exposure Establishing a compliance process for sales tax Managing ongoing requirements for sales tax compliance And if you enjoy this podcast, be sure to subscribe and leave us a review! 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/

May 7, 202623 min

Navigating Global VAT & Indirect Tax with Fintua

In this episode of It Depends: A Sales Tax Podcast , we sit down with Lisa Dowling , Chief Tax & Compliance Officer with Fintua , to discuss the complexities of global VAT and indirect tax compliance for businesses expanding beyond the United States. Formerly known as Taxback International, Fintua shares the story behind its evolution, the industries and companies it supports, and what differentiates its approach in the global compliance landscape. We also explore the partnership between TaxConnex and Fintua and how the collaboration helps businesses navigate both US sales tax and international VAT obligations with greater confidence and efficiency. From understanding the key differences between US sales tax and global VAT systems to avoiding common compliance pitfalls, this episode delivers practical insights for companies looking to scale internationally. Because in the world of tax, the answer is almost always: it depends. 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/

April 23, 202624 min

Making the Transition: How to Switch Sales Tax Providers Without Disruption

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/

April 13, 202641 min

Top 10 Compliance Mistakes We See in Software & Telecom Tax

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/

March 26, 202644 min

Sales Tax 102: Ensuring You Have a Process in Place to Manage Sales Tax

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/

March 12, 202643 min

Sales Tax 101: Understanding Sales Tax Nexus & What to Do About It

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/